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.

Michelle Green is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Legacy Financial Strategies, LLC for three years and previously worked for AMC Theaters for 14 years. 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 utilizes fundamental analysis and globally diversified portfolios aligned with modern portfolio theory, offering both discretionary and non-discretionary investment management through a multi-advisor team.

Timothy Womack is a CFA® charterholder with 17 years of industry experience, currently serving at Novadius Wealth Management. His professional background includes roles at The ETF Store, Inc., Mid-American Wealth Advisory Group, Creative Planning, and Inovest Wealth Management. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries with advisory services including discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, combining quantitative and fundamental analysis to tailor portfolios according to clients’ objectives and risk tolerance.

Michael Meenen is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Midwest Financial Group LLC and has prior experience at Capitol Federal Savings Bank and Fidelity State Bank & Trust. Outside of advising, he serves as the mayor of Scranton, Kansas, and works as a college football official. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, managing assets primarily on a discretionary basis.

Jason Lank is a financial advisor with Novadius Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with The ETF Store, Inc. since 2013 and also operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm uses a global strategic asset allocation approach primarily with ETFs and manages approximately $148 million in client assets.

Hal Wood is a financial advisor at Triune Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Triune Financial Partners since 2016. In addition to his advisory role, Wood owns and operates H.F. Wood Consulting, an animal health management consulting practice that advises and teaches veterinarians and related companies. 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, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management tailored to client objectives.

Joseph Gravino Jr. is a CFP® professional with 32 years of industry experience. He is currently with Caliber Wealth Management, LLC and has previously worked at Keating Financial Advisory Services, Inc., KeatingKC, Keating & Associates, Financial Solutions, LLC, and Raymond James Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary investment advice, financial planning, and retirement-plan services. The firm combines globally diversified portfolios with in-house tax preparation and consulting, managing approximately $1.76 billion in assets.

Amy Guerich is a financial advisor at Stepp & Rothwell Inc in Overland Park, KS, holding a Series 65 designation with seven years of industry experience. She has been with Stepp & Rothwell since 2010. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. The firm employs a range of investment strategies primarily involving mutual funds, ETFs, and fixed income securities, and offers both discretionary and non-discretionary client arrangements.

Kale Soukup is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and two years of industry experience. Prior to joining Waterfront Wealth in 2023, he worked at FLS Transportation from 2021 to 2022. Waterfront Wealth Inc. manages approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a focus on customized investment strategies.

Eric Clark is a CFP® professional with 20 years of industry experience. He has been with Boyer & Corporon Wealth Management, LLC since 2012. BCWM provides discretionary investment management, financial planning, and related consulting services to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm emphasizes asset allocation, diversification, and risk management, utilizing a combination of charting, fundamental, technical, and cyclical analysis in portfolio construction.

Colleen Graff is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She also serves as a registered principal at JCC Capital Markets LLC and Cabin Securities Inc., focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors manages approximately $220 million across a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing fundamental and technical analysis alongside due diligence on alternative investments.

Stanley Stark is a financial advisor at Fortune Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently in roles including tax preparation and consulting at Arbor Creek Tax Service since 2014, CPA exam instruction with Becker Professional Education since 2008, and service as a Chief Petty Officer in the United States Navy Reserve since 1999. Fortune Financial Advisors is a small team-based firm managing approximately $202.4 million for around 178 clients. The firm provides fee-based investment management, financial planning, and consulting primarily for individuals, businesses, and retirement plans, utilizing discretionary portfolio management with mutual funds, stocks, ETFs, and other strategies.

Grant Steffes is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Steffes Financial, Ltd. since 2020, following four years at Ernst & Young, LLP. Steffes Financial, Ltd. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm integrates fundamental and technical analysis with tactical and strategic asset allocation, managing approximately $611 million in client assets with two advisors.