Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

John Clark is a CFP® and CFA® with three years of experience at Wolf Bay Wealth Partners, where he is the sole advisor. He also serves as an Associate Professor of Finance at the University of Missouri - Kansas City and supervises the university's Student Fund. Wolf Bay Wealth Partners provides investment management, financial planning, and educational seminars to institutions, pooled vehicles, nonprofit and corporate clients, as well as individual investors. The firm combines modern portfolio theory with fundamental, technical, cyclical, and factor analysis, offering discretionary portfolio management and periodic reviews, and is notable for its academic leadership and focus on client education.

John Chladek is a CFP®-certified financial advisor with 19 years of industry experience. He founded Chladek Wealth Management, LLC in 2009 and previously worked at TMFS-Providence, LLC. The firm serves individual clients, including high-net-worth individuals, providing financial planning and discretionary investment management. Chladek Wealth Management applies modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios, utilizing no-load mutual funds and ETFs while maintaining trading discretion. The firm offers both one-time and ongoing financial planning, portfolio management, and advisory services for held-away retirement accounts, with additional estate plan coordination through an independent third-party provider.

Mark Nasche is the sole advisor at Nasche Asset Management LLC in Overland Park, KS, holding Series 63 and Series 65 credentials with 41 years of industry experience. He previously worked at Oppenheimer & Co for 11 years before founding his current firm in 2020. Nasche Asset Management LLC provides asset management and investment advisory services to individuals, high-net-worth clients, families, and small businesses using separately custodied accounts. The firm employs a value-oriented, primarily long-term investment approach with tactical flexibility and manages accounts on a non-discretionary basis, requiring client approval before trades.

Melinda Bell is a financial advisor at Retirement Roots Wealth Management LLC in Overland Park, KS, holding a Series 65 designation with five years of industry experience. She has worked with several firms including Gradient Advisors LLC and AE Wealth Management, LLC. In addition to advising, she owns and operates American Senior Benefits dba Retirement Roots LLC, where she provides insurance products and services. Retirement Roots Wealth Management LLC is a solo, state-registered advisory firm that offers comprehensive financial planning and consulting to individual clients. The firm refers clients to third-party money managers, notably Gradient Investments, and monitors their performance and suitability over time rather than managing portfolios directly.

David Walsh is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Dynamic Wealth LLC since 2024. Prior to this, he spent two years with Creative Planning and nine years with Sunrise Advisors, Inc. In addition to his advisory role, Walsh operates Walsh Law LLC, a legal practice focused on business and estate planning services. Dynamic Wealth LLC is an independent, single-advisor firm managing approximately $23 million for a select group of high-net-worth individuals, families, trusts, foundations, donor-advised funds, and closely held businesses. The firm employs a long-term, goal-based investment approach using customized discretionary portfolios and maintains a formal affiliation with Walsh Law LLC to provide integrated estate, tax, and business legal services.

Kenneth Gilpin is a CFP® professional with 26 years of industry experience and has been the principal advisor at Sound Investments Inc. in Overland Park, KS since 1999. He holds Series 63 and Series 65 licenses and operates as a sole advisor at his independent firm. Sound Investments Inc. provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, and retirement plan clients, including pension, 401(k), and profit-sharing plans. The firm manages approximately $16.3 million for about 65 clients, tailoring portfolios based on client net worth and investment profiles, and primarily uses no-load mutual funds, low-cost ETFs, and individual stocks with a trend-following selection process.

James Byrne is a financial advisor at Grand Street Advisors, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Grand Street Advisors since 2004 and has been affiliated with Sanwa Universal Securities Co., LLC since 1991. Grand Street Advisors is a small, independent advisory firm serving individuals, retirement plans, trusts, banks, and other business entities. The firm manages approximately $9 million across about 16 clients, providing non-discretionary portfolio management, one-time advisory consulting, and pension consulting services with customized asset allocations based on fundamental, technical, and charting analysis.

Stephen Lyddon is a CFP® professional with 18 years of experience, serving clients through Opine Financial Advisors in Kansas City, MO. He has been the owner and general manager of a Jackson Hewitt Tax Service franchise since 1992. His roles include overseeing operations and client relations at the tax preparation business alongside his financial advisory work. Opine Financial Advisors provides fee-only, hourly financial planning and investment advice to individuals, families, and small tax-exempt organizations. The firm employs a strategic asset allocation approach using a core-and-satellite design and does not take custody of client assets, allowing clients to retain control of their investments.