Craig Novorr is a financial advisor at Paragon Capital Management LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Paragon since 2006. Outside of his advisory role, he serves as a trustee of family trusts and holds a real estate broker license. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning and estate-planning support. The firm’s investment approach emphasizes fundamental analysis and tailored portfolios across a range of asset types, with a notable role within the Schwab Advisor Network and Schwab Advisor Marketplace.

Kyle Sanders is a Series 65 licensed advisor at Mader & Shannon Wealth Management in Kansas City, MO, with 11 years of industry experience. He has been with Mader & Shannon Wealth Management since 2011. Mader & Shannon Wealth Management manages approximately $269 million in discretionary assets through a team of eight advisors, serving individual and high-net-worth clients, corporations, and pension and profit-sharing plans. The firm employs an active, discretionary approach to portfolio management, integrating fundamental and technical analysis with third-party research and offers comprehensive retirement-plan services including ERISA plan support.

Nicholas Allen is a financial advisor at Craft & Sage Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. He previously worked at Outdoor Bank for one year and has nearly a decade of experience prior to that in roles not specified. 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 integrates various analytical methods and offers discretionary portfolio management along with oversight of third-party managers and real estate investment analysis.

Luke Ross is a CFP® with five years of industry experience, currently serving as an advisor at Canvas Wealth Advisors, LLC since 2020. Prior to his advisory role, he was a full-time student for sixteen years. Outside of his advisory work, he is a minority member of RW Capital LLC, a bookkeeping business in Overland Park, KS. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and private real estate funds. The firm emphasizes diversified portfolios aligned with modern portfolio theory and acts as Administrative Manager for private real estate funds, managing investments and administrative tasks for qualified clients.

William Candler is a financial advisor with Cabin Advisors, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Kingsmont Capital, Inc., Valley Pointe, LLC, and Cabin Securities Inc. Outside of finance, he is a partner in Ozark Kri-Kri, LLC, an animal breeding business on a family farm. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning and portfolio management through discretionary and non-discretionary accounts, utilizing a range of analytical approaches and due diligence on alternative investments.

John Fales is a CFP® with 14 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has worked intermittently since 2016, and is also associated with the firm's subsidiary, Allos Investment Advisors, LLC. Searcy Financial Services, Inc. is an SEC-registered adviser providing integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and uses a risk-based investment process with model portfolios that include ETFs, individual equities, and bonds, offering tiered service levels and both long-term and opportunistic trading strategies.

Jacob Chadick is a financial advisor at RDA Financial Network with a Series 66 designation and four years of industry experience. He has held roles at several firms including The Roth Companies, Inc. and United Planners Financial Services. Chadick also serves as Director of Operations and Wealth Management Advisor at The Roth Companies and holds a non-variable insurance agent license. 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 overseen by a Wealth Management Committee.

Brandon Blankenship is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Triune Financial Partners, LLC. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Vectra Private Bank affiliated with Zions. Outside of his advisory work, he conducts occasional private sales of collectible items he personally owns. Triune Financial Partners serves a broad client base including high-net-worth individuals, retirement plans, charities, and corporations, providing discretionary portfolio management, planning, and consulting services. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing low-cost mutual funds and ETFs, with particular use of Dimensional Fund Advisors (DFA) funds.

Brian Gloe is a financial advisor at Craft & Sage Wealth with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Premier Financial Partners, MML Investor Services, and MassMutual Life Insurance Company. Outside of his advisory role, he owns a sole proprietorship providing group medical and life insurance services. Craft & Sage Wealth offers investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm uses a model-driven investment process that combines quantitative, fundamental, technical, cyclical, and economic analysis, and provides portfolio management, third-party manager oversight, and real estate investment analysis.

Richard Boyer is a CFP® with 32 years of industry experience and has been with Boyer & Corporon Wealth Management since 2007. He is based in Overland Park, KS, and holds Series 63 and Series 65 licenses. BCWM serves high-net-worth individuals and families, as well as various institutions, providing investment supervisory services and financial planning. The firm employs a team approach and emphasizes a balance between portfolio management and financial planning, utilizing diversified strategies and detailed client reporting.

Kelly Stephenson is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 65 and Series 66 licenses and 20 years of industry experience. His career includes roles at Securities America, Securities Service Network, National Planning Corporation, and Prairie Capital Management. He serves as a Girl Scouts troop leader, organizing meetings and learning activities. Insight Financial Services provides discretionary portfolio management, modular financial planning, pension consulting, and educational seminars for individuals, retirement plans, trusts, and estates. The firm manages approximately $213.8 million in assets and employs an investment approach that integrates fundamental and technical analysis with modern portfolio theory, using discretionary management and third-party asset managers to tailor advice to client objectives.

Jon Grams is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Midwest Financial Group since 2016 and has operated Jon Grams And Associates, Inc. since 2005. Outside of his advisory work, he serves as a volunteer mentor coordinator for the Johnson County Veteran's Treatment Court. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily composed of mutual funds and ETFs, tailoring strategies to clients’ documented risk profiles and objectives.

Heather Sullivan is a Certified Financial Planner® (CFP®) with 11 years of industry experience, currently serving at Midwest Financial Group LLC since 2015. She is also the owner of Mindful Wealth, LLC, a non-investment related tax entity, and works as an independent insurance agent providing insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios tailored to clients’ risk profiles and objectives.

Tyler Moison is a CFP® with five years of industry experience, currently serving as a financial advisor at Elevated Capital Advisors, LLC. His prior experience includes roles at Elevated Retirement Group, Advisors Excel, Target, and Waddell and Reed. In addition to his advisory work, he is licensed to sell insurance, dedicating part of his time to that activity. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients by providing investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis and offers various portfolio management and consulting services through a network of independent advisors.

Matthew Rodgers is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has worked at Nova R Wealth, Inc. since 2018 and previously spent one year at Stephens Inc. and four years at the University of Arkansas. Nova R Wealth is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing approximately $452.6 million for around 323 clients. The firm employs a primarily long-term investment approach, building diversified portfolios using mutual funds, ETFs, individual securities, and third-party managers as appropriate.

Steven Franke is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, with 26 years of industry experience. He has been with Atwood & Palmer since 1996 and holds Series 65 and Series 66 licenses. Atwood & Palmer serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm manages discretionary accounts using both fundamental and technical analysis across various asset classes and coordinates with outside professionals to integrate clients’ financial lives.

J Hartzler is a financial advisor with Triune Financial Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Triune Financial Partners since 2010, with a brief overlap working at Financial 20/20 since 2015. Outside of his advisory role, he operates a pro bono financial planning service providing planning and budgeting assistance to individuals and families at no charge. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, focusing on passive asset-class exposure through low-cost mutual funds and ETFs, with an emphasis on institutional Dimensional Fund Advisors (DFA) funds, and offers a range of portfolio management and retirement plan consulting services.

Jason Anderson is a financial advisor with Equity Wealth Partners, LLC in Independence, MO, holding a Series 66 designation and 27 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 17 years before joining Equity Wealth Partners in 2022. Anderson serves in fiduciary capacities such as trustee and personal representative. Equity Wealth Partners is an eight-advisor team managing over $250 million in assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers integrated wealth management combining discretionary portfolio management with financial planning, using a fundamentally driven, generally long-term investment approach focused on diversified, low-cost funds alongside individual securities.

Lasandra Rice is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Freestate Advisors since 2017, as well as Retirement Income Strategies, LLC since 2016. Outside of finance, she owns and operates LLR Fitness, LLC, a personal training business, and is a partner in DDown Transportation, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on macro-level, research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and customization options when needed.

Joshua Johnson is a financial advisor at Freedom Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cogent Communications for 11 years before joining his current firm. Freedom Wealth Advisors, LLC provides fee-based portfolio management and financial planning services to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation strategy that integrates long-term investing with shorter-term trading, utilizing various analytical methods to customize portfolios according to client objectives and risk tolerance.