Meridith Nelson is a CFP® and Series 65 credentialed advisor at Stepp & Rothwell Inc with five years of industry experience. Prior to joining Stepp & Rothwell, she worked in healthcare roles at OSF Healthcare and OSF St. Joseph Medical Center. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm’s portfolios primarily include mutual funds, ETFs, and fixed income securities, employing various strategies and offering both discretionary and non-discretionary client arrangements.

John Fitch is a financial advisor at Cornerstone Securities LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Securities since 2017, following prior roles at Larson Financial Group, LLC and Larson Financial Securities, LLC. Outside of advisory work, he is involved in insurance sales as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of advisors who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Noah Wildman is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Keen Wealth Advisors in Overland Park, KS, where he has been since 2022. His prior experience includes roles at Arrow Wealth Advisors and several positions outside the financial industry. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and comprehensive portfolio management. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Joshua Zach is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Canvas Wealth Advisors, LLC since 2020 and previously worked at Edward Jones and Cognizant. Outside of his advisory work, he was involved with the Natural Baseball Academy for six years. Canvas Wealth Advisors, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and private real estate funds. The firm manages approximately $713 million in assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Sherri Bliss is a CFP® professional with eight years of industry experience, currently serving at Keen Wealth Advisors in Overland Park, KS. She has held roles at several firms including Chinquapin Trust Company and Edward Jones. In addition to her advisory work, she holds insurance licenses for life, health, and variable lines but is not actively involved in insurance sales. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, and business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and an institutional technology platform.

Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked with firms including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory role, Lawing serves as president of the Lawing Family Foundation and is a managing member of Seabreeze One, a holding company that operates an airplane under dry lease arrangements. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Carlos Carriedo Samaniego is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Buttonwood Financial Group in 2023, he worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, and Waddell & Reed. He is also involved with Carriedo Enterprises, LLC, an outside business activity. Buttonwood Financial Group is an independent SEC-registered advisory firm serving individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services, including Family CFO planning, discretionary and non-discretionary investment management, and family-office style support utilizing globally diversified model portfolios with integrated tax management.

Matthew Shull is a CFP®-designated financial advisor at Capital Investment Management, Inc. in Lee's Summit, MO, with 18 years of industry experience. He has been with Capital Investment Management since 2016 and also works with Cambridge Investment Research. Shull is licensed as an independent insurance agent in addition to his advisory role. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages over $558 million in discretionary assets and utilizes multiple co-advisory and managed account platforms to deliver portfolio management.

Connor Anderson is a CFP® with 11 years of industry experience. He is currently with Aspyre Wealth Partners and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc, and Edward Jones. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management based on Modern Portfolio Theory, integrates in-house accounting and human capital consulting, and conducts regular portfolio and planning reviews.

William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Keen Wealth Advisors, joining the firm in 2024 after working at Creative Planning, LLC and Security Bank of Kansas City. Prior to his financial services career, he was affiliated with the University of Kansas. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, employing a multi-method investment analysis framework and utilizing institutional technology for client reporting and service delivery.

Jeb Flynn is a CFP® and Series 65-licensed financial advisor with six years of industry experience, currently with Keen Wealth Advisors. His prior roles include positions at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has served as an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing over $1 billion in client assets through discretionary account management and a blend of fundamental and technical analysis methods.

Jeffrey Anger is a financial advisor with Equity Wealth Partners, LLC in Independence, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Equity Wealth Partners, he has worked with the Independence School District since 2008. Outside of his advisory role, he is co-owner of GAPortfolio LLC, a residential real estate rental business. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning. Serving roughly 900 households through an eight-advisor team, the firm emphasizes fundamental analysis and long-term investment strategies using diversified, low-cost funds, individual securities, and structured products.

Christian Dunker is a financial advisor at Financial Partners Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dunker has been with Financial Partners Group since 2020. 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 manages just over $1.1 billion across an eight-person advisory team and employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations.

Ryan Kohr is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. Prior to joining Keen Wealth Advisors, he worked at Powercat Financial and has a background that includes roles at Kansas State University and Camp Wood YMCA. 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 offers comprehensive portfolio management and financial planning services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.

Bradley Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding a Series 66 license and 21 years of industry experience. He has worked at Prevail Strategies, LLC and Cambridge Investment Research, Inc., and previously operated Lawing Financial Inc. Lawing serves as vice president and a 15% owner of Prevail Strategies, LLC, an affiliated insurance agency, and is treasurer of the Lawing Family Foundation. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, high-net-worth clients, pension plans, trusts, and business owners. The firm customizes portfolios using fundamental, factor, and quantitative optimization methods overseen by an Investment Committee and offers integrated consulting and business-oriented planning services.

Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.

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.

Paul Andres is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Prevail Innovative Wealth Advisors, LLC and Lf Wealth Advisors, LLC, and has been involved with Affinity Program Partners, LLC since 2010. Outside of his advisory roles, he is an owner and agent at Affinity Program Partners, which offers insurance products and services. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.

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.