David Holstein

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.

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.

Doug Voss is the principal of VIP Advisors LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 13 years of industry experience. He is also the managing member of VIP Taxes LLC, providing tax preparation services, and VIP Financial Services LLC, offering insurance services. Voss has been associated with these firms since 2010-2011. VIP Advisors LLC is an independent investment advisory firm serving individuals, retirement plans, trusts, estates, and other entities. The firm employs a tactical allocation approach using a range of investment instruments and automated platform services, managing approximately $1.07 million across about two dozen client accounts.

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Tressa Wasson is a financial advisor at Retirement Planning Specialists - Midwest, LLC with 14 years of industry experience. She holds a Series 65 designation and has worked at firms including Safe Harbor Financial Planning Group and RPS Insurance Solutions, LLC, where she currently spends approximately half of her time providing insurance services. Retirement Planning Specialists - Midwest, LLC serves individual clients with financial planning and consulting, providing educational seminars and referring client assets to third-party money managers. The firm delivers financial plans and consultations on an hourly or per-engagement basis without directly managing client assets.