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.

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.

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.

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.

Alexandra Garden is a CFP® professional with 14 years of industry experience, currently serving as an advisor at PCG Wealth Management. She has prior experience with LPL Financial and Waddell & Reed Inc. Garden is also involved in business activities under Alexandra Kurth and Associates LLC. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a long-term, customized investment approach that incorporates a range of investment vehicles and a focus on retirement-plan services.

Alexander Petrovic III is a CFP® professional with 16 years of industry experience, currently serving at Caliber Wealth Management, LLC. He has been involved with Petrovic Financial Services and Raymond James Financial Services in various capacities over the past two decades. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with services including discretionary portfolio management, financial planning, and in-house tax preparation and consulting. The firm’s investment approach focuses on globally diversified portfolios using mutual funds and ETFs, tailored to clients’ risk profiles and informed by fundamental and economic cycle analysis.

Joseph Wild is a financial advisor at Elevated Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bank, Advisors Excel, and Bankers Life. Outside of finance, he was involved with Wildcat Creek Fitness. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients, providing investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering both discretionary and non-discretionary portfolio management and access to various custody and trading platforms.

Bradyn Ramos is a financial advisor with Convergence Financial in Overland Park, KS, holding a Series 66 credential and one year of industry experience. He has worked previously at Edward Jones and LPL Financial. Ramos also serves as an investment advisor with Convergence Financial, an independent registered investment advisor. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and fundamental analysis approach to portfolio construction and offers a range of services including discretionary asset management, retirement plan consulting, and access to third-party asset managers.

Melinda Parks is a financial advisor at Freestate Advisors LLC with eight years of industry experience. She holds a Series 65 designation and previously worked for Sprint Corporation for 20 years. Parks has been with Freestate Advisors since 2017. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, implementing portfolios primarily with ETFs and model strategies tailored to client needs.

Joshua Hill is a CFP® with five years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors since 2019. Prior to joining Keen, he worked at EY from 2015 to 2019. Hill holds an active CPA designation but does not offer accounting or tax services to his advisory clients. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.

Steven Palmer is a Series 65–licensed advisor with Atwood & Palmer, Inc. in Kansas City, MO, where he has worked since 1990, accumulating 30 years of industry experience. He is part of a seven-advisor team at the firm. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts using fundamental and technical analysis across various asset classes and coordinates with outside professionals to integrate clients’ financial lives.

Hunter Smith is a financial advisor at Keen Wealth Advisors with a Series 65 designation and two years of industry experience. His prior work history includes roles at Financial Avenues LLC, Central Bank of Warrensburg, and the University of Central Missouri. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets, using a multi-method investment analysis framework and offering discretionary portfolio management alongside educational events and legacy third-party manager relationships.

Christopher Underwood is a financial advisor at Greenup Street Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Wealthcare Advisory Partners and The Accounting Lab. Outside of advising, he is involved in insurance sales. 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 strategies, including fundamental and quantitative analysis, options, and direct indexing, and supplements in-house management with selected external managers.

Andrew Osborne is a CFP® with 15 years of industry experience, currently serving as an advisor at Windward Private Wealth Management Inc. in Kansas City, MO. He previously worked at Steven T. Osborne, CPA for six years before joining Windward, where he has been part of the advisory team for over seven years. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to both high-net-worth and non-HNW individuals and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations, emphasizing a "look frequently, trade infrequently" strategy combined with tailored financial planning that includes tax, retirement, estate, and insurance considerations.

Kurt Johnson is a financial advisor with Freedom Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Freedom Wealth Advisors since 2016. In addition to his advisory role, he is involved in fixed insurance sales. Freedom Wealth Advisors serves a diverse client base including private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy and offers both discretionary and non-discretionary services, including management of a private pooled investment vehicle.

Tatiana Mc Intyre is a financial advisor at RSG Investments LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Retirement Solutions Group, Inc., Retirement Investments, LLC, MSTS, and Continental Siding Supply. Mc Intyre is also licensed as an insurance agent through Retirement Solutions Group, LLC. RSG Investments, LLC is an SEC-registered investment adviser managing approximately $140.5 million for individuals, trusts, retirement and profit-sharing plans, and business entities. The firm offers discretionary asset management using a combination of third-party model managers and direct portfolio management, alongside financial planning and qualified plan consulting.

Vanessa Taylor is a financial advisor with Insight Financial Services, holding a Series 66 designation and 14 years of industry experience. She previously worked at Commonwealth Financial Network for 10 years and is a co-owner of Prestige Transportation, a business she has been involved with since 2015. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios based on individual objectives and risk tolerance, employing a range of investment strategies and third-party asset managers.

Abel Bonga is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential with approximately one year of industry experience. His prior roles include positions at the Office for Financial Success and Kohl's, as well as work in various other sectors. Keen Wealth Advisors specializes in serving clients planning for and living in retirement, including high-net-worth individuals, trusts, and business entities, offering portfolio management, financial planning, and retirement plan services. The firm manages over $1.2 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework incorporating fundamental, technical, cyclical, and money-flow techniques.