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.

Grant Steffes is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Steffes Financial, Ltd. since 2020, following four years at Ernst & Young, LLP. Steffes Financial, Ltd. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm integrates fundamental and technical analysis with tactical and strategic asset allocation, managing approximately $611 million in client assets with two advisors.

Alexandra Garden is a CFP® professional with 14 years of industry experience, currently serving as an advisor at PCG Wealth Management. She has prior experience with LPL Financial and Waddell & Reed Inc. Garden is also involved in business activities under Alexandra Kurth and Associates LLC. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a long-term, customized investment approach that incorporates a range of investment vehicles and a focus on retirement-plan services.

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.

Stewart Koesten is a financial advisor with Aspyre Wealth Partners in Overland Park, KS, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 29 years of industry experience and has worked at KoesTen Hirschmann & Crabtree, Inc. since 1997. Outside of advisory work, he serves as president of Executive Agents, Inc., which offers evaluation and negotiation services for executive compensation agreements, and owns a coffee house in Kansas City. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management guided by Modern Portfolio Theory and integrates accounting and human capital consulting services alongside its wealth management offerings.

Tatiana Mc Intyre is a financial advisor at RSG Investments LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Retirement Solutions Group, Inc., Retirement Investments, LLC, MSTS, and Continental Siding Supply. Mc Intyre is also licensed as an insurance agent through Retirement Solutions Group, LLC. RSG Investments, LLC is an SEC-registered investment adviser managing approximately $140.5 million for individuals, trusts, retirement and profit-sharing plans, and business entities. The firm offers discretionary asset management using a combination of third-party model managers and direct portfolio management, alongside financial planning and qualified plan consulting.

Vanessa Taylor is a financial advisor with Insight Financial Services, holding a Series 66 designation and 14 years of industry experience. She previously worked at Commonwealth Financial Network for 10 years and is a co-owner of Prestige Transportation, a business she has been involved with since 2015. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios based on individual objectives and risk tolerance, employing a range of investment strategies and third-party asset managers.

Abel Bonga is a financial advisor with Keen Wealth Advisors in Overland Park, KS. He holds a Series 65 designation and has been in the industry since 2025. His prior work experience includes positions outside the financial services sector and a university education at the University of Missouri. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, providing comprehensive 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 a range of investment vehicles such as ETFs, mutual funds, stocks, and bonds.

James Horlacher is a financial advisor with First Affirmative Financial Network LLC in Lenexa, KS. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having been with First Affirmative since 1999. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of 14 advisors, managing approximately $956 million in assets. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.