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® professional with six years of experience in financial advising, currently with Keen Wealth Advisors since 2019. Prior to her advisory role, she worked at Northwest Missouri Psychiatric and Rehabilitation Center for four years and was involved with the Kansas City YMCA for fifteen years. Outside of financial advising, she is also a licensed real estate agent with Keller Williams, occasionally showing open houses on weekends. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.

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.

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.

John Martin is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with The Leaders Group Inc, Mader & Shannon Wealth Management, and JMC Group LLC. Outside of his advisory roles, he is the managing member of JMA Group, LLC, which sells life, disability, and long-term care insurance to retail customers and wholesale fixed insurance products to other agents. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and retirement plans, managing approximately $221 million in client assets. The firm employs an active management approach focusing on individual securities with a blend of fundamental and technical analysis and also serves as a sub-adviser to other investment advisers.

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.

Dustin Palmer is a CFP® with 11 years of experience in the financial services industry. He is currently with Craft & Sage Wealth, where he has worked since 2023. His prior experience includes roles at Royal Alliance Associates, Lockton Financial Advisors, MyLo, LF Wealth Advisors, Waddell & Reed, and Cambridge Investment Research. Palmer serves as a board member for the Amber Meadows/Lakes HOA, where he reviews financial statements and oversees neighborhood maintenance and volunteer activities. 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 incorporates multiple analytical methods and offers discretionary portfolio management, including the use of third-party and ESG-focused managers.

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.

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.

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.

Jonathan Lall is a financial advisor at PCG Wealth Management with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed Inc. since 2001. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using low-cost, diversified mutual funds and ETFs, with flexibility to include other investment vehicles as appropriate.

Dennus Bradley Cooper is a financial advisor at Cornerstone Securities LLC with 26 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has previously worked at Dominion Investor Services, Inc. Cooper is also involved with The Cooper Group, where he places life insurance and annuities and manages overhead expenses related to his business. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of IARs. The firm offers IAR-directed asset management, third-party advisory program selection, and financial planning, with investment decisions made at the individual advisor level.

Michael Richards is a financial advisor at Convergence Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services and Ameriprise Financial. He also owns a small home-based business unrelated to investment activities. Convergence Financial is a multi-office firm that manages over $900 million in client assets across a 24-advisor team. The firm provides investment advisory and financial planning services to individuals, families, and institutions, emphasizing strategic asset allocation and fundamental analysis to build tailored portfolios.

David Garrison is a CFP® professional with 37 years of experience in the financial services industry. He has worked at Capital Investment Management, Inc. since 1998 and has been associated with Cambridge Investment Research, Inc. since 2011. Garrison is a member of Capital Tax Consulting, LLC, a related tax and consulting entity, though he is not involved in its day-to-day operations. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios and outside strategists within managed-account platforms to build customized portfolios and supplements investment services with tax planning and estate-document offerings.

Peter McGee is a financial advisor with Chief Advisors Corp in Overland Park, KS, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Chief Advisors Corp since 2011. Outside of his advisory role, McGee is engaged in selling various insurance products through a separate entity and serves as a FINRA arbitrator. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm employs a combined fundamental, technical, and behavioral investment approach and typically operates with discretionary authority across multiple accounts and custodians.

Andrea Wilt is a financial advisor with Craft & Sage Wealth in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Premier Financial Partners and Royal Alliance from 2014 to 2023. Wilt is a principal and member of an insurance agency, Your Medicare Helpers, and serves on the board of the Northeast Kansas City Chamber of Commerce. 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 combining quantitative, fundamental, technical, cyclical, and economic analysis, offering discretionary portfolio management and oversight of third-party managers.

Jeffrey Ostrander is a CFP® with 35 years of industry experience. He has worked at Caliber Wealth Management, LLC since 2020 and previously held roles at Raymond James Financial Services Advisors Inc. and Spectrum Wealth Advisors. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach, tailoring portfolios to client risk profiles and integrating in-house tax preparation staffed by licensed accountants.

Douglas Miller is a financial advisor at RSG Investments LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Market Investment Group, Market Advisory Group, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent affiliated with Market Advisory Group, LLC. RSG Investments LLC is an SEC-registered investment adviser managing approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm employs a combination of third-party model managers and direct asset management, using fundamental, technical, and tactical/strategic asset allocation approaches, typically managing accounts on a discretionary basis.

Raquel Wheeler is a CFP® and holds a Series 66 license with three years of industry experience. She currently works at Keen Wealth Advisors and previously held positions at Northwestern Mutual Wealth Management Company and several other firms. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities by providing 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.