William Milhon

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.

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 firms including Safe Harbor Financial Planning Group and RPS Insurance Solutions, LLC, where she currently spends approximately half of her time providing insurance services. Retirement Planning Specialists - Midwest, LLC serves individual clients with financial planning and consulting, providing educational seminars and referring client assets to third-party money managers. The firm delivers financial plans and consultations on an hourly or per-engagement basis without directly managing client assets.

William Jenkins is a financial advisor at Comprehensive Wealth Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Moneta Group Investment Advisors, Lewer Financial Advisors, and MassMutual Life Insurance. In addition to his advisory work, Jenkins is a licensed attorney practicing business and estate planning through his own firm, Jenkins Legal, LLC. Comprehensive Wealth Planning, LLC is an independent, state-registered advisory firm that serves individual and high-net-worth clients, as well as businesses and institutional entities. The firm focuses on retirement planning and offers discretionary management with tailored asset allocations, ongoing supervision, and financial planning services provided either as part of asset management or separately.

Douglas Mottet is the principal advisor of Mottet Wealth, an independent registered investment adviser based in Parkville, MO, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Doug Mottet Enterprises, Inc. since 1992. Outside of financial advising, he works as an independent contractor and district sales representative for Stine Seed Company, a non-investment related business. Mottet Wealth manages approximately $68 million for around 130 clients, offering portfolio management and comprehensive financial planning for individuals as well as retirement plans and institutional accounts, including pension consulting. The firm uses the AssetMark platform to implement client strategies through model portfolios, individually managed accounts, mutual funds, and ETFs, and provides discretionary portfolio management along with tax-aware and guided-income options.

Michael Porembski is a financial advisor at BG Wealth Advisory, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at BG Wealth Advisory since 2017. Prior to his advisory career, he spent 16 years at Superior VendAll Inc. and over two decades with the Unified Government of Wyandotte County. He is also involved in an affiliated insurance business through MRP Investment Advisory Services, LLC. BG Wealth Advisory provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a third-party money manager for investment implementation. The firm offers fixed-fee written plans and educational seminars, while portfolio management and trading authority remain with the external manager.

Walter Hodgden is the sole advisor at Fiduciary Standard, LLC, an independent investment advisory firm based in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Hodgden has led Fiduciary Standard since 2013. Fiduciary Standard serves a limited client base including individual and high-net-worth clients, family-related trusts, and at least one banking institution. The firm offers tailored asset and portfolio management services focused on long-term capital appreciation and dividend income, managing accounts on a non-discretionary basis with direct client approval before trades.