Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked with firms including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory role, Lawing serves as president of the Lawing Family Foundation and is a managing member of Seabreeze One, a holding company that operates an airplane under dry lease arrangements. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Marvin Musick Jr. is a Series 65-licensed advisor with five years of industry experience, currently affiliated with EnlightnU Wealth LLC in Overland Park, KS. His prior work includes roles at Sequent Planning, LLC and Wise Wealth, LLC. Outside of advisory services, he owns and operates MedicareSchool.com, focusing on Medicare insurance planning and enrollment. EnlightnU Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm utilizes fundamental analysis and may engage sub-advisors to manage portfolios, offering financial planning services at no additional cost.

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.

Connor Anderson is a CFP® with 11 years of industry experience. He is currently with Aspyre Wealth Partners and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc, and Edward Jones. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management based on Modern Portfolio Theory, integrates in-house accounting and human capital consulting, and conducts regular portfolio and planning reviews.

William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Keen Wealth Advisors, joining the firm in 2024 after working at Creative Planning, LLC and Security Bank of Kansas City. Prior to his financial services career, he was affiliated with the University of Kansas. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, employing a multi-method investment analysis framework and utilizing institutional technology for client reporting and service delivery.

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.

Jeb Flynn is a CFP® and Series 65-licensed financial advisor with six years of industry experience, currently with Keen Wealth Advisors. His prior roles include positions at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has served as an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing over $1 billion in client assets through discretionary account management and a blend of fundamental and technical analysis methods.

Christian Dunker is a financial advisor at Financial Partners Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dunker has been with Financial Partners Group since 2020. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion across an eight-person advisory team and employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations.

Jonathan Garlow is a financial advisor at StrongBox Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the board chair of the Lee's Summit Chamber Foundation. StrongBox Wealth serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning services, using a multi-method investment process with continuous portfolio monitoring and due diligence on external managers.

Ryan Kohr is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. Prior to joining Keen Wealth Advisors, he worked at Powercat Financial and has a background that includes roles at Kansas State University and Camp Wood YMCA. Keen Wealth Advisors primarily 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 and financial planning services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.

Bradley Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding a Series 66 license and 21 years of industry experience. He has worked at Prevail Strategies, LLC and Cambridge Investment Research, Inc., and previously operated Lawing Financial Inc. Lawing serves as vice president and a 15% owner of Prevail Strategies, LLC, an affiliated insurance agency, and is treasurer of the Lawing Family Foundation. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, high-net-worth clients, pension plans, trusts, and business owners. The firm customizes portfolios using fundamental, factor, and quantitative optimization methods overseen by an Investment Committee and offers integrated consulting and business-oriented planning services.

Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.

Ashley Daly is a financial advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at ADP LLC and Sun Life Financial. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing low-cost mutual funds and ETFs, and provides a range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Paul Andres is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Prevail Innovative Wealth Advisors, LLC and Lf Wealth Advisors, LLC, and has been involved with Affinity Program Partners, LLC since 2010. Outside of his advisory roles, he is an owner and agent at Affinity Program Partners, which offers insurance products and services. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.

Matthew Starkey is a CFP® professional with 28 years of experience in the financial services industry. He has worked at KoesTen Hirschmann & Crabtree, Inc. since 1998 and has been an insurance sales agent since 1997. He is based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, using a blend of active and passive investment management guided by an Investment Committee.

Andrew Stafford is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lawing Financial, Inc and Cambridge Investment Research, Inc. Outside of his advisory role, he is president and a partial owner of Prevail Strategies LLC, where he also works 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 platforms to build customized, risk-based portfolios.

Dylan Pollock is a financial advisor with RSG Investments LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Commerce Trust Company and American Century Investment Services, Inc. before joining RSG Investments. RSG Investments LLC manages approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm provides discretionary asset management using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting.

Barry Villaverde is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameritas entities since 2008 and has been with TFB Advisors since 2022. Outside of his advisory roles, he produces guitar tutorial content on his Barry Villaverde YouTube Channel and creates Bible study materials. TFB Advisors serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he is a partner in a clothing resale business and a general business consulting firm, and operates a separate insurance business. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a modern portfolio theory approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client risk profiles.

Tracy Mc Cormick is a financial advisor at Insight Financial Services with one year of industry experience. She holds a Series 65 designation and previously worked in orthodontics before joining the financial sector. Outside of advising, she is a commissioned Notary Public. Insight Financial Services provides discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, tailoring advice to client objectives and employing both fundamental and technical investment strategies.