Tom Boling is a CFP® with 22 years of industry experience and currently serves at Kavar Capital Partners. He has been with the Kavar Capital Partners organization since 2013, including its predecessor entity, and holds a Series 66 license. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management, utilizing both fundamental and technical analysis across various asset classes and employs a range of investment strategies tailored to client needs.

Lucas Bucl is a CFP® professional with 15 years of industry experience. He has been with Koesten, Hirschman & Crabtree, Inc. since 2010. Bucl is based in Overland Park, KS, and is part of a nine-advisor team at Aspyre Wealth Partners. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates in-house accounting and human capital consulting with its advisory services, employing a mix of active and passive investment management grounded in Modern Portfolio Theory.

Colten Honigman is a CFP® and holds a Series 65 license, with six years of industry experience. He has worked at Prosperity Planning, Inc. since 2018, following prior roles at State Street and Goppert Financial Bank. Outside of financial services, he has experience with JDS Detailing and was homeschooled for ten years. Prosperity Planning, Inc. is an SEC-registered advisory firm that provides portfolio management, comprehensive financial planning, pension consulting, and retirement-plan rollover guidance to individuals—including high net worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and nondiscretionary accounts with a broad-based, long-term investment approach across global asset classes, often using index-based funds and incorporating tax considerations into portfolio design.

Richard Dwyer Jr. is a financial advisor at Tactive Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., Camarda Wealth Advisory Group, SGL Financial, LLC, and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which is involved in the sale of fixed insurance products. Tactive Advisors provides portfolio management services to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm offers a blend of robo-advisor and advisor-led programs, using a tactical asset allocation approach based on the Black-Litterman model framework.

Eldon Anderson is a CFP® with over 41 years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC since 2022. He previously spent 17 years with Ameriprise Financial Services, Inc. Anderson serves as treasurer on the boards of The Book of Mormon Foundation and the Colbern Road Restoration Branch. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, providing integrated wealth management through discretionary portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, utilizing diversified, low-cost funds alongside individual securities.

James Montgomery is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations with nine years of industry experience. He has been with Atwood & Palmer since 2017, following a one-year tenure at Charles Schwab. Atwood & Palmer serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm manages discretionary accounts using both fundamental and technical analysis across a variety of asset classes and coordinates with outside professionals to integrate clients’ financial lives.

Mark Atchity is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with Kingsmont Capital, Inc. since 2026 and has been involved with Cabin Advisors and affiliated entities such as Cabin Securities and JCC Capital Markets for over a decade. Atchity also serves as CEO of JCC Capital Markets, focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and monitoring of variable annuities, utilizing a multi-faceted investment approach that includes fundamental, technical, and asset-allocation analysis.

Ryan Noble is a CFP® professional with 20 years of experience in the financial industry. He has worked at Prosperity Planning, Inc. since 2009 and spent five years at Cetera Advisors LLC. He holds the Series 66 designation and is based in North Kansas City, MO. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based asset allocation using primarily index-based funds and integrates tax considerations into portfolio design, managing approximately $543 million in assets as of the end of 2025.

Tyler Jouret is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 credential and has a background that includes service in the U.S. Army and the Kansas Army National Guard, where he is currently a Staff Sergeant and Field Artillery Section Chief. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning, focusing on clients planning for and living in retirement. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Jaxson Wentworth is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TFB Advisors, he worked at Ameritas Advisory Services, LLC, and Ameritas Investment Company, LLC. He has also been involved with Tax Favored Benefits, Inc., which operates in investment services. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and customizes portfolios based on client risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Abraham Fitzpatrick is a Series 66 licensed advisor at Enlightnu Wealth LLC with one year of industry experience. His previous roles include positions at Bankers Life Securities, Inc., Bankers Life and Casualty Company, and Portland Community College. He has also worked with Oregon Public Broadcasting and Ray Peel Inc. outside the financial sector. 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, may engage sub-advisors, and operates with multiple principals, some of whom are involved in affiliated insurance and Medicare-related businesses.

Quinton Vlach is a financial advisor with Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential and one year of industry experience. His background includes roles at Powercat Financial, Prosperity Planning Inc., and several positions related to Kansas State University. Outside of his advisory work, he manages a rental property. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning, focusing particularly on clients planning for and living in retirement. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets.

Cole Dimond is a financial advisor with Caliber Wealth Management, LLC in Overland Park, KS, holding a Series 66 designation and having 21 years of industry experience. He has worked at several firms, including Raymond James Financial Services and Ameriprise Financial, before joining Caliber Wealth Management. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and retirement-plan services. The firm offers in-house tax preparation and consulting, emphasizes globally diversified portfolios based on modern portfolio theory, and manages roughly $1.76 billion in assets under management.

Alyssa Hon is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Prosperity Planning, Inc. since 2019 and previously held positions at K&E Flat Work and Missouri Western State University. Alyssa is based in North Kansas City, MO, and is part of an 11-advisor team. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and nondiscretionary accounts with a focus on long-term, diversified allocation across global asset classes, often using index-based funds and ETFs, and incorporates tax considerations in portfolio design.

Nicholas Hartley is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has been with Windward Private Wealth Management Inc. since 2021. Outside of advisory work, he has held various positions including roles at Indian Foothills Golf Course and Missouri Valley College. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing ETFs and mutual funds, and offers additional services such as tax preparation and college savings plan management.

Justin Locke is a CFP® and holds a Series 65 license with three years of experience in financial advising. He currently works at Prosperity Planning, Inc. and previously spent eight years at ProMedica Hospice. Locke also served at Holden First Baptist Church for six years. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on long-term, broad-based asset allocation using index-based funds and may include private placements for qualified clients, managing approximately $543 million in assets as of year-end 2025.

Adam Doran is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including MassMutual/Charter Oak Financial and Penn Mutual/PS&G Financial Partners. Outside of his advisory role, he manages insurance sales through Prevail Strategies, LLC. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.

John Scherschligt is a Series 65-licensed financial advisor with Triune Financial Partners, LLC, based in Overland Park, KS. He has two years of industry experience and previously worked at Holy Family School of Faith and Flatco Telecommunications. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing accounts primarily with low-cost mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.

Samuel Pedrotti is a financial advisor at TFB Advisors, LLC in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Prior to joining TFB Advisors, he worked at Black & Veatch and has experience in various roles including at Tax Favored Benefits. TFB Advisors provides financial planning, consulting, and discretionary investment management to individual clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a range of investment vehicles and model portfolios.

Daniel Kennedy is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at Mader & Shannon Wealth Management since 2010. He is involved in a non-investment related business, USKK, Inc., which he dedicates time to during evenings. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, and retirement plans. The firm employs an active management strategy focusing on individual securities using fundamental and technical analysis, and also provides specialized services such as expert witness testimony.