Julie Ann Rush

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

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 two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

Joshua Miller is the sole advisor at Monarch Fiduciary, LLC, an independent SEC-registered investment adviser based in Kansas City, MO. He holds a Series 65 designation and has eight years of experience in information security, working at Jack Henry since 2018 and RiskIQ from 2016 to 2018. Monarch Fiduciary offers discretionary portfolio management and comprehensive financial planning to individuals, business owners, trusts, and retirement plan participants, utilizing a low-cost, evidence-based approach focused on long-term, diversified ETF and index fund portfolios enhanced by quantitative analysis and tax-efficiency considerations.

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.