Brandon Michael Shreve

Alejandro Carvalho Rodriguez is a CFP®-certified financial advisor with 10 years of industry experience. He is currently the sole advisor at Planning Trail Investments, LLC, where he has worked since 2023. Prior to this, he was with Probitas Wealth Management, LLC, Edward Jones, and MassMutual Life Insurance Co. He serves on the Alumni Board of Directors at Emporia State University. Planning Trail Investments is an independent, single-advisor firm offering discretionary asset management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, qualitative, and sector analysis with dynamic and tactical asset-allocation strategies, serving both retail and institutional clients.

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

John Kuddes is a financial advisor at Wealth Management Consultants, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has served as the sole advisor at his firm since 2016. Kuddes is the author of the book *Buy When There Is Blood in the Street: Make Money Like the Pros* and is involved as a CEO Peer Advisory Group facilitator as well as a board member of two employee stock ownership plan (ESOP) companies in Colorado. Wealth Management Consultants, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, managing $73.5 million across 38 accounts. The firm utilizes a diverse investment approach, including fundamental, technical, and quantitative analysis, with active use of leverage, short sales, and options strategies.

Alexander Coats is a CFP® with 11 years of industry experience, currently serving at Harper Financial Strategies, LLC. His prior roles include positions at Atlas Wealth Management, R.W. Baird, WT Wealth Management, Financial Engines Advisors, Ameriprise Financial Services, and Voya Investment Management. Harper Financial Strategies serves individual and high-net-worth clients by offering discretionary asset management and financial planning consulting services. The firm tailors portfolio allocations based on clients’ goals and risk tolerances, using methods such as asset allocation, dollar-cost averaging, technical analysis, and short-term trading, and provides regular account and planning reviews.

Doni Mooberry is a financial advisor at ISC Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ISC Advisors since 2013 and Institutional Securities Corp since 2009. In addition to her advisory work, she owns and operates a tax practice and maintains an active legal practice, and serves as Treasurer for both the Lawrence Rotary Club and the Community Children's Center, nonprofit organizations in Lawrence, KS. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients by providing financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and offers a proprietary managed-account program while utilizing model portfolios overseen by an Investment Committee.

Garrett Halton is a CFP® professional with 13 years of industry experience. He has worked at The Perspective Group since 2015 and has been associated with LPL Financial since 2013. In addition to his advisory role, he provides basic tax preparation services through an affiliated business. The Perspective Group is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and retirement-plan consulting. The firm employs a model-driven investment approach with both discretionary and non-discretionary account management and offers tax preparation services through its affiliated business.