Marvin Musick Jr. is a financial advisor at Enlightnu Wealth LLC with five years of industry experience and a Series 65 credential. He has worked at several firms, including Sequent Planning, LLC and Wise Wealth, LLC. Outside of his advisory role, he is the owner and agent of MedicareSchool.com, where he provides Medicare insurance planning and enrolls clients in Medicare Advantage, Supplemental, and Rx Part D plans. Enlightnu Wealth LLC offers discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis for investment selection, may engage sub-advisors, and provides financial planning at no extra cost.

Matthew Shull is a CFP®-designated financial advisor at Capital Investment Management, Inc. in Lee's Summit, MO, with 18 years of industry experience. He has been with Capital Investment Management since 2016 and also works with Cambridge Investment Research. Shull is licensed as an independent insurance agent in addition to his advisory role. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages over $558 million in discretionary assets and utilizes multiple co-advisory and managed account platforms to deliver portfolio management.

Connor Anderson is a CFP® with 11 years of industry experience. He is currently with Aspyre Wealth Partners and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc, and Edward Jones. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management based on Modern Portfolio Theory, integrates in-house accounting and human capital consulting, and conducts regular portfolio and planning reviews.

William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Keen Wealth Advisors since 2024 and previously held roles at Creative Planning, LLC and Security Bank of Kansas City. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and uses a multi-method investment analysis framework combined with institutional technology for client reporting and account management.

Charles Cooper III is a CFP® professional with 33 years of industry experience, currently serving as a managing partner at StrongBox Wealth, LLC since 2019. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Cooper is active in the Greater Kansas City Community Foundation’s Advisory Committee and serves as a director for KC Velocity, a resource supporting entrepreneurs. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities with investment management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages customized portfolios using a multi-method investment approach and oversees third-party managers with attention to leverage and borrowing practices.

Jeb Flynn is a CFP® with seven years of industry experience, currently serving at Keen Wealth Advisors since 2020. Prior to joining Keen, he worked at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has been an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework.

Jeffrey Anger is a financial advisor with Equity Wealth Partners, LLC in Independence, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Equity Wealth Partners, he has worked with the Independence School District since 2008. Outside of his advisory role, he is co-owner of GAPortfolio LLC, a residential real estate rental business. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning. Serving roughly 900 households through an eight-advisor team, the firm emphasizes fundamental analysis and long-term investment strategies using diversified, low-cost funds, individual securities, and structured products.

Shayna Vlock is a financial advisor at Prosperity Planning with a Series 65 designation. She joined the firm in 2026 and has prior experience working in educational and municipal roles. Prosperity Planning is an SEC-registered advisory firm managing approximately $543 million in assets, serving a diverse client base including individuals, pension plans, charitable organizations, and businesses. The firm employs a long-term, broad-based investment strategy across global asset classes, often utilizing index-based funds and providing specialized services such as divorce financial planning and pension-plan participant education.

Christian Dunker is a financial advisor at Financial Partners Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dunker has been with Financial Partners Group since 2020. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion across an eight-person advisory team and employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations.

Jonathan Garlow is a financial advisor at StrongBox Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the board chair of the Lee's Summit Chamber Foundation. StrongBox Wealth serves individual and high-net-worth clients, as well as 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 services, using a multi-method investment process with continuous portfolio monitoring and due diligence on external managers.

Ryan Kohr is a CFP®-certified financial advisor at Keen Wealth Advisors with four years of industry experience. He has worked at Keen Wealth Advisors since 2022 and previously was affiliated with Powercat Financial. His background includes roles at Kansas State University and Chase County High School. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive financial planning, portfolio management, 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 combined with institutional technology platforms.

Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.

Andrew Ramos is a financial advisor with Convergence Financial in Prairie Village, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial in 2024. Ramos serves as Chief of Staff in the US Army Reserve, a role he has held since 2005. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, and various organizational clients. The firm utilizes strategic asset allocation and fundamental analysis to build customized portfolios, providing both discretionary and non-discretionary management alongside retirement plan consulting and access to third-party asset managers.

Ashley Daly is a financial advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at ADP LLC and Sun Life Financial. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing low-cost mutual funds and ETFs, and provides a range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Starkey is a CFP® professional with 28 years of experience in the financial services industry. He has worked at KoesTen Hirschmann & Crabtree, Inc. since 1998 and has been an insurance sales agent since 1997. He is based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, using a blend of active and passive investment management guided by an Investment Committee.

David Gilmore is a CFP® professional with 14 years of experience in financial advising. He is currently with Equity Wealth Partners, LLC, and has previously worked at Ameriprise Financial Services, Inc. He serves as a board member of the Blue Springs Education Foundation, which provides financial support to students and staff in the Blue Springs school district through scholarships and grants. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning services. The firm manages assets for roughly 900 households through an eight-advisor team and employs a long-term investment approach using diversified, low-cost mutual funds, ETFs, individual equities, bonds, and occasional structured products.

Dylan Pollock is a financial advisor with RSG Investments LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Commerce Trust Company and American Century Investment Services, Inc. before joining RSG Investments. RSG Investments LLC manages approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm provides discretionary asset management using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting.

Barry Villaverde is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameritas Investment Company, Ameritas Life Insurance Corp., and Ameritas Advisory Services. In addition to his advisory role, Barry produces Bible study materials through The Scripture Student LLC and creates guitar tutorial content on his YouTube channel. TFB Advisors provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets, tailoring portfolios to clients’ risk tolerance and time horizon across various investment vehicles.

David Bush is a financial advisor with Private Client Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. He is also licensed as an insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers discretionary portfolio management alongside financial planning and retirement plan services.

Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he is a partner in a clothing resale business and a general business consulting firm, and operates a separate insurance business. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a modern portfolio theory approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client risk profiles.