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.

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 currently works at Keen Wealth Advisors and previously held positions at Northwestern Mutual Wealth Management Company and several other firms. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities by providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework.

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.

James Schank is a financial advisor with PCG Wealth Management in Overland Park, KS, holding a Series 66 credential and 18 years of industry experience. His career includes roles at V Wealth Management, LPL Financial, Craig Kurth, Phillip Fine, and Waddell & Reed. Outside of finance, he is a principal percussionist, a role he has maintained since 1976. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is long-term and tailored to client needs, using a range of investment vehicles and a combination of fundamental, technical, and cyclical research, with a notable focus on retirement-plan fiduciary services.

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 with RPR Financial in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, and Personal Financial Group. Carlson is also a licensed insurance agent specializing in life and health insurance. RPR Financial offers 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 accounting services through its affiliated CPA practice.

Benjamin Fischer is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Leading Edge Financial Planning and Copper State Credit Union. Waterfront Wealth, Inc. manages approximately $890 million for about 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.

Matthew Hekman is a Series 65-licensed advisor with Waterfront Wealth Inc. in Overland Park, KS, where he has worked since 2021. He has 21 years of industry experience, including 18 years at Waddell and Reed/Ivy Investment Management Co. Outside of his advisory role, he serves as Treasurer for Redeemer Fellowship Johnson County and is the managing member of a sharecrop lease business in Osage County, KS. Waterfront Wealth Inc. manages approximately $890 million for around 730 clients, serving individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers. The firm employs a mix of active mutual funds, ETFs, individual securities, and custom strategies, providing discretionary and non-discretionary portfolio management along with financial planning and institutional sub-advisory services.

Kevin Ellis Rutherford is a financial advisor at Solyco Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Busey Bank and the PGA/Korn Ferry Tour. His background also includes roles with Major League Soccer (MLS) and various wealth advisory firms. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis to construct portfolios from a range of investments, including mutual funds, ETFs, individual securities, and alternative assets.

Kaden Ludlow is a financial advisor at Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has recently begun his advisory career in 2025. Prior to joining Buttonwood Financial Group, he gained experience at CSGI and Sevita, as well as completing a year at Brigham Young University. Buttonwood Financial Group is an independent SEC-registered advisory firm that serves individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services including Family CFO planning, investment management, ERISA plan services, and family-office style support, utilizing globally diversified model portfolios supported by BlackRock’s analytics.

Jennifer Armour is a financial advisor with GreenLeaf Financial Network, LLC. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining GreenLeaf Financial Network, she worked at Hutchinson Income Tax Services and First National Bank of Hutchinson. Jennifer is also the managing member of Armour Lawn Care, LLC, a lawn care business based in Hutchinson, KS. GreenLeaf Financial Network offers investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm utilizes a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, employing a variety of strategies tailored to client objectives.

Paige Gordon is a financial advisor at Legacy Financial Strategies, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CGN Advisors, LLC and Sabatka & Company. Legacy Financial Strategies is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-advisor team approach and utilizes fundamental analysis to construct globally diversified portfolios, typically using mutual funds, ETFs, and individual securities.

James Claiborne is a financial advisor with Financial Partners Group, Inc., holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors. Claiborne serves on the board of the University of Central Missouri for public and non-public entities. 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 employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and offers integrated tax planning and insurance services through affiliated entities.

Jonathan Harrison is a CFP® professional with 11 years of experience in financial advising. He has been with Sound Stewardship, LLC since 2015. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering services such as annual written financial plans, discretionary portfolio management, and third-party money-manager evaluation. The firm uses customized portfolios guided by client objectives and combines fundamental and quantitative analysis with both long- and short-term trading strategies.

Michael Thomas is a financial advisor at Freestate Advisors LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SII Investments, Inc. and The Resource Group/Hrh/Willis. Outside of advising, he is involved in property acquisition and agriculture through M.E. Thomas Properties, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and tailor portfolios to client needs.

Ryan Walker is a CFP® with three years of industry experience, currently serving as an advisor at Prosperity Planning, Inc. He has worked at Prosperity Planning since 2022 and previously held positions at New York Life Insurance Company, NYLIFE Securities LLC, and several other firms. Ryan is also an adjunct professor at Park University, where he teaches a financial planning course. Prosperity Planning, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, pension consulting, and specialized divorce financial planning. The firm employs a long-term, broadly diversified investment approach and manages approximately $465 million across 357 client accounts as a ten-advisor team.