Andrew Ramos is a financial advisor with Convergence Financial in Prairie Village, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial in 2024. Ramos serves as Chief of Staff in the US Army Reserve, a role he has held since 2005. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, and various organizational clients. The firm utilizes strategic asset allocation and fundamental analysis to build customized portfolios, providing both discretionary and non-discretionary management alongside retirement plan consulting and access to third-party asset managers.

Ashley Daly is a financial advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at ADP LLC and Sun Life Financial. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing low-cost mutual funds and ETFs, and provides a range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Starkey is a CFP® professional with 28 years of experience in the financial services industry. He has worked at KoesTen Hirschmann & Crabtree, Inc. since 1998 and has been an insurance sales agent since 1997. He is based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, using a blend of active and passive investment management guided by an Investment Committee.

Dylan Pollock is a financial advisor with RSG Investments LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Commerce Trust Company and American Century Investment Services, Inc. before joining RSG Investments. RSG Investments LLC manages approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm provides discretionary asset management using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting.

Barry Villaverde is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameritas Investment Company, Ameritas Life Insurance Corp., and Ameritas Advisory Services. In addition to his advisory role, Barry produces Bible study materials through The Scripture Student LLC and creates guitar tutorial content on his YouTube channel. TFB Advisors provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets, tailoring portfolios to clients’ risk tolerance and time horizon across various investment vehicles.

David Bush is a financial advisor with Private Client Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. He is also licensed as an insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers discretionary portfolio management alongside financial planning and retirement plan services.

Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he is a partner in a clothing resale business and a general business consulting firm, and operates a separate insurance business. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a modern portfolio theory approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client risk profiles.

Tracy Mc Cormick is a financial advisor at Insight Financial Services with one year of industry experience. She holds a Series 65 designation and previously worked in orthodontics before joining the financial sector. Outside of advising, she is a commissioned Notary Public. Insight Financial Services provides discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, tailoring advice to client objectives and employing both fundamental and technical investment strategies.

Samuel Mellinger is a financial advisor with Financial Partners Group, Inc. in Overland Park, Kansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. prior to his current roles. In addition to his advisory work, he is also an independent insurance agent. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and rebalancing to client objectives, and offers integrated tax planning and insurance services through affiliated entities.

Rece Dawson is a CFP® with three years of industry experience and is currently an advisor at Triune Financial Partners, LLC. His prior roles include positions at Kompass Kapital Funding and Enterprise Bank. In addition to his advisory work, he serves as an Associate Director at Farmers and Merchants Bank and works as an independent insurance agent. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with services supported by written Investment Policy Statements, annual reviews, and discretionary execution.

Tyler Novorr is a financial advisor with Paragon Capital Management LLC, holding a Series 65 designation and beginning his career in 2026. Prior to joining Paragon, he held roles at the University of Kansas, Charles Schwab, and American Century Investments. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside comprehensive financial planning and estate-planning support. The firm employs fundamental analysis to manage portfolios tailored to client objectives and participates in the Schwab Advisor Network and Schwab Advisor Marketplace.

Brandy Ward is a financial advisor at Windward Private Wealth Management Inc. with seven years of industry experience. She holds a Series 65 designation and has worked at Windward since 2013. Outside of financial advising, she operated Brandy Ward Photography for two years. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning primarily to individual clients and pension and profit-sharing plans. The firm’s investment approach is based on Modern Portfolio Theory and is implemented mainly through ETFs and mutual funds, with an emphasis on periodic rebalancing and adherence to written investment policy statements.

Mark Cussen is a financial advisor at FMSA with Series 63 and Series 65 credentials and three years of industry experience. His work background includes roles at Outlier AI, Inc., Intuit, Selectquote, and Jackson Hewitt Tax Service. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach focused on company financials and intrinsic value.

Mark Albright is a CFP® professional with 24 years of industry experience. He has worked with Ameriprise Financial Services, Inc. for 19 years and held roles at Raymond James Financial Services from 2020 to 2024 before joining Caliber Wealth Management, LLC in 2020. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and tax preparation services. The firm emphasizes globally diversified portfolios aligned with clients’ risk profiles and integrates in-house tax consulting staffed by licensed accountants.

Leigha Shepard is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Midwest Financial Group since 2015 and also owns Midwest Financial Partners, Inc., a non-investment-related tax entity. Shepard is self-employed as an independent insurance agent, providing insurance products and services outside of investment activities. Midwest Financial Group advises individuals, families, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs, tailored to clients’ risk profiles and objectives.

Lawrence Hamtil is a financial advisor with Fortune Financial Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Fortune Financial Advisors since 2007. In addition to his advisory role, he is a licensed insurance independent agent for life, variable annuities, and health insurance in Kansas and Missouri, dedicating approximately two hours per month to this activity. Fortune Financial Advisors serves individuals, businesses, and retirement plans, managing approximately $322.6 million in client assets across about 206 relationships. The firm provides discretionary investment management, financial planning, and consulting services, often utilizing mutual funds, ETFs, and individual securities, and may engage outside managers to implement client strategies.

Matthew Queen is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he serves on the Planned Giving Council of Children’s Mercy Hospital and participates on the advisory committee for the Boys and Girls Club of Greater Kansas City. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of fundamental, tactical, and technical analysis to tailor portfolio management and financial planning, supported by integrated tax and insurance services through affiliated entities.

Derek Mcdermott is a financial advisor at Financial Partners Group, Inc. with eight years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc., and New England Securities. 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 employs a mix of fundamental, tactical, technical, and thematic analysis in asset allocation and offers integrated advisory, tax, and insurance services through affiliated practices.

Derek Hensley is a financial advisor at Sound Stewardship, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Sound Stewardship since 2015. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized portfolios using asset allocation, fundamental and quantitative analysis, and offers both biblically responsible and socially responsible investment options, along with educational seminars and public-speaking workshops.

Nathan Haskins is a financial advisor with Freestate Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Freestate Advisors since 2017 and previously spent 12 years at The Haskins Corporation. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a research-driven investment approach focused on macroeconomic asset allocation and risk modeling, primarily using ETFs and model portfolios to deliver both benchmark-aligned and tactical strategies.