Steven Palmer is a Series 65–licensed advisor with Atwood & Palmer, Inc. in Kansas City, MO, where he has worked since 1990, accumulating 30 years of industry experience. He is part of a seven-advisor team at the firm. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts using fundamental and technical analysis across various asset classes and coordinates with outside professionals to integrate clients’ financial lives.

Hunter Smith is a financial advisor at Keen Wealth Advisors with a Series 65 designation and two years of industry experience. His prior work history includes roles at Financial Avenues LLC, Central Bank of Warrensburg, and the University of Central Missouri. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other 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 offering discretionary portfolio management alongside educational events and legacy third-party manager relationships.

Amanda Russell is a financial advisor with Midwest Financial Group LLC, holding a Series 65 designation and six years of industry experience. She previously worked at Capital City Bank and Capitol Federal, accumulating over 13 years in the banking and financial services sectors. Since 2019, she has also worked as an independent insurance agent providing non-investment related insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm follows modern portfolio theory with globally diversified portfolios and tailors strategies based on clients’ risk profiles and objectives.

Christopher Underwood is a financial advisor at Greenup Street Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Wealthcare Advisory Partners and The Accounting Lab. Outside of advising, he is involved in insurance sales. 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 range of analytical methods and strategies, including fundamental and quantitative analysis, options, and direct indexing, and supplements in-house management with selected external managers.

Jeffrey Tudas is a CFP® and holds a Series 66 license, with 26 years of experience in the financial industry. He is currently with Normandy Investment Advisors, where he has worked since 2021. Prior to this, he was associated with Commonwealth Financial Network for 15 years and Summit Wealth Advisors, LLC for 11 years. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities by providing personalized wealth management, financial planning, and discretionary portfolio management. The firm employs a blended active/passive investment approach within an asset-allocation framework and utilizes equities, fixed income, mutual funds, ETFs, and options strategies including covered calls and cash-secured puts.

Brenda Carrico is a financial advisor with Allos Investment Advisors, LLC in Overland Park, KS, holding a Series 65 designation and 12 years of industry experience. She has been with Allos Investment Advisors and Searcy Financial Services, Inc. since 2014. Allos Investment Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, fundamentals-based investment approach and offers customized portfolio construction, ongoing supervision, and may recommend or oversee independent investment managers to meet client objectives.

Parker Madl is a financial advisor with Centerpoint Advisory Group, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Financial Partners Group, Inc., Transamerica Capital Inc., and American Century Investment Services Inc. Outside of advising, he is a partner in a business that creates outdoor products. Centerpoint Advisory Group provides advisory services to individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach and manages accounts on a discretionary basis with documented risk tolerance and regular portfolio monitoring.

Andrew Osborne is a CFP® with 15 years of industry experience, currently serving as an advisor at Windward Private Wealth Management Inc. in Kansas City, MO. He previously worked at Steven T. Osborne, CPA for six years before joining Windward, where he has been part of the advisory team for over seven years. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to both high-net-worth and non-HNW individuals and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations, emphasizing a "look frequently, trade infrequently" strategy combined with tailored financial planning that includes tax, retirement, estate, and insurance considerations.

Tanner Garrett is a CFP® professional at Family Investment Center with two years of industry experience. His prior work includes roles at HyVee, Amazon Fulfillment, and Academy Sports & Outdoors. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate planning, and investment planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across over 800 client relationships through a multi-advisor team.

Stewart Koesten is a financial advisor with Aspyre Wealth Partners in Overland Park, KS, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 29 years of industry experience and has worked at KoesTen Hirschmann & Crabtree, Inc. since 1997. Outside of advisory work, he serves as president of Executive Agents, Inc., which offers evaluation and negotiation services for executive compensation agreements, and owns a coffee house in Kansas City. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management guided by Modern Portfolio Theory and integrates accounting and human capital consulting services alongside its wealth management offerings.

Tatiana Mc Intyre is a financial advisor at RSG Investments LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Retirement Solutions Group, Inc., Retirement Investments, LLC, MSTS, and Continental Siding Supply. Mc Intyre is also licensed as an insurance agent through Retirement Solutions Group, LLC. RSG Investments, LLC is an SEC-registered investment adviser managing approximately $140.5 million for individuals, trusts, retirement and profit-sharing plans, and business entities. The firm offers discretionary asset management using a combination of third-party model managers and direct portfolio management, alongside financial planning and qualified plan consulting.

Alan Rickert is a CFP® professional with 33 years of industry experience. He is currently with Centerpoint Advisory Group, LLC, where he has worked since 2022. Prior to that, he spent several years with Personal Financial Group and has been affiliated with LPL Financial since 1992. Rickert is also a notary public. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a comprehensive investment process that incorporates multiple analytical methods and manages accounts typically on a discretionary basis with ongoing monitoring and regular reporting.

Vanessa Taylor is a financial advisor with Insight Financial Services, holding a Series 66 designation and 14 years of industry experience. She previously worked at Commonwealth Financial Network for 10 years and is a co-owner of Prestige Transportation, a business she has been involved with since 2015. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios based on individual objectives and risk tolerance, employing a range of investment strategies and third-party asset managers.

Abel Bonga is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential with approximately one year of industry experience. His prior roles include positions at the Office for Financial Success and Kohl's, as well as work in various other sectors. Keen Wealth Advisors specializes in serving clients planning for and living in retirement, including high-net-worth individuals, trusts, and business entities, offering portfolio management, financial planning, and retirement plan services. The firm manages over $1.2 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework incorporating fundamental, technical, cyclical, and money-flow techniques.

James Horlacher is a financial advisor with First Affirmative Financial Network LLC in Lenexa, KS. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having been with First Affirmative since 1999. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of 14 advisors, managing approximately $956 million in assets. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.

Mark Saper is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes roles at Mutual Securities, Inc., Metlife Securities Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. Outside of advisory services, he operates an insurance agency and owns the Insurance Marketplace, a platform offering quotes for various insurance products. 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 employs a comprehensive investment process combining multiple analytical approaches and offers integrated tax planning and insurance solutions through affiliated practices.

Danielle Brown is a CFP® professional with seven years of experience in the financial advisory industry. She currently works at Buttonwood Financial Group, LLC and has previously held roles at Cambridge Investment Research Advisors, Inc., Financial Designs, Inc., and Creative Planning. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, offering comprehensive wealth management and a variety of family-office-style services. The firm’s investment approach focuses on individualized asset allocations, multigenerational planning, and integrated tax management, supported by an Investment Policy Committee and third-party research.

Robert Shay is a financial advisor at TFB Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked in financial services roles at Ameritas Investment Company, LLC, and Tax Favored Benefits since 2021. Outside of his advisory work, he has experience in event venue management at Grinders KC. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and offers tailored portfolios using a range of investment vehicles, conducting ongoing monitoring and reviews to serve its clients.

Joseph Nafziger is a financial advisor at Legacy Financial Strategies, LLC with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Legacy Financial Strategies in 2021, he worked at Merrill and Advisor's Excel. 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 and globally diversified portfolios, using mutual funds, ETFs, individual securities, and alternative investments, and serves around 635 client relationships through a multi-advisor team.

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.