Zachary Zarda is a CFP® with seven years of industry experience currently serving at Caliber Wealth Management, LLC. His prior experience includes roles at Raymond James Financial Services and UBS Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services. The firm combines investment management with in-house tax preparation and consulting, offering globally diversified portfolios tailored to clients’ risk profiles.

Brian Taylor is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He worked at Wise Wealth LLC from 2015 to 2017 before joining Cornerstone Securities in 2017. Outside of advisory work, he is also an independent insurance agent focusing on fixed life insurance, fixed annuities, and long-term care products. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of representatives who develop portfolio strategies and provide financial planning or consulting. The firm also facilitates access to third-party advisory programs and REITs.

Christopher Wade is a financial advisor with PCG Wealth Management in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc., various insurance carriers, and LPL Financial, as well as founding Wade Action Team. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with specialized capabilities in retirement-plan fiduciary services.

Michael Don Tinio is a CFP® and holds a Series 65 license with three years of experience in financial advising. He currently works at Wrenne Financial Planning LLC and previously worked at FIRE Wealth Management LLC and Fox & Company Wealth Management. Before entering the financial industry, he was employed at QSPEC Solutions, Inc. and Epic Systems Corporation. Wrenne Financial Planning LLC provides investment management and comprehensive financial planning services to individual and high-net-worth clients, as well as corporations. The firm emphasizes passive portfolio construction using index mutual funds and ETFs and offers specialized programs for physicians, including student loan planning and virtual seminars.

Christopher Harrington is a CFA® charterholder with 17 years of industry experience. He has been with Waterfront Wealth Inc. since 2017 and previously worked at Wells Fargo Advisors LLC from 2016 to 2020. He is based in Overland Park, KS, and holds Series 63 and Series 66 licenses. 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 discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Joni Lindquist is a CFP® and holds a Series 65 license, with 13 years of experience in the financial services industry. She has been with KHC Wealth Management since 2007 and is currently part of the nine-advisor team at Aspyre Wealth Partners in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates in-house accounting and human capital services, such as executive coaching and compensation consulting, alongside a portfolio management approach that combines active and passive strategies based on Modern Portfolio Theory.

Jonathan Lall is a financial advisor at PCG Wealth Management with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed Inc. since 2001. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using low-cost, diversified mutual funds and ETFs, with flexibility to include other investment vehicles as appropriate.

Dennus Bradley Cooper is a financial advisor at Cornerstone Securities LLC with 26 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has previously worked at Dominion Investor Services, Inc. Cooper is also involved with The Cooper Group, where he places life insurance and annuities and manages overhead expenses related to his business. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of IARs. The firm offers IAR-directed asset management, third-party advisory program selection, and financial planning, with investment decisions made at the individual advisor level.

Michael Richards is a financial advisor at Convergence Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services and Ameriprise Financial. He also owns a small home-based business unrelated to investment activities. Convergence Financial is a multi-office firm that manages over $900 million in client assets across a 24-advisor team. The firm provides investment advisory and financial planning services to individuals, families, and institutions, emphasizing strategic asset allocation and fundamental analysis to build tailored portfolios.

David Garrison is a CFP® professional with 37 years of experience in the financial services industry. He has worked at Capital Investment Management, Inc. since 1998 and has been associated with Cambridge Investment Research, Inc. since 2011. Garrison is a member of Capital Tax Consulting, LLC, a related tax and consulting entity, though he is not involved in its day-to-day operations. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios and outside strategists within managed-account platforms to build customized portfolios and supplements investment services with tax planning and estate-document offerings.

Peter McGee is a financial advisor with Chief Advisors Corp in Overland Park, KS, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Chief Advisors Corp since 2011. Outside of his advisory role, McGee is engaged in selling various insurance products through a separate entity and serves as a FINRA arbitrator. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm employs a combined fundamental, technical, and behavioral investment approach and typically operates with discretionary authority across multiple accounts and custodians.

Andrea Wilt is a financial advisor with Craft & Sage Wealth in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Premier Financial Partners and Royal Alliance from 2014 to 2023. Wilt is a principal and member of an insurance agency, Your Medicare Helpers, and serves on the board of the Northeast Kansas City Chamber of Commerce. 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 combining quantitative, fundamental, technical, cyclical, and economic analysis, offering discretionary portfolio management and oversight of third-party managers.

Jeffrey Ostrander is a CFP® with 35 years of industry experience. He has worked at Caliber Wealth Management, LLC since 2020 and previously held roles at Raymond James Financial Services Advisors Inc. and Spectrum Wealth Advisors. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach, tailoring portfolios to client risk profiles and integrating in-house tax preparation staffed by licensed accountants.

Douglas Miller is a financial advisor at RSG Investments LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Market Investment Group, Market Advisory Group, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent affiliated with Market Advisory Group, LLC. RSG Investments LLC is an SEC-registered investment adviser managing approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm employs a combination of third-party model managers and direct asset management, using fundamental, technical, and tactical/strategic asset allocation approaches, typically managing accounts on a discretionary basis.

Raquel Wheeler is a CFP® and holds a Series 66 license with three years of industry experience. She has worked at Keen Wealth Advisors since 2026 and previously held roles at Northwestern Mutual Wealth Management Company and several other financial firms. Outside of finance, her background includes work at Taqueria Habana and the University of Central Missouri. Keen Wealth Advisors serves clients planning for and living in retirement, including high-net-worth individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, utilizing a multi-method investment analysis framework and discretionary portfolio management primarily through a wrap-fee program.

Eugene Pal Jr. is an advisor at Paragon Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has operated The Pal Law Firm LLC since 2011, focusing on estate planning, charitable planning, and tax matters. He is also involved in managing an e-commerce retail business. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management along with integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm employs fundamental analysis across a diversified mix of investment vehicles and participates in the Schwab Advisor Network and Schwab Advisor Marketplace.

Henry Reeg is a financial advisor with Canvas Wealth Advisors, LLC in Shawnee, KS. He holds a Series 65 designation and has been in the industry since 2026. Prior to joining Canvas Wealth Advisors, he worked at Prime Capital Financial. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and employs a diversified investment approach guided by modern portfolio theory.

James Schank is a financial advisor with PCG Wealth Management in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at V Wealth Management, LPL Financial, Craig Kurth, Phillip Fine, and Waddell & Reed. Outside of his advisory work, he has been a principal percussionist since 1976. PCG Wealth Advisors manages approximately $931 million across about 1,800 clients, offering services to individuals, charitable organizations, corporations, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing low-cost mutual funds and ETFs, with additional strategies including individual securities and tax-loss harvesting, and provides both discretionary and non-discretionary portfolio management.

Frederick Tromans is a financial advisor at Craft & Sage Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Premier Financial Partners and Royal Alliance Associates, Inc. He is also involved in selling and servicing life, annuity, health, and long-term care insurance products through an ownership role in Premier Financial Partners. 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 combining quantitative, fundamental, technical, cyclical, and economic analysis, and offers portfolio management, financial planning, and oversight of third-party managers.

Mitch Carlson is a financial advisor at RPR Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates services from its affiliated CPA practice, offering a range of discretionary and non-discretionary fiduciary solutions.