Daniel Reiter is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with Prosperity Planning, where he has worked since 2018, and previously held positions at Creative Planning, Sound Stewardship, and Cetera Advisors LLC. Outside of advising, he serves as an adjunct instructor at Kansas State University teaching personal financial planning and owns a tax preparation and consulting business. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term, broadly diversified investment approach and manages portfolios on a discretionary basis with an emphasis on asset allocation, tax placement, and specialized services such as divorce financial planning.

Reed Roney is a financial advisor with Canvas Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. He has been with Canvas Wealth Advisors since 2023. Canvas Wealth Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and private real estate funds. The firm manages approximately $713 million in assets and utilizes a diversified investment approach consistent with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Leslie Penka is a financial advisor at DAI Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Expand Financial, LPL Financial, NewEdge Advisors, and Purshe Kaplan Sterling Investments. DAI Wealth, LLC is a multi-advisor team managing approximately $330 million in assets, serving a diverse group of individual and institutional clients. The firm offers customized investment management through a range of account types and platforms, and it serves several uncommon institutional client types such as sovereign wealth funds and state or municipal government entities.

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.

Bret Guillaume is a CFP® with 22 years of industry experience and holds the Series 66 designation. He has been with Mader & Shannon Wealth Management and its predecessor firms since 2004. The firm manages approximately $269 million in discretionary assets and serves individual and high-net-worth clients, corporations, and pension and profit-sharing plans. Mader & Shannon Wealth Management employs an active, discretionary investment approach that emphasizes individual securities on major U.S. exchanges and provides comprehensive retirement-plan services, including ERISA plan support.

Joseph Morrow is a CFP® and holds a Series 65 license, currently serving as an advisor at Canvas Wealth Advisors, LLC with five years of industry experience. Prior to joining Canvas Wealth Advisors in 2021, he spent three years at KPMG LLP. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, providing financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm manages diversified portfolios based on modern portfolio theory and also acts as an administrative manager for private pooled real estate investment vehicles.

John Fitch is a financial advisor at Cornerstone Securities LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Cornerstone Securities since 2017, following prior roles at Larson Financial Group, LLC and Larson Financial Securities, LLC. Outside of advisory work, he is involved in insurance sales as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of advisors who develop portfolio strategies and offer asset management, third-party advisory program selection, and financial planning services.

Joshua Zach is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Canvas Wealth Advisors, LLC since 2020 and previously worked at Edward Jones and Cognizant. Outside of his advisory work, he was involved with the Natural Baseball Academy for six years. 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 manages approximately $713 million in assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Carlos Carriedo Samaniego is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Buttonwood Financial Group in 2023, he worked at firms including J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, and Waddell & Reed. He is also involved with Carriedo Enterprises, LLC, an outside business activity. Buttonwood Financial Group is an independent SEC-registered advisory firm serving individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services, including Family CFO planning, discretionary and non-discretionary investment management, and family-office style support utilizing globally diversified model portfolios with integrated tax management.

Shayna Vlock is a financial advisor with Prosperity Planning, holding a Series 65 credential and currently in her first year in the industry. Prior to joining Prosperity Planning, she gained experience in various roles at Kansas State University, as well as positions in retail and education. Prosperity Planning serves individuals and families, high-net-worth clients, retirement plans, charitable organizations, and businesses by providing discretionary portfolio management, comprehensive financial planning, pension consulting, and retirement-rollover guidance. The firm emphasizes long-term, broad-based allocations across global asset classes using primarily mutual funds and ETFs with a strategic focus on smaller-cap, value, and higher-profitability companies.

Andrew Ramos is a financial advisor with Convergence Financial in Prairie Village, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Convergence Financial and LPL Financial in 2024. Ramos serves as Chief of Staff in the US Army Reserve, a role he has held since 2005. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, and various organizational clients. The firm utilizes strategic asset allocation and fundamental analysis to build customized portfolios, providing both discretionary and non-discretionary management alongside retirement plan consulting and access to third-party asset managers.

David Bush is a financial advisor with Private Client Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. He is also licensed as an insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers discretionary portfolio management alongside financial planning and retirement plan services.

Mark Cussen is a financial advisor at FMSA with Series 63 and Series 65 credentials and three years of industry experience. His work background includes roles at Outlier AI, Inc., Intuit, Selectquote, and Jackson Hewitt Tax Service. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach focused on company financials and intrinsic value.

Hal Wood is a financial advisor at Triune Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Triune Financial Partners since 2016. In addition to his advisory role, Wood owns and operates H.F. Wood Consulting, an animal health management consulting practice that advises and teaches veterinarians and related companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, 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 tailored to client objectives.

Scott Wesley is a financial advisor at Canvas Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Two West Capital Advisors LLC and Msec, LLC. Outside of his advisory role, he is a minority member of Arrived Outdoors LLC, an outdoor sports and recreational club for executives. Canvas Wealth Advisors 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 manages approximately $713 million in client assets and employs a diversified investment approach aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Joseph Wild is a financial advisor at Elevated Capital Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bank, Advisors Excel, and Bankers Life. Outside of finance, he was involved with Wildcat Creek Fitness. Elevated Capital Advisors, LLC serves a diverse range of individual and institutional clients, providing investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering both discretionary and non-discretionary portfolio management and access to various custody and trading platforms.

Charles Bourquin is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 license. He has prior experience at 49 Financial LLC, Pinnacle Pool & Spa, Select Pool Service LLC, and Total Management, LLC. Bourquin is also a licensed insurance agent affiliated with the Financial Independence Group, where he engages in life insurance sales as part of clients' overall financial plans. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models with an emphasis on fixed-income security selection and risk management, and several representatives, including Bourquin, are licensed insurance agents offering insurance and annuity products.