Daniel Green is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Paragon, he was a student athlete and briefly played in the Canadian Football League. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach is primarily based on fundamental analysis, utilizing a range of asset types tailored to client objectives.

Jon Albarelli is a financial advisor at Fortune Financial Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Marine Corps Community Services. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages client accounts primarily on a discretionary basis using mutual funds, stocks, and ETFs, and operates with a small team of five advisors.

Craig Fisch is a financial advisor with RPR Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. He is involved with the Johnson County Referral Group, a business owners referral group established in 2009. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach using quantitative analysis and offers a range of services, including discretionary portfolio management and access to affiliated CPA and accounting services.

Matthew Syverson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Sound Stewardship, LLC since 2004. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering a range of services including discretionary portfolio management and periodic financial updates. The firm emphasizes customized portfolios based on client objectives, tax-efficient ETFs, and provides educational seminars along with Biblically Responsible and Socially Responsible investment options.

Samuel Murray II is a financial advisor with Legacy Financial Strategies, LLC in Overland Park, KS. He holds a Series 65 designation and has 11 years of industry experience, all with Legacy Financial Strategies since 2014. 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 build globally diversified portfolios and offers both discretionary and non-discretionary investment management alongside retirement plan services and financial planning through a multi-advisor team.

Adrian Kennedy is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Enlightnu Wealth LLC. His prior work includes roles at firms such as Ally Invest Securities LLC and The Retirement Planning Group, LLC. Outside of financial advising, he is also involved with Allied Universal Event Services. Enlightnu Wealth LLC is a multi-advisor firm that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis to guide investment decisions and works with sub-advisors, offering financial planning at no additional cost as part of its services.

Pedro Martinez is a financial advisor at Insight Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America, Inc., and National Planning Corporation. Martinez has been affiliated with Insight Financial Services in various capacities since 2006. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, estates, and other entities. The firm combines fundamental and technical analysis with modern portfolio theory and tailors its advice to client objectives and risk tolerance.

Philip Kernen is a CFA® charterholder with 16 years of industry experience. He has been with Mitchell Capital Management Co since 2005, where he works as part of a six-advisor team based in Leawood, KS. 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 assets, offering customized investment strategies and a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income approaches.

Reed Roney is a CFP® and holds a Series 65 license, currently serving as an advisor at Canvas Wealth Advisors, LLC with three years of industry experience. He has been with Canvas Wealth Advisors since 2023 and has a total of 19 years of professional background. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and provides project-oriented consulting, managing diversified portfolios that include mutual funds, ETFs, individual securities, and private fund interests.

Taren Mcmurray is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Family Investment Center since 2018 and previously spent eleven years at GTRUST Financial Partners. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides comprehensive financial planning and investment management with a focus on fundamental security analysis and long-term investment strategies, supplemented by scheduled client meetings and integrated tax services.

Michael Mitchell is a financial advisor at Greenup Wealth with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Spotlight Asset Group, Inc. and Creative Planning. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements its management with selected third-party managers when appropriate.

Leslie Penka is a financial advisor at DAI Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Expand Financial, LPL Financial, NewEdge Advisors, and Purshe Kaplan Sterling Investments. DAI Wealth, LLC is a multi-advisor team managing approximately $330 million in assets, serving a diverse group of individual and institutional clients. The firm offers customized investment management through a range of account types and platforms, and it serves several uncommon institutional client types such as sovereign wealth funds and state or municipal government entities.

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.

Laura Carley is a CFP® professional with 13 years of industry experience. She has worked at Boyer & Corporon Wealth Management, LLC since 2008. BCWM provides discretionary investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm’s investment approach focuses on asset allocation, diversification, market evaluation, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis.