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® with five years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors since 2019. Prior to joining Keen, he worked at EY from 2015 to 2019. Hill holds an active CPA designation but does not offer accounting or tax services to his advisory clients. Keen Wealth Advisors primarily 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 through discretionary account management and a combination of fundamental and technical analysis.

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.

Kurt Johnson is a financial advisor with Freedom Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Freedom Wealth Advisors since 2016. In addition to his advisory role, he is involved in fixed insurance sales. Freedom Wealth Advisors serves a diverse client base including private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy and offers both discretionary and non-discretionary services, including management of a private pooled investment vehicle.

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.