Christopher Massman is a financial advisor at Index Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has been involved with Caravan Trailer, Inc. since 2005, working in trailer sales. Index Wealth Advisors provides discretionary investment advisory services to individuals and institutions, focusing on globally diversified, passively managed index portfolios that utilize a Fama-French multi-factor framework. The firm emphasizes client education and uses proprietary research tools alongside Dimensional Fund Advisors’ resources in portfolio construction and reporting.

David Baker is a financial advisor at Legacy Investment Partners, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Legacy Investment Partners since 2004. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Legacy Investment Partners primarily serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering discretionary and non-discretionary investment supervisory services along with financial planning and 401(k) plan consulting. The firm employs active portfolio management based on fundamental analysis, supplemented by cyclical and technical techniques, and provides ongoing monitoring and reallocation tailored to client needs.

Steven Cox is a CFA® charterholder with 22 years of industry experience and has been with Providence Financial Advisors, LLC since 2003. He holds Series 63, Series 65, and Series 66 licenses and is based in Overland Park, Kansas. Providence Financial Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm manages approximately $544 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory, utilizing fundamental security analysis along with mutual funds and ETFs.

Owen Stratton is the sole advisor at Overland Park Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his independent firm since 2014. Stratton serves as a trustee for the Kansas Public Employees Retirement System, where he participates in investment policy decisions and oversight. Overland Park Wealth Management provides discretionary and non-discretionary investment advisory services and ongoing portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach that combines fundamental and cyclical analysis, managing approximately $95.6 million across about 104 clients.

Anthony Moeller is a financial advisor at MN Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Advisory, LLC and Sunflower Asset Management Inc. Outside of advisory work, he is a member of MOBROS, LLC, a real estate rental business. MN Wealth Advisors, LLC provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, trusts, and pension plans. The firm manages diversified portfolios and employs customized asset allocations, offering services that include financial planning and retirement plan consulting.

Harrison Hubbs is a financial advisor at Private Wealth Consulting, LLC with one year of industry experience. He holds the Series 65 designation and has prior work experience in transportation and rental services sectors. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $259 million across 140 client relationships. The firm’s investment approach is tailored to each client’s goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, option writing, and margin, with accounts managed on a discretionary basis and subject to quarterly reviews.

Bryan Stober is a CFP® and Series 65 licensed advisor at Diversified Wealth Advisors, LLC with five years of industry experience. He previously worked at Kansas City Private Wealth Management and Miller, Haviland, Ketter PC, PA. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives, delegating execution to sub-advisors while offering educational seminars to the public.

Ashley Dickson is a CFP® professional with eight years of industry experience. She currently works at Next Bloom Wealth, where she has been since 2022, following prior roles at Copper Financial Network and CommunityAmerica Credit Union. Dickson holds the Series 63 and Series 65 licenses. Next Bloom Wealth serves individual, high-net-worth, and corporate clients through investment management and financial planning. The firm employs a primarily passive, asset-allocation strategy supplemented by tax preparation and estate planning support, using third-party models and managers tailored to clients’ objectives and risk tolerance.

Anthony Donnelly is a Certified Financial Planner® with 24 years of industry experience. He is currently with Divvi Wealth Management in Kansas City, MO, where he has worked since 2022. His previous firms include Edward Jones and Ameriprise Financial Services. Outside of advising, Donnelly manages rental properties through his ownership of Boonslick Holdings LLC. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm employs a mix of fundamental and technical analysis and offers clients a choice of management arrangements and access to third-party programs.

Herman Joseph Esry is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Family Legacy Advisors, LLC and has previously worked at Epiphany Financial Coaching, Parman and Associates, and Kozeny and McCubbin. Outside of advising, he co-owns Waypoint Coffee Co in Kansas City, KS, and practices law at a law firm. Family Legacy Advisors provides ongoing portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory approach and uses model allocations across various asset classes, offering both discretionary and non-discretionary management.

Jeremy Dunning is a financial advisor at Central States Capital Markets, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Central States since 2021. His prior work experience includes roles at Bonobos, Tuff and Needle, and The Glossary. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families, along with pension plans, trusts, estates, and charitable organizations. The firm's investment approach is value oriented, combining fundamental analysis with technical and economic research to manage portfolios over longer-term horizons.

John Carey is a financial advisor with Greystone Capital Partners Group LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes over two decades at AXA Advisors, LLC, followed by roles at Equitable Advisors, LLC and KC Capital Group, LLC. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, providing financial planning, investment and wealth management, and retirement plan consulting. The firm employs an investment process incorporating fundamental, technical, cyclical, and behavioral analysis, utilizing asset allocation based on Modern Portfolio Theory tailored to client-specific risk tolerance, time horizon, and liquidity needs.

Peter Vrooman is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing Services, and Wells Fargo Advisors. He serves on the Board of Trustees for Barstow School, participating in budget, enrollment, fundraising, endowment portfolio performance, and strategic planning discussions. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client objectives and conducts regular account reviews with flexible investment approaches.

Brian Truxaw is a financial advisor at Elevation Advisory Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Commerce Bank for thirteen years. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm utilizes a combined fundamental and technical analysis approach across various asset classes, including equities, fixed income, mutual funds, ETFs, and alternative investments, and offers ESG/SIS alignment upon client request.

Beth Watts is a CFP® professional with six years of experience at Financial Avenues in Kansas City, MO. Prior to joining Financial Avenues, she worked at Zeiders Enterprises for three years and another firm for one year. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses through financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships, using diversified index mutual funds and ETFs, and offers public financial education workshops without product sales.

Eric Blattner is a CFP® and CFA® with 21 years of industry experience. He is currently with Divvi Wealth Management and has held prior roles at firms including Ivy Distributors, Inc. and Waddell & Reed, Inc. He is also a co-owner of Colligo Group LLC, a holding company providing consulting services. Divvi Wealth Management is a small team adviser serving individuals, high-net-worth clients, trusts, and business owners with asset management, financial planning, and ERISA 3(21) plan services. The firm employs a blend of fundamental and technical analysis along with modern portfolio theory to build customized portfolios, offering both discretionary and non-discretionary management options.

John Williams is a financial advisor with M3Sixty Capital, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Aronson Asset Management and Kalos Capital Inc. He also owns a compliance consulting firm that provides services to independent broker-dealers and RIAs. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing pooled vehicles and institutional mandates rather than retail individual accounts. The firm employs a range of active strategies across equities, fixed income, cash management, and alternative investments, and serves as adviser to several SEC-registered mutual funds.

Matthew Ahrens is a financial advisor at MN Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory, LLC from 2015 to 2023 before joining MN Wealth Advisors and its affiliated firm MarksNelson, LLC in 2023. MN Wealth Advisors serves individuals, trusts, estates, business entities, and retirement plans with portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including equities, fixed income, mutual funds, ETFs, structured products, and options, and is affiliated with a CPA firm that provides accounting and tax services to certain clients.

Michael Porembski is a financial advisor at Titan Wealth Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at BG Wealth Advisory, LLC. He is also involved with MRP Investment Advisory Services, LLC as an insurance agent specializing in fixed insurance sales. Titan Wealth Advisory provides co-advisor asset management by partnering clients with a third-party manager, Gradient Investments, and offers financial planning at no additional cost. The firm serves individuals, high-net-worth clients, and trusts or estates, focusing on model portfolios that include no-load mutual funds, ETFs, individual equities, and money market funds.

Reid Larson is a financial advisor with ViaWealth, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Virtix Investment Advisors, LLC and Cargill, as well as self-employment. ViaWealth provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic approach grounded in Modern Portfolio Theory and manages assets through direct accounts or sub-advisory arrangements.