Jason Anderson is a financial advisor with Equity Wealth Partners, LLC in Independence, MO, holding a Series 66 designation and 27 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 17 years before joining Equity Wealth Partners in 2022. Anderson serves in fiduciary capacities such as trustee and personal representative. Equity Wealth Partners is an eight-advisor team managing over $250 million in assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers integrated wealth management combining discretionary portfolio management with financial planning, using a fundamentally driven, generally long-term investment approach focused on diversified, low-cost funds alongside individual securities.

Bart Spachek is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Cornerstone Securities since 2015 and also operates Bart Spachek Inc. since 2010. Outside of advisory work, he directs Reign Benefits Consulting, where he conducts sales of fixed, indexed, and life insurance products and provides consulting services to a former Allstate insurance agency. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of advisers who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Greg Humphreys is a financial advisor at Cornerstone Securities LLC with a Series 65 designation and six years of industry experience. He previously worked at Harris and Hart LLC, G.E.H.A., Black & Veatch, and Seaboard Foods. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm offers IAR-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

Alex Miller is a CFP® with three years of industry experience and currently serves as an advisor at Canvas Wealth Advisors, LLC. Prior to joining Canvas Wealth Advisors in 2025, he worked at Creative Planning, LLC from 2022 to 2025. His background includes a variety of roles outside finance, including work at Scissors & Scotch and involvement with Kansas State University. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, families, trusts, charitable organizations, and private real estate funds. The firm manages approximately $713 million in client assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Peter Sowden is a CFA® charterholder with 22 years of industry experience. He has been with Atwood & Palmer, Inc. in Kansas City, MO since 2006. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts with individualized investment policies and applies both fundamental and technical analysis across various asset classes.

Richard Kagy is a Series 65 licensed advisor with 13 years of industry experience. He has worked at Black Knight Wealth Management, LLC since 2021 and has held positions at Vision, Optivise Advisory Services, Foresight Investment Advisors, and OnPointe Advisory and Financial Services. He also operates Kagy Financial, a separate advisory practice, since 2006. Black Knight Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, integrating coordination with clients’ legal and tax advisors. The firm manages discretionary accounts using a combination of fundamental, quantitative, and technical analyses, and offers access to a variety of investment vehicles including affiliated private funds.

Kenneth Borum is a financial advisor at Prosperity Planning with 22 years of industry experience. He holds a Series 66 designation and has worked at Prosperity Planning since 2004, with a previous five-year tenure at Cetera Advisors LLC. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, broad-based investment approach across global asset classes, often using index-based mutual funds and ETFs, and offers specialized services such as targeted divorce financial planning and pension-plan participant education.

Landon Fisher is a financial advisor at Canvas Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Canvas Wealth Advisors, he worked at The After School Program for one year. Canvas Wealth Advisors serves individuals and families, trusts, estates, charitable organizations, business clients, and retirement plans. The firm offers financial planning, discretionary portfolio management, and administrative management for private pooled real estate investment vehicles, implementing diversified portfolios based on modern portfolio theory.

Megan Brenner is a CFP® with 10 years of industry experience currently serving at Craft & Sage Wealth since 2023. She previously worked at Royal Alliance Associates and Premier Financial Partners. Outside of her advisory role, she works as a Game Day Assistant and Instant Replay Field Technician for the NFL. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a multi-faceted investment process combining quantitative, fundamental, technical, cyclical, and economic analysis to support model-driven portfolio management and financial planning.

Andrew Beil is a CFP® with 12 years of industry experience, currently serving as an advisor at StrongBox Wealth, LLC since 2021. His prior roles include positions at Prime Capital Investment Advisors, Private Client Services, and American Century Investment Services. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities, managing approximately $562 million in assets across 474 accounts. The firm uses a multi-method investment process and offers customized portfolios with various asset types, along with ongoing monitoring and periodic rebalancing.

Matthew Stevens is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Mader & Shannon since 2014 and previously worked at Cadena Securities Services, LLC. Outside of his advisory role, he is involved in managing residential real estate investments through Patriot USA Properties, LLC and Bonner Ridge, LLC. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges, combining fundamental and technical analyses with third-party research.

Ryan Cleary is a financial advisor at One Wealth Capital Management, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Guardian Life Insurance Company of America, Park Avenue Securities, and Mass Mutual. Outside of advising, he is a silent partner in a nutritional supplement business and has a private investment in an oil production site. One Wealth Capital Management serves individual and high-net-worth clients, foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary services along with ongoing coordinated planning programs.

Evan Lang is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Atwood & Palmer, Inc., having previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm integrates fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to manage complex financial relationships.

Brian Lamone is a financial advisor at United Advisors America with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed Inc., The ETF Store, Inc., and Northwestern Mutual Investment Management. Lamone also acts as an insurance agent for Alliance America Corporation, offering life and health insurance and fixed annuities. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm employs a Modern Portfolio Theory approach with model portfolios, regular reviews, and uses mutual funds, ETFs, and digital currency exposure products.

John Martin is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with The Leaders Group Inc, Mader & Shannon Wealth Management, and JMC Group LLC. Outside of his advisory roles, he is the managing member of JMA Group, LLC, which sells life, disability, and long-term care insurance to retail customers and wholesale fixed insurance products to other agents. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and retirement plans, managing approximately $221 million in client assets. The firm employs an active management approach focusing on individual securities with a blend of fundamental and technical analysis and also serves as a sub-adviser to other investment advisers.

Dustin Palmer is a CFP® with 11 years of experience in the financial services industry. He is currently with Craft & Sage Wealth, where he has worked since 2023. His prior experience includes roles at Royal Alliance Associates, Lockton Financial Advisors, MyLo, LF Wealth Advisors, Waddell & Reed, and Cambridge Investment Research. Palmer serves as a board member for the Amber Meadows/Lakes HOA, where he reviews financial statements and oversees neighborhood maintenance and volunteer activities. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment approach that incorporates multiple analytical methods and offers discretionary portfolio management, including the use of third-party and ESG-focused managers.

Brian Taylor is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He worked at Wise Wealth LLC from 2015 to 2017 before joining Cornerstone Securities in 2017. Outside of advisory work, he is also an independent insurance agent focusing on fixed life insurance, fixed annuities, and long-term care products. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of representatives who develop portfolio strategies and provide financial planning or consulting. The firm also facilitates access to third-party advisory programs and REITs.

Michael Don Tinio is a CFP® and holds a Series 65 license with three years of experience in financial advising. He currently works at Wrenne Financial Planning LLC and previously worked at FIRE Wealth Management LLC and Fox & Company Wealth Management. Before entering the financial industry, he was employed at QSPEC Solutions, Inc. and Epic Systems Corporation. Wrenne Financial Planning LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients, as well as corporations. The firm emphasizes passive portfolio construction using index mutual funds and ETFs and offers specialized programs for physicians, including student loan planning and virtual seminars.

Dennus Bradley Cooper is a financial advisor with Cornerstone Securities LLC, holding Series 66, Series 63, and Series 65 licenses and bringing 26 years of industry experience. His prior firms include Dominion Investor Services, Inc., National Planning Corporation, and Geneos Wealth Management, Inc. He also operates The Cooper Group, through which he occasionally places life insurance and annuities and manages business overhead expenses. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of investment adviser representatives. The firm offers tailored asset management, selection of third-party advisory programs, and financial planning, with investment decisions generally made at the individual advisor level.

Peter McGee is a financial advisor with Chief Advisors Corp in Overland Park, KS, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Chief Advisors Corp since 2011. Outside of his advisory role, McGee is engaged in selling various insurance products through a separate entity and serves as a FINRA arbitrator. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm employs a combined fundamental, technical, and behavioral investment approach and typically operates with discretionary authority across multiple accounts and custodians.