Tyler Jouret is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at AGI Suretrack and PrairieStone. Jouret serves as a Staff Sergeant in the Kansas Army National Guard, where he trains and supervises a High Mobility Artillery Rocket System (HIMARS) crew. Keen Wealth Advisors provides comprehensive portfolio management and financial planning services primarily to individuals, trusts, and retirement plans. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis framework and discretionary portfolio management.

Jaxson Wentworth is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TFB Advisors, he worked at Ameritas Advisory Services, LLC, and Ameritas Investment Company, LLC. He has also been involved with Tax Favored Benefits, Inc., which operates in investment services. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and customizes portfolios based on client risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Quinton Vlach is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Powercat Financial and Prosperity Planning Inc., as well as leading V&C Travel, LLC since 2026. He also managed Vlach's Lawn Care for six years. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment approach using ETFs, mutual funds, individual securities, and periodic portfolio rebalancing.

Cole Dimond is a financial advisor with Caliber Wealth Management, LLC in Overland Park, KS, holding a Series 66 designation and having 21 years of industry experience. He has worked at several firms, including Raymond James Financial Services and Ameriprise Financial, before joining Caliber Wealth Management. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and retirement-plan services. The firm offers in-house tax preparation and consulting, emphasizes globally diversified portfolios based on modern portfolio theory, and manages roughly $1.76 billion in assets under management.

Alyssa Hon is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She has been with Prosperity Planning since 2019 and is based in North Kansas City, MO. Prior to her advisory role, she worked at K & E Flat Work and attended Missouri Western State University. Prosperity Planning is a team of 11 advisors serving individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and specialized financial planning services, including retirement and divorce financial planning, using a long-term, diversified investment approach focused on low-cost, tax-aware vehicles.

Nicholas Hartley is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has been with Windward Private Wealth Management Inc. since 2021. Outside of advisory work, he has held various positions including roles at Indian Foothills Golf Course and Missouri Valley College. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing ETFs and mutual funds, and offers additional services such as tax preparation and college savings plan management.

Justin Locke is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Prosperity Planning, Inc. since 2023 and previously was employed at ProMedica Hospice for eight years. Outside of financial advising, he was involved with Holden First Baptist Church from 2011 to 2017. Prosperity Planning, Inc. advises individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, broadly diversified investment approach using mutual funds and ETFs, with portfolio management focused on systematic tilts toward smaller-capitalization, value, and higher-profitability stocks.

John Scherschligt is a Series 65-licensed financial advisor with Triune Financial Partners, LLC, based in Overland Park, KS. He has two years of industry experience and previously worked at Holy Family School of Faith and Flatco Telecommunications. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing accounts primarily with low-cost mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.

Samuel Pedrotti is a financial advisor at TFB Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining TFB Advisors, he worked at Black & Veatch and several other organizations across various sectors. He is also involved with Tax Favored Benefits, an affiliated insurance agency and third-party administrator. TFB Advisors serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and retirement plan consulting, managing approximately $859.6 million in client assets through a multi-advisor team.

Daniel Kennedy is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at Mader & Shannon Wealth Management since 2010. He is involved in a non-investment related business, USKK, Inc., which he dedicates time to during evenings. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, and retirement plans. The firm employs an active management strategy focusing on individual securities using fundamental and technical analysis, and also provides specialized services such as expert witness testimony.

William Fisher is a financial advisor at Novadius Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has been affiliated with The ETF Store, Inc. since 2013. In addition to his advisory role, Mr. Fisher operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan clients with discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs and manages approximately $148 million in client assets.

Dione Ramos is a Series 65-credentialed advisor with Keen Wealth Advisors, based in Overland Park, KS, with experience spanning several roles since 2014, including positions in financial services and education. Prior to joining Keen Wealth Advisors, Ramos worked at Crosspoint Wealth Partners and Meritrust Credit Union and has been involved with Powercat Financial at Kansas State University. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities primarily focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis approach and offers discretionary portfolio management integrated with written financial planning.

Robert Crew is a CFP® and CFA® with 34 years of industry experience. He has worked at Triune Financial Partners, LLC since 2009 and previously spent seven years at Purshe Kaplan Sterling Investments, Inc. He serves on the investment committee for the Church of the Nazarene and is a co-trustee of a family member's irrevocable trust. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing approximately $1.3 billion in client assets across its team of 13 advisors.

Elliott Homan is a financial advisor with Novadius Wealth Management, holding a Series 65 credential and bringing 12 years of industry experience. He has worked at The ETF Store, Inc. since 2013 and serves concurrently in the United States Marine Corps. Outside of advising, he operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan clients with discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, offering both model and customized portfolios tailored to client objectives and risk tolerance.

William Keen is a financial advisor with Keen Wealth Advisors in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Keen Wealth Advisors in 2014, he worked elsewhere in the financial sector. Outside of his advisory role, Keen is an author and volunteers as a pilot for the nonprofit Angel Flight, where he also serves as treasurer. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.

Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.

Elijah Fleming is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation. He has recently started his career in the industry and has prior experience working at the University of Missouri - Columbia and in concessions roles at state parks. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a focus on discretionary account management and a blend of fundamental and technical analysis.

Alan Becker is a Series 65 licensed advisor with RSG Investments LLC, based in Overland Park, KS, and has 10 years of industry experience. He has worked at AE Wealth Management, LLC, Global Financial Private Capital, LLC, and has been involved with several related entities including RSG Holdings and Retirement Solutions Group. Becker is also the author and publisher of a book. RSG Investments provides discretionary asset management and investment advice primarily to individual clients, trusts, retirement and profit-sharing plans, and other business entities. The firm employs a combination of fundamental, technical, and charting analysis and offers tactical and strategic asset allocation along with value-oriented strategies through model portfolios and direct management.

David Dwyer is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Legacy Financial Strategies, LLC since 2017. Prior to this, he worked for Ameriprise Financial Services, Inc. for nine years. Legacy Financial Strategies, LLC is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to build globally diversified portfolios using mutual funds, ETFs, and individual securities, offering discretionary and non-discretionary investment management alongside retirement and financial planning services through a multi-advisor team.

Michael Garden is a financial advisor with PCG Wealth Management in Overland Park, KS, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. Outside of his advisory work, he is involved in professional golf. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with flexibility to include other securities as appropriate, and emphasizes retirement-plan services including fiduciary management and participant education.