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 at Buttonwood Financial Group, LLC with eight years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Financial Designs, Inc., and Creative Planning. Buttonwood Financial Group is an independent SEC-registered advisory firm that serves individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services and utilizes globally diversified model portfolios supported by BlackRock’s Custom Model Solutions and related analytics.

Robert Shay is a financial advisor at TFB Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Investment Company, LLC and Grinders KC Event Venue. Outside of his advisory role, he is involved in insurance product sales through Tax Favored Benefits. 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 tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a range of investment vehicles and ongoing portfolio monitoring.

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.

Anthony Schmitt is a financial advisor at Greenup Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Regal Securities, Research Based Solutions, Spotlight Asset Group, and Scottrade Investment Management. Outside of finance, he serves as the Technical Director on the board of the Kolping Kicks Soccer Club and is a board member at Holy Child Catholic Grade School. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and access to third-party managers. The firm employs a range of analytical methods and strategies, including fundamental and quantitative analysis, and integrates affiliated insurance and tax services alongside its investment offerings.

Samuel Chadick is an investment advisor representative at RDA Financial Network with six years of industry experience. He has been associated with The Roth Companies, Inc. in various roles since 2017, including insurance agent and wealth management advisor. RDA Financial Network serves individual and institutional clients through a range of services including investment management, financial planning, and retirement-plan advisory. The firm combines discretionary portfolio management with third-party sub-advisors and proprietary strategies, and it offers a unique structure including fiduciary plan-sponsor services and a model portfolio advisor program.

Dennis Goodwin is a financial advisor with Greenup Wealth in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked for American Century Investment Services Inc. for eight years before joining Greenup Wealth in 2022. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and business entities, employing a variety of analysis methods and investment strategies. The firm manages both discretionary and non-discretionary accounts and uses third-party advisers and tools to support tax-efficient asset allocation and rebalancing.

William Male is a financial advisor at TFB Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas Advisory Services, Foundational Financial Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he develops and implements packaged insurance products through his involvement with Tax Favored Benefits. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement consulting, utilizing a range of investment vehicles and independent managers while overseeing approximately $860 million in client assets.

Matthew Wilson is a CFP® with 22 years of industry experience, currently serving as an advisor at Keen Wealth Advisors in Overland Park, KS. He previously worked at Wells Fargo Clearing and has been with Keen Wealth Advisors since 2014. Outside of his advisory role, Wilson is involved in several automotive-related ventures including ownership and operation of LLCs that manage vehicle ownership, racing, and driving events. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, 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 utilizing ETFs, mutual funds, individual securities, and periodic portfolio adjustments.

Kyle Strehlow is a CFP® professional with two years of industry experience, currently serving at BCWM. His prior experience includes roles at Aspyre Wealth Partners and Boyer Corporon Wealth Management, as well as four years at Hallmark Cards before entering the financial advisory field. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutional clients. The firm combines discretionary portfolio management with comprehensive financial planning and applies multiple analytical approaches to meet client objectives.

Patrick Berch is a Series 65-licensed advisor with 15 years of industry experience. He is currently with Waterfront Wealth Inc., where he has worked since 2022, and previously held roles at Elevated Capital Advisors, LLC, Global Financial Private Capital, and Global Plains Advisory Group. Waterfront Wealth, Inc. serves individuals, families, trusts, foundations, businesses, retirement plans, and institutional sub-advisory clients. The firm provides customized portfolio management and financial planning using a range of strategies including active mutual funds, ETFs, and individual securities, and manages over $1.1 billion in discretionary assets.

Jacob Linch is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses with 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors, SagePoint Financial, Signator Investors, and Wealth Management Concepts. Waterfront Wealth Inc. serves individuals, families, trusts, foundations, businesses, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement advisory services. The firm employs a mix of strategies tailored to client goals, including active mutual funds, ETFs, Dimensional funds, individual securities, and custom approaches.

Lucinda Richey is a CFP® with 30 years of industry experience, currently serving at Prosperity Planning, Inc. since 2004. She previously worked at Cetera Advisors LLC from 2013 to 2018. Outside of her advisory role, she is a board member at large for the Townsend Place Homeowners Association in Kansas City, MO. Prosperity Planning is an SEC-registered advisory firm that provides portfolio management, comprehensive financial planning, and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based asset allocation through index-based funds and incorporates tax considerations into portfolio design while offering specialized services such as targeted divorce financial planning and pension-plan participant education.

Kyle Barclay is a CFP® professional with 16 years of experience in the financial services industry. He currently works at Greenup Wealth, where he has been since 2021, following 11 years at American Century. His credentials include a Series 63 license. Greenup Street Wealth Management provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts while also offering tax-efficient asset location and opportunistic rebalancing for assets held outside its custody.

Kelli Harpe is a financial advisor at Fortune Financial Advisors, LLC with a Series 65 designation and four years of industry experience. Prior to joining Fortune Financial Advisors in 2024, she worked at Open Road Wealth Management, LLC from 2021 to 2024 and has a background that includes nearly three decades at the Federal Bureau of Prisons. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages approximately $202.4 million for about 178 clients and operates with a team of five advisors.

Ernest Collyer is a ChFC® credentialed financial advisor with 30 years of industry experience. He has worked at Craft & Sage Wealth since 2023 and previously spent five years at Royal Alliance and 23 years at Fortis Investors, Inc. Outside of his advisory role, he owns and operates Collyer and Associates Asset Protection, focusing on the sales and service of fixed life insurance, disability insurance, and long-term care insurance. 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 integrating multiple analytical approaches and typically exercises discretionary trading authority, often incorporating third-party and ESG-focused managers in portfolio construction.

William Leisman is a financial advisor with Landolt Securities, Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and 28 years of industry experience. His career includes nearly a decade at Moloney Securities Asset Management LLC and over a decade at Moloney Securities Co., Inc. He is also involved with Westport Advisory Group LLC, assisting retail clients with investments, and has worked as an insurance agent. Landolt Securities provides investment management and consulting to individuals, trusts, estates, and corporations, emphasizing fundamental analysis with a focus on small-cap growth stocks and offering both discretionary and non-discretionary portfolio management.

James Kelley is a CFA® charterholder with 10 years of industry experience. He currently works at Caliber Wealth Management, LLC and previously held roles at Creative Financial Designs and Lighthouse Financial. Outside of his advisory work, he is a minority owner of Mavs LLC, a club sports business in Lenexa, KS. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with a range of portfolio management, investment advisory, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory and integrates in-house tax preparation and consulting, managing approximately $1.76 billion in assets since its founding in 2024.

Patrick Ishmael is a financial advisor at Enlightnu Wealth LLC with one year of industry experience. He holds a Series 65 designation and has worked previously with Knights of Columbus Asset Advisors LLC and the Show-Me Institute. Outside of advisory work, he is the founder and owner of Pie KC LLC, a real estate investment firm. Enlightnu Wealth LLC provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs fundamental analysis in portfolio management and features multiple principals, some of whom also engage in affiliated insurance and Medicare-related businesses.