Alan Rickert is a CFP® professional with 34 years of experience in the financial industry. He is currently with Centerpoint Advisory Group, LLC and has held prior roles at Personal Financial Group and LPL Financial. Outside of advisory services, he is a licensed notary. Centerpoint Advisory Group provides advisory services to individuals, including high-net-worth clients, and to pension and profit-sharing plans. The firm employs a multi-method investment approach involving fundamental, quantitative, technical, cyclical, and portfolio theory analyses, managing accounts primarily on a discretionary basis with documented risk tolerance and regular portfolio monitoring.

Kyle Strehlow is a CFP® professional with two years of industry experience, currently serving at BCWM. His prior experience includes roles at Aspyre Wealth Partners and Boyer Corporon Wealth Management, as well as four years at Hallmark Cards before entering the financial advisory field. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutional clients. The firm combines discretionary portfolio management with comprehensive financial planning and applies multiple analytical approaches to meet client objectives.

Patrick Berch is a Series 65-licensed advisor with 15 years of industry experience. He is currently with Waterfront Wealth Inc., where he has worked since 2022, and previously held roles at Elevated Capital Advisors, LLC, Global Financial Private Capital, and Global Plains Advisory Group. Waterfront Wealth, Inc. serves individuals, families, trusts, foundations, businesses, retirement plans, and institutional sub-advisory clients. The firm provides customized portfolio management and financial planning using a range of strategies including active mutual funds, ETFs, and individual securities, and manages over $1.1 billion in discretionary assets.

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.

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.

Richard Boyer is a CFP® with 32 years of industry experience and has been with Boyer & Corporon Wealth Management since 2007. He is based in Overland Park, KS, and holds Series 63 and Series 65 licenses. BCWM serves high-net-worth individuals and families, as well as various institutions, providing investment supervisory services and financial planning. The firm employs a team approach and emphasizes a balance between portfolio management and financial planning, utilizing diversified strategies and detailed client reporting.

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.

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.

Ryan Brooke is a CFP®, ChFC®, and Series 65-licensed financial advisor with 11 years of industry experience. He is affiliated with Searcy Financial Services, Inc. and Allos Investment Advisors, LLC, where he has held roles since 2016. Ryan is based in Overland Park, KS. Searcy Financial Services, Inc. offers integrated wealth management services to individuals, retirement plans, corporations, and foundations, managing approximately $514 million in discretionary assets. The firm employs a risk-based, diversified investment approach using model portfolios and provides portfolio management and operational support to affiliated and other adviser clients.

Cynthia Wysong is a Series 66-licensed financial advisor with 16 years of industry experience, currently serving at BCWM. She has worked at Boyer & Corporon Wealth Management since 2012 and was previously with Equitable Advisors from 2009 to 2012. Outside of advising, she works as an auctioneer assistant several times a year. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balance between portfolio management and financial planning, utilizing multiple analysis techniques and a range of investment strategies tailored to client objectives.

Nathan Mikoleit is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Midwest Financial Group since 2021 and has prior experience with Gradient Advisors LLC, Security Benefit, and Washburn University. Outside of advising, Mikoleit is involved in several business ventures, including serving as Managing Member and President of Mikoleit Agency, LLC, and owning businesses in marketing, automobile accessories, and the restaurant industry. Midwest Financial Group serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients' risk profiles and objectives.

John Nagle is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Kavar Capital Partners since 2014 and currently works at Kavar Capital Partners Group, LLC as part of a four-advisor team. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using a range of investment strategies and vehicles, including equities, fixed income, mutual funds, ETFs, structured products, and options.

Haley Hazem is a financial advisor at Skybound Wealth USA with eight years of industry experience and holds the Series 66 designation. Her career includes roles at Amerity Financial, Private Client Services, Prime Capital Investment Advisors, and Equitable Advisors. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and frequently manages client assets on a non-discretionary basis.

Ryan Tudas is a financial advisor at Normandy Investment Advisors with a Series 65 designation and four years of industry experience. Prior to joining the firm, he served nine years in the U.S. Marine Corps. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities, providing personalized wealth management, financial planning, and discretionary portfolio management using a blended active/passive approach within an asset-allocation framework. The firm employs equities, fixed income, mutual funds, ETFs, and options strategies for income and hedging, and operates from multiple offices with a distinctive approach to compensation disclosures and held-away retirement plan management.

Kenneth Green is a CFA® charterholder and holds a Series 65 license with 35 years of industry experience. He has been with Mitchell Capital Management Co. since 1990. Mitchell Capital Management Co. is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in assets and offers customized investment guidelines using a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Sean Easterly is a CFP® professional with 11 years of industry experience. He has been with Boyer & Corporon Wealth Management since 2016. He holds the Series 66 designation and is based in Overland Park, KS. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balanced approach combining discretionary portfolio management and financial planning, serving clients through a seven-advisor team managing approximately $665 million in assets.

Parker Moeder is a CFP® and holds a Series 65 license with two years of experience in financial advising at Centerpoint Advisory Group, LLC. He has also worked since 2012 at Eric J Moeder CPA & Associate. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and cyclical analyses, along with options strategies and third-party manager referrals.

William Padek is a financial advisor at Centerpoint Advisory Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2002, Personal Financial Group from 2011 to 2019, and joined Centerpoint Advisory Group in 2022. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and referrals to third-party managers. The firm uses a combination of fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses and employs various trading strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and regular reporting.