Ted Kouris

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.

Nicholas Romey is a CFA® charterholder and holds a Series 65 license with seven years of experience in the financial industry. He has been with ETF Portfolio Partners, Inc. since 2019. Prior to that, he spent three years at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily using globally diversified, balanced ETF portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and regularly monitors and rebalances model portfolios.

Chris Knowles is a Wealth Advisor at RPR Financial with a Series 65 license and industry experience going back to 2008. He has worked at RPR since 2018. Outside of his advisory work, Chris has served as a Director for the Santa Fe Trail Blazers, a 501c(3) organization devoted to youth sports. 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, actively managed investment approach.

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.

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.