Randall Coble is a financial advisor at WealthPlan Investment Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., and LPL Financial, LLC. Outside of his advisory work, he volunteers with the Jim Kincaid Memorial Foundation and serves on the board of the Manhattan Fiji Chapter House Association, a fraternity house corporation. 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 and investment management services to individuals, high-net-worth clients, and institutional investors, employing model-based strategies and a variety of investment vehicles including pooled funds and third-party sub-advisers.

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.

Brian Lamone is a financial advisor at United Advisors America with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed Inc., The ETF Store, Inc., and Northwestern Mutual Investment Management. Lamone also acts as an insurance agent for Alliance America Corporation, offering life and health insurance and fixed annuities. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm employs a Modern Portfolio Theory approach with model portfolios, regular reviews, and uses mutual funds, ETFs, and digital currency exposure products.

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.

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.

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.

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.

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.

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.

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.

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.