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® with 16 years of industry experience, currently serving at Aspyre Wealth Partners in Overland Park, KS. She has worked at KHC Wealth Management Services since 2008. Aspyre Wealth Partners provides financial planning, consulting, and discretionary investment management to individuals, high net worth clients, trusts, estates, and business entities. The firm combines active and passive investment strategies within a Modern Portfolio Theory framework and offers additional services including human capital consulting and in-house accounting support.

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.

Joshua Spradling is a CFP®-credentialed financial advisor with eight years of industry experience. He has worked at Sound Stewardship, LLC since 2020 and previously was with Waddell & Reed, Inc from 2018 to 2020. Spradling also served six years in the Army National Guard. Sound Stewardship, LLC is a team firm serving individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm emphasizes customized, tax-efficient portfolios, offers biblically and socially responsible investment options, and provides educational seminars and public-speaking workshops.

Blake Workman is a financial advisor at Insight Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Infinitas. Workman is also the owner of BEW Financial, LLC, a private entity engaged in securities, advisory, and insurance business. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars for individuals, retirement plans, trusts, estates, and other entities. The firm manages approximately $213.8 million in assets and applies a tailored investment approach that incorporates fundamental and technical analysis, modern portfolio theory, and various trading strategies as appropriate.

Tom Halvorson is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Freestate Advisors since 2007. Freestate Advisors serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, primarily implementing portfolios with ETFs and model strategies tailored to client needs.

Gordon Thorn is a financial advisor at TFB Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked with firms including Ameritas Advisory Services, LLC and Foundational Financial Partners, LLC. Outside of advising, he is the owner of Via Visione, LLC, a holding company with interests in a jazz club. 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 using a range of investment vehicles and independent managers.

Scott Dougan is a financial advisor with Elevated Capital Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Elevated Capital Advisors since 2017 and previously spent three years at Global Financial Private Capital. Outside of his primary advisory role, he is the owner of Global Plains Advisory Group, where he recommends annuity and life insurance products, and he is a partner at Emerging Advisor, providing training and consulting to other advisors. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis in its investment process and provides a range of portfolio management and consulting services.

Bryce Coy is a CFP® professional with four years of experience in the financial services industry. He is currently with Legacy Financial Strategies, LLC, where he has worked since 2024. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, he is a co-owner and partner of a real estate development business. Legacy Financial Strategies, LLC is an SEC-registered firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to build globally diversified portfolios using mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary investment management alongside retirement plan services and financial planning through a multi-advisor team.

Brenda Richman is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Nova R Wealth, Inc. since 2017. Her prior experience includes roles at Legacy Financial Strategies, LLC and Waddell & Reed. She is also an independent insurance agent involved in investment-related continuing education. Nova R Wealth is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing approximately $452.6 million across about 323 clients with a team of five advisors. The firm focuses on long-term wealth management and discretionary investment management, employing diversified portfolios comprised of mutual funds, ETFs, individual securities, and selectively delegating to third-party managers.

Jon Mcgraw is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including ten years at Purshe Kaplan Sterling Investments and over two decades with Buttonwood Financial Group. Outside of advising, he is involved in several community and nonprofit organizations, serving on the boards of local arts, jazz, and civic groups. Buttonwood Financial Group is an independent SEC-registered advisory firm that serves individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services with a focus on individualized investment policies, globally diversified model portfolios, and family-office style support services.

Meghan Hein is a CFP® and Series 65-licensed financial advisor with three years of industry experience, currently with ClearPath Wealth Management, L.C. Prior to joining ClearPath, she held roles at Aspyre Wealth Partners and Carson Group. Outside of her advisory work, she is involved with TerraVox Winery as a Tasting Room Associate. ClearPath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $71 million across about 165 clients. The firm combines discretionary portfolio management, financial planning, and retirement plan services with a hybrid investment approach that includes mutual funds, ETFs, individual stocks, and third-party sub-advisors.

Geoffrey Huber is a CFP® and ChFC® with 34 years of industry experience. He has been with Triune Financial Partners, LLC since 2009 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Huber is also an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, focusing on discretionary portfolio management and financial planning. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory and emphasizes client education and fiduciary compliance.

Ronald Sanders is a financial advisor with ONE Advisory Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with ONE Advisory Partners since 2012 and is also affiliated with Sanders Booze Capital Advisors, LLC and Sanders Booze & Company, with over two decades at each. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by combining financial planning with discretionary investment management. The firm offers written financial plans, portfolio monitoring, trade implementation, and a Virtual Family Office that coordinates financial, tax, and legal professionals, using globally diversified portfolios grounded in modern portfolio theory.

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.

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. He is based in Overland Park, Kansas. Aspyre Wealth Partners provides financial planning, consulting, and discretionary investment management to individuals, high net worth clients, trusts, estates, and other business entities. The firm combines active and passive strategies within a Modern Portfolio Theory framework, offering additional services such as executive coaching, career transition planning, and in-house accounting support.

Richard Dwyer Jr. is a financial advisor at Tactive Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which sells fixed insurance products. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach and combines a robo-advisor platform with advisor-led services, managing assets on both discretionary and non-discretionary bases.

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.