Megan Brenner is a CFP® with 10 years of industry experience currently serving at Craft & Sage Wealth since 2023. She previously worked at Royal Alliance Associates and Premier Financial Partners. Outside of her advisory role, she works as a Game Day Assistant and Instant Replay Field Technician for the NFL. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a multi-faceted investment process combining quantitative, fundamental, technical, cyclical, and economic analysis to support model-driven portfolio management and financial planning.

Brian Lamone is a financial advisor at United Advisors America with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed Inc., The ETF Store, Inc., and Northwestern Mutual Investment Management. Lamone also acts as an insurance agent for Alliance America Corporation, offering life and health insurance and fixed annuities. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm employs a Modern Portfolio Theory approach with model portfolios, regular reviews, and uses mutual funds, ETFs, and digital currency exposure products.

Dustin Palmer is a CFP® with 11 years of experience in the financial services industry. He is currently with Craft & Sage Wealth, where he has worked since 2023. His prior experience includes roles at Royal Alliance Associates, Lockton Financial Advisors, MyLo, LF Wealth Advisors, Waddell & Reed, and Cambridge Investment Research. Palmer serves as a board member for the Amber Meadows/Lakes HOA, where he reviews financial statements and oversees neighborhood maintenance and volunteer activities. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment approach that incorporates multiple analytical methods and offers discretionary portfolio management, including the use of third-party and ESG-focused managers.

Andrea Wilt is a financial advisor with Craft & Sage Wealth in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Premier Financial Partners and Royal Alliance from 2014 to 2023. Wilt is a principal and member of an insurance agency, Your Medicare Helpers, and serves on the board of the Northeast Kansas City Chamber of Commerce. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, offering discretionary portfolio management and oversight of third-party managers.

Frederick Tromans is a financial advisor at Craft & Sage Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Premier Financial Partners and Royal Alliance Associates, Inc. He is also involved in selling and servicing life, annuity, health, and long-term care insurance products through an ownership role in Premier Financial Partners. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, and offers portfolio management, financial planning, and oversight of third-party managers.

Kaden Ludlow is a financial advisor at Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has recently begun his advisory career in 2025. Prior to joining Buttonwood Financial Group, he gained experience at CSGI and Sevita, as well as completing a year at Brigham Young University. 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 including Family CFO planning, investment management, ERISA plan services, and family-office style support, utilizing globally diversified model portfolios supported by BlackRock’s analytics.

Ryan Walker is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Prosperity Planning, Inc. since 2022 and has prior experience at New York Life Insurance Company and NYLIFE Securities LLC. Outside of advising, he serves as an adjunct professor at Park University, teaching a financial planning course. Prosperity Planning, Inc. is an SEC-registered advisory firm that manages approximately $543 million in assets and provides portfolio management, comprehensive financial planning, pension consulting, and retirement-plan rollover guidance to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach primarily through index-based funds and offers specialized services such as targeted divorce financial planning and pension-plan participant education.

John Christy is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He currently serves at Craft & Sage Wealth and has held prior roles at Royal Alliances Associates, Inc. and Premier Financial Partners, LLC. Outside of his advisory work, Christy is involved in a men's investment club at Lake Quivira Country Club. Craft & Sage Wealth provides investment management, financial planning, and investment analysis for individuals, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to align portfolios with clients’ goals and also advises on publicly traded and privately held real estate investments.

Travis Franks is a CFP® professional with Series 65 registration and one year of industry experience. He currently works at Prosperity Planning in North Kansas City, MO, where he has held roles since 2023. Prior to joining the firm, his background includes positions in financial success coaching and various educational institutions. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets using a long-term, diversified investment approach focused on global asset allocation with an emphasis on index-based funds and systematic strategy tilts.

Blake Harris is a financial advisor at Windward Private Wealth Management Inc. in Kansas City, MO, holding a Series 65 credential with two years of industry experience. Prior to joining Windward, he founded and operated BH Flips LLC, an online eBay store specializing in buying and reselling items. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to individuals and pension/profit-sharing plans, managing approximately $309.6 million in assets for about 226 clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers tailored financial planning that includes tax, retirement, estate, and insurance advice.

Joshua Falter is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with seven years of industry experience. He has been with the firm since 2016. In addition to advisory services, he is involved in fixed insurance and fixed annuity sales. 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 discretionary and non-discretionary asset management, access to third-party managers, retirement plan rollover guidance, educational workshops, and in-house tax preparation services.

Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Richard Falter is a Series 65-licensed advisor with Mid-American Wealth Advisory Group in Kansas City, MO, where he has worked since 2019. He has eight years of industry experience, including prior roles at Sound Income Strategies and Mid American Tax Advisory Group. In addition to his advisory work, he has been an insurance agent offering life and health products since 2014. Mid-American Wealth Advisory Group serves a diverse client base, managing individual and retirement accounts with a team of six advisors and overseeing approximately $335.6 million in assets. The firm’s investment approach incorporates fundamental, technical, cyclical, and behavioral analysis, with portfolio strategies tailored to clients’ goals, and also provides tax preparation services and educational workshops.

Jeffrey Ernest is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Modern Wealth Management since 2023, following prior roles at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized Investment Committee and a mix of model portfolios and third-party managers.

Christopher Ruhnke is a financial advisor at VestGen Advisors, LLC in Kansas City, MO. He holds the Series 66 designation and has been with VestGen and related entities since 2026. Prior to his advisory role, his experience includes positions in various industries and education at Northwest Missouri State University. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for over 22,700 clients. The firm provides discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and access to third-party managers, employing a client-specific strategy that incorporates fundamental, technical, and quantitative analysis along with modern portfolio theory.

Jacob Hoffman is a Series 65-licensed advisor with MissionSquare Retirement, bringing three years of industry experience. His prior work includes a one-year tenure with Northwestern Mutual and academic roles at the University of Missouri and Kearney High School. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Hayden Pudenz is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked with Barber Financial Group and the University of Missouri - Kansas City. Outside of his advisory role, he is an investment adviser representative at Barber Financial Group, working over 40 hours weekly. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and modular services supported by a centralized Investment Committee and a diverse range of strategies and tools.

Darci Emerson is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 23 years of industry experience. She has been with UMB Financial Services and UMB Bank since 2014. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering various portfolio options that include mutual funds, ETFs, municipal securities, and fixed income instruments. The firm utilizes a combination of model-based and manager-driven investment approaches and maintains affiliations with UMB Bank and UMB Investment Management.

Michael Quarles is a financial advisor at Gradient Advisors, LLC in Kansas City, MO, holding a Series 65 designation with nine years of industry experience. He has held roles at multiple firms, including American Financial Education Alliance and AE Wealth Management, and is the owner of Financial Longevity Advisory, LLC, where he also operates as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Chloe Alexander is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with seven years of industry experience. She has been with UMB Financial Services since 2018 and previously worked at Starbucks from 2013 to 2018. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products including mutual funds, ETFs, and fixed income instruments. The firm employs both model-based and manager-driven approaches and integrates municipal advisory and broker-dealer functions alongside its banking affiliate.