Michael Richards is a financial advisor at Convergence Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services and Ameriprise Financial. He also owns a small home-based business unrelated to investment activities. Convergence Financial is a multi-office firm that manages over $900 million in client assets across a 24-advisor team. The firm provides investment advisory and financial planning services to individuals, families, and institutions, emphasizing strategic asset allocation and fundamental analysis to build tailored portfolios.

Peter McGee is a financial advisor with Chief Advisors Corp in Overland Park, KS, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Chief Advisors Corp since 2011. Outside of his advisory role, McGee is engaged in selling various insurance products through a separate entity and serves as a FINRA arbitrator. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm employs a combined fundamental, technical, and behavioral investment approach and typically operates with discretionary authority across multiple accounts and custodians.

Jeffrey Ostrander is a CFP® with 35 years of industry experience. He has worked at Caliber Wealth Management, LLC since 2020 and previously held roles at Raymond James Financial Services Advisors Inc. and Spectrum Wealth Advisors. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach, tailoring portfolios to client risk profiles and integrating in-house tax preparation staffed by licensed accountants.

Douglas Miller is a financial advisor at RSG Investments LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Market Investment Group, Market Advisory Group, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent affiliated with Market Advisory Group, LLC. RSG Investments LLC is an SEC-registered investment adviser managing approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm employs a combination of third-party model managers and direct asset management, using fundamental, technical, and tactical/strategic asset allocation approaches, typically managing accounts on a discretionary basis.

Raquel Wheeler is a CFP® and holds a Series 66 license with three years of industry experience. She has worked at Keen Wealth Advisors since 2026 and previously held roles at Northwestern Mutual Wealth Management Company and several other financial firms. Outside of finance, her background includes work at Taqueria Habana and the University of Central Missouri. Keen Wealth Advisors serves clients planning for and living in retirement, including high-net-worth individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, utilizing a multi-method investment analysis framework and discretionary portfolio management primarily through a wrap-fee program.

Eugene Pal Jr. is an advisor at Paragon Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has operated The Pal Law Firm LLC since 2011, focusing on estate planning, charitable planning, and tax matters. He is also involved in managing an e-commerce retail business. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management along with integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm employs fundamental analysis across a diversified mix of investment vehicles and participates in the Schwab Advisor Network and Schwab Advisor Marketplace.

Henry Reeg is a financial advisor with Canvas Wealth Advisors, LLC in Shawnee, KS. He holds a Series 65 designation and has been in the industry since 2026. Prior to joining Canvas Wealth Advisors, he worked at Prime Capital Financial. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and employs a diversified investment approach guided by modern portfolio theory.

James Schank is a financial advisor with PCG Wealth Management in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at V Wealth Management, LPL Financial, Craig Kurth, Phillip Fine, and Waddell & Reed. Outside of his advisory work, he has been a principal percussionist since 1976. PCG Wealth Advisors manages approximately $931 million across about 1,800 clients, offering services to individuals, charitable organizations, corporations, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing low-cost mutual funds and ETFs, with additional strategies including individual securities and tax-loss harvesting, and provides both discretionary and non-discretionary portfolio management.

Mitch Carlson is a financial advisor at RPR Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates services from its affiliated CPA practice, offering a range of discretionary and non-discretionary fiduciary solutions.

Benjamin Fischer is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Leading Edge Financial Planning and Copper State Credit Union. Waterfront Wealth, Inc. manages approximately $890 million for about 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 discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Matthew Hekman is a Series 65-licensed advisor with Waterfront Wealth Inc. in Overland Park, KS, where he has worked since 2021. He has 21 years of industry experience, including 18 years at Waddell and Reed/Ivy Investment Management Co. Outside of his advisory role, he serves as Treasurer for Redeemer Fellowship Johnson County and is the managing member of a sharecrop lease business in Osage County, KS. Waterfront Wealth Inc. manages approximately $890 million for around 730 clients, serving individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers. The firm employs a mix of active mutual funds, ETFs, individual securities, and custom strategies, providing discretionary and non-discretionary portfolio management along with financial planning and institutional sub-advisory services.

Kevin Ellis Rutherford is a financial advisor at Solyco Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Busey Bank and the PGA/Korn Ferry Tour. His background also includes roles with Major League Soccer (MLS) and various wealth advisory firms. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis to construct portfolios from a range of investments, including mutual funds, ETFs, individual securities, and alternative assets.

Paige Gordon is a financial advisor at Legacy Financial Strategies, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CGN Advisors, LLC and Sabatka & Company. Legacy Financial Strategies is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-advisor team approach and utilizes fundamental analysis to construct globally diversified portfolios, typically using mutual funds, ETFs, and individual securities.

James Claiborne is a financial advisor with Financial Partners Group, Inc., holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors. Claiborne serves on the board of the University of Central Missouri for public and non-public entities. 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 combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and offers integrated tax planning and insurance services through affiliated entities.

Jonathan Harrison is a CFP® professional with 11 years of experience in financial advising. He has been with Sound Stewardship, LLC since 2015. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering services such as annual written financial plans, discretionary portfolio management, and third-party money-manager evaluation. The firm uses customized portfolios guided by client objectives and combines fundamental and quantitative analysis with both long- and short-term trading strategies.

Jordan Smith is a CFP® professional with five years of experience at Sound Stewardship, LLC. Prior to joining the firm in 2021, he worked for eScreen, Inc. for ten years. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers customized portfolios, tax-efficient ETFs, and portfolio overlays, along with educational seminars and public-speaking workshops.

Drew Waldron is a CFP® with 14 years of industry experience and has been with Canvas Wealth Advisors, LLC since 2019. He previously worked at Two West Capital Advisors LLC and Mariner Wealth Advisors. Outside of his advisory role, he serves as the LLC Manager of RFSPE LLC, a South Dakota dynasty trust, with primarily administrative duties. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and uses a diversified investment approach guided by modern portfolio theory.

Bryan Lerette is a financial advisor at RPR Financial in Overland Park, KS, holding a Series 65 designation and having one year of industry experience. His prior work includes roles at the City of Mission, Mercury Broadband, Cerner Corporation, and Mosaic Life Care. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach that integrates quantitative analysis, diversified asset classes, and model portfolios across various risk profiles.

Melissa Ryan is a financial advisor at Aspyre Wealth Partners with 12 years of industry experience. She holds a Series 65 designation and has been with KHC Wealth Management since 2013. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management based on Modern Portfolio Theory and integrates in-house accounting and human capital consulting services alongside wealth management.

Brandon Kraus is a CFP® with 19 years of industry experience, currently serving at Greenup Wealth since 2021. His prior roles include positions at American Century Investment Services Inc. and American Century Investments. In addition to his advisory work, he is involved with Valet Waste, a business operating since 2014. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, combining in-house management with selected external managers, and provides services including implementation and monitoring of assets outside its custody.