Steven Strader is a financial advisor at Lakeshore Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Beyond Wealth Advisors, Inc. Prior to joining Lakeshore Wealth Management in 2024, he spent eight years across these firms. Lakeshore Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies tailored to clients’ objectives and risk tolerances and manages approximately $77 million in client assets through a team of three advisors.

James Brownfield is a Series 66-licensed advisor with 18 years of industry experience. He has been with Central States Capital Markets, LLC since 2011. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as various institutional clients. The firm employs a value-oriented investment approach that combines fundamental analysis with technical tools and economic research, managing portfolios for longer-term horizons and adjusting as market conditions or client needs evolve.

Elliot Omanson is a financial advisor at Sphinx Investments LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at OWLFI RIA LLC, Motiv8 Investments LLC, and USA Financial Securities. Outside of his advisory role, he is a co-owner of a property and casualty insurance agency in Lenexa, KS. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and an interval closed-end investment company. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and serves clients through customized investment strategies and documented Investment Policy Statements.

Brandon Bruckman is a financial advisor with Insight Investment Advisers LLC in Leawood, KS, holding a Series 65 designation and eight years of industry experience. He has worked at Insight Investment Advisers since 2018 and has also been affiliated with West Chapman & Co since 2011. Outside of advising, he is the sole owner of Blackbird Real Estate, LLC, a legal entity established for personal tax and accounting purposes. Insight Investment Advisers provides discretionary portfolio management, financial planning, and specialized 1031 exchange and DST consulting to a range of clients including individuals, families, businesses, and pension plans. The firm utilizes an evidence-based, momentum and trend-focused investment strategy, delegating daily trading to a sub-advisor while retaining responsibility for strategy and allocation decisions.

Cory Lagerstrom is a financial advisor at ClearPath Wealth Management, L.C. with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Frontier Capital Partners and Change Path LLC. Outside of advisory work, he is the CEO and owner of Hydroland, a hydroelectric plant operation. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a blend of buy-and-hold and active management strategies with mutual funds, ETFs, and individual stocks.

Joy Mall is a financial advisor at FinanciaLife Outfitters LLC in Overland Park, KS, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Kovack Securities, Inc., Triad Advisors, and State Farm. FinanciaLife provides investment management, financial planning, and retirement plan consulting services to individuals, families, and institutional clients. The firm focuses on building diversified portfolios based on modern portfolio theory, combining fundamental, market-trend, and economic-cycle analysis across various investment vehicles.

Evan Lange is a financial advisor at Providence Financial Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Providence Financial Advisors, he worked for ten years at Servant Foundation (dba The Signatry). He is also the owner of Five Star Legacy, LLC, a charitable consulting firm based in Lee’s Summit, MO. Providence Financial Advisors provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm manages over $544 million in client assets and employs a globally diversified investment approach using fundamental security analysis and a mix of mutual funds and ETFs.

Trevor Harris is a CFP® with 17 years of industry experience, currently serving as an advisor at Sonas Financial Group, Inc. in Kansas City, MO, where he has worked since 2016. He also serves as president of Oak Grove Rental, an equipment rental business, where he contributes to strategic planning and bookkeeping outside of market hours. Sonas Financial Group provides investment management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, and nonprofit entities. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary portfolio management, combining individual wealth management with institutional ERISA 3(21) plan services.

Jack Kynion III is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Legacy Advisory Limited Company since 2019 and previously at Legacy Advisory Group LLC. In addition to his advisory role, he practices as an attorney providing legal services related to estate planning and manages direct investment entities separate from his investment activities. Legacy Advisory Limited Company offers discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as institutional clients such as trusts, foundations, and retirement plans. The firm uses an asset-allocation framework across seven major asset classes and manages accounts on a discretionary basis, incorporating various asset types including annuities and non-liquid holdings when appropriate.

Daniel Shepard is a financial advisor at Oak Road Wealth Management with 22 years of industry experience. He holds the Series 65 and Series 66 credentials and has been with Oak Road Wealth Management since 2016. Oak Road Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan consulting. The firm employs a long-term investment approach based on Modern Portfolio Theory and incorporates tools like Monte Carlo analysis to tailor allocations to clients’ risk tolerances.

John Seitzer is a CFP® and CFA® at Everest Wealth Management in Leawood, KS, with 28 years of industry experience. He has worked at Everest Wealth Management since 2004. Everest Wealth Management provides integrated wealth management services to individual and high-net-worth clients, focusing on comprehensive financial planning and discretionary investment management. The firm employs an active, contrarian investment approach guided by client-specific Investment Policy Statements and emphasizes fee and tax efficiency.

David Goeglein is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Legacy Investment Partners, LLC since 2010, working at the Overland Park, KS firm which he helped develop over a 16-year tenure. 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 uses an active portfolio management approach grounded in fundamental analysis, supplemented by cyclical and technical techniques, and manages roughly $403 million in client assets across a three-advisor team.

Blake Stanley is a CFP® with 13 years of industry experience, currently serving at Legacy Advisory Limited Company since 2019. He previously worked at Legacy Advisory Group, LLC and has been self-employed since 2009. In addition to his advisory role, he is involved with Legacy Practice Transitions, LLC, consulting on mergers and acquisitions of dental practices. Legacy Advisory Limited Company provides discretionary investment supervisory services and financial planning primarily for individual clients, including high-net-worth individuals, as well as corporate pension plans, foundations, trusts, and private businesses. The firm constructs portfolios based on asset allocation across major asset classes and utilizes proprietary models and tools to monitor accounts.

Grant Stiles is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Rise Retirement, LLC and has held roles at The Leaders Group, Inc. and Creative Planning. Stiles also serves as Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees firm compliance. Rise Retirement, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals and business entities. The firm offers tailored investment programs using a combination of fundamental, technical, charting, and cyclical analysis, along with educational seminars for clients and plan participants.

Augustus Konz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Latticework Investment Management, where he has worked since 2026. Previously, he was affiliated with Werth Wealth Advisors and Werth Wealth Management, as well as Raymond James Financial Services. Latticework Investment Management is a small advisory firm offering fee-based wealth management, portfolio management, and financial planning services to individuals, trusts, estates, and business entities. The firm focuses on long-term equity participation, cost efficiency, tax sensitivity, and behavioral coaching, using a mix of low-cost funds, factor-tilted strategies, and selective alternative investments.

Timothy Lanz is a financial advisor at Clearpath Wealth Management, L.C. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler, Lanz & Wagler, L.C. since 1998 and Blue River Capital LLC from 2014 to 2019. Outside of advising, he is involved with several related business ventures including ClearPath Tax & Accounting and ClearPath Consulting & Insurance. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management and financial planning, using a blend of mutual funds, ETFs, individual stocks, and third-party sub-advisors, with an investment approach that combines buy-and-hold strategies and active management informed by technical and fundamental analysis.

Joshua Wright is a financial advisor at Insight Investment Advisers LLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at World Class Financial, Inc. in addition to various insurance carriers. Outside of advising, he provides consulting services for a chiropractic practice. Insight Investment Advisers offers discretionary portfolio management, financial planning, and specialized 1031 exchange/DST consulting for individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs an evidence-based, momentum-focused investment approach and uses alternative private-market vehicles alongside traditional investments.

Michael Decker is a financial advisor at Kedrec LLC in Overland Park, KS, holding a Series 65 designation with three years of industry experience. He has held roles at multiple entities including Decker Retirement Planning Inc and The Advisory Suite LLC. Outside of advisory work, he is involved in insurance agency operations and leads a personal budgeting app development venture. Kedrec LLC provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers subscription-style wealth management combined with discretionary portfolio management and specialized consulting, including 1031 like-kind exchange advisory, serving both individual and institutional clients with an array of investment approaches and integrated tax and estate planning services.

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 with TFB Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has held various roles within Ameritas companies since 2006 and is involved in retirement plan administration through Tax Favored Benefits, which he has led since 2002. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm manages approximately $840 million in assets and offers customized portfolios across a range of investment vehicles, with a specialization in institutional retirement plan services.