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.

Jennifer Armour is a financial advisor with GreenLeaf Financial Network, LLC. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining GreenLeaf Financial Network, she worked at Hutchinson Income Tax Services and First National Bank of Hutchinson. Jennifer is also the managing member of Armour Lawn Care, LLC, a lawn care business based in Hutchinson, KS. GreenLeaf Financial Network offers investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm utilizes a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, employing a variety of strategies tailored to client objectives.

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.

Michael Thomas is a financial advisor at Freestate Advisors LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SII Investments, Inc. and The Resource Group/Hrh/Willis. Outside of advising, he is involved in property acquisition and agriculture through M.E. Thomas Properties, LLC. 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 ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and tailor portfolios to client needs.

Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.

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.

Michael Beary is a financial advisor with GreenLeaf Financial Network, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Private Client Services, LLC and VSR Financial Services, Inc. Over his career, he has also maintained a role as a registered representative, earning commissions on certain transactions separate from his advisory services. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and corporate clients. The firm employs a variety of analytical methods and investment strategies tailored to client goals, delivering services through an extensive network of independent advisors.

Kathy Postoak is a financial advisor with StrongBox Wealth, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She also serves as Director of Operations at StrongBox Wealth, focusing on client services and operations. StrongBox Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning, employing a multi-method investment process with ongoing portfolio monitoring and due diligence.

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.

Richard Ryan is a CFP® and ChFC® with 45 years of industry experience. He has been with Midwest Financial Group LLC since 2015 and previously worked at Alpha Asset Management from 2004 to 2019. Outside of his advisory role, he serves as treasurer and finance committee member of the Kansas Masonic Foundation, a charitable organization, and works as an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.

Samuel Boers is a Series 65-credentialed financial advisor at TFB Advisors, LLC with one year of industry experience. Prior to joining TFB Advisors, he held roles at Tax Favored Benefits and worked in business operations including Terrasi Living and Scandia Home, as well as managing a self-employed moving business. He has experience that spans financial services and entrepreneurial ventures. 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 across a range of investment vehicles, emphasizing ongoing monitoring and flexibility in managing held-away assets.

Allen Joy is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Midwest Financial Group since 2016 and previously operated Joy & Company from 1990 to 2023. Outside of advising, he is also licensed as an insurance agent involved in the sales of fixed insurance and annuities. Midwest Financial Group serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients’ risk profiles and investment objectives.

Stephen Phillips is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Caliber Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at Raymond James Financial Services and The Signatry. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and various strategies tailored to clients’ risk profiles.

Paul Mcclain is a financial advisor with Freedom Wealth Advisors, LLC in Lee's Summit, Missouri. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2010, he has been with Freedom Wealth Advisors and is also involved with Supreme Athletic Complex, LLC, a gymnasium where he performs bookkeeping tasks. Freedom Wealth Advisors provides fee-based portfolio management and financial planning to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation approach combining long-term investing with shorter-term trading, using various analytical methods to tailor portfolios to client objectives and risk tolerance.

Noah Camfield is a CFP® professional at Keen Wealth Advisors with two years of industry experience. His background includes roles at Mariner Wealth Advisors and work with the Kansas State University Foundation. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and business entities with 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 offers educational events alongside legacy third-party manager relationships.

William Stapp is a financial advisor with TFB Advisors, LLC, holding Series 63 and Series 65 credentials and more than 30 years of industry experience. He has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp of New York, Ameritas Life Insurance Corp., and Ameritas Investment Company, LLC. Outside of his advisory role, he serves on the Board of Trustees for Notre Dame de Sion High School. TFB Advisors provides financial planning, consulting, and discretionary investment management services to a diverse clientele, including individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, often incorporating mutual funds, ETFs, individual securities, and model portfolios.