Kathy Postoak is a financial advisor with StrongBox Wealth, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She also serves as Director of Operations at StrongBox Wealth, focusing on client services and operations. StrongBox Wealth serves individual and high-net-worth clients, 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, employing a multi-method investment process with ongoing portfolio monitoring and due diligence.

John Cadena is a securities consultant with 32 years of industry experience, currently affiliated with SB Advisory, LLC. He holds Series 65 and Series 63 licenses and has been self-employed since 2012, operating Cadena Securities Services, LLC, and more recently JC Regulatory Consulting LLC, a compliance consulting business established in 2024. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing approximately $1.1 billion for over 2,600 clients, including individuals, businesses, and retirement plans. The firm primarily provides non-discretionary advice and employs a mix of fundamental, technical, and qualitative analysis to tailor client portfolios using mutual funds, ETFs, undervalued equities, and outside managers.

John Christy is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He currently serves at Craft & Sage Wealth and has held prior roles at Royal Alliances Associates, Inc. and Premier Financial Partners, LLC. Outside of his advisory work, Christy is involved in a men's investment club at Lake Quivira Country Club. Craft & Sage Wealth provides investment management, financial planning, and investment analysis for individuals, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to align portfolios with clients’ goals and also advises on publicly traded and privately held real estate investments.

Travis Franks is a financial advisor at Prosperity Planning with a Series 65 credential and one year of industry experience. His background includes roles at the University of Missouri and MU Office for Financial Success prior to joining Prosperity Planning. Prosperity Planning advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a long-term, broadly diversified investment approach and manages portfolios on a discretionary basis with periodic reviews and rebalancing.

Paul Mcclain is a financial advisor with Freedom Wealth Advisors, LLC in Lee's Summit, Missouri. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2010, he has been with Freedom Wealth Advisors and is also involved with Supreme Athletic Complex, LLC, a gymnasium where he performs bookkeeping tasks. Freedom Wealth Advisors provides fee-based portfolio management and financial planning to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation approach combining long-term investing with shorter-term trading, using various analytical methods to tailor portfolios to client objectives and risk tolerance.

Blake Harris is a financial advisor at Windward Private Wealth Management Inc. in Kansas City, MO, holding a Series 65 credential with two years of industry experience. Prior to joining Windward, he founded and operated BH Flips LLC, an online eBay store specializing in buying and reselling items. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to individuals and pension/profit-sharing plans, managing approximately $309.6 million in assets for about 226 clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers tailored financial planning that includes tax, retirement, estate, and insurance advice.

Joshua Falter is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with seven years of industry experience. He has been with the firm since 2016. In addition to advisory services, he is involved in fixed insurance and fixed annuity sales. Mid-American Wealth Advisory Group manages individual and retirement accounts for a diverse client base, including both non-high-net-worth and high-net-worth individuals. The firm offers discretionary and non-discretionary asset management, access to third-party managers, retirement plan rollover guidance, educational workshops, and in-house tax preparation services.

James Mader is a ChFC® credentialed financial advisor with 27 years of industry experience. He is the owner of MADER Financial Group, where he provides advanced insurance services for life, health, and disability. Mader has been with Mader Financial Advisors since 2005 and has a long-standing association with Great American Investors, Inc. since 1995. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management strategy focused on individual securities traded on major U.S. exchanges and also provides expert witness services related to securities.

Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Richard Falter is a Series 65-licensed advisor with Mid-American Wealth Advisory Group in Kansas City, MO, where he has worked since 2019. He has eight years of industry experience, including prior roles at Sound Income Strategies and Mid American Tax Advisory Group. In addition to his advisory work, he has been an insurance agent offering life and health products since 2014. Mid-American Wealth Advisory Group serves a diverse client base, managing individual and retirement accounts with a team of six advisors and overseeing approximately $335.6 million in assets. The firm’s investment approach incorporates fundamental, technical, cyclical, and behavioral analysis, with portfolio strategies tailored to clients’ goals, and also provides tax preparation services and educational workshops.

Kevin Adams is a financial advisor at Victory Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation with tactical rebalancing and behavioral coaching.

Tanner Millar is a financial advisor at Core Planning with a Series 65 designation and four years of industry experience. He has been with Core Planning since 2020 and previously worked at Mac's Docs and Continental Siding Supply. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Melissa Gunter is a financial advisor with Creative Financial Designs, Inc. She holds Series 63 and Series 66 credentials and has 11 years of industry experience. Prior to joining Creative Financial Designs, she worked at LFS Wealth Advisors, where she served as Managing Director. Gunter is also involved in independent insurance sales, issuing life insurance policies. Creative Financial Designs serves individual clients, charitable organizations, corporate entities, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach includes asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Jeffrey Ernest is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Modern Wealth Management since 2023, following prior roles at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized Investment Committee and a mix of model portfolios and third-party managers.

Christopher Ruhnke is an advisor at VestGen Advisors, LLC with a Series 66 credential and approximately one year of industry experience. His prior work includes roles at Private Client Services and VestGen Wealth Advisors, as well as various positions during his time as a student at Northwest Missouri State University. VestGen Advisors, LLC manages approximately $6.66 billion for nearly 22,790 clients across 53 advisors. The firm offers a range of investment and retirement plan services, developing client-specific strategies using multiple analytical approaches and often incorporating third-party managers in portfolio implementation.

April Watkins is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior work includes roles at Mary Kay, Craft Sales, and Plexus Worldwide. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with modest asset levels. The firm employs model portfolios managed through strategic asset allocation and periodic rebalancing, with a focus on proprietary mutual funds and ETFs.

Charles Weber is a financial advisor with Packerland Brokerage Services, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked at Packerland since 2023 and previously served at Cetera Advisors LLC for eight years. In addition to his advisory roles, Weber owns Charles Weber, CPA PA, where he provides tax return preparation services. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers on the Envestnet platform.

Christian Bradley is a CFP® with five years of industry experience, currently advising at Forum Financial Management, LP since 2021. Prior to joining Forum, he worked at Flood, Bumstead, McCready & McCarthy, Inc. and is also a Senior Consultant in Client Services at Oracle America, Inc., where he supports software products for businesses. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implemented with institutional mutual funds and ETFs, and offers a range of advisory and back-office services to independent advisors and RIAs.

William Stoddart is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked with M Holdings since 2013 and is also associated with the McInnes Group. Outside of his advisory roles, he serves as Vice President of Financial Services at McInnes Group, where he assists with insurance sales. M Holdings Securities, Inc. serves a diverse clientele including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a mix of advisory and brokerage services with a focus on suitability-based recommendations, ongoing monitoring, and the use of both direct portfolio management and third-party sub-advisors.

Matthew Fitzgerald is a financial advisor at Copper Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Tortoise Securities, Tortoise Investment Partners, and Montage Securities. Copper Financial serves credit union members and other individual and institutional clients, offering financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs. The firm combines in-house and referral-based advisory models and maintains dual registration as both a broker-dealer and SEC-registered investment adviser.