Jon McGraw is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Buttonwood Financial Group since 2002 and previously worked at Purshe Kaplan Sterling Investments from 2009 to 2019. Outside of his advisory role, he serves as a board member for several nonprofit organizations, including the Sister City Association of Kansas City and Kansas City Jazz ALIVE, and is involved in managing community-focused commercial and event spaces. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and investment services. The firm focuses on personalized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee and offering family-office-style services.

Colten Honigman is a CFP® and holds a Series 65 license, with six years of industry experience. He has worked at Prosperity Planning, Inc. since 2018, following prior roles at State Street and Goppert Financial Bank. Outside of financial services, he has experience with JDS Detailing and was homeschooled for ten years. Prosperity Planning, Inc. is an SEC-registered advisory firm that provides portfolio management, comprehensive financial planning, pension consulting, and retirement-plan rollover guidance to individuals—including high net worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and nondiscretionary accounts with a broad-based, long-term investment approach across global asset classes, often using index-based funds and incorporating tax considerations into portfolio design.

Eldon Anderson is a CFP® with over 41 years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC since 2022. He previously spent 17 years with Ameriprise Financial Services, Inc. Anderson serves as treasurer on the boards of The Book of Mormon Foundation and the Colbern Road Restoration Branch. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, providing integrated wealth management through discretionary portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, utilizing diversified, low-cost funds alongside individual securities.

James Montgomery is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations with nine years of industry experience. He has been with Atwood & Palmer since 2017, following a one-year tenure at Charles Schwab. 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 a variety of asset classes and coordinates with outside professionals to integrate clients’ financial lives.

Ryan Noble is a CFP® professional with 20 years of experience in the financial industry. He has worked at Prosperity Planning, Inc. since 2009 and spent five years at Cetera Advisors LLC. He holds the Series 66 designation and is based in North Kansas City, MO. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based asset allocation using primarily index-based funds and integrates tax considerations into portfolio design, managing approximately $543 million in assets as of the end of 2025.

Patrick Guilfoy is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at AE Wealth Management, Advisors Excel, and Duncan Financial Management. In addition to his advisory work, he is licensed as an insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, using proprietary risk-based models and a focus on fixed-income analysis. The firm also provides educational workshops and tax preparation services, and several representatives, including Guilfoy, hold insurance licenses that complement their investment services.

Alyssa Hon is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Prosperity Planning, Inc. since 2019 and previously held positions at K&E Flat Work and Missouri Western State University. Alyssa is based in North Kansas City, MO, and is part of an 11-advisor team. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and nondiscretionary accounts with a focus on long-term, diversified allocation across global asset classes, often using index-based funds and ETFs, and incorporates tax considerations in portfolio design.

Nicholas Hartley is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has been with Windward Private Wealth Management Inc. since 2021. Outside of advisory work, he has held various positions including roles at Indian Foothills Golf Course and Missouri Valley College. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing ETFs and mutual funds, and offers additional services such as tax preparation and college savings plan management.

Justin Locke is a CFP® and holds a Series 65 license with three years of experience in financial advising. He currently works at Prosperity Planning, Inc. and previously spent eight years at ProMedica Hospice. Locke also served at Holden First Baptist Church for six years. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on long-term, broad-based asset allocation using index-based funds and may include private placements for qualified clients, managing approximately $543 million in assets as of year-end 2025.

Daniel Kennedy is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at Mader & Shannon Wealth Management since 2010. He is involved in a non-investment related business, USKK, Inc., which he dedicates time to during evenings. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, and retirement plans. The firm employs an active management strategy focusing on individual securities using fundamental and technical analysis, and also provides specialized services such as expert witness testimony.

Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.

James Watts is a financial advisor with Prosperity Planning holding a Series 65 credential. His career includes over two decades of service in the US Army before transitioning to wealth management roles starting in 2026. He has worked with Dogwood Wealth Management and Kansas State University prior to joining Prosperity Planning. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages both discretionary and nondiscretionary portfolios using a long-term, broadly diversified investment approach across global asset classes, often implemented through index-based funds, and offers specialized services such as divorce financial planning and pension-plan participant education.

Daniel Reiter is a CFP®-designated financial advisor with 10 years of industry experience. He has worked at Prosperity Planning, Inc. since 2014, with additional experience at Creative Planning, Sound Stewardship, and Cetera Advisors LLC. Outside of advisory work, he serves as an adjunct instructor teaching personal financial planning at Kansas State University and is the owner of a tax preparation and consulting firm, DSR Tax and Consulting, LLC. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based allocation across global asset classes using mostly index-based funds and incorporates tax considerations into portfolio design.

Reed Roney is a CFP® and holds a Series 65 license, currently serving as an advisor at Canvas Wealth Advisors, LLC with three years of industry experience. He has been with Canvas Wealth Advisors since 2023 and has a total of 19 years of professional background. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and provides project-oriented consulting, managing diversified portfolios that include mutual funds, ETFs, individual securities, and private fund interests.

Peyton Anderson is a financial advisor with Equity Wealth Partners, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Equity Wealth Partners, he worked for the Kansas City Royals for one year. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management through discretionary portfolio management alongside financial planning services. The firm serves approximately 900 households with a team of eight advisors managing over $250 million in assets.

Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. Prior to joining Buttonwood in 2024, he worked at JMG Financial Group and has experience as a part-time baseball instructor and coach for Mac N Seitz Baseball. Buttonwood Financial Group is an independent SEC-registered advisory firm offering comprehensive wealth management services to individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm uses individualized Investment Policy Statements and globally diversified model portfolios with integrated tax management and ongoing monitoring.

Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.

Kolton Hurst is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His background includes roles at Interbank and educational positions at Oklahoma State University and Navajo Public School. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates through discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm uses proprietary risk-based models with an emphasis on fixed-income analysis and offers additional services such as educational workshops and tax preparation.

Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

David Evans is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Premier Financial Partners, Royal Alliance, and Premier Network, where he currently serves as a client executive and practice leader. Evans is also a board member and shareholder of HCF, Inc., where he provides strategic guidance. Optima Capital LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.