Joshua Wright is a financial advisor with Insight Investment Advisers LLC in Leawood, KS, holding Series 65 and Series 66 licenses and having 23 years of industry experience. He previously worked at World Class Financial, Inc. for 10 years and has served as a licensed independent insurance agent throughout his career. Outside of finance, he provides consulting services for accounting, marketing, and business management to a chiropractic practice. Insight Investment Advisers LLC offers discretionary investment management, financial planning, and 1031 exchange consulting to individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused approach across stocks, ETFs, mutual funds, and alternative vehicles, tailoring portfolios to client risk profiles and providing ongoing monitoring and reporting.

Michael Decker is a Series 65-licensed advisor with Kedrec LLC in Overland Park, KS, and has three years of industry experience. He is involved in multiple business activities including serving as president of The Advisor Suite, a company focused on coaching operations and marketing, and developing a personal budgeting app through Cash Flow and Capital LLC. Kedrec LLC serves individual clients, trusts, estates, and business entities with comprehensive wealth planning and management. The firm distinguishes itself by offering a subscription-style wealth management model, integrating insurance services, and providing access to a range of alternative and private investments.

David Cox is a financial advisor at Beacon Wealth Advisory with 17 years of industry experience. He holds the Series 65 designation and has worked at firms including Brookstone Capital Management and Creativeone Wealth, LLC. Beacon Wealth Advisory provides referral-based investment services and complimentary financial planning primarily to individual and high-net-worth clients. The firm does not directly manage assets but coordinates with third-party money managers and offers free public seminars and workshops.

David Wentz is a financial advisor at TFB Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Ameritas and Carillon Investments, among others. Outside of his advisory work, he is licensed as an independent insurance agent and is involved in the administration of qualified retirement plans. TFB Advisors provides financial planning, consulting, and discretionary investment management to individual clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and employs a diversified investment approach tailored to clients’ risk tolerance and time horizon.

Luke Dandar is a financial advisor at Keen Wealth Advisors in Overland Park, KS. He holds a Series 65 designation and has under one year of industry experience. Prior to joining Keen, he held roles at Stepp & Rothwell, Central Trust, and Central Bank of the Midwest. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

Cole Reichle is a financial advisor at Midwest Financial Group LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Midwest Financial Group since 2015, also affiliated with Midwest Financial Partners since 2012. Outside of advising, Reichle owns CTrain LLC, a non-investment related tax entity, and is a self-employed independent insurance agent. Midwest Financial Group serves individuals, families, businesses, and retirement plans by offering portfolio management, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using mutual funds and ETFs, and tailors strategies to clients’ documented risk profiles and objectives.

Vance Wentz is a CFP® with 8 years of industry experience, currently serving as an Investment Adviser Representative at TFB Advisors, LLC. He has previously worked at Ameritas Advisory Services, LLC and has been involved with Tax Favored Benefits and The Bar Retirement Plan, providing advisory and 401(k) services. Outside of his advisory roles, he is a partner in OCC Investors, LLC, a country club. TFB Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Charles Koch is a CFP® professional with 22 years of industry experience. He is currently an advisor at Quantum Financial Partners LLC and has previously worked at Aprio Advisory Group, Aprio Wealth Management, Prism Financial Group, L.L.C., and Cambridge Investment Research Inc. Quantum Financial Partners offers discretionary portfolio management for individuals, family trusts, corporations, small businesses, and foundations. The firm employs a combination of fundamental, quantitative, and technical analysis to manage publicly traded equities, bonds, ETFs, and limited partnerships, and acts as a private fund adviser operating a pooled investment vehicle with performance-based fees.

Richard Heidemann Jr. is a CFA® charterholder with nine years of experience in the financial industry, currently serving as an advisor at Paragon Capital Management LLC since 2017. Prior to joining Paragon, he worked at Waddell & Reed for one year. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside comprehensive financial planning and estate-planning support. The firm emphasizes fundamental analysis and a diversified investment approach, incorporating equities, ETFs, fixed income, and alternative strategies tailored to client objectives.

Kenneth Eaton is a CFP® and CFA® with 21 years of experience in the financial industry. He has been with Stepp & Rothwell Inc. since 1995. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm uses a variety of investment strategies including mutual funds, ETFs, fixed income securities, and options, and provides ongoing account reviews and customizable client arrangements.

Mitzi Swaffar is a CFP® with 19 years of industry experience, currently serving as an advisor at Midwest Financial Group LLC since 2019. She previously worked at Client One Securities, LLC for eight years. Outside of her advisory role, she owns and operates MS Financial Resources, specializing in the sales of fixed and life insurance as well as long-term care insurance. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs.

Bryson Slater is a CFP® with 12 years of industry experience. He is currently with Caliber Wealth Management, LLC, where he has worked since 2025. Prior to that, he spent eight years at Petrovic Financial Services and three years at Gwfs Equities, Inc. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates in-house tax preparation and consulting with its investment approach, which emphasizes globally diversified portfolios tailored to client risk profiles.

David Pacer is a CFP® with 26 years of industry experience, currently serving at Insight Financial Services. He has previously worked at Infinitas and Commonwealth Financial Network. Pacer is also the owner of Pacer Financial Group, LLC and co-owner of Infinitas LLC. Insight Financial Services offers discretionary portfolio management, modular financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and other entities. The firm manages client portfolios using a combination of fundamental and technical analysis, modern portfolio theory, and various investment strategies tailored to client objectives and risk tolerance.

Kristin Schroeder is a CFP® with eight years of industry experience, currently serving as an advisor at Sound Stewardship, LLC. She has previously worked at Mission Financial Planning, Inc., Lex Aurum Advisors, and operated Fruitful Stewardship LLC. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized, tax-efficient portfolios, educational seminars, and rigorous account oversight practices.

Kristy Eller is a financial advisor with RSG Investments LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her background includes roles at AE Wealth Management, Pruco Securities, Prudential Insurance, Mass Mutual, and Edward Jones. She also worked with an attorney in a legal support capacity for five years. RSG Investments, LLC is an SEC-registered investment adviser managing approximately $140.5 million for individuals, trusts, retirement and profit-sharing plans, and business entities. The firm offers discretionary asset management using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting services.

Jessi Chadd is a CFP® and Series 65 credentialed financial advisor with 16 years of industry experience. She has worked at KHC Wealth Management Services since 2008. Chadd is based in Overland Park, KS, and is part of the nine-advisor team at Aspyre Wealth Partners. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management guided by an Investment Committee and integrates accounting and human capital consulting services alongside traditional wealth management.

Joshua Spradling is a CFP® professional with eight years of industry experience. He has been with Sound Stewardship, LLC since 2020 and previously worked at Waddell & Reed, Inc. from 2018 to 2020. His background includes service in the Army National Guard from 2012 to 2018. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers a range of service models, builds customized portfolios focused on tax-efficient ETFs and portfolio overlays, and provides biblically and socially responsible investment options.

Blake Workman is a financial advisor at Insight Financial Services with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Infinitas. Workman is also the owner of BEW Financial, LLC, a private entity engaged in securities, advisory, and insurance business. Insight Financial Services offers discretionary portfolio management, financial planning, pension consulting, and educational seminars for individuals, retirement plans, trusts, estates, and other entities. The firm manages approximately $213.8 million in assets and applies a tailored investment approach that incorporates fundamental and technical analysis, modern portfolio theory, and various trading strategies as appropriate.

Tom Halvorson is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Freestate Advisors since 2007. Freestate Advisors serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, primarily implementing portfolios with ETFs and model strategies tailored to client needs.

Gordon Thorn is a financial advisor at TFB Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked with firms including Ameritas Advisory Services, LLC and Foundational Financial Partners, LLC. Outside of advising, he is the owner of Via Visione, LLC, a holding company with interests in a jazz club. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement plan consulting using a range of investment vehicles and independent managers.