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.

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 with eight years of industry experience. She holds a Series 65 designation and has been with Stepp & Rothwell since 2016. Stepp & Rothwell is a team of seven advisors managing approximately $1.06 billion for about 339 clients, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers customized financial planning, discretionary portfolio management, and standalone investment supervision, employing a variety of strategies tailored to client objectives.

Scott Wesley is a financial advisor at Canvas Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Two West Capital Advisors LLC and Msec, LLC. Outside of his advisory role, he is a minority member of Arrived Outdoors LLC, an outdoor sports and recreational club for executives. Canvas Wealth Advisors 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 client assets and employs a diversified investment approach aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

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.

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.

Brent Mccune is a financial advisor at WealthPlan Investment Management LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Securities America, LPL Financial, and WealthPLAN Partners. Outside of advising, he volunteers on the Olathe Economic Development Committee and serves as an advisory board member for the Boys and Girls Clubs of Greater Kansas City. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning, investment management, and retirement plan services to a diverse client base, utilizing model-based strategies and a variety of investment vehicles including mutual funds, ETFs, and private placements.

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.

Charles Bourquin is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 license. He has prior experience at 49 Financial LLC, Pinnacle Pool & Spa, Select Pool Service LLC, and Total Management, LLC. Bourquin is also a licensed insurance agent affiliated with the Financial Independence Group, where he engages in life insurance sales as part of clients' overall financial plans. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models with an emphasis on fixed-income security selection and risk management, and several representatives, including Bourquin, are licensed insurance agents offering insurance and annuity products.

Joshua Hill is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has worked at Keen Wealth Advisors since 2019 and previously spent four years at EY. Hill also holds an active CPA designation but does not provide accounting or tax services to advisory clients. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management combined with comprehensive financial planning. The firm employs a multi-method investment analysis approach and manages approximately $1.23 billion in assets.

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 roles include positions at Financial Avenues LLC and Central Bank of Warrensburg, as well as various educational and entrepreneurial activities. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, 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, and employs a multi-method investment analysis framework.

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.