Ellea Starkel is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Legacy Financial Strategies, LLC since 2025 and previously spent three years at SJHL Financial Group. Before entering the financial industry, she was employed in education at Fort Hays State University and McPherson School District. Legacy Financial Strategies, LLC manages approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis and constructs globally diversified portfolios, offering discretionary and non-discretionary investment management along with retirement plan services and financial planning through a multi-advisor team.

Michael Strouse is a Series 65-credentialed financial advisor with Financial Partners Group, Inc., based in Overland Park, KS. He has four years of industry experience and has held roles at Financial Partners Group since 2022 as well as positions at the University of Arkansas and Kansas State University. 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 through a team of eight advisors, applying a mix of fundamental, tactical, technical, and thematic analysis across mutual funds, ETFs, equities, and fixed income with disciplined rebalancing and defensive adjustments.

Miles Green is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mitchell Capital Management Co since 2017. His prior work includes roles at Texas Christian University and a brief period of unemployment. Mitchell Capital Management Co is an SEC-registered investment adviser managing approximately $861 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations, utilizing a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Emma Gustin is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Stifel and Clayton Wealth Partners, as well as various positions connected to Kansas State University. 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 across diversified portfolios.

Andrew Dibble is a financial advisor at Caliber Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Ameriprise Financial Services, among others. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary and non-discretionary investment advice, financial planning, and retirement-plan management. The firm offers a globally diversified investment approach based on modern portfolio theory and incorporates in-house tax preparation and consulting services staffed by licensed accountants.

Quinn Dippel is a CFA® charterholder with experience at several firms including DeMarche and Hallmark Cards prior to joining Mitchell Capital Management Co, where he has worked since 2025. He is based in Leawood, KS. Mitchell Capital Management provides discretionary investment management and integrated financial planning to individual and institutional clients. The firm employs a disciplined investment approach combining computerized screening with traditional security analysis, manages multiple actively managed strategies, and emphasizes investment-grade intermediate-duration bonds.

Timothy Lanz is a financial advisor at Clearpath Wealth Management, L.C. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler, Lanz & Wagler, L.C. since 1998 and Blue River Capital LLC from 2014 to 2019. Lanz is involved with several non-investment business ventures, including tax and accounting services, consulting, and insurance. Clearpath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $71 million for around 165 clients. The firm combines discretionary portfolio management, financial planning, and retirement-plan services with a buy-and-hold investment approach supplemented by active management when appropriate.

Paul Hefferon is a CFP® with seven years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. He has previously worked at Financial Avenues, LLC and Northwestern Mutual in both investment and life insurance roles. Keen Wealth Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other 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 supported by institutional technology for client reporting and portfolio management.

Thomas Elms is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Triune Financial Partners, LLC since 2024 and previously spent six years with LPL Financial. In addition to his advisory role, Elms is an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds by offering portfolio management, financial planning, and consulting services. The firm’s investment approach is based on Modern Portfolio Theory, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with a focus on institutional Dimensional Fund Advisors (DFA) funds.

Daniel Greulich is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at Greenup Street Wealth Management since 2020, following two years at Spotlight Asset Group and twelve years at Fidelity Investments. Greulich is based in Overland Park, KS and holds Series 63 and Series 66 licenses. Greenup Wealth offers portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts.

Jefferey Jaworski is a CFP® with 33 years of industry experience, currently serving at Triune Financial Partners, LLC. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as an advisory board member for Legacy of Faith, Inc., a ministry based in Overland Park, KS. Triune Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, using a primarily passive, asset-class investment approach grounded in Modern Portfolio Theory. The firm manages accounts on a discretionary basis and offers a range of services such as portfolio management, financial planning, and retirement plan consulting.

Andrew Congleton is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he is an investor in medical imaging and a bar/entertainment venue. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm utilizes a blend of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies within a platform supporting tailored suitability assessments and regular rebalancing.

Derick Walters is a CFP® with 21 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. He has also been associated with NVISION WEALTH GROUP, LLC and LPL Financial for over a decade. Walters operates a separate advisory business, DW Wealth Management, on a limited basis. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Clark Gay is a financial advisor at Visionary Wealth Advisors, LLC with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes roles at Visionary Wealth Advisors since 2020, Financial Engines Advisors L.L.C. from 2016, and Tmfs Advisors, LLC from 2000 to 2016. Visionary Wealth Advisors offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based investment strategies combined with fundamental, technical, and cyclical analysis within an asset-allocation framework based on Modern Portfolio Theory.

Adam Bettis is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at TFB Advisors, LLC and Ameritas Advisory Services, LLC. Outside of his advisory work, he is a member and owner of Broadview Capital Management LLC, an S-Corp with no formal investment duties. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term, fundamental analysis approach and offers ERISA-focused plan services, combining internal management with both affiliated and independent investment platforms.

Thomas Wright is a financial advisor with Prevail Innovative Wealth Advisors, LLC and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including prior roles at Prudential Financial Planning Services, Edward Jones, and Charles Schwab. He serves on the board of the Future Leadership Foundation and the Peculiar Area Chamber of Commerce, engaging in nonprofit leadership and community activities. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, businesses, and institutions. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative methods, and offers a range of financial and business planning services.

James Regier is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Vsr Financial Services, Inc. Outside of advisory work, he serves as a court witness analyzing financial information. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and CMIC Financial Services since 2006. In addition to her advisory roles, she is an employee of Creative Marketing International Corp., a fixed insurance marketing organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.

Dail Blake is a financial advisor at UMB Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Money Concepts Capital Corp and Country Club Financial Services, Inc. He also served with the Salvation Army from 2023 to 2025. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers a range of managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with investment management practices aligned with its affiliated bank, UMB Bank.

Jill Woods is a financial advisor at Creative Financial Designs, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Retirement Plan Advisors, Legacy Financial Group, and Mass Mutual Investors Services. Woods is also an independent insurance agent for various companies. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs asset-class model allocations with multiple risk objectives and incorporates Biblically Responsible Investing strategies.