Jacob Linch is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors, SagePoint Financial, Signator Investors, and Wealth Management Concepts. Waterfront Wealth Inc. serves individuals, families, trusts, foundations, businesses, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement advisory services. The firm employs a mix of strategies tailored to client goals, including active mutual funds, ETFs, Dimensional funds, individual securities, and custom approaches.

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.

Kelli Harpe is a financial advisor at Fortune Financial Advisors, LLC with a Series 65 designation and four years of industry experience. Prior to joining Fortune Financial Advisors in 2024, she worked at Open Road Wealth Management, LLC from 2021 to 2024 and has a background that includes nearly three decades at the Federal Bureau of Prisons. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages approximately $202.4 million for about 178 clients and operates with a team of five advisors.

Connie Pearson is a financial advisor with Values First Advisors, Inc. in De Soto, KS, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Values First Advisors since 2010. Values First Advisors, Inc. is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing overlays with long-term, fundamentally driven equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.

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.

Patrick Ishmael is a financial advisor at Enlightnu Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Knights of Columbus Asset Advisors LLC and the Show-Me Institute. Outside of advisory work, he is the founder and owner of Pie KC LLC, a real estate investment firm. Enlightnu Wealth LLC provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis in portfolio management and features multiple principals, some of whom also engage in affiliated insurance and Medicare-related businesses.

Craig Novorr is a financial advisor at Paragon Capital Management LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Paragon since 2006. Outside of his advisory role, he serves as a trustee of family trusts and holds a real estate broker license. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning and estate-planning support. The firm’s investment approach emphasizes fundamental analysis and tailored portfolios across a range of asset types, with a notable role within the Schwab Advisor Network and Schwab Advisor Marketplace.

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.

William Mc Crea is a financial advisor at Convergence Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab for 18 years. Outside of his primary role, he operates as a financial advisor under the d/b/a Ramos Group for investment advisory activities. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, offers retirement plan fiduciary services, and manages client assets across a 24-advisor team with multiple office locations.

Luke Ross is a CFP® with five years of industry experience, currently serving as an advisor at Canvas Wealth Advisors, LLC since 2020. Prior to his advisory role, he was a full-time student for sixteen years. Outside of his advisory work, he is a minority member of RW Capital LLC, a bookkeeping business in Overland Park, KS. 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 emphasizes diversified portfolios aligned with modern portfolio theory and acts as Administrative Manager for private real estate funds, managing investments and administrative tasks for qualified clients.

William Candler is a financial advisor with Cabin Advisors, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Kingsmont Capital, Inc., Valley Pointe, LLC, and Cabin Securities Inc. Outside of finance, he is a partner in Ozark Kri-Kri, LLC, an animal breeding business on a family farm. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning and portfolio management through discretionary and non-discretionary accounts, utilizing a range of analytical approaches and due diligence on alternative investments.

John Fales is a CFP® with 14 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has worked intermittently since 2016, and is also associated with the firm's subsidiary, Allos Investment Advisors, LLC. Searcy Financial Services, Inc. is an SEC-registered adviser providing integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and uses a risk-based investment process with model portfolios that include ETFs, individual equities, and bonds, offering tiered service levels and both long-term and opportunistic trading strategies.

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.