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.

Vanessa Taylor is a financial advisor with Insight Financial Services, holding a Series 66 designation and 14 years of industry experience. She previously worked at Commonwealth Financial Network for 10 years and is a co-owner of Prestige Transportation, a business she has been involved with since 2015. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios based on individual objectives and risk tolerance, employing a range of investment strategies and third-party asset managers.

Abel Bonga is a financial advisor with Keen Wealth Advisors in Overland Park, KS. He holds a Series 65 designation and has been in the industry since 2025. His prior work experience includes positions outside the financial services sector and a university education at the University of Missouri. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and a range of investment vehicles such as ETFs, mutual funds, stocks, and bonds.

James Horlacher is a financial advisor with First Affirmative Financial Network LLC in Lenexa, KS. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having been with First Affirmative since 1999. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of 14 advisors, managing approximately $956 million in assets. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.

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 worked in financial services roles at Ameritas Investment Company, LLC, and Tax Favored Benefits since 2021. Outside of his advisory work, he has experience in event venue management at Grinders KC. 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 offers tailored portfolios using a range of investment vehicles, conducting ongoing monitoring and reviews to serve its clients.

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 with RDA Financial Network in Overland Park, KS, holding Series 65 and Series 63 licenses and six years of industry experience. He has been associated with The Roth Companies, Inc. since 2017, where he serves in roles including insurance agent and wealth management advisor. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies across various investment approaches under a Wealth Management Committee.

Dennis Goodwin is a financial advisor at Greenup Wealth with 27 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at American Century Investment Services Inc. from 2014 to 2022. Greenup Wealth provides portfolio management and ongoing financial planning to individuals, charitable organizations, and business entities. The firm employs a variety of analysis methods and investment strategies, serving both discretionary and non-discretionary accounts, and offers services including tax-efficient asset location and opportunistic rebalancing for assets held outside its custody.

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® professional with 21 years of industry experience, currently serving at Keen Wealth Advisors. He has been with Keen Wealth Advisors since 2014 and holds the Series 66 designation. Outside of his financial advisory work, Wilson is involved in automobile ownership and motorsport activities through several LLCs, including owning and driving vehicles on race tracks. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, pension and profit-sharing plans, and other business entities, offering comprehensive portfolio management, financial planning, and retirement services. The firm manages approximately $1.23 billion in assets and employs a multi-method investment analysis approach with discretionary portfolio management.

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.