Scott Wesley is a financial advisor at Canvas Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Two West Capital Advisors LLC and Msec, LLC. Outside of his advisory role, he is a minority member of Arrived Outdoors LLC, an outdoor sports and recreational club for executives. Canvas Wealth Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and private real estate funds. The firm manages approximately $713 million in client assets and employs a diversified investment approach aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Kale Soukup is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and two years of industry experience. Prior to joining Waterfront Wealth in 2023, he worked at FLS Transportation from 2021 to 2022. Waterfront Wealth Inc. manages 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 portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a focus on customized investment strategies.

Colleen Graff is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She also serves as a registered principal at JCC Capital Markets LLC and Cabin Securities Inc., focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors manages approximately $220 million across a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing fundamental and technical analysis alongside due diligence on alternative investments.

Stanley Stark is a financial advisor at Fortune Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently in roles including tax preparation and consulting at Arbor Creek Tax Service since 2014, CPA exam instruction with Becker Professional Education since 2008, and service as a Chief Petty Officer in the United States Navy Reserve since 1999. Fortune Financial Advisors is a small team-based firm managing approximately $202.4 million for around 178 clients. The firm provides fee-based investment management, financial planning, and consulting primarily for individuals, businesses, and retirement plans, utilizing discretionary portfolio management with mutual funds, stocks, ETFs, and other strategies.

Grant Steffes is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Steffes Financial, Ltd. since 2020, following four years at Ernst & Young, LLP. Steffes Financial, Ltd. serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm integrates fundamental and technical analysis with tactical and strategic asset allocation, managing approximately $611 million in client assets with two advisors.

Alexandra Garden is a CFP® professional with 14 years of industry experience, currently serving as an advisor at PCG Wealth Management. She has prior experience with LPL Financial and Waddell & Reed Inc. Garden is also involved in business activities under Alexandra Kurth and Associates LLC. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a long-term, customized investment approach that incorporates a range of investment vehicles and a focus on retirement-plan services.

Alexander Petrovic III is a CFP® professional with 16 years of industry experience, currently serving at Caliber Wealth Management, LLC. He has been involved with Petrovic Financial Services and Raymond James Financial Services in various capacities over the past two decades. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with services including discretionary portfolio management, financial planning, and in-house tax preparation and consulting. The firm’s investment approach focuses on globally diversified portfolios using mutual funds and ETFs, tailored to clients’ risk profiles and informed by fundamental and economic cycle analysis.

Joseph Wild is a financial advisor at Elevated Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bank, Advisors Excel, and Bankers Life. Outside of finance, he was involved with Wildcat Creek Fitness. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients, providing investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering both discretionary and non-discretionary portfolio management and access to various custody and trading platforms.

Bradyn Ramos is a financial advisor with Convergence Financial in Overland Park, KS, holding a Series 66 credential and one year of industry experience. He has worked previously at Edward Jones and LPL Financial. Ramos also serves as an investment advisor with Convergence Financial, an independent registered investment advisor. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and fundamental analysis approach to portfolio construction and offers a range of services including discretionary asset management, retirement plan consulting, and access to third-party asset managers.

Brent Mccune is a financial advisor at WealthPlan Investment Management LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Securities America, LPL Financial, and WealthPLAN Partners. Outside of advising, he volunteers on the Olathe Economic Development Committee and serves as an advisory board member for the Boys and Girls Clubs of Greater Kansas City. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning, investment management, and retirement plan services to a diverse client base, utilizing model-based strategies and a variety of investment vehicles including mutual funds, ETFs, and private placements.

Melinda Parks is a financial advisor at Freestate Advisors LLC with eight years of industry experience. She holds a Series 65 designation and previously worked for Sprint Corporation for 20 years. Parks has been with Freestate Advisors since 2017. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, implementing portfolios primarily with ETFs and model strategies tailored to client needs.

Andy Holmes is a financial advisor at Prevail Innovative Wealth Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill Lynch, Central Trust Company, Focus Workforce Management, and Great Plains Trust Company. Outside of his advisory role, he serves as a clothing line ambassador for Sunday Swagger. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized portfolios.

Joshua Hill is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He has worked at Keen Wealth Advisors since 2019 and previously spent four years at EY. Hill also holds an active CPA designation but does not provide accounting or tax services to advisory clients. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management combined with comprehensive financial planning. The firm employs a multi-method investment analysis approach and manages approximately $1.23 billion in assets.

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 roles include positions at Financial Avenues LLC and Central Bank of Warrensburg, as well as various educational and entrepreneurial activities. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with 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.

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.