Peyton Anderson is a financial advisor with Equity Wealth Partners, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Equity Wealth Partners, he worked for the Kansas City Royals for one year. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management through discretionary portfolio management alongside financial planning services. The firm serves approximately 900 households with a team of eight advisors managing over $250 million in assets.

David Barth is a financial advisor at Freestate Advisors LLC with a Series 65 designation and four years of industry experience. He has been with Freestate Advisors since 2021 and also operates Barth Financial Services, LLC, which he founded in 2015. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a research-driven investment approach centered on macroeconomic and risk modeling.

Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. Prior to joining Buttonwood in 2024, he worked at JMG Financial Group and has experience as a part-time baseball instructor and coach for Mac N Seitz Baseball. Buttonwood Financial Group is an independent SEC-registered advisory firm offering comprehensive wealth management services to individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm uses individualized Investment Policy Statements and globally diversified model portfolios with integrated tax management and ongoing monitoring.

Craig Hallier is a CFA® charterholder with 24 years of industry experience. He is currently an advisor at TFB Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., Ameritas Investment Company, and Tax Favored Benefits, Inc. Hallier is also a licensed independent insurance agent involved with Tax Favored Benefits, Inc., assisting in investment-related activities and retirement plan administration. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets through a multi-advisor team.

Anya Grovenburg is a financial advisor at Triune Financial Partners, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Get Smarter Prep. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach based on Modern Portfolio Theory, managing portfolios primarily with low-cost mutual funds and ETFs under discretionary agreements.

William Stapp is a Series 65-licensed advisor with TFB Advisors, LLC, based in Overland Park, KS. He has one year of industry experience, including prior roles at Dimensional Innovations and Jayhawk Cafe. 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 $859.6 million in client assets across a multi-advisor team.

Herman Lall is a financial advisor with PCG Wealth Management in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as LPL Financial and V Wealth Advisors. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using diversified funds and tailored strategies, with a notable focus on retirement-plan services including fiduciary advisory and participant education.

Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.

Eric Koford is a financial advisor with Enlightnu Wealth LLC, holding Series 63, 65, and 66 licenses and having 28 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Fidelity, Morgan Stanley, and other wealth management firms. 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, employs sub-advisors, and integrates affiliated insurance and Medicare-related businesses among its principals.

Michael Ward is a financial advisor at Caliber Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 15 years and Raymond James Financial Services for four years. Ward is the chair of the board and founder of New Life Christian Academy, a nonprofit organization. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with a focus on discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory. The firm uses globally diversified portfolios aligned with modern portfolio theory and offers integrated in-house tax preparation and consulting services.

Adam Musfeldt is a financial advisor at Quantum Financial Partners LLC in Omaha, NE, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TDAmeritrade, Inc. from 2014 to 2018. Outside of his advisory role, he is involved in non-investment related real estate businesses through ownership interests in Musfeldt Companies, LLC and Graves Development Resources, LLC. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to manage discretionary accounts, including a private pooled investment vehicle that charges performance-based fees.

Gaven Pinkley is a financial advisor at RSG Investments LLC with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC and Central Trust Bank. 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 using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting.

Christen Dusselier is a financial advisor at Mitchell Capital Management Co with 13 years of industry experience. He holds a Series 65 designation and has been with Mitchell Capital Management Co since 2001. Mitchell Capital Management Co is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in client assets through a small team and offers customized investment strategies combining systematic screening with traditional security analysis across multiple equity and fixed-income approaches.

Jennifer Robinson is a financial advisor with TFB Advisors, LLC in Overland Park, KS, holding Series 63 and Series 65 credentials. She has four years of industry experience, including prior roles at Nicholson Capital Management and Wells Fargo Advisors. TFB Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm manages approximately $840 million in assets and typically utilizes a range of investments tailored to clients’ risk tolerance and time horizon.

David Evans is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Premier Financial Partners, Royal Alliance, and Premier Network, where he currently serves as a client executive and practice leader. Evans is also a board member and shareholder of HCF, Inc., where he provides strategic guidance. Optima Capital LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.

Karen Burris is a financial advisor at White Sand Wealth Management in Liberty, MO, holding a Series 65 designation with 11 years of industry experience. She has worked at White Sand Wealth Management since 2019 and previously spent eight years with BOK Financial Securities and Bokf, Na. White Sand Wealth Management is a five-advisor firm managing approximately $172.4 million for about 188 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and other businesses. The firm combines passive and active management using both fundamental and technical analysis to create personalized portfolios while providing discretionary investment management, financial planning, and oversight of third-party managers.

John Skowronski is a financial advisor at PCG Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and LPL Financial. Skowronski is involved with The Skowronski Family Trust in a fiduciary capacity. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using diversified mutual funds and ETFs, and offers specialized retirement-plan services including ERISA fiduciary support and participant education.

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.

Bret Guillaume is a CFP® with 22 years of industry experience and holds the Series 66 designation. He has been with Mader & Shannon Wealth Management and its predecessor firms since 2004. The firm manages approximately $269 million in discretionary assets and serves individual and high-net-worth clients, corporations, and pension and profit-sharing plans. Mader & Shannon Wealth Management employs an active, discretionary investment approach that emphasizes individual securities on major U.S. exchanges and provides comprehensive retirement-plan services, including ERISA plan support.