Stephen Small is a financial advisor at Aspen Wealth Management, Inc. in Overland Park, Kansas, holding a Series 65 designation with 19 years of industry experience. He has been with Aspen Wealth Management since 2007. Outside of his advisory role, he is the managing member of Swift Investments, LLC, where he oversees investment opportunities and tax return preparation for personal and family investing. Aspen Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, foundations, and other entities, managing approximately $83.4 million in client assets. The firm emphasizes asset allocation, fundamental and technical analysis, and multi-year investment horizons, using a range of investment vehicles and operating with discretionary trading authority.

Tavis Holsinger is a financial advisor at Aspen Wealth Management, Inc. in Overland Park, KS, holding a Series 65 designation with two years of industry experience. He previously worked at Gearing Capital Partners, Inc. for thirteen years before joining Aspen Wealth Management. Aspen Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, foundations, and retirement plans. The firm manages approximately $79.5 million across about 90 clients, providing discretionary investment management and comprehensive financial planning with an emphasis on asset allocation and tailored portfolio strategies.

Trevor Holsinger is a financial advisor with Aspen Wealth Management, Inc. in Overland Park, KS, holding a Series 63 designation and 25 years of industry experience. He has been with Aspen Wealth Management since 2000. Outside of his advisory role, he serves as trustee for a personal investment trust focused on evaluating investment opportunities. Aspen Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, foundations, and retirement plans, managing approximately $79.5 million for about 90 clients. The firm offers discretionary investment management and comprehensive financial planning, emphasizing asset allocation and using both fundamental and technical analysis to tailor portfolios with regular reviews and rebalancing.