Luke Tait is a financial advisor at Golden Guidance LLC in Overland Park, Kansas, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Quadcap Wealth Management, LLC from 2016 to 2019. Outside of financial advising, he is a partner in The Food Truck Club, an online booking platform for food services, where he helps coordinate and expand operations. Golden Guidance LLC is a single-advisor registered investment adviser serving a small client base with discretionary portfolio management and financial planning. The firm employs tailored investment strategies, including the use of ETFs, leveraged ETFs, option writing, and margin transactions.

Zachary Emslie is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as the sole advisor at BlueVine Advice in Kansas City, MO. He previously worked at Sterneck Capital Management, LLC, and Capital-E-Advisors, LLC before founding BlueVine Advisors, LLC in 2020. BlueVine Advice is an independent investment adviser that serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm combines passive, index-based allocations with active investment techniques within a Modern Portfolio Theory framework and offers unique employee benefit plan consulting alongside integrated tax preparation services.

Clint Haynes is a Certified Financial Planner® with 20 years of industry experience, currently serving as the sole advisor at NextGen Wealth, LLC since 2014. He is based in Lee’s Summit, Missouri, and holds a Series 66 license. Outside of his advisory work, Haynes serves as Treasurer and Board Member of the Lee’s Summit Educational Foundation, a nonprofit organization. NextGen Wealth provides financial planning, discretionary investment advisory, and manager selection services to individuals, corporations, and retirement plans. The firm employs fundamental analysis and modern portfolio theory, typically allocating assets to third-party advisers, and serves a client base that includes high-net-worth individuals and institutional accounts.

Walter Hodgden is the sole advisor at Fiduciary Standard, LLC, an independent investment advisory firm based in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Hodgden has led Fiduciary Standard since 2013. Fiduciary Standard serves a limited client base including individual and high-net-worth clients, family-related trusts, and at least one banking institution. The firm offers tailored asset and portfolio management services focused on long-term capital appreciation and dividend income, managing accounts on a non-discretionary basis with direct client approval before trades.

Dana Williams is a financial advisor at EQUINET, Inc. in Kansas City, MO, with 38 years of industry experience. He has been with EQUINET since 1987 and holds a Series 63 designation. EQUINET, Inc. provides portfolio management and advisory services to pooled vehicles, institutional clients, and separately managed accounts. The firm manages assets primarily on a non-discretionary basis, serving individuals beyond the high-net-worth segment, and maintains a portfolio allocation that includes a significant proportion of cash and annuities.

Stephen Godfrey is a financial advisor with Financial Planning Partners in Leawood, Kansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Financial Planning Partners since 2005. Financial Planning Partners provides investment advisory and financial planning services primarily to individual clients, as well as trusts and charitable organizations. The firm offers portfolio management through individual portfolios and access to managed account solutions that include model asset-allocation portfolios and separately managed accounts, typically holding mutual funds or ETFs.

Troy Burgett is the sole advisor and owner of Catalonia Wealth Management LLC, holding a Series 65 credential with three years of industry experience. He previously worked at PwC and currently serves as a financial analyst for Realko Asset Management, a real estate management company. Catalonia Wealth Management provides discretionary asset management and investment advisory services primarily to pooled vehicles and institutional clients. The firm’s investment approach combines fundamental and technical analysis with portfolio construction focused on asset allocation, security selection, and options trading, alongside tax strategy and financial planning support.

Matthew Davis is the sole advisor at Davis Financial Management, Inc., an independent firm based in Leawood, KS. He holds the PFS™ designation and Series 65 license and has 22 years of industry experience. He has led his firm since 2007. Davis Financial Management serves individual investors, high-net-worth clients, small businesses, and select pension/profit-sharing and institutional clients. The firm offers asset allocation, portfolio monitoring, written financial planning, and separate accounting and tax services through a CPA advisor. Portfolios primarily consist of no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors strategies, managed on a non-discretionary basis requiring client approval.

Douglas Stehl is the sole advisor at Crossroads Asset Management LLC in Leawood, Kansas, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has led Crossroads Asset Management since 2007. Crossroads Asset Management LLC offers discretionary wealth and portfolio management services to individuals, high-net-worth clients, and fiduciary entities such as foundations, corporations, trusts, and estates. The firm employs a bottom-up, Growth-at-a-Reasonable-Price approach for equity selection combined with conservative fixed-income strategies, serving a small client base that includes corporate and institutional clients.

Andrew Mitchell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at Critical Capital LLC, where he has worked since 2020. His prior experience includes roles at UBS Financial Services Inc. and TLG Advisors, Inc. Mitchell also engages in business consulting and conducts life insurance reviews as an independent insurance agent. Critical Capital LLC provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis, including options and alternative strategies, and offers performance-based fee arrangements alongside an affiliated insurance practice.

Aaron Pickert is a financial advisor with Stewardship Capital in Independence, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Stewardship Capital since 2016. In addition to his advisory role, he is involved in selling and servicing fixed insurance products, including term life, disability, long-term care, and critical illness insurance. Stewardship Capital serves individual investors, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary portfolio management and financial planning. The firm utilizes a range of investment strategies, including fundamental and technical analysis, and employs derivatives and options writing within separately managed accounts.

David Larson is a financial advisor at ViaWealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at ViaWealth since 2018, following a tenure at Lake Street Partners, LLC. Outside of his advisory role, he is involved with Larson Building Company, LLC, which he has been associated with since 2013, and BenchMark KC, LLC since 2009. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic investment approach grounded in Modern Portfolio Theory and manages over $241 million in discretionary assets across 91 client relationships.

Johnathan Brown is a financial advisor at Family Legacy Advisors, LLC with one year of industry experience. He holds a Series 65 credential and also practices as an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Prior to his current roles, he worked at JPMorgan Chase, Stonex Inc., and Synchrony Financial, among others. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory-based investment approach and offers both discretionary and non-discretionary management, often utilizing model allocations across a range of asset classes.

Vincent Duvigneaud is a financial advisor at M3Sixty Capital, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including FinTrust Capital Advisors and Thesis Fund Management. Outside of his advisory role, he serves as an advisory board member for a medical device company focused on laser spine surgery. M3Sixty Capital advises investment companies and institutional clients, managing several SEC-registered mutual funds and providing separately managed accounts primarily for institutional and high-net-worth investors. The firm employs a variety of investment strategies across equities, fixed income, and alternatives, emphasizing active security selection and tailored portfolio management.

Madeline Bayne is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at StoryOne Family Office and has previously worked at Keel Point, Raymond James Financial Services Advisors, and Kooman & Associates. StoryOne Family Office serves high-net-worth individuals, families, trusts, estates, corporations, qualified retirement plans, and nonprofit organizations. The firm offers portfolio management, financial planning, and comprehensive family office services, including wealth design, trust administration, philanthropic planning, and lifestyle management.

Ron Dietz is a financial advisor with Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Prior to joining Sarver Vrooman Wealth Advisors, he worked at Wells Fargo Advisors and Calamos Financial Services LLC. He is also the owner of R3D3, LLC, a holding company based in Leawood, KS. Sarver Vrooman Wealth Advisors offers discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, using a combination of fundamental, technical, charting, and cyclical analyses, and provides ongoing portfolio reviews and rebalancing.

Matthew Weglarz is a CFA® charterholder currently with Buffalo Run Wealth Advisors LLC. He has over 16 years of industry experience, including roles at Tortoise Capital Advisors, Mariner Wealth Advisors, Triad Wealth Partners, and WealthCrossing. He also serves as Director of Operations at another investment adviser firm, WealthCrossing, where he does not provide advisory services. Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm emphasizes ETF-focused, long-term investment strategies grounded in fundamental analysis and modern portfolio theory, tailoring portfolios to client goals and risk tolerances.

Kyle Hammerschmidt is a financial advisor with Mokan Wealth Management, holding the Series 65 designation and bringing nine years of industry experience. He has worked at multiple firms since 2013, including Retirement Wealth Advisors, Brookstone Capital Management, and CreativeOneWealth. In addition to his advisory role, he leads educational classes for retirees through Retire Ready Academy. Mokan Wealth Management provides financial planning and discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $250 million in assets. The firm emphasizes customized investment strategies, combining individually selected equities with index funds and U.S. Treasury securities, and offers both standalone and integrated financial planning options.

Christopher Walden is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stewardship Capital since 2024 and previously spent 15 years with Heartland Capital Advisors LC. Outside of his advisory role, he is involved in fixed insurance sales through MO-KAN Insurance. Stewardship Capital serves individual investors, retirement plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and utilizes derivatives and options writing within separately managed accounts.

David Walsh is a CFP® professional with 10 years of industry experience. He is currently with Overland Park Wealth Management LLC and has previously worked at Dynamic Wealth LLC, Creative Planning, and Sunrise Advisors, Inc. In addition to his financial advisory roles, Walsh operates Walsh Law LLC, a legal practice providing business and estate planning services. Overland Park Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and private businesses. The firm uses fundamental and cyclical analysis with a focus on long-term investments and tailors advisory services to accommodate clients’ specific tax and legacy considerations.