Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.

James Watts is a financial advisor with Prosperity Planning holding a Series 65 credential. His career includes over two decades of service in the US Army before transitioning to wealth management roles starting in 2026. He has worked with Dogwood Wealth Management and Kansas State University prior to joining Prosperity Planning. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages both discretionary and nondiscretionary portfolios using a long-term, broadly diversified investment approach across global asset classes, often implemented through index-based funds, and offers specialized services such as divorce financial planning and pension-plan participant education.

Daniel Reiter is a CFP®-designated financial advisor with 10 years of industry experience. He has worked at Prosperity Planning, Inc. since 2014, with additional experience at Creative Planning, Sound Stewardship, and Cetera Advisors LLC. Outside of advisory work, he serves as an adjunct instructor teaching personal financial planning at Kansas State University and is the owner of a tax preparation and consulting firm, DSR Tax and Consulting, LLC. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based allocation across global asset classes using mostly index-based funds and incorporates tax considerations into portfolio design.

Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. Prior to joining Buttonwood in 2024, he worked at JMG Financial Group and has experience as a part-time baseball instructor and coach for Mac N Seitz Baseball. Buttonwood Financial Group is an independent SEC-registered advisory firm offering comprehensive wealth management services to individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm uses individualized Investment Policy Statements and globally diversified model portfolios with integrated tax management and ongoing monitoring.

Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.

Kolton Hurst is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His background includes roles at Interbank and educational positions at Oklahoma State University and Navajo Public School. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates through discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm uses proprietary risk-based models with an emphasis on fixed-income analysis and offers additional services such as educational workshops and tax preparation.

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.

Bret Guillaume is a CFP® with 22 years of industry experience and holds the Series 66 designation. He has been with Mader & Shannon Wealth Management and its predecessor firms since 2004. The firm manages approximately $269 million in discretionary assets and serves individual and high-net-worth clients, corporations, and pension and profit-sharing plans. Mader & Shannon Wealth Management employs an active, discretionary investment approach that emphasizes individual securities on major U.S. exchanges and provides comprehensive retirement-plan services, including ERISA plan support.

Kayden Jackson is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, Jackson worked in various roles at Walmart, Kawasaki Motors, and Amazon. Mid-American Wealth Advisory Group manages individual and retirement accounts for a diverse client base, including both non-high-net-worth and high-net-worth individuals. The firm offers tailored portfolio management using a blend of fundamental, technical, cyclical, and behavioral analysis, and provides services such as retirement plan rollover guidance, educational workshops, and optional in-house tax preparation.

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.

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.

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.

Charles Bourquin is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 license. He has prior experience at 49 Financial LLC, Pinnacle Pool & Spa, Select Pool Service LLC, and Total Management, LLC. Bourquin is also a licensed insurance agent affiliated with the Financial Independence Group, where he engages in life insurance sales as part of clients' overall financial plans. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models with an emphasis on fixed-income security selection and risk management, and several representatives, including Bourquin, are licensed insurance agents offering insurance and annuity products.

Steven Palmer is a Series 65–licensed advisor with Atwood & Palmer, Inc. in Kansas City, MO, where he has worked since 1990, accumulating 30 years of industry experience. He is part of a seven-advisor team at the firm. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts using fundamental and technical analysis across various asset classes and coordinates with outside professionals to integrate clients’ financial lives.

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.

Mark Falter is a financial advisor with Mid-American Wealth Advisory Group in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Mid-American Wealth Advisory Group since 2018 and previously at Sound Income Strategies and Mid-American Tax Advisory Group. Outside of his advisory role, he volunteers for the Scranton Academy for Financial Education and owns a drone flight company. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management and model-based investment programs. The firm uses proprietary, risk-based models and emphasizes fixed-income analysis, while several representatives, including Falter, are licensed insurance agents who also provide insurance and annuity products.