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.

Kelly Stephenson is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 66 and Series 65 licenses and bringing 20 years of industry experience. Her work history includes roles at Securities America, Inc. and National Planning Corporation. Outside of her advisory role, she serves as a Girl Scouts troop leader. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, estates, and other entities. The firm employs a tailored investment approach combining fundamental and technical analysis, modern portfolio theory, and third-party asset managers, managing approximately $213.8 million in assets as of December 31, 2025.

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 with 8 years of industry experience. He has worked at Nova R Wealth, Inc. since 2018 and previously spent one year at Stephens Inc. before starting his career at the University of Arkansas. He holds the Series 66 designation. Nova R Wealth, Inc. serves individuals, trusts, estates, charitable organizations, pension plans, and business entities with wealth management, investment management, financial planning, and pension consulting. The firm uses diversified mutual funds, ETFs, individual securities, and third-party managers to construct client-specific portfolios guided by goals, risk tolerance, and liquidity needs.

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.

Christopher Knowles is a financial advisor at Rpr Financial with Series 65 and Series 66 licenses and four years of industry experience. He has worked at Rpr Financial since 2018 and previously was involved with Underdog Wine Co and Knowmoore LLC. Outside of his advisory work, he serves as the Director of Ways and Means for the Santa Fe Trail Blazers. Rpr Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates accounting and tax preparation services through an affiliated CPA practice.

J Hartzler is a financial advisor with Triune Financial Partners, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Triune since 2017 and also 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 high-net-worth individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management guided by written Investment Policy Statements.

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.

Bart Spachek is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Cornerstone Securities since 2015 and also operates Bart Spachek Inc. since 2010. Outside of advisory work, he directs Reign Benefits Consulting, where he conducts sales of fixed, indexed, and life insurance products and provides consulting services to a former Allstate insurance agency. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of advisers who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Greg Humphreys is a financial advisor at Cornerstone Securities LLC with a Series 65 designation and six years of industry experience. He previously worked at Harris and Hart LLC, G.E.H.A., Black & Veatch, and Seaboard Foods. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm offers IAR-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

Brooklyn Maldonado is a CFP® professional at Legacy Financial Strategies, LLC with three years of industry experience. Prior to joining Legacy Financial Strategies in 2024, Brooklyn worked at Stepp & Rothwell, Inc. and State Street. 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 constructs globally diversified portfolios using mutual funds, ETFs, individual securities, and alternative investments, serving around 635 client relationships through a multi-advisor team.

Samuel Bass is a financial advisor with RSG Investments LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He previously worked at Country Financial from 2009 to 2017 and AE Wealth Management from 2017 to 2022. Bass is also involved with Retirement Solutions Group, Inc., where he provides annuity, life, and Medicare sales. RSG Investments offers discretionary asset management and investment advice primarily to individuals, trusts, retirement and profit-sharing plans, and other business entities. The firm employs a combination of fundamental, technical, and charting analysis and provides model portfolio solutions and direct asset management with client-imposed restrictions.

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® professional with 23 years of industry experience, currently serving at ONE Advisory Partners, LLC. He has worked at Sanders Booze & Co since 2003 and co-founded Sanders Booze Capital Advisors, LLC in 2008. In addition to his advisory role, Mr. Booze serves as an of-counsel attorney for a law firm in Johnson County, KS, providing legal analysis and support since 2016. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm offers written financial plans, portfolio monitoring, trade implementation, and a Virtual Family Office that coordinates financial, tax, and legal professionals.

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.