Samuel Bass is a financial advisor with RSG Investments LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Country Financial from 2009 to 2017 and AE Wealth Management from 2017 to 2022. Bass is also involved with Retirement Solutions Group, Inc., where he provides annuity, life, and Medicare sales. RSG Investments offers discretionary asset management and investment advice primarily to individuals, trusts, retirement and profit-sharing plans, and other business entities. The firm employs a combination of fundamental, technical, and charting analysis and provides model portfolio solutions and direct asset management with client-imposed restrictions.

Emily Petty is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Windward Private Wealth Management Inc. since 2016. Windward Private Wealth Management provides wealth management and comprehensive financial planning to individuals and pension/profit-sharing plans, serving both high-net-worth and non-HNW clients. The firm uses a Modern Portfolio Theory-based investment process with diversified asset allocations and combines portfolio management with tailored financial planning services, including tax, retirement, estate, and insurance planning.

Jonathan Booze is a CFP® with 23 years of industry experience, currently serving as an advisor at One Advisory Partners, LLC. He has worked at Sanders Booze Capital Advisors, LLC and Sanders Booze & Co since 2003 and held a role with Evangel Church from 2013 to 2016. In addition to his advising work, Mr. Booze serves as an of-counsel attorney on a contract basis for a law firm in Johnson County, KS, providing legal analysis and document review. One Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm offers written plans, portfolio monitoring, and a Virtual Family Office that integrates financial planning with tax and legal services, constructing globally diversified portfolios based on modern portfolio theory.

Peter Sowden is a CFA® charterholder with 22 years of industry experience. He has been with Atwood & Palmer, Inc. in Kansas City, MO since 2006. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts with individualized investment policies and applies both fundamental and technical analysis across various asset classes.

Kelly Holloway is a financial advisor at Freestate Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at North Pointe Wealth Advisors, Lumia Wealth, and Cornerstone CPA Group. Outside of his advisory role, Holloway provides accounting and tax services as a Certified Public Accountant. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a research-driven investment approach focused on macro-level asset allocation and risk modeling, utilizing ETFs and model portfolios with options for both benchmark-aligned and tactical strategies.

John Nagle is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Kavar Capital Partners since 2014 and currently works at Kavar Capital Partners Group, LLC as part of a four-advisor team. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using a range of investment strategies and vehicles, including equities, fixed income, mutual funds, ETFs, structured products, and options.

Ralph Wentz is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, and ownership of Tax Favored Benefits Inc, a pension administration firm he has chaired since 1978. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $860 million in client assets across a multi-advisor team.

Ross Lehman is a financial advisor at Stepp & Rothwell Inc. with seven years of industry experience. He holds a Series 65 designation and has been with Stepp & Rothwell since 2018. Prior to joining the firm, he worked at Notre Dame from 2015 to 2017. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, fixed income securities, options, and margin transactions, and offers both discretionary and non-discretionary client arrangements.

Joshua Britton is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Cambridge Investment Research and Cambridge Investment Research Advisors from 2014 to 2017 and has been with Financial Partners Group since 2012. Outside of advisory work, he owns and operates Britton Farms, Inc., a farming business with oil and gas leases. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a disciplined approach to asset allocation across mutual funds, ETFs, equities, and fixed income, and integrates tax, accounting, and insurance services through affiliated practices.

Richard Kagy is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and over 13 years of industry experience. He has worked at several firms, including Vision, Optivise Advisory Services, Foresight Investment Advisors, and OnPointe Advisory and Financial Services, and has operated Kagy Financial since 2006. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of legal, tax, insurance, and banking services. The firm employs a diversified investment approach using fundamental, quantitative, and technical analysis combined with modern portfolio theory, managing accounts through discretionary, asset-based models tailored to client needs.

Kenneth Borum is a financial advisor at Prosperity Planning with 21 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC from 2013 to 2018. He has been with Prosperity Planning since 2004. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management, financial planning, and pension consulting. The firm employs a long-term, broadly diversified investment approach and manages portfolios on a discretionary basis with periodic reviews and rebalancing.

Timothy Mcdermott is a CFP® and ChFC® with 27 years of industry experience. He has been with Financial Partners Group, Inc. since 2017 and has prior experience with Mutual Securities, Inc., MML Investors Services, LLC, and Metlife Securities Inc. Outside of his advisory role, he operates as an independent insurance agent and owns McDermott Advisory Services, LLC, which provides risk management solutions. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm’s investment approach integrates fundamental, tactical, and technical analysis, offering tailored portfolio management and financial planning services, with a formal affiliation to tax and accounting as well as insurance practices.

Christopher Stakley is a CFP® professional with 16 years of experience in financial advising. He has been with Steffes Financial, Ltd. since 2014 and previously worked at Cambridge Investment Research, Inc. He is also an independent insurance agent for various insurance companies. Steffes Financial, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing discretionary portfolio management, retirement-account consulting, qualified retirement plan advisory, and hourly financial planning. The firm manages over $537 million in client assets and employs both strategic rebalancing and tactical asset-allocation adjustments based on multiple analysis methods.

Troy Schuster is a CFP® professional with 26 years of experience in financial advising. He has been with Capital Investment Management, Inc. since 2003 and has worked with Cambridge Investment Research, Inc. for the past 15 years. Outside of finance, he is active as a percussionist and serves as president of the Choral Guild of Kansas City. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm utilizes model portfolios and outside strategists within managed-account programs and supplements investment services with tax planning and estate document offerings for larger households.

Neal Gudiseva is a CFP® professional with five years of experience in financial advising. He is currently with Insight Financial Services and has worked at firms including Commonwealth Financial Network and Raymond James Financial Services. Insight Financial Services offers discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, managing approximately $213.8 million in assets as of December 31, 2025. The firm combines fundamental and technical analysis with modern portfolio theory and may employ strategies such as short-term trading and options, tailoring advice to each client’s objectives and risk tolerance.

Megan Brenner is a CFP® with 10 years of industry experience currently serving at Craft & Sage Wealth since 2023. She previously worked at Royal Alliance Associates and Premier Financial Partners. Outside of her advisory role, she works as a Game Day Assistant and Instant Replay Field Technician for the NFL. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a multi-faceted investment process combining quantitative, fundamental, technical, cyclical, and economic analysis to support model-driven portfolio management and financial planning.

Antonio Marquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Greenup Wealth. He previously worked at American Century Investment Services, Inc. for six years before joining Greenup Street Wealth Management LLC in 2021. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, including fundamental and quantitative analysis, and integrates affiliated services such as insurance and tax resources into its business model.

James Forsyth is a financial advisor with Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential. He has recently transitioned to the financial industry following a 20-year career in the United States Army and two years as a military retiree. Forsyth also has experience operating Open Petal Farm. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, and business entities, focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis framework and offers discretionary portfolio management combined with financial planning.

Jeffrey White is a financial advisor with Quantum Financial Partners LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. He has been with Quantum Financial Partners since 2006. Outside of advising, he is an independent insurance agent and owner of Quantum Holdings, LLC, which has a partial passive ownership in AHI Insurance Group, a property and casualty insurance agency. Quantum Financial Partners provides discretionary portfolio management for individuals, family trusts, corporations, small businesses, and foundations. The firm employs a combination of fundamental, quantitative, and technical analysis to manage publicly traded equities, bonds, ETFs, and limited partnerships, and acts as a private fund adviser with a pooled investment vehicle under its management.

Andrew Beil is a CFP® with 12 years of industry experience, currently serving as an advisor at StrongBox Wealth, LLC since 2021. His prior roles include positions at Prime Capital Investment Advisors, Private Client Services, and American Century Investment Services. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities, managing approximately $562 million in assets across 474 accounts. The firm uses a multi-method investment process and offers customized portfolios with various asset types, along with ongoing monitoring and periodic rebalancing.