James Jerry Soukup

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 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.

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.

Adam Jeffries is the sole advisor at Unclipped Capital LLC and holds a Series 65 designation. He has been with Unclipped Capital since 2026 and has prior work experience at Honeywell and Burns & McDonnell. Outside of his advisory role, he is involved with Beach Balm Getaways LLC and Finite Engineering & Associates. Unclipped Capital LLC provides discretionary investment management and financial planning primarily to individual clients. The firm offers a range of investment approaches, including passive diversified ETFs, active market-timing strategies, and concentrated growth portfolios that can include equities and cryptocurrency exchange-traded products, with client suitability documented to determine the appropriate strategy.

Tressa Wasson is a financial advisor with Retirement Planning Specialists - Midwest, LLC, holding a Series 65 designation and 15 years of industry experience. She has worked at firms including Safe Harbor Financial Planning Group and operates an insurance services business, RPS Insurance Solutions, LLC. Retirement Planning Specialists - Midwest serves individual clients by providing financial planning, consulting, and public educational seminars. The firm acts as an intermediary to outside portfolio managers, recommending and onboarding third-party money managers while monitoring their performance without directly managing client assets.