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.

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.

Ross Lehman is a financial advisor at Stepp & Rothwell Inc. with seven years of industry experience. He holds a Series 65 designation and has been with Stepp & Rothwell since 2018. Prior to joining the firm, he worked at Notre Dame from 2015 to 2017. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, fixed income securities, options, and margin transactions, and offers both discretionary and non-discretionary client arrangements.

Joshua Britton is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Cambridge Investment Research, Fisher Investments, Financial Engines Advisor Center, and Waddell & Reed. Outside of his advisory work, he owns and operates Britton Farms, Inc., a farm in Lewis, KS. Financial Partners Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering portfolio management, financial and estate planning, and retirement-plan advisory services. The firm focuses on tailored asset allocation across multiple investment vehicles, combining various analytical approaches with disciplined rebalancing and incorporates affiliated tax, accounting, and insurance services within its integrated advisory model.

Joslyn Boyd is a financial advisor at Aspyre Wealth Partners with a Series 65 designation and three years of industry experience. She previously worked at Raymond James and Associates, LPL Financial, and UBS Financial Services. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, employing a blended active and passive investment approach guided by a dedicated Investment Committee.

Richard Kagy is a Series 65 licensed advisor with 13 years of industry experience. He has worked at Black Knight Wealth Management, LLC since 2021 and has held positions at Vision, Optivise Advisory Services, Foresight Investment Advisors, and OnPointe Advisory and Financial Services. He also operates Kagy Financial, a separate advisory practice, since 2006. Black Knight Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, integrating coordination with clients’ legal and tax advisors. The firm manages discretionary accounts using a combination of fundamental, quantitative, and technical analyses, and offers access to a variety of investment vehicles including affiliated private funds.

Joel Reimer is a CFP® with 12 years of industry experience, currently serving at Sound Stewardship, LLC since 2013. He holds a Series 65 license and is based in Overland Park, KS. Sound Stewardship, LLC provides comprehensive financial planning and wealth management to individual and high-net-worth clients, utilizing a service model focused on annual planning, discretionary portfolio management, and periodic reviews. The firm implements customized portfolios guided by client objectives and emphasizes tax-efficient strategies, educational seminars, and Biblically and Socially Responsible investment options.

Timothy Mcdermott is a CFP® and ChFC® with 27 years of industry experience. He has been with Financial Partners Group, Inc. since 2017 and has prior experience with Mutual Securities, Inc., MML Investors Services, LLC, and Metlife Securities Inc. Outside of his advisory role, he operates as an independent insurance agent and owns McDermott Advisory Services, LLC, which provides risk management solutions. 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’s investment approach integrates fundamental, tactical, and technical analysis, offering tailored portfolio management and financial planning services, with a formal affiliation to tax and accounting as well as insurance practices.

Christopher Stakley is a CFP® professional with 16 years of experience in financial advising. He has been with Steffes Financial, Ltd. since 2014 and previously worked at Cambridge Investment Research, Inc. He is also an independent insurance agent for various insurance companies. Steffes Financial, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing discretionary portfolio management, retirement-account consulting, qualified retirement plan advisory, and hourly financial planning. The firm manages over $537 million in client assets and employs both strategic rebalancing and tactical asset-allocation adjustments based on multiple analysis methods.

Timothy Rodgers is a CFP® credentialed financial advisor with 45 years of industry experience. He has worked at Nova R Wealth, Inc. since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as Vice Chairman and Investment Committee Board Member at Advent Hospital Shawnee Mission and holds a director position on the Advent Hospital Foundation Shawnee Mission's Investment Committee. Nova R Wealth is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing approximately $452.6 million for about 323 clients. The firm employs a long-term investment approach, utilizing diversified portfolios composed of mutual funds, ETFs, individual stocks and bonds, and selectively incorporates third-party managers for separately managed account strategies.

Neal Gudiseva is a CFP® professional with five years of experience in financial advising. He is currently with Insight Financial Services and has worked at firms including Commonwealth Financial Network and Raymond James Financial Services. Insight Financial Services offers discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, managing approximately $213.8 million in assets as of December 31, 2025. The firm combines fundamental and technical analysis with modern portfolio theory and may employ strategies such as short-term trading and options, tailoring advice to each client’s objectives and risk tolerance.

Haley Hazem is a financial advisor at Skybound Wealth USA with eight years of industry experience and holds the Series 66 designation. Her career includes roles at Amerity Financial, Private Client Services, Prime Capital Investment Advisors, and Equitable Advisors. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and frequently manages client assets on a non-discretionary basis.

Antonio Marquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Greenup Wealth. He previously worked at American Century Investment Services, Inc. for six years before joining Greenup Street Wealth Management LLC in 2021. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, including fundamental and quantitative analysis, and integrates affiliated services such as insurance and tax resources into its business model.

James Forsyth is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation with no prior industry experience. Before joining the firm, he served 20 years in the United States Army and was a military retiree from 2022 to 2024. He also has experience working at Open Petal Farm. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and portfolio management. The firm offers discretionary management using ETFs, mutual funds, individual securities, and employs a multi-method investment analysis framework.

Jeffrey White is a financial advisor with Quantum Financial Partners LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. He has been with Quantum Financial Partners since 2006. Outside of advising, he is an independent insurance agent and owner of Quantum Holdings, LLC, which has a partial passive ownership in AHI Insurance Group, a property and casualty insurance agency. Quantum Financial Partners provides discretionary portfolio management for individuals, family trusts, corporations, small businesses, and foundations. The firm employs a combination of fundamental, quantitative, and technical analysis to manage publicly traded equities, bonds, ETFs, and limited partnerships, and acts as a private fund adviser with a pooled investment vehicle under its management.

Bryce Miller is a financial advisor at Triune Financial Partners, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Triune Financial Partners in 2018, he worked at Envista Credit Union from 2015 to 2018. Outside of his advisory role, he serves as a deacon and audio and visual volunteer at Redemption Hill Church and provides transaction bookkeeping assistance through Reformation, Revival and Renovations, LLC. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and a largely passive strategy using low-cost mutual funds and ETFs, with accounts managed according to written Investment Policy Statements and regular reviews.

Bradley Skluzacek is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Greenup Wealth, where he has worked since 2022, following eight years at American Century Investments Services Inc. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies and provides services that include management of non-custodial assets through tax-efficient asset location and rebalancing.

Melissa Figeac Nanez is a financial advisor at Triune Financial Partners, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy based on Modern Portfolio Theory, managing accounts primarily through low-cost mutual funds and ETFs with discretionary oversight.