Blaine Cline is a CFP® professional with one year of industry experience, currently serving at Triune Financial Partners, LLC. Prior to joining Triune, he was with Buttonwood Financial Group, LLC for two years. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, corporations, and endowments. The firm employs a Modern Portfolio Theory-based approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Anthony Schmitt is a financial advisor at Greenup Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Regal Securities, Research Based Solutions, Spotlight Asset Group, and Scottrade Investment Management. Outside of finance, he serves as the Technical Director on the board of the Kolping Kicks Soccer Club and is a board member at Holy Child Catholic Grade School. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm employs a range of analytical methods and strategies, including fundamental and quantitative analysis, and integrates affiliated insurance and tax services alongside its investment offerings.

Samuel Chadick is an investment advisor representative with RDA Financial Network in Overland Park, KS, holding Series 65 and Series 63 licenses and six years of industry experience. He has been associated with The Roth Companies, Inc. since 2017, where he serves in roles including insurance agent and wealth management advisor. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies across various investment approaches under a Wealth Management Committee.

Dennis Goodwin is a financial advisor at Greenup Wealth with 27 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at American Century Investment Services Inc. from 2014 to 2022. Greenup Wealth provides portfolio management and ongoing financial planning to individuals, charitable organizations, and business entities. The firm employs a variety of analysis methods and investment strategies, serving both discretionary and non-discretionary accounts, and offers services including tax-efficient asset location and opportunistic rebalancing for assets held outside its custody.

Kaden Moore is a financial advisor at Convergence Financial with two years of industry experience. He previously worked at LPL Financial and UBS Financial, and has experience outside the financial sector at Hallbrook Country Club. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to build tailored portfolios and offers retirement plan consulting, fiduciary services, and access to third-party asset managers.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career history includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and TIAA-CREF. He is also the owner and sole proprietor of STG Financial, a financial consulting business. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm employs a variety of analytical approaches and delivers tailored investment advice with ongoing account monitoring and options for household aggregation and third-party money managers.

William Male is a financial advisor at TFB Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas Advisory Services, Foundational Financial Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he develops and implements packaged insurance products through his involvement with Tax Favored Benefits. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement consulting, utilizing a range of investment vehicles and independent managers while overseeing approximately $860 million in client assets.

Matthew Wilson is a CFP® professional with 21 years of industry experience, currently serving at Keen Wealth Advisors. He has been with Keen Wealth Advisors since 2014 and holds the Series 66 designation. Outside of his financial advisory work, Wilson is involved in automobile ownership and motorsport activities through several LLCs, including owning and driving vehicles on race tracks. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, offering comprehensive portfolio management, financial planning, and retirement services. The firm manages approximately $1.23 billion in assets and employs a multi-method investment analysis approach with discretionary portfolio management.

Lucinda Richey is a CFP® with 30 years of industry experience, currently serving at Prosperity Planning, Inc. since 2004. She previously worked at Cetera Advisors LLC from 2013 to 2018. Outside of her advisory role, she is a board member at large for the Townsend Place Homeowners Association in Kansas City, MO. Prosperity Planning is an SEC-registered advisory firm that provides portfolio management, comprehensive financial planning, and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based asset allocation through index-based funds and incorporates tax considerations into portfolio design while offering specialized services such as targeted divorce financial planning and pension-plan participant education.

Kyle Barclay is a CFP® professional with 15 years of industry experience. He has worked at Greenup Street Wealth Management since 2021 and previously spent 11 years at American Century. Kyle holds the Series 63 designation and is based in Overland Park, KS. 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 variety of analytical methods and investment strategies, including long- and short-term trading, options, and direct indexing, and offers services for both custodial and non-custodial assets.

Kelli Harpe is a financial advisor at Fortune Financial Advisors, LLC with a Series 65 designation and four years of industry experience. Prior to joining Fortune Financial Advisors in 2024, she worked at Open Road Wealth Management, LLC from 2021 to 2024 and has a background that includes nearly three decades at the Federal Bureau of Prisons. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages approximately $202.4 million for about 178 clients and operates with a team of five advisors.

Ernest Collyer is a ChFC® credentialed financial advisor with 30 years of industry experience. He has worked at Craft & Sage Wealth since 2023 and previously spent five years at Royal Alliance and 23 years at Fortis Investors, Inc. Outside of his advisory role, he owns and operates Collyer and Associates Asset Protection, focusing on the sales and service of fixed life insurance, disability insurance, and long-term care insurance. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process integrating multiple analytical approaches and typically exercises discretionary trading authority, often incorporating third-party and ESG-focused managers in portfolio construction.

William Leisman is a financial advisor with Landolt Securities, Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and 28 years of industry experience. His career includes nearly a decade at Moloney Securities Asset Management LLC and over a decade at Moloney Securities Co., Inc. He is also involved with Westport Advisory Group LLC, assisting retail clients with investments, and has worked as an insurance agent. Landolt Securities provides investment management and consulting to individuals, trusts, estates, and corporations, emphasizing fundamental analysis with a focus on small-cap growth stocks and offering both discretionary and non-discretionary portfolio management.

James Kelley is a CFA® charterholder with 10 years of industry experience. He currently works at Caliber Wealth Management, LLC and previously held roles at Creative Financial Designs and Lighthouse Financial. Outside of his advisory work, he is a minority owner of Mavs LLC, a club sports business in Lenexa, KS. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with a range of portfolio management, investment advisory, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory and integrates in-house tax preparation and consulting, managing approximately $1.76 billion in assets since its founding in 2024.

Patrick Ishmael is a financial advisor at Enlightnu Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Knights of Columbus Asset Advisors LLC and the Show-Me Institute. Outside of advisory work, he is the founder and owner of Pie KC LLC, a real estate investment firm. Enlightnu Wealth LLC provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis in portfolio management and features multiple principals, some of whom also engage in affiliated insurance and Medicare-related businesses.

Craig Novorr is a financial advisor at Paragon Capital Management LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Paragon since 2006. Outside of his advisory role, he serves as a trustee of family trusts and holds a real estate broker license. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning and estate-planning support. The firm’s investment approach emphasizes fundamental analysis and tailored portfolios across a range of asset types, with a notable role within the Schwab Advisor Network and Schwab Advisor Marketplace.

Kyle Sanders is a financial advisor at Mader & Shannon Wealth Management in Kansas City, MO, holding a Series 65 credential with 10 years of industry experience. He has been with Mader & Shannon since 2011. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and also offers specialist services such as expert witness testimony.

Victor Semenov is a financial advisor at Convergence Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Prior to his financial career, he spent several years in education at Heritage Christian Academy and Johnson County Community College. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.

Nicholas Allen is a financial advisor at Craft & Sage Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. He previously worked at Outdoor Bank for one year and has nearly a decade of experience prior to that in roles not specified. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment approach that integrates various analytical methods and offers discretionary portfolio management along with oversight of third-party managers and real estate investment analysis.

William Mc Crea is a financial advisor at Convergence Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab for 18 years. Outside of his primary role, he operates as a financial advisor under the d/b/a Ramos Group for investment advisory activities. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, offers retirement plan fiduciary services, and manages client assets across a 24-advisor team with multiple office locations.