Samuel Mellinger is a financial advisor with Financial Partners Group, Inc. in Overland Park, Kansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. prior to his current roles. In addition to his advisory work, he is also an independent insurance agent. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and rebalancing to client objectives, and offers integrated tax planning and insurance services through affiliated entities.

Rece Dawson is a CFP® with three years of industry experience and is currently an advisor at Triune Financial Partners, LLC. His prior roles include positions at Kompass Kapital Funding and Enterprise Bank. In addition to his advisory work, he serves as an Associate Director at Farmers and Merchants Bank and works as an independent insurance agent. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with services supported by written Investment Policy Statements, annual reviews, and discretionary execution.

Stephen Underwood is a Series 65-credentialed financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. Prior to joining Prevail in 2021, he worked at Riveron Consulting and EnLink Midstream. He holds a non-voting member role with PIWA-II, LLC, contributing limited time to this financial services activity. 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, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.

Brett Nelson is a financial advisor at Prevail Innovative Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual, Ohio National, and Guardian Life, among other firms. Nelson also serves as Director and Treasurer on the Board of Directors for the Kansas City Pet Project, a nonprofit animal shelter. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios to clients’ objectives and risk tolerance, using a mix of fundamental, factor, and quantitative methods, and offers integrated consulting and business-oriented planning.

Tyler Novorr is a financial advisor with Paragon Capital Management LLC, holding a Series 65 designation and beginning his career in 2026. Prior to joining Paragon, he held roles at the University of Kansas, Charles Schwab, and American Century Investments. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside comprehensive financial planning and estate-planning support. The firm employs fundamental analysis to manage portfolios tailored to client objectives and participates in the Schwab Advisor Network and Schwab Advisor Marketplace.

Brandy Ward is a financial advisor at Windward Private Wealth Management Inc. with seven years of industry experience. She holds a Series 65 designation and has worked at Windward since 2013. Outside of financial advising, she operated Brandy Ward Photography for two years. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning primarily to individual clients and pension and profit-sharing plans. The firm’s investment approach is based on Modern Portfolio Theory and is implemented mainly through ETFs and mutual funds, with an emphasis on periodic rebalancing and adherence to written investment policy statements.

Mark Albright is a CFP® professional with 24 years of industry experience. He has worked with Ameriprise Financial Services, Inc. for 19 years and held roles at Raymond James Financial Services from 2020 to 2024 before joining Caliber Wealth Management, LLC in 2020. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and tax preparation services. The firm emphasizes globally diversified portfolios aligned with clients’ risk profiles and integrates in-house tax consulting staffed by licensed accountants.

Leigha Shepard is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Midwest Financial Group since 2015 and also owns Midwest Financial Partners, Inc., a non-investment-related tax entity. Shepard is self-employed as an independent insurance agent, providing insurance products and services outside of investment activities. Midwest Financial Group advises individuals, families, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs, tailored to clients’ risk profiles and objectives.

Lawrence Hamtil is a financial advisor with Fortune Financial Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Fortune Financial Advisors since 2007. In addition to his advisory role, he is a licensed insurance independent agent for life, variable annuities, and health insurance in Kansas and Missouri, dedicating approximately two hours per month to this activity. Fortune Financial Advisors serves individuals, businesses, and retirement plans, managing approximately $322.6 million in client assets across about 206 relationships. The firm provides discretionary investment management, financial planning, and consulting services, often utilizing mutual funds, ETFs, and individual securities, and may engage outside managers to implement client strategies.

Matthew Queen is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he serves on the Planned Giving Council of Children’s Mercy Hospital and participates on the advisory committee for the Boys and Girls Club of Greater Kansas City. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, tactical, and technical analysis to tailor portfolio management and financial planning, supported by integrated tax and insurance services through affiliated entities.

Derek Mcdermott is a financial advisor at Financial Partners Group, Inc. with eight years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc., and New England Securities. 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 employs a mix of fundamental, tactical, technical, and thematic analysis in asset allocation and offers integrated advisory, tax, and insurance services through affiliated practices.

Derek Hensley is a financial advisor at Sound Stewardship, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Sound Stewardship since 2015. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized portfolios using asset allocation, fundamental and quantitative analysis, and offers both biblically responsible and socially responsible investment options, along with educational seminars and public-speaking workshops.

Nathan Haskins is a financial advisor with Freestate Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Freestate Advisors since 2017 and previously spent 12 years at The Haskins Corporation. 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 macroeconomic asset allocation and risk modeling, primarily using ETFs and model portfolios to deliver both benchmark-aligned and tactical strategies.

Michelle Green is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Legacy Financial Strategies, LLC for three years and previously worked for AMC Theaters for 14 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 utilizes fundamental analysis and globally diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary investment management through a multi-advisor team.

Timothy Womack is a CFA® charterholder with 17 years of industry experience, currently serving at Novadius Wealth Management. His professional background includes roles at The ETF Store, Inc., Mid-American Wealth Advisory Group, Creative Planning, and Inovest Wealth Management. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries with advisory services including discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, combining quantitative and fundamental analysis to tailor portfolios according to clients’ objectives and risk tolerance.

Michael Meenen is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Midwest Financial Group LLC and has prior experience at Capitol Federal Savings Bank and Fidelity State Bank & Trust. Outside of advising, he serves as the mayor of Scranton, Kansas, and works as a college football official. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, managing assets primarily on a discretionary basis.

Jason Lank is a financial advisor with Novadius Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with The ETF Store, Inc. since 2013 and also operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm uses a global strategic asset allocation approach primarily with ETFs and manages approximately $148 million in client assets.

Joseph Gravino Jr. is a CFP® professional with 32 years of industry experience. He is currently with Caliber Wealth Management, LLC and has previously worked at Keating Financial Advisory Services, Inc., KeatingKC, Keating & Associates, Financial Solutions, LLC, and Raymond James Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary investment advice, financial planning, and retirement-plan services. The firm combines globally diversified portfolios with in-house tax preparation and consulting, managing approximately $1.76 billion in assets.

Amy Guerich is a financial advisor at Stepp & Rothwell Inc in Overland Park, KS, holding a Series 65 designation with seven years of industry experience. She has been with Stepp & Rothwell since 2010. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. The firm employs a range of investment strategies primarily involving mutual funds, ETFs, and fixed income securities, and offers both discretionary and non-discretionary client arrangements.

Kale Soukup is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and two years of industry experience. Prior to joining Waterfront Wealth in 2023, he worked at FLS Transportation from 2021 to 2022. 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 focus on customized investment strategies.