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.

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.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career history includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and TIAA-CREF. He is also the owner and sole proprietor of STG Financial, a financial consulting business. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm employs a variety of analytical approaches and delivers tailored investment advice with ongoing account monitoring and options for household aggregation and third-party money managers.

Lucinda Richey is a CFP® professional with 29 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, Inc. is a ten-adviser firm that provides portfolio management, financial planning, and pension consulting to individuals, plans, charitable organizations, and businesses. The firm follows a long-term, diversified investment approach and offers specialized services such as divorce financial planning.

Ernest Collyer is a ChFC® credentialed financial advisor with 30 years of industry experience. He has worked at Craft & Sage Wealth since 2023 and previously spent five years at Royal Alliance and 23 years at Fortis Investors, Inc. Outside of his advisory role, he owns and operates Collyer and Associates Asset Protection, focusing on the sales and service of fixed life insurance, disability insurance, and long-term care insurance. 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 integrating multiple analytical approaches and typically exercises discretionary trading authority, often incorporating third-party and ESG-focused managers in portfolio construction.

William Leisman is a financial advisor with Landolt Securities, Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and 28 years of industry experience. His career includes nearly a decade at Moloney Securities Asset Management LLC and over a decade at Moloney Securities Co., Inc. He is also involved with Westport Advisory Group LLC, assisting retail clients with investments, and has worked as an insurance agent. Landolt Securities provides investment management and consulting to individuals, trusts, estates, and corporations, emphasizing fundamental analysis with a focus on small-cap growth stocks and offering both discretionary and non-discretionary portfolio management.

Nicholas Allen is a financial advisor at Craft & Sage Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. He previously worked at Outdoor Bank for one year and has nearly a decade of experience prior to that in roles not specified. 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 integrates various analytical methods and offers discretionary portfolio management along with oversight of third-party managers and real estate investment analysis.

Brian Gloe is a financial advisor at Craft & Sage Wealth with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Premier Financial Partners, MML Investor Services, and MassMutual Life Insurance Company. Outside of his advisory role, he owns a sole proprietorship providing group medical and life insurance services. Craft & Sage Wealth offers investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm uses a model-driven investment process that combines quantitative, fundamental, technical, cyclical, and economic analysis, and provides portfolio management, third-party manager oversight, and real estate investment analysis.

Joel Huet is a CFP® professional 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 at the Children's Mercy Hospital Planned Giving Council. White Sand Wealth Management serves individual and institutional clients, including high-net-worth households and pension plans. The firm develops individualized investment policies and manages discretionary portfolios using a mix of passive and active strategies, often employing third-party managers while maintaining fiduciary oversight.

Kenneth Borum is a financial advisor at Prosperity Planning with 21 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC from 2013 to 2018. He has been with Prosperity Planning since 2004. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management, financial planning, and pension consulting. The firm employs a long-term, broadly diversified investment approach and manages portfolios on a discretionary basis with periodic reviews and rebalancing.

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 with United Advisors America and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at Waddell & Reed Inc and The ETF Store, Inc. In addition to his advisory work, he is an insurance agent offering life and health insurance and fixed annuities through Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning.

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® with three years of industry experience, currently serving as an advisor at Prosperity Planning, Inc. He has worked at Prosperity Planning since 2022 and previously held positions at New York Life Insurance Company, NYLIFE Securities LLC, and several other firms. Ryan is also an adjunct professor at Park University, where he teaches a financial planning course. Prosperity Planning, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, pension consulting, and specialized divorce financial planning. The firm employs a long-term, broadly diversified investment approach and manages approximately $465 million across 357 client accounts as a ten-advisor team.

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in contract positions with Serco and Northrop Grumman, and held operational roles at Kansas City Structural Steel and Mid America Roofing. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a disciplined investment process that includes fundamental, quantitative, and technical analyses, managing accounts primarily on a discretionary basis using model and customized strategies.

William Kopek is a financial advisor at White Sand Wealth Management with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he held positions at Cetera and Cetera Wealth Services. Outside of finance, he has worked at Shadow Glen Golf Club since 2024. White Sand Wealth Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans. The firm employs a mix of passive and active investment strategies, manages discretionary portfolios, and retains oversight when delegating management to third-party managers.