Luke Dandar is a financial advisor at Keen Wealth Advisors in Overland Park, KS. He holds a Series 65 designation and has under one year of industry experience. Prior to joining Keen, he held roles at Stepp & Rothwell, Central Trust, and Central Bank of the Midwest. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Cole Reichle is a financial advisor at Midwest Financial Group LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Midwest Financial Group since 2015, also affiliated with Midwest Financial Partners since 2012. Outside of advising, Reichle owns CTrain LLC, a non-investment related tax entity, and is a self-employed independent insurance agent. Midwest Financial Group serves individuals, families, businesses, and retirement plans by offering portfolio management, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using mutual funds and ETFs, and tailors strategies to clients’ documented risk profiles and objectives.

Vance Wentz is a CFP® with 8 years of industry experience, currently serving as an Investment Adviser Representative at TFB Advisors, LLC. He has previously worked at Ameritas Advisory Services, LLC and has been involved with Tax Favored Benefits and The Bar Retirement Plan, providing advisory and 401(k) services. Outside of his advisory roles, he is a partner in OCC Investors, LLC, a country club. TFB Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Charles Koch is a CFP® professional with 22 years of industry experience. He is currently an advisor at Quantum Financial Partners LLC and has previously worked at Aprio Advisory Group, Aprio Wealth Management, Prism Financial Group, L.L.C., and Cambridge Investment Research Inc. Quantum Financial Partners offers discretionary portfolio management for individuals, family trusts, corporations, small businesses, and foundations. The firm employs a combination of fundamental, quantitative, and technical analysis to manage publicly traded equities, bonds, ETFs, and limited partnerships, and acts as a private fund adviser operating a pooled investment vehicle with performance-based fees.

Richard Heidemann Jr. is a CFA® charterholder with nine years of experience in the financial industry, currently serving as an advisor at Paragon Capital Management LLC since 2017. Prior to joining Paragon, he worked at Waddell & Reed for one year. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside comprehensive financial planning and estate-planning support. The firm emphasizes fundamental analysis and a diversified investment approach, incorporating equities, ETFs, fixed income, and alternative strategies tailored to client objectives.

Kenneth Eaton is a CFP® and CFA® with 21 years of experience in the financial industry. He has been with Stepp & Rothwell Inc. since 1995. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm uses a variety of investment strategies including mutual funds, ETFs, fixed income securities, and options, and provides ongoing account reviews and customizable client arrangements.

Steve Williams is a Series 65-licensed advisor with Freedom Wealth Advisors, LLC, where he has worked for seven years. He also has 18 years of experience at Peritus Benefits and Investments Inc, which operates as a Retirement Plan Third Party Administrator and has a small life and health insurance practice. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized tactical allocation strategy that includes both long-term core positions and short-term trading techniques, and manages a private pooled investment vehicle as part of its services.

Leonard Hempen is a financial advisor with GreenLeaf Financial Network, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at GreenLeaf Financial Network since 2018 and has longstanding involvement with Planners For Financial Success, where he performs tax preparation and accounting services. Hempen also serves as a board member for Bear the Care, Inc., a nonprofit focused on veteran job assistance, and is corporate secretary for Animaux du Vin, a wine importing company. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, and select corporate clients. The firm utilizes multiple analytical methods and varied investment strategies tailored to client objectives, with services delivered primarily through a network of independent Investment Adviser Representatives.

Debbie Gandy is a financial advisor at Peachcap Tax & Advisory, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Peachcap Tax & Advisory and Peachcap Securities since 2018, following four years at Kestra Private Wealth Services. Outside of her advisory role, she operates a pet and house sitting service. Peachcap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm employs diversified, model-based portfolios and offers discretionary portfolio management, third-party adviser recommendations, and financial planning services.

Mitzi Swaffar is a CFP® with 19 years of industry experience, currently serving as an advisor at Midwest Financial Group LLC since 2019. She previously worked at Client One Securities, LLC for eight years. Outside of her advisory role, she owns and operates MS Financial Resources, specializing in the sales of fixed and life insurance as well as long-term care insurance. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs.

Bryson Slater is a CFP® with 12 years of industry experience. He is currently with Caliber Wealth Management, LLC, where he has worked since 2025. Prior to that, he spent eight years at Petrovic Financial Services and three years at Gwfs Equities, Inc. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates in-house tax preparation and consulting with its investment approach, which emphasizes globally diversified portfolios tailored to client risk profiles.

Oakley Allen is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Elevated Capital Advisors since 2017 and also works with Global Plains ADV Group. Outside of his advisory role, Oakley is involved in the sale of life insurance and fixed annuities. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis, using tools like Riskalyze to tailor asset allocation strategies and offers both discretionary and non-discretionary portfolio management through a network of independent advisors.

Anna Kiser is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. She has worked at GreenLeaf Financial Network, Securities America Advisors, National Planning Corporation, and other firms. Outside of her advisory work, Anna serves as Assistant Director at Birthright of Hutchinson, a nonprofit supporting women with unplanned pregnancies, and is Treasurer of the Trinity Catholic Jr/Sr High School PTA Booster Club. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and corporate clients. The firm employs a range of investment strategies tailored to client objectives and operates through a decentralized network of independent Investment Adviser Representatives.

Matthew Eilert is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Creative Planning, LLC, EdgeHill Venture Partners, and the University of Kansas. 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 using fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to address various aspects of clients' financial lives.

David Pacer is a CFP® with 26 years of industry experience, currently serving at Insight Financial Services. He has previously worked at Infinitas and Commonwealth Financial Network. Pacer is also the owner of Pacer Financial Group, LLC and co-owner of Infinitas LLC. Insight Financial Services offers discretionary portfolio management, modular financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios using a combination of fundamental and technical analysis, modern portfolio theory, and various investment strategies tailored to client objectives and risk tolerance.

Kristin Schroeder is a CFP® with eight years of industry experience, currently serving as an advisor at Sound Stewardship, LLC. She has previously worked at Mission Financial Planning, Inc., Lex Aurum Advisors, and operated Fruitful Stewardship LLC. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized, tax-efficient portfolios, educational seminars, and rigorous account oversight practices.

Kristy Eller is a financial advisor with RSG Investments LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at AE Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Mass Mutual Life Insurance Company. 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 fundamental, technical, and charting analysis, offering model portfolio solutions, direct asset management, and qualified plan consulting, with many advisers also licensed insurance agents.

Neil Connolly is a CFP® with 25 years of industry experience. He is currently with Rigden Capital Strategies, a firm he joined in 2025. His prior experience includes roles at TD Ameritrade, Charles Schwab, and several advisory firms. Rigden Capital Strategies provides discretionary asset management, financial planning, and ERISA plan services to individuals, high-net-worth clients, trusts, estates, and institutional sponsors. The firm constructs portfolios tailored to client goals and risk tolerance using fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory.

Jessi Chadd is a CFP® and Series 65 credentialed financial advisor with 16 years of industry experience. She has worked at KHC Wealth Management Services since 2008. Chadd is based in Overland Park, KS, and is part of the nine-advisor team at Aspyre Wealth Partners. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management guided by an Investment Committee and integrates accounting and human capital consulting services alongside traditional wealth management.

Spencer Jones is a CFA® charterholder with 25 years of industry experience and has been with Atwood & Palmer, Inc. in Kansas City, MO since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Jones serves as Treasurer on the City Personnel Board for the City of Million Hills. Atwood & Palmer, Inc. provides investment management and comprehensive financial planning services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm emphasizes individualized Investment Policy Statements and employs a variety of investment strategies across equities, options, fixed income, and alternatives while coordinating with other professionals to address clients’ broader financial needs.