Christopher Proctor is a financial advisor with Legacy Financial Strategies, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Legacy Financial Strategies since 2018 and previously spent 10 years at New York Life Investment Management 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 using mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary investment management along with retirement plan services and financial planning through a multi-advisor team.

Steven Reichle is a Series 66–licensed financial advisor with Midwest Financial Group LLC in Overland Park, KS, where he has worked since 2015. He has 21 years of industry experience. Outside of advising, he serves as a director of Vision Banking, is a board member of the Highland Community College Foundation, and holds the position of treasurer at Susanna Wesley United Methodist Church. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management and financial planning. The firm follows modern portfolio theory, focusing on globally diversified portfolios primarily using mutual funds and ETFs, and manages client assets through a multi-advisor team structure.

Heather Heckadon is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Advisors since 2021, following roles at Prevail Strategies LLC, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of her advisory work, she is a minority owner and vice president of Prevail Strategies LLC and serves as an independent insurance agent. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.

Tom Boling is a CFP® with 22 years of industry experience and currently serves at Kavar Capital Partners. He has been with the Kavar Capital Partners organization since 2013, including its predecessor entity, and holds a Series 66 license. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management, utilizing both fundamental and technical analysis across various asset classes and employs a range of investment strategies tailored to client needs.

Lucas Bucl is a CFP® professional with 15 years of industry experience. He has been with Koesten, Hirschman & Crabtree, Inc. since 2010. Bucl is based in Overland Park, KS, and is part of a nine-advisor team at Aspyre Wealth Partners. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates in-house accounting and human capital consulting with its advisory services, employing a mix of active and passive investment management grounded in Modern Portfolio Theory.

Richard Dwyer Jr. is a financial advisor at Tactive Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., Camarda Wealth Advisory Group, SGL Financial, LLC, and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which is involved in the sale of fixed insurance products. Tactive Advisors provides portfolio management services to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm offers a blend of robo-advisor and advisor-led programs, using a tactical asset allocation approach based on the Black-Litterman model framework.

Eldon Anderson is a CFP® with over 41 years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC since 2022. He previously spent 17 years with Ameriprise Financial Services, Inc. Anderson serves as treasurer on the boards of The Book of Mormon Foundation and the Colbern Road Restoration Branch. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, providing integrated wealth management through discretionary portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, utilizing diversified, low-cost funds alongside individual securities.

James Montgomery is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations with nine years of industry experience. He has been with Atwood & Palmer since 2017, following a one-year tenure at Charles Schwab. Atwood & Palmer 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 manages discretionary accounts using both fundamental and technical analysis across a variety of asset classes and coordinates with outside professionals to integrate clients’ financial lives.

Mark Atchity is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with Kingsmont Capital, Inc. since 2026 and has been involved with Cabin Advisors and affiliated entities such as Cabin Securities and JCC Capital Markets for over a decade. Atchity also serves as CEO of JCC Capital Markets, focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and monitoring of variable annuities, utilizing a multi-faceted investment approach that includes fundamental, technical, and asset-allocation analysis.

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.

Adam Doran is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including MassMutual/Charter Oak Financial and Penn Mutual/PS&G Financial Partners. Outside of his advisory role, he manages insurance sales through Prevail Strategies, LLC. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.

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.

Brian Pfannenstiel is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Commerce Bank from 1999 to 2018 and at LF Wealth Advisors, LLC since 2018. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a mix of quantitative and fundamental analysis overseen by an Investment Committee.

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.