Colten Honigman is a CFP® with six years of industry experience, currently serving at Prosperity Planning since 2018. His prior work includes roles at State Street and Goppert Financial Bank. Outside of financial services, he has experience in an entrepreneurial venture with JDS Detailing. Prosperity Planning is a team-based firm that serves individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, with a focus on long-term, broad-based global asset allocation using low-cost mutual funds and ETFs, and provides specialized services such as divorce financial planning and retirement-plan consulting.

Eldon Anderson is a CFP® with over 41 years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC since 2022. He previously spent 17 years with Ameriprise Financial Services, Inc. Anderson serves as treasurer on the boards of The Book of Mormon Foundation and the Colbern Road Restoration Branch. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, providing integrated wealth management through discretionary portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, utilizing diversified, low-cost funds alongside individual securities.

James Montgomery is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations with nine years of industry experience. He has been with Atwood & Palmer since 2017, following a one-year tenure at Charles Schwab. 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 a variety of asset classes and coordinates with outside professionals to integrate clients’ financial lives.

Ryan Noble is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Prosperity Planning, Inc. since 2009 and was previously with Cetera Advisors LLC from 2013 to 2018. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and pension consulting, including specialized divorce financial planning. The firm employs a long-term, diversified investment approach using mutual funds and ETFs with systematic tilts toward smaller-capitalization, value, and higher-profitability stocks.

Patrick Guilfoy is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at AE Wealth Management, Advisors Excel, and Duncan Financial Management. In addition to his advisory work, he is licensed as an insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, using proprietary risk-based models and a focus on fixed-income analysis. The firm also provides educational workshops and tax preparation services, and several representatives, including Guilfoy, hold insurance licenses that complement their investment services.

Alyssa Hon is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She has been with Prosperity Planning since 2019 and is based in North Kansas City, MO. Prior to her advisory role, she worked at K & E Flat Work and attended Missouri Western State University. Prosperity Planning is a team of 11 advisors serving individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and specialized financial planning services, including retirement and divorce financial planning, using a long-term, diversified investment approach focused on low-cost, tax-aware vehicles.

Nicholas Hartley is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has been with Windward Private Wealth Management Inc. since 2021. Outside of advisory work, he has held various positions including roles at Indian Foothills Golf Course and Missouri Valley College. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing ETFs and mutual funds, and offers additional services such as tax preparation and college savings plan management.

Justin Locke is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Prosperity Planning, Inc. since 2023 and previously was employed at ProMedica Hospice for eight years. Outside of financial advising, he was involved with Holden First Baptist Church from 2011 to 2017. Prosperity Planning, Inc. advises individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, broadly diversified investment approach using mutual funds and ETFs, with portfolio management focused on systematic tilts toward smaller-capitalization, value, and higher-profitability stocks.

Daniel Kennedy is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at Mader & Shannon Wealth Management since 2010. He is involved in a non-investment related business, USKK, Inc., which he dedicates time to during evenings. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, and retirement plans. The firm employs an active management strategy focusing on individual securities using fundamental and technical analysis, and also provides specialized services such as expert witness testimony.

Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.

Michael Armour is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of financial advising, he operates a seasonal lawn care business and serves as co-trustee of the Dorothy L. Armour Trust. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm’s investment approach integrates multiple analytical methods and offers strategies ranging from long-term allocation to shorter-term trading, with services delivered via a network of independent advisers.

James Watts is a financial advisor at Prosperity Planning with a Series 65 credential. He has one year of industry experience, including prior roles at Dogwood Wealth Management and a 21-year career in the US Army. Prosperity Planning serves individuals and families, high-net-worth clients, retirement plans, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm emphasizes long-term, broad-based global allocations using low-cost mutual funds and ETFs, incorporating strategic tilts toward smaller-cap, value, and higher-profitability companies.

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.

Peyton Anderson is a financial advisor with Equity Wealth Partners, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Equity Wealth Partners, he worked for the Kansas City Royals for one year. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management through discretionary portfolio management alongside financial planning services. The firm serves approximately 900 households with a team of eight advisors managing over $250 million in assets.

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.