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 15 years of industry experience. He has worked at Greenup Street Wealth Management since 2021 and previously spent 11 years at American Century. Kyle holds the Series 63 designation and is based in Overland Park, KS. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, including long- and short-term trading, options, and direct indexing, and offers services for both custodial and non-custodial assets.

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.

Dylan Veatch is a financial advisor at EntreWealth with one year of industry experience. He holds a Series 66 designation and previously worked at Falcon Wealth Advisors, Aya Healthcare, Spring Venture Group, Cooper's Hawk Winery, and Cerner Corporation. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team and employs a long-term investment approach using a combination of charting, cyclical, fundamental, quantitative, and technical analysis tailored to each client's Investment Policy Statement.

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.

Jacob Cole is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Spin! Pizza. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.

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.

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 financial advisor at Mader & Shannon Wealth Management in Kansas City, MO, holding a Series 65 credential with 10 years of industry experience. He has been with Mader & Shannon since 2011. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and also offers specialist services such as expert witness testimony.

Victor Semenov is a financial advisor at Convergence Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Edward Jones. Prior to his financial career, he spent several years in education at Heritage Christian Academy and Johnson County Community College. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.

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.

William Mc Crea is a financial advisor at Convergence Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab for 18 years. Outside of his primary role, he operates as a financial advisor under the d/b/a Ramos Group for investment advisory activities. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, offers retirement plan fiduciary services, and manages client assets across a 24-advisor team with multiple office locations.

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.