Mark Saper is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes roles at Mutual Securities, Inc., Metlife Securities Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. Outside of advisory services, he operates an insurance agency and owns the Insurance Marketplace, a platform offering quotes for various insurance products. 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 comprehensive investment process combining multiple analytical approaches and offers integrated tax planning and insurance solutions through affiliated practices.

Danielle Brown is a CFP® professional with seven years of experience in the financial advisory industry. She currently works at Buttonwood Financial Group, LLC and has previously held roles at Cambridge Investment Research Advisors, Inc., Financial Designs, Inc., and Creative Planning. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, offering comprehensive wealth management and a variety of family-office-style services. The firm’s investment approach focuses on individualized asset allocations, multigenerational planning, and integrated tax management, supported by an Investment Policy Committee and third-party research.

Robert Shay is a financial advisor at TFB Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked in financial services roles at Ameritas Investment Company, LLC, and Tax Favored Benefits since 2021. Outside of his advisory work, he has experience in event venue management at Grinders KC. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and offers tailored portfolios using a range of investment vehicles, conducting ongoing monitoring and reviews to serve its clients.

Joseph Nafziger is a financial advisor at Legacy Financial Strategies, LLC with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Legacy Financial Strategies in 2021, he worked at Merrill and Advisor's Excel. 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 globally diversified portfolios, using mutual funds, ETFs, individual securities, and alternative investments, and serves around 635 client relationships through a multi-advisor team.

Blaine Cline is a CFP® professional with one year of industry experience, currently serving at Triune Financial Partners, LLC. Prior to joining Triune, he was with Buttonwood Financial Group, LLC for two years. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, corporations, and endowments. The firm employs a Modern Portfolio Theory-based approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Anthony Schmitt is a financial advisor at Greenup Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Regal Securities, Research Based Solutions, Spotlight Asset Group, and Scottrade Investment Management. Outside of finance, he serves as the Technical Director on the board of the Kolping Kicks Soccer Club and is a board member at Holy Child Catholic Grade School. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm employs a range of analytical methods and strategies, including fundamental and quantitative analysis, and integrates affiliated insurance and tax services alongside its investment offerings.

Samuel Chadick is an investment advisor representative with RDA Financial Network in Overland Park, KS, holding Series 65 and Series 63 licenses and having six years of industry experience. He has worked with The Roth Companies, Inc. since 2017 in various roles including insurance agent and wealth management advisor. RDA Financial Network serves individual and institutional clients with investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.

Dennis Goodwin is a financial advisor at Greenup Wealth with 27 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at American Century Investment Services Inc. from 2014 to 2022. Greenup Wealth provides portfolio management and ongoing financial planning to individuals, charitable organizations, and business entities. The firm employs a variety of analysis methods and investment strategies, serving both discretionary and non-discretionary accounts, and offers services including tax-efficient asset location and opportunistic rebalancing for assets held outside its custody.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career history includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and TIAA-CREF. He is also the owner and sole proprietor of STG Financial, a financial consulting business. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm employs a variety of analytical approaches and delivers tailored investment advice with ongoing account monitoring and options for household aggregation and third-party money managers.

William Male is a financial advisor at TFB Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas Advisory Services, Foundational Financial Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he develops and implements packaged insurance products through his involvement with Tax Favored Benefits. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement consulting, utilizing a range of investment vehicles and independent managers while overseeing approximately $860 million in client assets.

Matthew Wilson is a CFP® with 21 years of experience, currently serving as an advisor at Keen Wealth Advisors. He has been with Keen Wealth Advisors since 2014 and holds a Series 66 license. Outside of his advisory role, Wilson is involved in several automobile-related ventures, including ownership and operation of racing and driving event LLCs. 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, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a blend of fundamental and technical analysis.

Lucinda Richey is a CFP® professional with 29 years of industry experience, currently serving at Prosperity Planning, Inc. since 2004. She previously worked at Cetera Advisors LLC from 2013 to 2018. Outside of her advisory role, she is a board member at large for the Townsend Place Homeowners Association in Kansas City, MO. Prosperity Planning, Inc. is a ten-adviser firm that provides portfolio management, financial planning, and pension consulting to individuals, plans, charitable organizations, and businesses. The firm follows a long-term, diversified investment approach and offers specialized services such as divorce financial planning.

Kyle Barclay is a CFP® professional with 15 years of industry experience. He has worked at Greenup Street Wealth Management since 2021 and previously spent 11 years at American Century. Kyle holds the Series 63 designation and is based in Overland Park, KS. 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 variety of analytical methods and investment strategies, including long- and short-term trading, options, and direct indexing, and offers services for both custodial and non-custodial assets.

Dylan Veatch is a financial advisor at EntreWealth with one year of industry experience. He holds a Series 66 designation and previously worked at Falcon Wealth Advisors, Aya Healthcare, Spring Venture Group, Cooper's Hawk Winery, and Cerner Corporation. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team and employs a long-term investment approach using a combination of charting, cyclical, fundamental, quantitative, and technical analysis tailored to each client's Investment Policy Statement.

Ernest Collyer is a ChFC® credentialed financial advisor with 30 years of industry experience. He has worked at Craft & Sage Wealth since 2023 and previously spent five years at Royal Alliance and 23 years at Fortis Investors, Inc. Outside of his advisory role, he owns and operates Collyer and Associates Asset Protection, focusing on the sales and service of fixed life insurance, disability insurance, and long-term care insurance. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process integrating multiple analytical approaches and typically exercises discretionary trading authority, often incorporating third-party and ESG-focused managers in portfolio construction.

William Leisman is a financial advisor with Landolt Securities, Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and 28 years of industry experience. His career includes nearly a decade at Moloney Securities Asset Management LLC and over a decade at Moloney Securities Co., Inc. He is also involved with Westport Advisory Group LLC, assisting retail clients with investments, and has worked as an insurance agent. Landolt Securities provides investment management and consulting to individuals, trusts, estates, and corporations, emphasizing fundamental analysis with a focus on small-cap growth stocks and offering both discretionary and non-discretionary portfolio management.

James Kelley is a CFA® charterholder with 10 years of industry experience. He currently works at Caliber Wealth Management, LLC and previously held roles at Creative Financial Designs and Lighthouse Financial. Outside of his advisory work, he is a minority owner of Mavs LLC, a club sports business in Lenexa, KS. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with a range of portfolio management, investment advisory, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory and integrates in-house tax preparation and consulting, managing approximately $1.76 billion in assets since its founding in 2024.

Kyle Sanders is a financial advisor at Mader & Shannon Wealth Management in Kansas City, MO, holding a Series 65 credential with 10 years of industry experience. He has been with Mader & Shannon since 2011. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and also offers specialist services such as expert witness testimony.

Victor Semenov is a financial advisor at Convergence Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Prior to his financial career, he spent several years in education at Heritage Christian Academy and Johnson County Community College. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.

Nicholas Allen is a financial advisor at Craft & Sage Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. He previously worked at Outdoor Bank for one year and has nearly a decade of experience prior to that in roles not specified. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment approach that integrates various analytical methods and offers discretionary portfolio management along with oversight of third-party managers and real estate investment analysis.