Evan Lange is a financial advisor at Providence Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for Servant Foundation (dba The Signatry) for ten years. 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, investment advisory, and financial planning services to individuals, trusts, estates, businesses, and defined contribution plans. The firm employs a globally diversified investment strategy primarily using mutual funds and exchange-traded funds, with services tailored to clients’ risk profiles and objectives.

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 has been with Oak Road Wealth Management since 2016 and previously worked at Capital Investment Management, Inc. for one year. Oak Road Wealth Management serves individual clients, including high-net-worth households, and pension/401(k) plan sponsors by providing portfolio management, financial planning, and pension consulting. The firm employs customized Investment Policy Statements and primarily recommends ETFs, managing most assets on a non-discretionary basis while offering various service options including live small-group workshops and standalone planning engagements.

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.

Joshua Wright is a financial advisor with Insight Investment Advisers LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He worked at World Class Financial, Inc. for 10 years before joining Insight Investment Advisers in 2017. Outside of his advisory role, he provides consulting services for a chiropractic business and is a licensed independent insurance agent. Insight Investment Advisers LLC offers discretionary investment management, ongoing financial planning, and project-based consulting to individuals, families, and businesses. The firm employs an evidence-based, momentum and trend-focused investment approach and maintains a three-advisor team managing approximately $71.7 million for about 145 clients.

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.

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.

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.

Steve Williams is a Series 65-licensed advisor with Freedom Wealth Advisors, LLC, where he has worked for seven years. He also has 18 years of experience at Peritus Benefits and Investments Inc, which operates as a Retirement Plan Third Party Administrator and has a small life and health insurance practice. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized tactical allocation strategy that includes both long-term core positions and short-term trading techniques, and manages a private pooled investment vehicle as part of its services.

Debbie Gandy is a financial advisor at Peachcap Tax & Advisory, LLC with 22 years of industry experience. She holds the Series 66 designation and has worked at Peachcap Tax & Advisory and Peachcap Securities since 2018, following four years at Kestra Private Wealth Services. Outside of her advisory role, she operates a pet and house sitting service. Peachcap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm employs diversified, model-based portfolios and offers discretionary portfolio management, third-party adviser recommendations, and financial planning services.

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.