Jennifer Robinson is a financial advisor at TFB Advisors, LLC with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Nicholson Capital Management and Wells Fargo Advisors. TFB Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base that includes individuals, trusts, estates, charitable organizations, business entities, and pension plans. The firm manages approximately $840 million in assets and employs a tailored investment approach involving mutual funds, ETFs, individual securities, and alternative products.

Elliott Decker is a financial advisor with Convergence Financial in Overland Park, KS. He holds a Series 66 designation and has been in the industry since 2025. Prior to entering the financial services field, his work experience includes roles at FedEx Ground and University of Missouri Kansas City. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis in portfolio construction and offers retirement plan consulting, fiduciary services, and access to third-party asset managers, operating across multiple offices and managing significant client assets.

Pamela Vasquez is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network and U.S. Bancorp Investments. Waterfront Wealth Inc. manages approximately $890 million for about 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.

An experienced fee-only financial planner, I work alongside a strong team helping many families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class families allows us to provide comprehensive financial planning and investment management through a fiduciary, fee-only approach. I enjoy helping clients make their money work more efficiently and effectively through proven financial planning systems and processes. Serving as a trusted resource gives clients confidence that they have an experienced professional to turn to when important financial decisions arise, helping reduce the stress and uncertainty that often accompany those decisions. I began my career in financial services after earning my undergraduate degree in Business Administration from Kansas State University in 2009 and have spent well over a decade providing financial planning advice to hundreds of client families. I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2014 and have been professionally preparing individual income tax returns since 2012. In 2024, I became an Enrolled Agent (EA) with the IRS, further strengthening my ability to incorporate tax planning and preparation into comprehensive financial advice. My extensive experience in financial planning, investment management, and taxation allows me to bring a well-rounded perspective to each client's financial life. By integrating these areas rather than viewing them in isolation, I help families make informed financial decisions, identify opportunities, and develop strategies designed to help them achieve their long-term goals.

Kenrick Moore is a financial advisor at Quantum Financial Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Quantum since 2006. Outside of his advisory role, he is a partner in Autopia, LLC, an import car repair business in Lenexa, KS. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm uses a combination of fundamental, technical, and quantitative analysis to manage accounts primarily on a discretionary basis and sponsors a private pooled investment vehicle with performance-based fees.

Nicholas Rossin is a financial advisor at Quantum Financial Partners LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses, primarily through tailored management of individual accounts. The firm combines fundamental, technical, and quantitative analysis in its investment process and manages discretionary accounts, including a private pooled investment vehicle with performance-based fees.

Andrew Rogers is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Legacy Financial Strategies, LLC. His prior roles include positions at LPL Financial and Waddell & Reed, Inc., as well as ownership of A.D. Rogers & Associates 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, utilizing mutual funds, ETFs, individual securities, and alternative investments, and offers a lower-cost model program for smaller accounts.

Tyson Sprick is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked with Caliber Wealth Management, LLC since 2024 and previously spent 14 years at Equitable Advisors. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm combines investment management with in-house tax preparation and consulting, focusing on globally diversified portfolios tailored to clients’ risk profiles.

Brent Caswell is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Normandy Investment Advisors, where he has worked since 2021, following six years at Commonwealth Financial Network. Caswell is also the owner of Caswell & Associates, a private entity involved in securities, advisory, and insurance business operations. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across multiple asset classes and incorporating derivatives in separately managed accounts.

Meridith Nelson is a CFP® and Series 65 credentialed advisor at Stepp & Rothwell Inc with five years of industry experience. Prior to joining Stepp & Rothwell, she worked in healthcare roles at OSF Healthcare and OSF St. Joseph Medical Center. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm’s portfolios primarily include mutual funds, ETFs, and fixed income securities, employing various strategies and offering both discretionary and non-discretionary client arrangements.

Noah Wildman is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Keen Wealth Advisors in Overland Park, KS, where he has been since 2022. His prior experience includes roles at Arrow Wealth Advisors and several positions outside the financial industry. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and comprehensive portfolio management. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Sherri Bliss is a CFP® professional with eight years of industry experience, currently serving at Keen Wealth Advisors in Overland Park, KS. She has held roles at several firms including Chinquapin Trust Company and Edward Jones. In addition to her advisory work, she holds insurance licenses for life, health, and variable lines but is not actively involved in insurance sales. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, and business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and an institutional technology platform.

Zachary Russell is a financial advisor at EnlightnU Wealth LLC in Overland Park, KS, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bankers Life & Casualty, Inc., Bankers Life Securities, Inc., and MedicareSchool.com. 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 and may engage sub-advisors, with accounts reviewed quarterly and custodial execution recommended through a national custodian.

Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked with firms including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory role, Lawing serves as president of the Lawing Family Foundation and is a managing member of Seabreeze One, a holding company that operates an airplane under dry lease arrangements. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Marvin Musick Jr. is a Series 65-licensed advisor with five years of industry experience, currently affiliated with EnlightnU Wealth LLC in Overland Park, KS. His prior work includes roles at Sequent Planning, LLC and Wise Wealth, LLC. Outside of advisory services, he owns and operates MedicareSchool.com, focusing on Medicare insurance planning and enrollment. EnlightnU Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm utilizes fundamental analysis and may engage sub-advisors to manage portfolios, offering financial planning services at no additional cost.

Matthew Shull is a CFP®-designated financial advisor at Capital Investment Management, Inc. in Lee's Summit, MO, with 18 years of industry experience. He has been with Capital Investment Management since 2016 and also works with Cambridge Investment Research. Shull is licensed as an independent insurance agent in addition to his advisory role. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages over $558 million in discretionary assets and utilizes multiple co-advisory and managed account platforms to deliver portfolio management.

Connor Anderson is a CFP® with 11 years of industry experience. He is currently with Aspyre Wealth Partners and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc, and Edward Jones. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management based on Modern Portfolio Theory, integrates in-house accounting and human capital consulting, and conducts regular portfolio and planning reviews.

William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Keen Wealth Advisors, joining the firm in 2024 after working at Creative Planning, LLC and Security Bank of Kansas City. Prior to his financial services career, he was affiliated with the University of Kansas. 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 manages approximately $1.23 billion in assets, primarily on a discretionary basis, employing a multi-method investment analysis framework and utilizing institutional technology for client reporting and service delivery.

Charles Cooper III is a CFP® professional with 33 years of industry experience, currently serving as a managing partner at StrongBox Wealth, LLC since 2019. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Cooper is active in the Greater Kansas City Community Foundation’s Advisory Committee and serves as a director for KC Velocity, a resource supporting entrepreneurs. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities with investment management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages customized portfolios using a multi-method investment approach and oversees third-party managers with attention to leverage and borrowing practices.

Jeb Flynn is a CFP® and Series 65-licensed financial advisor with six years of industry experience, currently with Keen Wealth Advisors. His prior roles include positions at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has served as an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing over $1 billion in client assets through discretionary account management and a blend of fundamental and technical analysis methods.