Andrew Osborne is a CFP® with 15 years of industry experience, currently serving as an advisor at Windward Private Wealth Management Inc. in Kansas City, MO. He previously worked at Steven T. Osborne, CPA for six years before joining Windward, where he has been part of the advisory team for over seven years. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to both high-net-worth and non-HNW individuals and pension/profit-sharing plans. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations, emphasizing a "look frequently, trade infrequently" strategy combined with tailored financial planning that includes tax, retirement, estate, and insurance considerations.

Mark Falter is a financial advisor with Mid-American Wealth Advisory Group in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Mid-American Wealth Advisory Group since 2018 and previously at Sound Income Strategies and Mid-American Tax Advisory Group. Outside of his advisory role, he volunteers for the Scranton Academy for Financial Education and owns a drone flight company. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management and model-based investment programs. The firm uses proprietary, risk-based models and emphasizes fixed-income analysis, while several representatives, including Falter, are licensed insurance agents who also provide insurance and annuity products.

Danielle Brown is a CFP® professional at Buttonwood Financial Group, LLC with eight years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Financial Designs, Inc., and Creative Planning. Buttonwood Financial Group is an independent SEC-registered advisory firm that serves individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services and utilizes globally diversified model portfolios supported by BlackRock’s Custom Model Solutions and related analytics.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career history includes roles at Calton & Associates, Inc., Dominion Investor Services, Inc., and TIAA-CREF. He is also the owner and sole proprietor of STG Financial, a financial consulting business. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering discretionary and non-discretionary management focused on individual securities, ETFs, and mutual funds. The firm employs a variety of analytical approaches and delivers tailored investment advice with ongoing account monitoring and options for household aggregation and third-party money managers.

Lucinda Richey is a CFP® with 30 years of industry experience, currently serving at Prosperity Planning, Inc. since 2004. She previously worked at Cetera Advisors LLC from 2013 to 2018. Outside of her advisory role, she is a board member at large for the Townsend Place Homeowners Association in Kansas City, MO. Prosperity Planning is an SEC-registered advisory firm that provides portfolio management, comprehensive financial planning, and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based asset allocation through index-based funds and incorporates tax considerations into portfolio design while offering specialized services such as targeted divorce financial planning and pension-plan participant education.

Ernest Collyer is a ChFC® credentialed financial advisor with 30 years of industry experience. He has worked at Craft & Sage Wealth since 2023 and previously spent five years at Royal Alliance and 23 years at Fortis Investors, Inc. Outside of his advisory role, he owns and operates Collyer and Associates Asset Protection, focusing on the sales and service of fixed life insurance, disability insurance, and long-term care insurance. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process integrating multiple analytical approaches and typically exercises discretionary trading authority, often incorporating third-party and ESG-focused managers in portfolio construction.

William Leisman is a financial advisor with Landolt Securities, Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and 28 years of industry experience. His career includes nearly a decade at Moloney Securities Asset Management LLC and over a decade at Moloney Securities Co., Inc. He is also involved with Westport Advisory Group LLC, assisting retail clients with investments, and has worked as an insurance agent. Landolt Securities provides investment management and consulting to individuals, trusts, estates, and corporations, emphasizing fundamental analysis with a focus on small-cap growth stocks and offering both discretionary and non-discretionary portfolio management.

Kyle Sanders is a financial advisor at Mader & Shannon Wealth Management in Kansas City, MO, holding a Series 65 credential with 10 years of industry experience. He has been with Mader & Shannon since 2011. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges and also offers specialist services such as expert witness testimony.

Nicholas Allen is a financial advisor at Craft & Sage Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. He previously worked at Outdoor Bank for one year and has nearly a decade of experience prior to that in roles not specified. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment approach that integrates various analytical methods and offers discretionary portfolio management along with oversight of third-party managers and real estate investment analysis.

Luke Ross is a CFP® with five years of industry experience, currently serving as an advisor at Canvas Wealth Advisors, LLC since 2020. Prior to his advisory role, he was a full-time student for sixteen years. Outside of his advisory work, he is a minority member of RW Capital LLC, a bookkeeping business in Overland Park, KS. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and private real estate funds. The firm emphasizes diversified portfolios aligned with modern portfolio theory and acts as Administrative Manager for private real estate funds, managing investments and administrative tasks for qualified clients.

Brian Gloe is a financial advisor at Craft & Sage Wealth with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Premier Financial Partners, MML Investor Services, and MassMutual Life Insurance Company. Outside of his advisory role, he owns a sole proprietorship providing group medical and life insurance services. Craft & Sage Wealth offers investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm uses a model-driven investment process that combines quantitative, fundamental, technical, cyclical, and economic analysis, and provides portfolio management, third-party manager oversight, and real estate investment analysis.

Joel Huet is a CFP® with 13 years of industry experience. He has worked at White Sand Wealth Management since 2019 and previously held roles at Open Road Wealth Management and MoBank Private Wealth. He serves as a council member on the Children's Mercy Hospital Planned Giving Council and is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. White Sand Wealth Management is a five-advisor firm managing approximately $172.4 million for individuals, high-net-worth clients, pension plans, and businesses. The firm uses a blend of passive and active management with both fundamental and technical analysis to create portfolios tailored to clients’ objectives and tax considerations, with ongoing oversight and reporting.

Steven Franke is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, with 26 years of industry experience. He has been with Atwood & Palmer since 1996 and holds Series 65 and Series 66 licenses. 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 various asset classes and coordinates with outside professionals to integrate clients’ financial lives.

J Hartzler is a financial advisor with Triune Financial Partners, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Triune since 2017 and also operates a pro bono financial planning service, providing planning and budgeting assistance to individuals and families at no charge. Triune Financial Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management guided by written Investment Policy Statements.

Jason Anderson is a financial advisor with Equity Wealth Partners, LLC in Independence, MO, holding a Series 66 designation and 27 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 17 years before joining Equity Wealth Partners in 2022. Anderson serves in fiduciary capacities such as trustee and personal representative. Equity Wealth Partners is an eight-advisor team managing over $250 million in assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers integrated wealth management combining discretionary portfolio management with financial planning, using a fundamentally driven, generally long-term investment approach focused on diversified, low-cost funds alongside individual securities.

Bart Spachek is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Cornerstone Securities since 2015 and also operates Bart Spachek Inc. since 2010. Outside of advisory work, he directs Reign Benefits Consulting, where he conducts sales of fixed, indexed, and life insurance products and provides consulting services to a former Allstate insurance agency. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of advisers who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Alex Miller is a CFP® with three years of industry experience and currently serves as an advisor at Canvas Wealth Advisors, LLC. Prior to joining Canvas Wealth Advisors in 2025, he worked at Creative Planning, LLC from 2022 to 2025. His background includes a variety of roles outside finance, including work at Scissors & Scotch and involvement with Kansas State University. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, families, trusts, charitable organizations, and private real estate funds. The firm manages approximately $713 million in client assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Peter Sowden is a CFA® charterholder with 22 years of industry experience. He has been with Atwood & Palmer, Inc. in Kansas City, MO since 2006. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts with individualized investment policies and applies both fundamental and technical analysis across various asset classes.

Richard Kagy is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and over 13 years of industry experience. He has worked at several firms, including Vision, Optivise Advisory Services, Foresight Investment Advisors, and OnPointe Advisory and Financial Services, and has operated Kagy Financial since 2006. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of legal, tax, insurance, and banking services. The firm employs a diversified investment approach using fundamental, quantitative, and technical analysis combined with modern portfolio theory, managing accounts through discretionary, asset-based models tailored to client needs.

Kenneth Borum is a financial advisor at Prosperity Planning with 22 years of industry experience. He holds a Series 66 designation and has worked at Prosperity Planning since 2004, with a previous five-year tenure at Cetera Advisors LLC. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, broad-based investment approach across global asset classes, often using index-based mutual funds and ETFs, and offers specialized services such as targeted divorce financial planning and pension-plan participant education.