Kaylin Dillon

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.

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.

Garrett Harper is the principal of Harper Financial Strategies, LLC in Lawrence, KS, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Generation Strategies, LLC, Eagle Strategies (NY Life), NYLife Securities, LLC, and New York Life Insurance Company. In addition to his advisory work, he owns an insurance brokering business focused on non-registered insurance products. Harper Financial Strategies provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $26 million across about 100 client relationships. The firm constructs tailored portfolios based on clients’ goals, risk tolerances, and time horizons, offering ongoing comprehensive financial planning at no additional fee to many asset-management clients and does not require a minimum investable asset to engage advisory services.

John Kuddes is a financial advisor with Wealth Management Consultants, LLC in Lawrence, KS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Wealth Management Consultants in 2016, he worked at Commonwealth Financial Network from 2013 to 2016. He is the author of the investing book *Buy When There Is Blood in the Street: Make Money Like the Pros* and serves as CEO of CEO Peer Advisory Group as well as a board member for two employee stock ownership plan companies. Wealth Management Consultants, LLC provides discretionary portfolio management to individuals and high-net-worth clients, managing approximately $54 million across about 35 accounts. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis with active, in-house management including the use of margin and derivatives, distinguishing itself with a small team and a single-custodian requirement.

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®-certified financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Lawrence, KS. He has worked at LPL Financial since 2013 and also operates The Perspective Group, where he provides tax preparation services in addition to investment advisory. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of portfolio management strategies, combining large-scale advisory operations with a broad range of financial products and services.