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.

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.

Kolton Hurst is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His background includes roles at Interbank and educational positions at Oklahoma State University and Navajo Public School. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates through discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm uses proprietary risk-based models with an emphasis on fixed-income analysis and offers additional services such as educational workshops and tax preparation.

Eric Koford is a financial advisor at Enlightnu Wealth LLC with 27 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has worked at firms including Merrill Lynch, Bank of America, and Morgan Stanley. Enlightnu Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach, utilizes sub-advisors, and operates with multiple principals, many of whom are also involved in affiliated insurance and Medicare-related businesses.

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.

Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. 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 to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

Ambra Leibach is a financial advisor with Sound Stewardship, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Sound Stewardship since 2008. Sound Stewardship serves individual and high-net-worth clients with comprehensive financial planning and wealth management, offering customized portfolios guided by client objectives and Investment Policy Statements. The firm emphasizes tax-efficient ETFs, in-house portfolio management, and provides educational seminars and Biblically Responsible and Socially Responsible investment options.

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.

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.

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.

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.

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.

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.

Joseph Morrow is a CFP® and holds a Series 65 license, currently serving as an advisor at Canvas Wealth Advisors, LLC with five years of industry experience. Prior to joining Canvas Wealth Advisors in 2021, he spent three years at KPMG LLP. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages diversified portfolios based on modern portfolio theory and also acts as an administrative manager for private pooled real estate investment vehicles.