William Stapp is a Series 65-licensed advisor with TFB Advisors, LLC, based in Overland Park, KS. He has one year of industry experience, including prior roles at Dimensional Innovations and Jayhawk Cafe. TFB Advisors serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Herman Lall is a financial advisor with PCG Wealth Management in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as LPL Financial and V Wealth Advisors. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using diversified funds and tailored strategies, with a notable focus on retirement-plan services including fiduciary advisory and participant education.

Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.

Michael Ward is a financial advisor at Caliber Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 15 years and Raymond James Financial Services for four years. Ward is the chair of the board and founder of New Life Christian Academy, a nonprofit organization. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with a focus on discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory. The firm uses globally diversified portfolios aligned with modern portfolio theory and offers integrated in-house tax preparation and consulting services.

Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

Roger Ratzlaff is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Waterfront Wealth since 2015 and previously spent eight years with Wells Fargo Advisors Financial Network. Outside of his advisory role, he is involved in managing farmland through Carter Capital LLC, an investment-related LLC he owns jointly with his spouse. Waterfront Wealth, Inc. is a team-based registered investment adviser managing approximately $890 million for around 730 clients. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a mix of active mutual funds, ETFs, individual securities, and custom strategies.

Gaven Pinkley is a financial advisor at RSG Investments LLC with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC and Central Trust Bank. RSG Investments LLC manages approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm offers discretionary asset management using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting.

Christen Dusselier is a financial advisor at Mitchell Capital Management Co with 13 years of industry experience. He holds a Series 65 designation and has been with Mitchell Capital Management Co since 2001. Mitchell Capital Management Co is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in client assets through a small team and offers customized investment strategies combining systematic screening with traditional security analysis across multiple equity and fixed-income approaches.

Jennifer Robinson is a financial advisor at TFB Advisors, LLC with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Nicholson Capital Management and Wells Fargo Advisors. TFB Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, trusts, estates, charitable organizations, business entities, and pension plans. The firm manages approximately $840 million in assets and employs a tailored investment approach involving mutual funds, ETFs, individual securities, and alternative products.

John Skowronski is a financial advisor at PCG Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and LPL Financial. Skowronski is involved with The Skowronski Family Trust in a fiduciary capacity. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using diversified mutual funds and ETFs, and offers specialized retirement-plan services including ERISA fiduciary support and participant education.

Pamela Vasquez is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network and U.S. Bancorp Investments. Waterfront Wealth Inc. manages approximately $890 million for about 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Bret Guillaume is a CFP® with 22 years of industry experience and holds the Series 66 designation. He has been with Mader & Shannon Wealth Management and its predecessor firms since 2004. The firm manages approximately $269 million in discretionary assets and serves individual and high-net-worth clients, corporations, and pension and profit-sharing plans. Mader & Shannon Wealth Management employs an active, discretionary investment approach that emphasizes individual securities on major U.S. exchanges and provides comprehensive retirement-plan services, including ERISA plan support.

Andrew Rogers is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Legacy Financial Strategies, LLC. His prior roles include positions at LPL Financial and Waddell & Reed, Inc., as well as ownership of A.D. Rogers & Associates LLC. 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 construct globally diversified portfolios, utilizing mutual funds, ETFs, individual securities, and alternative investments, and offers a lower-cost model program for smaller accounts.

Tyson Sprick is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked with Caliber Wealth Management, LLC since 2024 and previously spent 14 years at Equitable Advisors. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm combines investment management with in-house tax preparation and consulting, focusing on globally diversified portfolios tailored to clients’ risk profiles.

Brent Caswell is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Normandy Investment Advisors, where he has worked since 2021, following six years at Commonwealth Financial Network. Caswell is also the owner of Caswell & Associates, a private entity involved in securities, advisory, and insurance business operations. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across multiple asset classes and incorporating derivatives in separately managed accounts.

Meridith Nelson is a CFP® and Series 65 credentialed advisor at Stepp & Rothwell Inc with five years of industry experience. Prior to joining Stepp & Rothwell, she worked in healthcare roles at OSF Healthcare and OSF St. Joseph Medical Center. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm’s portfolios primarily include mutual funds, ETFs, and fixed income securities, employing various strategies and offering both discretionary and non-discretionary client arrangements.

John Fitch is a financial advisor at Cornerstone Securities LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Securities since 2017, following prior roles at Larson Financial Group, LLC and Larson Financial Securities, LLC. Outside of advisory work, he is involved in insurance sales as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of advisors who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Carlos Carriedo Samaniego is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Buttonwood Financial Group in 2023, he worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, and Waddell & Reed. He is also involved with Carriedo Enterprises, LLC, an outside business activity. Buttonwood Financial Group is an independent SEC-registered advisory firm serving individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services, including Family CFO planning, discretionary and non-discretionary investment management, and family-office style support utilizing globally diversified model portfolios with integrated tax management.

Matthew Shull is a CFP®-designated financial advisor at Capital Investment Management, Inc. in Lee's Summit, MO, with 18 years of industry experience. He has been with Capital Investment Management since 2016 and also works with Cambridge Investment Research. Shull is licensed as an independent insurance agent in addition to his advisory role. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages over $558 million in discretionary assets and utilizes multiple co-advisory and managed account platforms to deliver portfolio management.

Charles Cooper III is a CFP® professional with 33 years of industry experience, currently serving as a managing partner at StrongBox Wealth, LLC since 2019. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Cooper is active in the Greater Kansas City Community Foundation’s Advisory Committee and serves as a director for KC Velocity, a resource supporting entrepreneurs. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities with investment management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages customized portfolios using a multi-method investment approach and oversees third-party managers with attention to leverage and borrowing practices.