Jacob Chadick is a financial advisor at RDA Financial Network with a Series 66 designation and four years of industry experience. He has held roles at several firms including The Roth Companies, Inc. and United Planners Financial Services. Chadick also serves as Director of Operations and Wealth Management Advisor at The Roth Companies and holds a non-variable insurance agent license. 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 overseen by a Wealth Management Committee.

Brandon Blankenship is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Triune Financial Partners, LLC. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Vectra Private Bank affiliated with Zions. Outside of his advisory work, he conducts occasional private sales of collectible items he personally owns. Triune Financial Partners serves a broad client base including high-net-worth individuals, retirement plans, charities, and corporations, providing discretionary portfolio management, planning, and consulting services. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing low-cost mutual funds and ETFs, with particular use of Dimensional Fund Advisors (DFA) funds.

Richard Boyer is a CFP® with 32 years of industry experience and has been with Boyer & Corporon Wealth Management since 2007. He is based in Overland Park, KS, and holds Series 63 and Series 65 licenses. BCWM serves high-net-worth individuals and families, as well as various institutions, providing investment supervisory services and financial planning. The firm employs a team approach and emphasizes a balance between portfolio management and financial planning, utilizing diversified strategies and detailed client reporting.

Kelly Stephenson is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 66 and Series 65 licenses and bringing 20 years of industry experience. Her work history includes roles at Securities America, Inc. and National Planning Corporation. Outside of her advisory role, she serves as a Girl Scouts troop leader. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, estates, and other entities. The firm employs a tailored investment approach combining fundamental and technical analysis, modern portfolio theory, and third-party asset managers, managing approximately $213.8 million in assets as of December 31, 2025.

Jon Grams is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Midwest Financial Group since 2016 and has operated Jon Grams And Associates, Inc. since 2005. Outside of his advisory work, he serves as a volunteer mentor coordinator for the Johnson County Veteran's Treatment Court. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily composed of mutual funds and ETFs, tailoring strategies to clients’ documented risk profiles and objectives.

Heather Sullivan is a Certified Financial Planner® (CFP®) with 11 years of industry experience, currently serving at Midwest Financial Group LLC since 2015. She is also the owner of Mindful Wealth, LLC, a non-investment related tax entity, and works as an independent insurance agent providing insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios tailored to clients’ risk profiles and objectives.

Tyler Moison is a CFP® with five years of industry experience, currently serving as a financial advisor at Elevated Capital Advisors, LLC. His prior experience includes roles at Elevated Retirement Group, Advisors Excel, Target, and Waddell and Reed. In addition to his advisory work, he is licensed to sell insurance, dedicating part of his time to that activity. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis and offers various portfolio management and consulting services through a network of independent advisors.

Matthew Rodgers is a CFA® charterholder with 8 years of industry experience. He has worked at Nova R Wealth, Inc. since 2018 and previously spent one year at Stephens Inc. before starting his career at the University of Arkansas. He holds the Series 66 designation. Nova R Wealth, Inc. serves individuals, trusts, estates, charitable organizations, pension plans, and business entities with wealth management, investment management, financial planning, and pension consulting. The firm uses diversified mutual funds, ETFs, individual securities, and third-party managers to construct client-specific portfolios guided by goals, risk tolerance, and liquidity needs.

Lasandra Rice is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Freestate Advisors since 2017, as well as Retirement Income Strategies, LLC since 2016. Outside of finance, she owns and operates LLR Fitness, LLC, a personal training business, and is a partner in DDown Transportation, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on macro-level, research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and customization options when needed.

Joshua Johnson is a financial advisor at Freedom Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cogent Communications for 11 years before joining his current firm. Freedom Wealth Advisors, LLC provides fee-based portfolio management and financial planning services to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation strategy that integrates long-term investing with shorter-term trading, utilizing various analytical methods to customize portfolios according to client objectives and risk tolerance.

Greg Humphreys is a financial advisor at Cornerstone Securities LLC with a Series 65 designation and six years of industry experience. He previously worked at Harris and Hart LLC, G.E.H.A., Black & Veatch, and Seaboard Foods. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm offers IAR-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

Brooklyn Maldonado is a CFP® professional at Legacy Financial Strategies, LLC with three years of industry experience. Prior to joining Legacy Financial Strategies in 2024, Brooklyn worked at Stepp & Rothwell, Inc. and State Street. 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 constructs globally diversified portfolios using mutual funds, ETFs, individual securities, and alternative investments, serving around 635 client relationships through a multi-advisor team.

Samuel Bass is a financial advisor with RSG Investments LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Country Financial from 2009 to 2017 and AE Wealth Management from 2017 to 2022. Bass is also involved with Retirement Solutions Group, Inc., where he provides annuity, life, and Medicare sales. RSG Investments offers discretionary asset management and investment advice primarily to individuals, trusts, retirement and profit-sharing plans, and other business entities. The firm employs a combination of fundamental, technical, and charting analysis and provides model portfolio solutions and direct asset management with client-imposed restrictions.

Emily Petty is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Windward Private Wealth Management Inc. since 2016. Windward Private Wealth Management provides wealth management and comprehensive financial planning to individuals and pension/profit-sharing plans, serving both high-net-worth and non-HNW clients. The firm uses a Modern Portfolio Theory-based investment process with diversified asset allocations and combines portfolio management with tailored financial planning services, including tax, retirement, estate, and insurance planning.

Michael Shields is a CFP® professional with 27 years of experience in the financial services industry. He has been with Waterfront Wealth Inc. since 2012 and previously worked at Wells Fargo Advisors Financial Network, LLC. Waterfront Wealth, Inc. is a registered investment adviser managing 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.

Jonathan Booze is a CFP® professional with 23 years of industry experience, currently serving at ONE Advisory Partners, LLC. He has worked at Sanders Booze & Co since 2003 and co-founded Sanders Booze Capital Advisors, LLC in 2008. In addition to his advisory role, Mr. Booze serves as an of-counsel attorney for a law firm in Johnson County, KS, providing legal analysis and support since 2016. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm offers written financial plans, portfolio monitoring, trade implementation, and a Virtual Family Office that coordinates financial, tax, and legal professionals.

Ryan Brooke is a CFP® and ChFC® with 11 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has been since 2022, and also associated with Allos Investment Advisors, LLC since 2019. His background includes multiple roles within both firms over the past several years. Searcy Financial Services, Inc. is an SEC-registered adviser offering integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and employs a risk-based, diversified investment approach using model portfolios that include ETFs, equities, and bonds, with a focus on long-term management alongside the flexibility for shorter-term trades as needed.

Cynthia Wysong is a Series 66-licensed financial advisor with 16 years of industry experience, currently serving at BCWM. She has worked at Boyer & Corporon Wealth Management since 2012 and was previously with Equitable Advisors from 2009 to 2012. Outside of advising, she works as an auctioneer assistant several times a year. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balance between portfolio management and financial planning, utilizing multiple analysis techniques and a range of investment strategies tailored to client objectives.

Nathan Mikoleit is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Midwest Financial Group since 2021 and has prior experience with Gradient Advisors LLC, Security Benefit, and Washburn University. Outside of advising, Mikoleit is involved in several business ventures, including serving as Managing Member and President of Mikoleit Agency, LLC, and owning businesses in marketing, automobile accessories, and the restaurant industry. Midwest Financial Group serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients' risk profiles and objectives.

Kelly Holloway is a financial advisor at Freestate Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at North Pointe Wealth Advisors, Lumia Wealth, and Cornerstone CPA Group. Outside of his advisory role, Holloway provides accounting and tax services as a Certified Public Accountant. 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 macro-level asset allocation and risk modeling, utilizing ETFs and model portfolios with options for both benchmark-aligned and tactical strategies.