John Fales is a CFP® with 14 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has worked intermittently since 2016, and is also associated with the firm's subsidiary, Allos Investment Advisors, LLC. Searcy Financial Services, Inc. is an SEC-registered adviser providing integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and uses a risk-based investment process with model portfolios that include ETFs, individual equities, and bonds, offering tiered service levels and both long-term and opportunistic trading strategies.

Jacob Chadick is a financial advisor at RDA Financial Network with a Series 66 designation and four years of industry experience. He has held roles at several firms including The Roth Companies, Inc. and United Planners Financial Services. Chadick also serves as Director of Operations and Wealth Management Advisor at The Roth Companies and holds a non-variable insurance agent license. RDA Financial Network serves individual and institutional clients offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Brandon Blankenship is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Triune Financial Partners, LLC. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Vectra Private Bank affiliated with Zions. Outside of his advisory work, he conducts occasional private sales of collectible items he personally owns. Triune Financial Partners serves a broad client base including high-net-worth individuals, retirement plans, charities, and corporations, providing discretionary portfolio management, planning, and consulting services. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing low-cost mutual funds and ETFs, with particular use of Dimensional Fund Advisors (DFA) funds.

Richard Boyer is a CFP® with 32 years of industry experience and has been with Boyer & Corporon Wealth Management since 2007. He is based in Overland Park, KS, and holds Series 63 and Series 65 licenses. BCWM serves high-net-worth individuals and families, as well as various institutions, providing investment supervisory services and financial planning. The firm employs a team approach and emphasizes a balance between portfolio management and financial planning, utilizing diversified strategies and detailed client reporting.

Kelly Stephenson is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 65 and Series 66 licenses and 20 years of industry experience. His career includes roles at Securities America, Securities Service Network, National Planning Corporation, and Prairie Capital Management. He serves as a Girl Scouts troop leader, organizing meetings and learning activities. Insight Financial Services provides discretionary portfolio management, modular financial planning, pension consulting, and educational seminars for individuals, retirement plans, trusts, and estates. The firm manages approximately $213.8 million in assets and employs an investment approach that integrates fundamental and technical analysis with modern portfolio theory, using discretionary management and third-party asset managers to tailor advice to client objectives.

Jon Grams is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Midwest Financial Group since 2016 and has operated Jon Grams And Associates, Inc. since 2005. Outside of his advisory work, he serves as a volunteer mentor coordinator for the Johnson County Veteran's Treatment Court. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily composed of mutual funds and ETFs, tailoring strategies to clients’ documented risk profiles and objectives.

Heather Sullivan is a Certified Financial Planner® (CFP®) with 11 years of industry experience, currently serving at Midwest Financial Group LLC since 2015. She is also the owner of Mindful Wealth, LLC, a non-investment related tax entity, and works as an independent insurance agent providing insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios tailored to clients’ risk profiles and objectives.

Matthew Rodgers is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has worked at Nova R Wealth, Inc. since 2018 and previously spent one year at Stephens Inc. and four years at the University of Arkansas. Nova R Wealth is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing approximately $452.6 million for around 323 clients. The firm employs a primarily long-term investment approach, building diversified portfolios using mutual funds, ETFs, individual securities, and third-party managers as appropriate.

Lasandra Rice is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Freestate Advisors since 2017, as well as Retirement Income Strategies, LLC since 2016. Outside of finance, she owns and operates LLR Fitness, LLC, a personal training business, and is a partner in DDown Transportation, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on macro-level, research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and customization options when needed.

Brooklyn Maldonado is a CFP® professional at Legacy Financial Strategies, LLC with three years of industry experience. Prior to joining Legacy Financial Strategies in 2024, Brooklyn worked at Stepp & Rothwell, Inc. and State Street. 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 and constructs globally diversified portfolios using mutual funds, ETFs, individual securities, and alternative investments, serving around 635 client relationships through a multi-advisor team.

Samuel Bass is a financial advisor at RSG Investments LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AE Wealth Management and Country Financial. Bass is also involved with Retirement Solutions Group, Inc., where he engages in annuity, life, and Medicare sales. RSG Investments, LLC manages approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm offers discretionary asset management through a combination of direct portfolio management and model portfolio solutions, incorporating fundamental, technical, and tactical strategies.

Emily Petty is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Windward Private Wealth Management Inc. since 2016. Windward Private Wealth Management provides wealth management and comprehensive financial planning to individuals and pension/profit-sharing plans, serving both high-net-worth and non-HNW clients. The firm uses a Modern Portfolio Theory-based investment process with diversified asset allocations and combines portfolio management with tailored financial planning services, including tax, retirement, estate, and insurance planning.

Michael Shields is a CFP® professional with 27 years of experience in the financial services industry. He has been with Waterfront Wealth Inc. since 2012 and previously worked at Wells Fargo Advisors Financial Network, LLC. Waterfront Wealth, Inc. is a registered investment adviser managing 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.

Jonathan Booze is a CFP® professional with 23 years of industry experience, currently serving at ONE Advisory Partners, LLC. He has worked at Sanders Booze & Co since 2003 and co-founded Sanders Booze Capital Advisors, LLC in 2008. In addition to his advisory role, Mr. Booze serves as an of-counsel attorney for a law firm in Johnson County, KS, providing legal analysis and support since 2016. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and 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.

Ryan Brooke is a CFP®, ChFC®, and Series 65-licensed financial advisor with 11 years of industry experience. He is affiliated with Searcy Financial Services, Inc. and Allos Investment Advisors, LLC, where he has held roles since 2016. Ryan is based in Overland Park, KS. Searcy Financial Services, Inc. offers integrated wealth management services to individuals, retirement plans, corporations, and foundations, managing approximately $514 million in discretionary assets. The firm employs a risk-based, diversified investment approach using model portfolios and provides portfolio management and operational support to affiliated and other adviser clients.

Cynthia Wysong is a Series 66-licensed financial advisor with 16 years of industry experience, currently serving at BCWM. She has worked at Boyer & Corporon Wealth Management since 2012 and was previously with Equitable Advisors from 2009 to 2012. Outside of advising, she works as an auctioneer assistant several times a year. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balance between portfolio management and financial planning, utilizing multiple analysis techniques and a range of investment strategies tailored to client objectives.

Nathan Mikoleit is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Midwest Financial Group since 2021 and has prior experience with Gradient Advisors LLC, Security Benefit, and Washburn University. Outside of advising, Mikoleit is involved in several business ventures, including serving as Managing Member and President of Mikoleit Agency, LLC, and owning businesses in marketing, automobile accessories, and the restaurant industry. Midwest Financial Group serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients' risk profiles and objectives.

Kelly Holloway is a financial advisor at Freestate Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at North Pointe Wealth Advisors, Lumia Wealth, and Cornerstone CPA Group. Outside of his advisory role, Holloway provides accounting and tax services as a Certified Public Accountant. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a research-driven investment approach focused on macro-level asset allocation and risk modeling, utilizing ETFs and model portfolios with options for both benchmark-aligned and tactical strategies.

John Nagle is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Kavar Capital Partners since 2014 and currently works at Kavar Capital Partners Group, LLC as part of a four-advisor team. 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 using a range of investment strategies and vehicles, including equities, fixed income, mutual funds, ETFs, structured products, and options.

Ralph Wentz is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, and ownership of Tax Favored Benefits Inc, a pension administration firm he has chaired since 1978. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $860 million in client assets across a multi-advisor team.