Weldon Terry Abell

Barbara Gulin is a financial advisor with BG Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with BG Wealth Advisory and its related entities since 2014. Outside of advisory services, she is involved in insurance services as a managing member and insurance agent for BG Wealth Management, LLC. BG Wealth Advisory, LLC provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a single third-party money manager for portfolio implementation. The firm delivers written financial plans on a fixed-fee basis and offers public seminars on investment topics, while portfolio management and trading authority remain with the third-party manager.

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.

Kenneth Bateman is the principal of Bateman Capital Management, Inc. in Leavenworth, KS, holding a Series 65 license with 9 years of industry experience. He has held leadership roles in multiple businesses including event space rental and real estate management, and serves as Chairman of the Leavenworth Main Street Program, Inc. in an unpaid capacity. Bateman Capital Management is an independent advisory firm that provides discretionary portfolio management to individual clients, using fundamental analysis and a diverse range of investment vehicles. The firm manages approximately $1 million across a small number of accounts and incorporates client-specific goals, tax considerations, and risk tolerance into written Investment Policy Statements.

Adam Jeffries is the principal of Unclipped Capital LLC in Overland Park, KS, holding a Series 65 credential. He has been with Unclipped Capital since 2026 and previously worked 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 portfolio management and financial planning primarily for individual clients, offering both fixed-price and hourly planning engagements. The firm employs a range of investment strategies from passive indexing to more active approaches, including concentrated growth with limited cryptocurrency exposure, managing accounts on a discretionary basis tailored to client goals and risk tolerances.

Tressa Wasson is a financial advisor at Retirement Planning Specialists - Midwest, LLC with 14 years of industry experience. She holds a Series 65 designation and has worked at several firms including Safe Harbor Financial Planning Group and RPS Insurance Solutions, LLC, where she also serves as an insurance agent. Retirement Planning Specialists - Midwest, LLC provides financial planning, consulting, and public educational seminars primarily for individual clients. The firm acts as an intermediary to outside portfolio managers, recommending and onboarding third-party money managers while monitoring their performance, but does not manage client assets directly.