Christopher Wolff is a CFP® with 17 years of industry experience, currently serving at Capital Investment Management, Inc. in Lee's Summit, MO. His prior experience includes roles at Country Club Trust Company, Tower Wealth Managers, and Creative Planning, among others. Capital Investment Management, Inc. serves individuals, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages approximately $558.9 million in discretionary assets across more than 1,000 client relationships and utilizes a range of co-advisory and managed account platforms to deliver portfolio management.

Faith Hutchins is a CFP® and Series 66-registered advisor at Capital Investment Management, Inc. with two years of industry experience. Prior to entering financial services, she worked in the hospitality sector and spent several years in education. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm employs a program-based approach leveraging multiple managed account platforms to serve a large client base efficiently.

Martin Brooks is a financial advisor at Freedom Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Freedom Wealth Advisors since 2019. His prior experience includes roles at Troutman and Associates and United Planners. Brooks is also involved in independent insurance sales and is the founder of Heritage Financial. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy that combines long-term core orientation with flexible trading tactics and utilizes third-party advisers for portfolio and tax-mitigation trading.

Gregory Wozniak is a financial advisor at Universal Financial Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at PFG Advisors, LLC, Securities America, Inc., Beam Asset Management, LLC, and is the owner of True Compass Financial, LLC. Outside of his advisory work, Wozniak serves as president of the Lions Club of Lake Winnebago Foundation and holds volunteer positions with the Lake Winnebago Lions Club and the local homeowners association. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, managing client portfolios on a discretionary basis while tailoring allocations to client risk tolerance and time horizon.

Douglas Ciocca is a financial advisor at Kavar Capital Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kavar Capital Partners and its predecessor entities since 2011. 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 both fundamental and technical analysis across a broad range of investment products and strategies.

Jonn Wullschleger is a CFA® charterholder with 24 years of industry experience. He has been with Mitchell Capital Management Co. since 2000. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. Mitchell Capital Management customizes investment guidelines for each client and employs a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

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.

Jennifer Armour is a financial advisor at GreenLeaf Financial Network, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hutchinson Income Tax Services and First National Bank of Hutchinson. Outside of finance, she is the managing member of Armour Lawn Care, LLC, a lawn care business based in Hutchinson, KS. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm employs a range of investment strategies and delivers services primarily through a decentralized network of independent Investment Adviser Representatives.

Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.

Michael Beary is a financial advisor with GreenLeaf Financial Network, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Private Client Services, LLC and VSR Financial Services, Inc. Over his career, he has also maintained a role as a registered representative, earning commissions on certain transactions separate from his advisory services. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and corporate clients. The firm employs a variety of analytical methods and investment strategies tailored to client goals, delivering services through an extensive network of independent advisors.

Kathy Postoak is a financial advisor with StrongBox Wealth, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She also serves as Director of Operations at StrongBox Wealth, focusing on client services and operations. StrongBox Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning, employing a multi-method investment process with ongoing portfolio monitoring and due diligence.

Paul Mcclain is a financial advisor with Freedom Wealth Advisors, LLC in Lee's Summit, Missouri. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2010, he has been with Freedom Wealth Advisors and is also involved with Supreme Athletic Complex, LLC, a gymnasium where he performs bookkeeping tasks. Freedom Wealth Advisors provides fee-based portfolio management and financial planning to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation approach combining long-term investing with shorter-term trading, using various analytical methods to tailor portfolios to client objectives and risk tolerance.

Miles Green is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mitchell Capital Management Co since 2017. His prior work includes roles at Texas Christian University and a brief period of unemployment. Mitchell Capital Management Co is an SEC-registered investment adviser managing approximately $861 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations, utilizing a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

Quinn Dippel is a CFA® charterholder with experience at several firms including DeMarche and Hallmark Cards prior to joining Mitchell Capital Management Co, where he has worked since 2025. He is based in Leawood, KS. Mitchell Capital Management provides discretionary investment management and integrated financial planning to individual and institutional clients. The firm employs a disciplined investment approach combining computerized screening with traditional security analysis, manages multiple actively managed strategies, and emphasizes investment-grade intermediate-duration bonds.

Tanner Millar is a financial advisor at Core Planning with a Series 65 designation and four years of industry experience. He has been with Core Planning since 2020 and previously worked at Mac's Docs and Continental Siding Supply. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

William Stoddart is a financial advisor at M Holdings Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M Holdings Securities since 2013 and with McInnes Group since 2015. Outside of his advisory roles, he serves as vice president of financial services at McInnes Group, where he assists with insurance sales. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and insurance advisory.

Matthew Holt is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 credential and bringing 12 years of industry experience. He has worked at cfd Investments since 2017 and previously spent time with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Holt is also involved in independent insurance sales and Christian Wealth Management. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm uses asset-class model allocations aligned with risk objectives and provides Biblically Responsible Investing strategies alongside various implementation features.

Joshua Diekmann is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2023. Prior to this, he spent five years with Barber Financial Group. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse range of clients, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Kevin Kemmerer is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with ON Investment Management Company and its affiliates since 2014. Outside of his advisory role, Kemmerer is also involved in life and health insurance sales through Summit Pointe Financial Group. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs and maintaining a dual-registration model that integrates advisory and broker-dealer activities.

Gary Jones is a financial advisor at Savvy with 17 years of industry experience. He holds a Series 66 designation and previously worked at FBL Marketing Services, FBL Financial Group, and Valic Financial Advisors. Outside of finance, he is involved in playing music as a band owner. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.