Lance Alan Zimmerman

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.

Christopher Knowles is a financial advisor at RPR Financial with eight years at the firm and five years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he serves as Director of Ways and Means for the Santa Fe Trail Blazers, a community organization. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and offers services including discretionary portfolio management, model asset allocation strategies, and access to affiliated CPA and tax services.

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.

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

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.