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 since 2019. He previously worked at LPL Financial and The Bacchus Foundation, and he maintains a business entity, A.D. Rogers & Associates LLC, for tax and investment purposes. Legacy Financial Strategies, LLC manages approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to construct globally diversified portfolios aligned with modern portfolio theory, offering discretionary and non-discretionary management, retirement plan services, and financial planning through a multi-advisor team.

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.

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.

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.

John Fitch is a financial advisor at Cornerstone Securities LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Securities since 2017, following prior roles at Larson Financial Group, LLC and Larson Financial Securities, LLC. Outside of advisory work, he is involved in insurance sales as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of advisors who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Tori Herrig is a Series 65-licensed advisor with Searcy Financial Services, Inc. in Overland Park, KS. She joined the firm in 2026 and has prior work experience in healthcare and consulting roles. Searcy Financial Services, Inc. provides integrated wealth management services to individuals, retirement plans, corporations, foundations, and other financial firms, managing approximately $514 million in discretionary assets. The firm employs a risk-based investment approach using diversified model portfolios with ongoing monitoring and tiered service levels.

Noah Wildman is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. His prior work includes roles at Arrow Wealth Advisors and various positions outside the financial sector, such as at Pepsi-Cola Manhattan and Blueville Nursery. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning focused on retirement clients. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and institutional technology for client services.

Joshua Zach is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Canvas Wealth Advisors, LLC since 2020 and previously worked at Edward Jones and Cognizant. Outside of his advisory work, he was involved with the Natural Baseball Academy for six years. Canvas Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and private real estate funds. The firm manages approximately $713 million in assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Sherri Bliss is a CFP® with eight years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors in Overland Park, KS. Her prior roles include positions at ERSI Wealth Management and Edward Jones. She also holds a Registered Representative role at Purshe Kaplan Sterling Investments and manages operations at Keen Wealth Advisors. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, utilizing a multi-method investment analysis framework and offering comprehensive portfolio management and financial planning services.

Zachary Russell is a financial advisor at EnlightnU Wealth LLC with a Series 66 designation and one year of industry experience. His background includes roles at MedicareSchool.com and Bankers Life companies, among others. EnlightnU Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, managing portfolios through fundamental analysis and sub-advisors under discretionary authority. The firm operates with multiple principals and integrates affiliated insurance and Medicare-related businesses within its structure.

Marvin Musick Jr. is a financial advisor at Enlightnu Wealth LLC with five years of industry experience and a Series 65 credential. He has worked at several firms, including Sequent Planning, LLC and Wise Wealth, LLC. Outside of his advisory role, he is the owner and agent of MedicareSchool.com, where he provides Medicare insurance planning and enrolls clients in Medicare Advantage, Supplemental, and Rx Part D plans. Enlightnu Wealth LLC offers discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis for investment selection, may engage sub-advisors, and provides financial planning at no extra cost.

William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Keen Wealth Advisors since 2024 and previously held roles at Creative Planning, LLC and Security Bank of Kansas City. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and 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, and uses a multi-method investment analysis framework combined with institutional technology for client reporting and account management.

Jeb Flynn is a CFP® with seven years of industry experience, currently serving at Keen Wealth Advisors since 2020. Prior to joining Keen, he worked at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has been an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework.

Christian Dunker is a financial advisor at Financial Partners Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dunker has been with Financial Partners Group since 2020. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion across an eight-person advisory team and employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations.

Ryan Kohr is a CFP®-certified financial advisor at Keen Wealth Advisors with four years of industry experience. He has worked at Keen Wealth Advisors since 2022 and previously was affiliated with Powercat Financial. His background includes roles at Kansas State University and Chase County High School. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive financial planning, portfolio management, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework combined with institutional technology platforms.

Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.

Ashley Daly is a financial advisor at Triune Financial Partners, LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with six years of industry experience. Her prior work includes roles at ADP LLC and ADP Broker Dealer Inc since 2019, as well as at Sun Life Financial from 2012 to 2019. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds, providing portfolio management, financial planning, retirement plan consulting, and educational resources. The firm employs a Modern Portfolio Theory-based, passive investment approach with an emphasis on low-cost mutual funds and ETFs, including Dimensional Fund Advisors funds, and offers discretionary management guided by written investment policies.