Connie Theresa Pearson

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

John Chladek is a CFP® with 20 years of industry experience and has been the sole advisor at Chladek Wealth Management, LLC since 2009. Based in Lenexa, KS, he holds Series 63 and Series 65 licenses. Chladek Wealth Management is an independent advisory firm serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and offers both one-time and ongoing planning engagements.

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at Tradewinds since 2002 and also served as a substitute teacher in the local public school district since 2004. Tradewinds provides separate-account investment management primarily to individuals and individual trusts, using a combination of fundamental and technical analysis with an emphasis on asset allocation and diversification. The firm also seeks to serve institutional investors and follows documented operational controls that distinguish its practices from many peers.

Anthony Fortino is a financial advisor at Fortino Wealth Management, LLC, holding a Series 65 designation with several years of industry experience including roles at Five Elms Capital, Country Club Financial Services, Inc., and Jahani and Associates. He has also operated his own accounting services firm since 2017. Prior to his financial career, he worked in the touring production of a Broadway musical. Fortino Wealth Management provides discretionary and non-discretionary portfolio management, investment advice, and project-oriented financial planning to individuals, families, and businesses. The firm employs a globally diversified investment approach based on modern portfolio theory and offers fixed-fee financial planning alongside asset-based advisory services.

Dustin Irish is a financial advisor at Irish Capital LLC with a Series 66 designation and four years of industry experience. Prior to founding Irish Capital, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He serves as a board member for the nonprofit Friends of Infant Toddler Services and works as a stagehand for the Kansas City Chiefs. Irish Capital provides discretionary wealth management and financial planning to individual and high-net-worth clients, focusing on portfolios primarily composed of ETFs and low-cost mutual funds with occasional use of individual stocks and options. The firm employs a fundamental, long-term investment approach with strategic asset allocation adjusted as client needs or market conditions change.

William Jenkins is the principal advisor at Comprehensive Wealth Planning, LLC, an independent advisory firm based in Shawnee, Kansas. He holds a Series 66 credential and has 11 years of industry experience. Prior to founding his firm, he worked at several financial firms including Moneta Group Investment Advisors, HDQ Wealth, and MassMutual Life Insurance Co. In addition to his advisory role, Jenkins is a licensed attorney practicing business and estate planning through Jenkins Legal, LLC. Comprehensive Wealth Planning, LLC serves individual and high-net-worth clients with a focus on retirement, providing fee-based investment management and financial planning. The firm offers tailored asset allocations managed on a discretionary basis and also serves businesses, pension and profit-sharing plans, and trusts.