Tyler Jouret is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 credential and has a background that includes service in the U.S. Army and the Kansas Army National Guard, where he is currently a Staff Sergeant and Field Artillery Section Chief. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning, focusing on clients planning for and living in retirement. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Jaxson Wentworth is a CFP®-certified financial advisor with two years of industry experience, currently with TFB Advisors, LLC. Prior to joining TFB Advisors, he was associated with Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC. Outside of his advisory role, he is involved with Tax Favored Benefits, Inc., a licensed insurance agency and third-party administrator for retirement plans. TFB Advisors, LLC provides financial planning, consulting, and discretionary investment management to individual clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and offers tailored portfolio strategies that include mutual funds, ETFs, fixed income, equity securities, REITs, options, and structured products.

Abraham Fitzpatrick is a Series 66 licensed advisor at Enlightnu Wealth LLC with one year of industry experience. His previous roles include positions at Bankers Life Securities, Inc., Bankers Life and Casualty Company, and Portland Community College. He has also worked with Oregon Public Broadcasting and Ray Peel Inc. outside the financial sector. Enlightnu Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm manages portfolios using fundamental analysis, may engage sub-advisors, and operates with multiple principals, some of whom are involved in affiliated insurance and Medicare-related businesses.

Quinton Vlach is a financial advisor with Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential and one year of industry experience. His background includes roles at Powercat Financial, Prosperity Planning Inc., and several positions related to Kansas State University. Outside of his advisory work, he manages a rental property. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning, focusing particularly on clients planning for and living in retirement. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets.

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.

Nicholas Hartley is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has been with Windward Private Wealth Management Inc. since 2021. Outside of advisory work, he has held various positions including roles at Indian Foothills Golf Course and Missouri Valley College. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing ETFs and mutual funds, and offers additional services such as tax preparation and college savings plan management.

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 in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Prior to joining TFB Advisors, he worked at Black & Veatch and has experience in various roles including at Tax Favored Benefits. TFB Advisors provides financial planning, consulting, and discretionary investment management to individual clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a range of investment vehicles and model portfolios.

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.

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 financial advisor at Keen Wealth Advisors with a Series 65 designation and no prior industry experience. Their work history includes roles at Crosspoint Wealth Partners and Meritrust Credit Union, as well as several positions affiliated with Kansas State University. 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 employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Monte Grissom is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and seven years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2018 and previously held positions at Taylor Corporation and CalTech. Waterfront Wealth, Inc. manages approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a tailored investment approach.

Robert Crew is a CFP® and CFA® with 34 years of industry experience. He has worked at Triune Financial Partners, LLC since 2009 and previously spent seven years at Purshe Kaplan Sterling Investments, Inc. He serves on the investment committee for the Church of the Nazarene and is a co-trustee of a family member's irrevocable trust. 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 approximately $1.3 billion in client assets across its team of 13 advisors.

Elliott Homan is a financial advisor with Novadius Wealth Management, holding a Series 65 credential and bringing 12 years of industry experience. He has worked at The ETF Store, Inc. since 2013 and serves concurrently in the United States Marine Corps. Outside of advising, he 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, offering both model and customized portfolios tailored to client objectives and risk tolerance.

Erich Oberle is a financial advisor at Triune Financial Partners, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Centroid, Sogeti, and Atos. Triune Financial Partners serves a broad range of clients including individuals, retirement plans, charities, and corporations, providing portfolio management, financial planning, and retirement consulting. The firm’s investment approach emphasizes Modern Portfolio Theory with passive, low-cost mutual funds and ETFs, supported by structured investment policies and regular reviews.

William Keen is a financial advisor with Keen Wealth Advisors, holding Series 63 and 65 licenses and 33 years of industry experience. He has been with Keen Wealth Advisors since 2014. Outside of his advisory role, he is an author of investment-related publications and volunteers as a pilot and treasurer for the nonprofit organization Angel Flight. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with 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 analysis framework with portfolios consisting of ETFs, mutual funds, stocks, and bonds.

James Flanagan is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Centerpoint Advisory Group, LLC and has previously worked at Personal Financial Group. Outside of his advisory role, he serves as a volunteer board member for the Lee's Summit Girls Softball Association. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach, combining fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and typically manages accounts on a discretionary basis with ongoing monitoring and regular reviews.

Elijah Fleming is a financial advisor at Keen Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining Keen Wealth Advisors, he was affiliated with the University of Missouri - Columbia and held various roles including concessions positions at state parks. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and utilizes a multi-method investment analysis framework implemented through ETFs, mutual funds, individual stocks and bonds.

Alan Becker is a Series 65 licensed advisor with RSG Investments LLC, based in Overland Park, KS, and has 10 years of industry experience. He has worked at AE Wealth Management, LLC, Global Financial Private Capital, LLC, and has been involved with several related entities including RSG Holdings and Retirement Solutions Group. Becker is also the author and publisher of a book. 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 a combination of fundamental, technical, and charting analysis and offers tactical and strategic asset allocation along with value-oriented strategies through model portfolios and direct management.

David Dwyer is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Legacy Financial Strategies, LLC since 2017. Prior to this, he worked for Ameriprise Financial Services, Inc. for nine years. 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 build globally diversified portfolios using mutual funds, ETFs, and individual securities, offering discretionary and non-discretionary investment management alongside retirement and financial planning services through a multi-advisor team.