Roger Ratzlaff is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Waterfront Wealth since 2015 and previously spent eight years with Wells Fargo Advisors Financial Network. Outside of his advisory role, he is involved in managing farmland through Carter Capital LLC, an investment-related LLC he owns jointly with his spouse. Waterfront Wealth, Inc. is a team-based registered investment adviser managing approximately $890 million for around 730 clients. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a mix of active mutual funds, ETFs, individual securities, and custom strategies.

Ambra Leibach is a financial advisor with Sound Stewardship, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Sound Stewardship since 2008. Sound Stewardship serves individual and high-net-worth clients with comprehensive financial planning and wealth management, offering customized portfolios guided by client objectives and Investment Policy Statements. The firm emphasizes tax-efficient ETFs, in-house portfolio management, and provides educational seminars and Biblically Responsible and Socially Responsible investment options.

Elliott Decker is a financial advisor with Convergence Financial in Overland Park, KS. He holds a Series 66 designation and has been in the industry since 2025. Prior to entering the financial services field, his work experience includes roles at FedEx Ground and University of Missouri Kansas City. 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 in portfolio construction and offers retirement plan consulting, fiduciary services, and access to third-party asset managers, operating across multiple offices and managing significant client assets.

Pamela Vasquez is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network and U.S. Bancorp Investments. Waterfront Wealth Inc. manages approximately $890 million for about 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

An experienced fee-only financial planner, I work alongside a strong team helping many families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class families allows us to provide comprehensive financial planning and investment management through a fiduciary, fee-only approach. I enjoy helping clients make their money work more efficiently and effectively through proven financial planning systems and processes. Serving as a trusted resource gives clients confidence that they have an experienced professional to turn to when important financial decisions arise, helping reduce the stress and uncertainty that often accompany those decisions. I began my career in financial services after earning my undergraduate degree in Business Administration from Kansas State University in 2009 and have spent well over a decade providing financial planning advice to hundreds of client families. I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2014 and have been professionally preparing individual income tax returns since 2012. In 2024, I became an Enrolled Agent (EA) with the IRS, further strengthening my ability to incorporate tax planning and preparation into comprehensive financial advice. My extensive experience in financial planning, investment management, and taxation allows me to bring a well-rounded perspective to each client's financial life. By integrating these areas rather than viewing them in isolation, I help families make informed financial decisions, identify opportunities, and develop strategies designed to help them achieve their long-term goals.

Kenrick Moore is a financial advisor at Quantum Financial Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Quantum since 2006. Outside of his advisory role, he is a partner in Autopia, LLC, an import car repair business in Lenexa, KS. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm uses a combination of fundamental, technical, and quantitative analysis to manage accounts primarily on a discretionary basis and sponsors a private pooled investment vehicle with performance-based fees.

Nicholas Rossin is a financial advisor at Quantum Financial Partners LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses, primarily through tailored management of individual accounts. The firm combines fundamental, technical, and quantitative analysis in its investment process and manages discretionary accounts, including a private pooled investment vehicle with performance-based fees.

Meridith Nelson is a CFP® and Series 65 credentialed advisor at Stepp & Rothwell Inc with five years of industry experience. Prior to joining Stepp & Rothwell, she worked in healthcare roles at OSF Healthcare and OSF St. Joseph Medical Center. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm’s portfolios primarily include mutual funds, ETFs, and fixed income securities, employing various strategies and offering both discretionary and non-discretionary client arrangements.

Noah Wildman is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. His prior work includes roles at Arrow Wealth Advisors and various positions outside the financial sector, such as at Pepsi-Cola Manhattan and Blueville Nursery. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning focused on retirement clients. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and institutional technology for client services.

Sherri Bliss is a CFP® with eight years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors in Overland Park, KS. Her prior roles include positions at ERSI Wealth Management and Edward Jones. She also holds a Registered Representative role at Purshe Kaplan Sterling Investments and manages operations at Keen Wealth Advisors. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, utilizing a multi-method investment analysis framework and offering comprehensive portfolio management and financial planning services.

Zachary Russell is a financial advisor at EnlightnU Wealth LLC with a Series 66 designation and one year of industry experience. His background includes roles at MedicareSchool.com and Bankers Life companies, among others. EnlightnU Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, managing portfolios through fundamental analysis and sub-advisors under discretionary authority. The firm operates with multiple principals and integrates affiliated insurance and Medicare-related businesses within its structure.

Marvin Musick Jr. is a financial advisor at Enlightnu Wealth LLC with five years of industry experience and a Series 65 credential. He has worked at several firms, including Sequent Planning, LLC and Wise Wealth, LLC. Outside of his advisory role, he is the owner and agent of MedicareSchool.com, where he provides Medicare insurance planning and enrolls clients in Medicare Advantage, Supplemental, and Rx Part D plans. Enlightnu Wealth LLC offers discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis for investment selection, may engage sub-advisors, and provides financial planning at no extra cost.

Connor Anderson is a CFP® with 11 years of industry experience. He is currently with Aspyre Wealth Partners and previously worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc, and Edward Jones. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management based on Modern Portfolio Theory, integrates in-house accounting and human capital consulting, and conducts regular portfolio and planning reviews.

William Mc Donald is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Keen Wealth Advisors since 2024 and previously held roles at Creative Planning, LLC and Security Bank of Kansas City. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and uses a multi-method investment analysis framework combined with institutional technology for client reporting and account management.

Jeb Flynn is a CFP® with seven years of industry experience, currently serving at Keen Wealth Advisors since 2020. Prior to joining Keen, he worked at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has been an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors specializes in retirement planning and serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework.

Christian Dunker is a financial advisor at Financial Partners Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dunker has been with Financial Partners Group since 2020. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion across an eight-person advisory team and employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations.

Ryan Kohr is a CFP®-certified financial advisor at Keen Wealth Advisors with four years of industry experience. He has worked at Keen Wealth Advisors since 2022 and previously was affiliated with Powercat Financial. His background includes roles at Kansas State University and Chase County High School. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive financial planning, portfolio management, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework combined with institutional technology platforms.

Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.

Ashley Daly is a financial advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at ADP LLC and Sun Life Financial. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing low-cost mutual funds and ETFs, and provides a range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Matthew Starkey is a CFP® professional with 28 years of experience in the financial services industry. He has worked at KoesTen Hirschmann & Crabtree, Inc. since 1998 and has been an insurance sales agent since 1997. He is based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, using a blend of active and passive investment management guided by an Investment Committee.