Joseph Nafziger is a financial advisor at Legacy Financial Strategies, LLC with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Legacy Financial Strategies in 2021, he worked at Merrill and Advisor's Excel. 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 and globally diversified portfolios, using mutual funds, ETFs, individual securities, and alternative investments, and serves around 635 client relationships through a multi-advisor team.

Blaine Cline is a CFP® professional with one year of industry experience, currently serving at Triune Financial Partners, LLC. Prior to joining Triune, he was with Buttonwood Financial Group, LLC for two years. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, corporations, and endowments. The firm employs a Modern Portfolio Theory-based approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Anthony Schmitt is a financial advisor at Greenup Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Regal Securities, Research Based Solutions, Spotlight Asset Group, and Scottrade Investment Management. Outside of finance, he serves as the Technical Director on the board of the Kolping Kicks Soccer Club and is a board member at Holy Child Catholic Grade School. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm employs a range of analytical methods and strategies, including fundamental and quantitative analysis, and integrates affiliated insurance and tax services alongside its investment offerings.

Samuel Chadick is an investment advisor representative with RDA Financial Network in Overland Park, KS, holding Series 65 and Series 63 licenses and six years of industry experience. He has been associated with The Roth Companies, Inc. since 2017, where he serves in roles including insurance agent and wealth management advisor. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies across various investment approaches under a Wealth Management Committee.

Dennis Goodwin is a financial advisor at Greenup Wealth with 27 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at American Century Investment Services Inc. from 2014 to 2022. Greenup Wealth provides portfolio management and ongoing financial planning to individuals, charitable organizations, and business entities. The firm employs a variety of analysis methods and investment strategies, serving both discretionary and non-discretionary accounts, and offers services including tax-efficient asset location and opportunistic rebalancing for assets held outside its custody.

Kaden Moore is a financial advisor at Convergence Financial with two years of industry experience. He previously worked at LPL Financial and UBS Financial, and has experience outside the financial sector at Hallbrook Country Club. 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 build tailored portfolios and offers retirement plan consulting, fiduciary services, and access to third-party asset managers.

William Male is a financial advisor at TFB Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas Advisory Services, Foundational Financial Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he develops and implements packaged insurance products through his involvement with Tax Favored Benefits. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement consulting, utilizing a range of investment vehicles and independent managers while overseeing approximately $860 million in client assets.

Matthew Wilson is a CFP® professional with 21 years of industry experience, currently serving at Keen Wealth Advisors. He has been with Keen Wealth Advisors since 2014 and holds the Series 66 designation. Outside of his financial advisory work, Wilson is involved in automobile ownership and motorsport activities through several LLCs, including owning and driving vehicles on race tracks. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, offering comprehensive portfolio management, financial planning, and retirement services. The firm manages approximately $1.23 billion in assets and employs a multi-method investment analysis approach with discretionary portfolio management.

Kyle Strehlow is a CFP® professional with two years of industry experience, currently serving at BCWM. His prior experience includes roles at Aspyre Wealth Partners and Boyer Corporon Wealth Management, as well as four years at Hallmark Cards before entering the financial advisory field. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutional clients. The firm combines discretionary portfolio management with comprehensive financial planning and applies multiple analytical approaches to meet client objectives.

Patrick Berch is a Series 65-licensed advisor with 15 years of industry experience. He is currently with Waterfront Wealth Inc., where he has worked since 2022, and previously held roles at Elevated Capital Advisors, LLC, Global Financial Private Capital, and Global Plains Advisory Group. Waterfront Wealth, Inc. serves individuals, families, trusts, foundations, businesses, retirement plans, and institutional sub-advisory clients. The firm provides customized portfolio management and financial planning using a range of strategies including active mutual funds, ETFs, and individual securities, and manages over $1.1 billion in discretionary assets.

Jacob Linch is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors, SagePoint Financial, Signator Investors, and Wealth Management Concepts. Waterfront Wealth Inc. serves individuals, families, trusts, foundations, businesses, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement advisory services. The firm employs a mix of strategies tailored to client goals, including active mutual funds, ETFs, Dimensional funds, individual securities, and custom approaches.

Kyle Barclay is a CFP® professional with 15 years of industry experience. He has worked at Greenup Street Wealth Management since 2021 and previously spent 11 years at American Century. Kyle holds the Series 63 designation and is based in Overland Park, KS. 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 variety of analytical methods and investment strategies, including long- and short-term trading, options, and direct indexing, and offers services for both custodial and non-custodial assets.

Kelli Harpe is a financial advisor at Fortune Financial Advisors, LLC with a Series 65 designation and four years of industry experience. Prior to joining Fortune Financial Advisors in 2024, she worked at Open Road Wealth Management, LLC from 2021 to 2024 and has a background that includes nearly three decades at the Federal Bureau of Prisons. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages approximately $202.4 million for about 178 clients and operates with a team of five advisors.

James Kelley is a CFA® charterholder with 10 years of industry experience. He currently works at Caliber Wealth Management, LLC and previously held roles at Creative Financial Designs and Lighthouse Financial. Outside of his advisory work, he is a minority owner of Mavs LLC, a club sports business in Lenexa, KS. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with a range of portfolio management, investment advisory, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory and integrates in-house tax preparation and consulting, managing approximately $1.76 billion in assets since its founding in 2024.

Patrick Ishmael is a financial advisor at Enlightnu Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Knights of Columbus Asset Advisors LLC and the Show-Me Institute. Outside of advisory work, he is the founder and owner of Pie KC LLC, a real estate investment firm. Enlightnu Wealth LLC provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis in portfolio management and features multiple principals, some of whom also engage in affiliated insurance and Medicare-related businesses.

Craig Novorr is a financial advisor at Paragon Capital Management LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Paragon since 2006. Outside of his advisory role, he serves as a trustee of family trusts and holds a real estate broker license. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning and estate-planning support. The firm’s investment approach emphasizes fundamental analysis and tailored portfolios across a range of asset types, with a notable role within the Schwab Advisor Network and Schwab Advisor Marketplace.

Victor Semenov is a financial advisor at Convergence Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Prior to his financial career, he spent several years in education at Heritage Christian Academy and Johnson County Community College. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.

William Mc Crea is a financial advisor at Convergence Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab for 18 years. Outside of his primary role, he operates as a financial advisor under the d/b/a Ramos Group for investment advisory activities. 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, offers retirement plan fiduciary services, and manages client assets across a 24-advisor team with multiple office locations.

William Candler is a financial advisor with Cabin Advisors, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Kingsmont Capital, Inc., Valley Pointe, LLC, and Cabin Securities Inc. Outside of finance, he is a partner in Ozark Kri-Kri, LLC, an animal breeding business on a family farm. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning and portfolio management through discretionary and non-discretionary accounts, utilizing a range of analytical approaches and due diligence on alternative investments.

John Fales is a CFP® with 14 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has worked intermittently since 2016, and is also associated with the firm's subsidiary, Allos Investment Advisors, LLC. Searcy Financial Services, Inc. is an SEC-registered adviser providing integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and uses a risk-based investment process with model portfolios that include ETFs, individual equities, and bonds, offering tiered service levels and both long-term and opportunistic trading strategies.