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.

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.

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® 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.

Steven Franke is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, with 26 years of industry experience. He has been with Atwood & Palmer since 1996 and holds Series 65 and Series 66 licenses. Atwood & Palmer serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm manages discretionary accounts using both fundamental and technical analysis across various asset classes and coordinates with outside professionals to integrate clients’ financial lives.

Peter Sowden is a CFA® charterholder with 22 years of industry experience. He has been with Atwood & Palmer, Inc. in Kansas City, MO since 2006. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts with individualized investment policies and applies both fundamental and technical analysis across various asset classes.

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.

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.

Matthew Stevens is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Mader & Shannon since 2014 and previously worked at Cadena Securities Services, LLC. Outside of his advisory role, he is involved in managing residential real estate investments through Patriot USA Properties, LLC and Bonner Ridge, LLC. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges, combining fundamental and technical analyses with third-party research.

Evan Lang is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Atwood & Palmer, Inc., having previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm integrates fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to manage complex financial relationships.

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.

John Martin is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with The Leaders Group Inc, Mader & Shannon Wealth Management, and JMC Group LLC. Outside of his advisory roles, he is the managing member of JMA Group, LLC, which sells life, disability, and long-term care insurance to retail customers and wholesale fixed insurance products to other agents. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and retirement plans, managing approximately $221 million in client assets. The firm employs an active management approach focusing on individual securities with a blend of fundamental and technical analysis and also serves as a sub-adviser to other investment advisers.

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.

William Kopek is a financial advisor at White Sand Wealth Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Cetera and Cetera Wealth Services, LLC. Outside of financial advising, he has been affiliated with Shadow Glen Golf Club for two years. White Sand Wealth Management is a five-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and other businesses. The firm uses a blend of passive and active management with both fundamental and technical analysis to create portfolios aligned with clients' objectives and tax considerations.

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.