Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

David Evans is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Premier Financial Partners, Royal Alliance, and Premier Network, where he currently serves as a client executive and practice leader. Evans is also a board member and shareholder of HCF, Inc., where he provides strategic guidance. Optima Capital LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.

Karen Burris is a financial advisor at White Sand Wealth Management in Liberty, MO, holding a Series 65 designation with 11 years of industry experience. She has worked at White Sand Wealth Management since 2019 and previously spent eight years with BOK Financial Securities and Bokf, Na. White Sand Wealth Management is a five-advisor firm managing approximately $172.4 million for about 188 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and other businesses. The firm combines passive and active management using both fundamental and technical analysis to create personalized portfolios while providing discretionary investment management, financial planning, and oversight of third-party managers.

John Skowronski is a financial advisor at PCG Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and LPL Financial. Skowronski is involved with The Skowronski Family Trust in a fiduciary capacity. 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 emphasizes a long-term, customized investment approach using diversified mutual funds and ETFs, and offers specialized retirement-plan services including ERISA fiduciary support and participant education.

Carlos Carriedo Samaniego is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Buttonwood Financial Group in 2023, he worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, and Waddell & Reed. He is also involved with Carriedo Enterprises, LLC, an outside business activity. Buttonwood Financial Group is an independent SEC-registered advisory firm serving individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services, including Family CFO planning, discretionary and non-discretionary investment management, and family-office style support utilizing globally diversified model portfolios with integrated tax management.

Charles Cooper III is a CFP® professional with 33 years of industry experience, currently serving as a managing partner at StrongBox Wealth, LLC since 2019. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Cooper is active in the Greater Kansas City Community Foundation’s Advisory Committee and serves as a director for KC Velocity, a resource supporting entrepreneurs. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities with investment management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages customized portfolios using a multi-method investment approach and oversees third-party managers with attention to leverage and borrowing practices.

Jeffrey Anger is a financial advisor with Equity Wealth Partners, LLC in Independence, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Equity Wealth Partners, he has worked with the Independence School District since 2008. Outside of his advisory role, he is co-owner of GAPortfolio LLC, a residential real estate rental business. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning. Serving roughly 900 households through an eight-advisor team, the firm emphasizes fundamental analysis and long-term investment strategies using diversified, low-cost funds, individual securities, and structured products.

Shayna Vlock is a financial advisor at Prosperity Planning with a Series 65 designation. She joined the firm in 2026 and has prior experience working in educational and municipal roles. Prosperity Planning is an SEC-registered advisory firm managing approximately $543 million in assets, serving a diverse client base including individuals, pension plans, charitable organizations, and businesses. The firm employs a long-term, broad-based investment strategy across global asset classes, often utilizing index-based funds and providing specialized services such as divorce financial planning and pension-plan participant education.

Jonathan Garlow is a financial advisor at StrongBox Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the board chair of the Lee's Summit Chamber Foundation. StrongBox Wealth serves individual and high-net-worth clients, as well as 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 services, using a multi-method investment process with continuous portfolio monitoring and due diligence on external managers.

David Gilmore is a CFP® professional with 14 years of experience in financial advising. He is currently with Equity Wealth Partners, LLC, and has previously worked at Ameriprise Financial Services, Inc. He serves as a board member of the Blue Springs Education Foundation, which provides financial support to students and staff in the Blue Springs school district through scholarships and grants. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning services. The firm manages assets for roughly 900 households through an eight-advisor team and employs a long-term investment approach using diversified, low-cost mutual funds, ETFs, individual equities, bonds, and occasional structured products.

Kelly Kariker is a CFP® professional with five years of industry experience, currently serving at White Sand Wealth Management. Prior to joining White Sand Wealth Management in 2022, Kariker worked at BOK Financial Securities, Inc., Bokf, Na, and Commerce Bank, where she spent sixteen years. White Sand Wealth Management is a five-advisor registered investment adviser managing approximately $172.4 million for around 188 clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, and other businesses, using a blend of passive and active management along with fundamental and technical analysis to develop individualized portfolios.

Samuel Huet is a CFP® professional with seven years of experience at White Sand Wealth Management. Prior to joining the firm, he worked for four years at Robert Morris University. White Sand Wealth Management is a five-advisor registered investment adviser managing approximately $172 million for individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm combines passive and active management with fundamental and technical analysis to create tailored portfolios, providing discretionary investment management and various financial planning services.

Andrew Osborne is a CFP® with 15 years of industry experience, currently serving as an advisor at Windward Private Wealth Management Inc. in Kansas City, MO. He previously worked at Steven T. Osborne, CPA for six years before joining Windward, where he has been part of the advisory team for over seven years. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to both high-net-worth and non-HNW individuals and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations, emphasizing a "look frequently, trade infrequently" strategy combined with tailored financial planning that includes tax, retirement, estate, and insurance considerations.

Danielle Brown is a CFP® professional at Buttonwood Financial Group, LLC with eight years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Financial Designs, Inc., and Creative Planning. 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 and utilizes globally diversified model portfolios supported by BlackRock’s Custom Model Solutions and related analytics.

Lucinda Richey is a CFP® with 30 years of industry experience, currently serving at Prosperity Planning, Inc. since 2004. She previously worked at Cetera Advisors LLC from 2013 to 2018. Outside of her advisory role, she is a board member at large for the Townsend Place Homeowners Association in Kansas City, MO. Prosperity Planning is an SEC-registered advisory firm that provides portfolio management, comprehensive financial planning, and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based asset allocation through index-based funds and incorporates tax considerations into portfolio design while offering specialized services such as targeted divorce financial planning and pension-plan participant education.

Kyle Sanders is a financial advisor at Mader & Shannon Wealth Management in Kansas City, MO, holding a Series 65 credential with 10 years of industry experience. He has been with Mader & Shannon since 2011. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and also offers specialist services such as expert witness testimony.

Joel Huet is a CFP® with 13 years of industry experience. He has worked at White Sand Wealth Management since 2019 and previously held roles at Open Road Wealth Management and MoBank Private Wealth. He serves as a council member on the Children's Mercy Hospital Planned Giving Council and is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. White Sand Wealth Management is a five-advisor firm managing approximately $172.4 million for individuals, high-net-worth clients, pension plans, and businesses. The firm uses a blend of passive and active management with both fundamental and technical analysis to create portfolios tailored to clients’ objectives and tax considerations, with ongoing oversight and reporting.

Jason Anderson is a financial advisor with Equity Wealth Partners, LLC in Independence, MO, holding a Series 66 designation and 27 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 17 years before joining Equity Wealth Partners in 2022. Anderson serves in fiduciary capacities such as trustee and personal representative. Equity Wealth Partners is an eight-advisor team managing over $250 million in assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers integrated wealth management combining discretionary portfolio management with financial planning, using a fundamentally driven, generally long-term investment approach focused on diversified, low-cost funds alongside individual securities.

Kenneth Borum is a financial advisor at Prosperity Planning with 22 years of industry experience. He holds a Series 66 designation and has worked at Prosperity Planning since 2004, with a previous five-year tenure at Cetera Advisors LLC. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, broad-based investment approach across global asset classes, often using index-based mutual funds and ETFs, and offers specialized services such as targeted divorce financial planning and pension-plan participant education.

Andrew Beil is a CFP® with 12 years of industry experience, currently serving as an advisor at StrongBox Wealth, LLC since 2021. His prior roles include positions at Prime Capital Investment Advisors, Private Client Services, and American Century Investment Services. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities, managing approximately $562 million in assets across 474 accounts. The firm uses a multi-method investment process and offers customized portfolios with various asset types, along with ongoing monitoring and periodic rebalancing.