Emily Petty is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Windward Private Wealth Management Inc. since 2016. Windward Private Wealth Management provides wealth management and comprehensive financial planning to individuals and pension/profit-sharing plans, serving both high-net-worth and non-HNW clients. The firm uses a Modern Portfolio Theory-based investment process with diversified asset allocations and combines portfolio management with tailored financial planning services, including tax, retirement, estate, and insurance planning.

Michael Shields is a CFP® professional with 27 years of experience in the financial services industry. He has been with Waterfront Wealth Inc. since 2012 and previously worked at Wells Fargo Advisors Financial Network, LLC. Waterfront Wealth, Inc. is a registered investment adviser managing 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.

Jonathan Booze is a CFP® with 23 years of industry experience, currently serving as an advisor at One Advisory Partners, LLC. He has worked at Sanders Booze Capital Advisors, LLC and Sanders Booze & Co since 2003 and held a role with Evangel Church from 2013 to 2016. In addition to his advising work, Mr. Booze serves as an of-counsel attorney on a contract basis for a law firm in Johnson County, KS, providing legal analysis and document review. One Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm offers written plans, portfolio monitoring, and a Virtual Family Office that integrates financial planning with tax and legal services, constructing globally diversified portfolios based on modern portfolio theory.

Alex Miller is a CFP® with three years of industry experience and currently serves as an advisor at Canvas Wealth Advisors, LLC. Prior to joining Canvas Wealth Advisors in 2025, he worked at Creative Planning, LLC from 2022 to 2025. His background includes a variety of roles outside finance, including work at Scissors & Scotch and involvement with Kansas State University. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, families, trusts, charitable organizations, and private real estate funds. The firm manages approximately $713 million in client assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Ryan Brooke is a CFP® and ChFC® with 11 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has been since 2022, and also associated with Allos Investment Advisors, LLC since 2019. His background includes multiple roles within both firms over the past several years. Searcy Financial Services, Inc. is an SEC-registered adviser offering integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and employs a risk-based, diversified investment approach using model portfolios that include ETFs, equities, and bonds, with a focus on long-term management alongside the flexibility for shorter-term trades as needed.

Cynthia Wysong is a financial advisor at BCWM with 15 years of industry experience. She has been with Boyer & Corporon Wealth Management, LLC since 2012 and holds a Series 66 designation. Outside of her advisory role, she works periodically as an auctioneer assistant. BCWM provides discretionary investment management and financial planning services to high-net-worth individuals, families, and various institutional clients, focusing on asset allocation, diversification, and risk management using a combination of analytical methods.

Matthew Burleigh is a CFA® charterholder with one year of industry experience. He is currently with Prevail Innovative Wealth Advisors, LLC, where he has worked since 2024. His prior roles include positions at Horizon Lihtc Fund, Stonehawk Capital Advisors, LLC, and Gearpwer Capital, LLC. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

Peter Sowden is a CFA® charterholder with 22 years of industry experience. He has been with Atwood & Palmer, Inc. in Kansas City, MO since 2006. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts with individualized investment policies and applies both fundamental and technical analysis across various asset classes.

Nathan Mikoleit is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Midwest Financial Group since 2021 and has prior experience with Gradient Advisors LLC, Security Benefit, and Washburn University. Outside of advising, Mikoleit is involved in several business ventures, including serving as Managing Member and President of Mikoleit Agency, LLC, and owning businesses in marketing, automobile accessories, and the restaurant industry. Midwest Financial Group serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients' risk profiles and objectives.

Kelly Holloway is a financial advisor at Freestate Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at North Pointe Wealth Advisors, Lumia Wealth, and Cornerstone CPA Group. Outside of his advisory role, Holloway provides accounting and tax services as a Certified Public Accountant. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a research-driven investment approach focused on macro-level asset allocation and risk modeling, utilizing ETFs and model portfolios with options for both benchmark-aligned and tactical strategies.

John Nagle is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Kavar Capital Partners since 2014 and currently works at Kavar Capital Partners Group, LLC as part of a four-advisor team. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using a range of investment strategies and vehicles, including equities, fixed income, mutual funds, ETFs, structured products, and options.

Ralph Wentz is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, and ownership of Tax Favored Benefits Inc, a pension administration firm he has chaired since 1978. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $860 million in client assets across a multi-advisor team.

Ross Lehman is a financial advisor at Stepp & Rothwell Inc. with seven years of industry experience. He holds a Series 65 designation and has been with Stepp & Rothwell since 2018. Prior to joining the firm, he worked at Notre Dame from 2015 to 2017. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, fixed income securities, options, and margin transactions, and offers both discretionary and non-discretionary client arrangements.

Joshua Britton is a financial advisor with Financial Partners Group, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Cambridge Investment Research and Cambridge Investment Research Advisors from 2014 to 2017 and has been with Financial Partners Group since 2012. Outside of advisory work, he owns and operates Britton Farms, Inc., a farming business with oil and gas leases. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a disciplined approach to asset allocation across mutual funds, ETFs, equities, and fixed income, and integrates tax, accounting, and insurance services through affiliated practices.

Joslyn Boyd is a financial advisor at Aspyre Wealth Partners with a Series 65 credential and two years of industry experience. Prior to joining Aspyre Wealth Partners in 2026, Boyd held roles at Raymond James and Associates, LPL Financial, LLC, and UBS Financial Services. 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 aligned with Modern Portfolio Theory and integrates in-house accounting and human capital consulting services alongside wealth management.

Richard Kagy is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and over 13 years of industry experience. He has worked at several firms, including Vision, Optivise Advisory Services, Foresight Investment Advisors, and OnPointe Advisory and Financial Services, and has operated Kagy Financial since 2006. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of legal, tax, insurance, and banking services. The firm employs a diversified investment approach using fundamental, quantitative, and technical analysis combined with modern portfolio theory, managing accounts through discretionary, asset-based models tailored to client needs.

Joel Reimer is a CFP® with 12 years of industry experience, currently serving at Sound Stewardship, LLC since 2013. He holds a Series 65 license and is based in Overland Park, KS. Sound Stewardship, LLC provides comprehensive financial planning and wealth management to individual and high-net-worth clients, utilizing a service model focused on annual planning, discretionary portfolio management, and periodic reviews. The firm implements customized portfolios guided by client objectives and emphasizes tax-efficient strategies, educational seminars, and Biblically and Socially Responsible investment options.

Timothy Mcdermott is a CFP® and ChFC® with 27 years of industry experience. He has been with Financial Partners Group, Inc. since 2017 and has prior experience with Mutual Securities, Inc., MML Investors Services, LLC, and Metlife Securities Inc. Outside of his advisory role, he operates as an independent insurance agent and owns McDermott Advisory Services, LLC, which provides risk management solutions. 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’s investment approach integrates fundamental, tactical, and technical analysis, offering tailored portfolio management and financial planning services, with a formal affiliation to tax and accounting as well as insurance practices.

Christopher Stakley is a CFP® professional with 16 years of experience in financial advising. He has been with Steffes Financial, Ltd. since 2014 and previously worked at Cambridge Investment Research, Inc. He is also an independent insurance agent for various insurance companies. Steffes Financial, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing discretionary portfolio management, retirement-account consulting, qualified retirement plan advisory, and hourly financial planning. The firm manages over $537 million in client assets and employs both strategic rebalancing and tactical asset-allocation adjustments based on multiple analysis methods.

Troy Schuster is a CFP® professional with 26 years of experience in financial advising. He has been with Capital Investment Management, Inc. since 2003 and has worked with Cambridge Investment Research, Inc. for the past 15 years. Outside of finance, he is active as a percussionist and serves as president of the Choral Guild of Kansas City. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm utilizes model portfolios and outside strategists within managed-account programs and supplements investment services with tax planning and estate document offerings for larger households.