William Padek is a financial advisor at Centerpoint Advisory Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2002, Personal Financial Group from 2011 to 2019, and joined Centerpoint Advisory Group in 2022. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and referrals to third-party managers. The firm uses a combination of fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses and employs various trading strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and regular reporting.

Jeffrey Hrabe is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Legacy Financial Strategies, LLC since 2022 and previously held positions at Cavanal Hill Distributors, Inc., Cavanal Hill Investment Management, Inc., and BOK Financial entities. Legacy Financial Strategies, LLC is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to build globally diversified portfolios using mutual funds, ETFs, individual securities, and alternative investments, serving around 635 client relationships through a multi-advisor team.

Nathan Geraci is a financial advisor with Novadius Wealth Management in Overland Park, KS, holding a Series 65 designation and 17 years of industry experience. He has been with The ETF Store since 2008 and is involved in several related business activities, including serving as president of The ETF Institute Inc., a professional ETF education and certification website, and owning OTR Media LLC, a media company producing podcasts, blogs, and videos. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm applies a global strategic asset allocation approach primarily using ETFs and combines quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk profiles.

Brady Hogan is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at American Century Investments and Alan George, LLC, as well as experience in retail operations. Paragon Capital Management serves individual and high-net-worth clients, foundations, trusts, and estates by providing discretionary portfolio management and integrated financial planning. The firm’s investment approach centers on fundamental analysis and includes a range of asset types, with portfolios tailored to varying client objectives and leveraging third-party sub-advisors for specialist strategies.

Gregory Keal is a financial advisor with Insight Financial Services in Overland Park, KS, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes positions with Securities America, Inc. and Securities Service Network. Outside of advising, he volunteers for the Center for Recorded Music. Insight Financial Services offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, estates, and other entities. The firm customizes its investment approach based on client objectives and risk tolerance, utilizing fundamental and technical analysis alongside modern portfolio theory.

Jacob Watts is a CFP® professional affiliated with Legacy Financial Strategies, LLC in Overland Park, KS, with 20 years of industry experience. He worked at Ameriprise Financial Services, Inc. for nine years before joining Legacy Financial Strategies in 2017, where he is part of a multi-advisor team. Legacy Financial Strategies, LLC manages approximately $952 million across about 635 client relationships, serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis and globally diversified portfolios using mutual funds, ETFs, and individual securities, offering tailored services including a lower-cost ETF model for smaller accounts and alternative investments.

Brent Bloomer is a financial advisor at Caliber Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked with Ameriprise Financial Services, Inc. and Raymond James Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and in-house tax preparation and consulting. The firm emphasizes globally diversified portfolios tailored to clients’ risk profiles and integrates tax services alongside its investment and retirement-plan advisory offerings.

Lisa Brummett is a CFP® practitioner with seven years of industry experience, currently serving as an advisor at Keen Wealth Advisors. She previously worked at Northwest Missouri Psychiatric and Rehabilitation Center and contributed 15 years at the Kansas City YMCA. In addition to her advisory role, she is a licensed real estate agent with Keller Williams, The Edlin Team, where she occasionally shows open houses on weekends. Keen Wealth Advisors is a team of 22 professionals focusing on comprehensive portfolio management and financial planning for clients planning for and living in retirement, including high-net-worth individuals, trusts, and pension plans. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework alongside institutional technology platforms to support client services.

Douglas Ciocca is a financial advisor at Kavar Capital Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kavar Capital Partners and its predecessor entities since 2011. 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 both fundamental and technical analysis across a broad range of investment products and strategies.

Bryan Newton is a financial advisor at Private Client Advisor Group, LLC with 10 years of industry experience. His prior roles include positions at OWLFI and Woodbury Financial Services. Outside of advising, he owns BSN BRIONI LLC, a business that consigns used menswear for sale on eBay. Private Client Advisor Group serves individuals, families, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and other securities tailored to client risk profiles.

Jonn Wullschleger is a CFA® charterholder with 24 years of industry experience. He has been with Mitchell Capital Management Co. since 2000. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. Mitchell Capital Management customizes investment guidelines for each client and employs a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Andrew Warner is a financial advisor at PCG Wealth Management in Overland Park, KS, with five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cetera Advisors, Fiser Group, and KeyBank Real Estate Capital. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, and it has a notable focus on retirement-plan fiduciary services.

Kyle Krull is a CFP® with 13 years of industry experience, currently serving at Triune Financial Partners, LLC since 2016. He is also president of the Law Offices of Kyle E. Krull, P.A., focusing on estate planning, and works as a legal editor for Blind Squirrel, Inc. Additionally, he is a certified instructor for Walk Thru the Bible. Triune Financial Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing passive, low-cost funds and tailored investment policy statements, with services including portfolio management, financial planning, and educational seminars.

Claudia Gray is a CFP® professional with three years of industry experience. She is currently with Nova R Wealth, Inc., where she has worked since 2026, following five years at Stepp & Rothwell, Inc. Nova R Wealth serves individuals, trusts, estates, charitable organizations, pension plans, and business entities with wealth management, investment management, financial planning, and pension consulting. The firm constructs client-specific portfolios using diversified mutual funds, ETFs, individual securities, and third-party managers, employing a generally long-term investment approach tailored to each client’s goals and risk tolerance.

Zachary Zarda is a CFP® with seven years of industry experience currently serving at Caliber Wealth Management, LLC. His prior experience includes roles at Raymond James Financial Services and UBS Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services. The firm combines investment management with in-house tax preparation and consulting, offering globally diversified portfolios tailored to clients’ risk profiles.

Brian Taylor is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He worked at Wise Wealth LLC from 2015 to 2017 before joining Cornerstone Securities in 2017. Outside of advisory work, he is also an independent insurance agent focusing on fixed life insurance, fixed annuities, and long-term care products. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of representatives who develop portfolio strategies and provide financial planning or consulting. The firm also facilitates access to third-party advisory programs and REITs.

Christopher Wade is a financial advisor with PCG Wealth Management in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc., various insurance carriers, and LPL Financial, as well as founding Wade Action Team. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with specialized capabilities in retirement-plan fiduciary services.

Michael Don Tinio is a CFP® and holds a Series 65 license with three years of experience in financial advising. He currently works at Wrenne Financial Planning LLC and previously worked at FIRE Wealth Management LLC and Fox & Company Wealth Management. Before entering the financial industry, he was employed at QSPEC Solutions, Inc. and Epic Systems Corporation. Wrenne Financial Planning LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients, as well as corporations. The firm emphasizes passive portfolio construction using index mutual funds and ETFs and offers specialized programs for physicians, including student loan planning and virtual seminars.

Christopher Harrington is a CFA® charterholder with 17 years of industry experience. He has been with Waterfront Wealth Inc. since 2017 and previously worked at Wells Fargo Advisors LLC from 2016 to 2020. He is based in Overland Park, KS, and holds Series 63 and Series 66 licenses. Waterfront Wealth Inc. is a registered investment adviser managing approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Joni Lindquist is a CFP® and holds a Series 65 license, with 13 years of experience in the financial services industry. She has been with KHC Wealth Management since 2007 and is currently part of the nine-advisor team at Aspyre Wealth Partners 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 in-house accounting and human capital services, such as executive coaching and compensation consulting, alongside a portfolio management approach that combines active and passive strategies based on Modern Portfolio Theory.