Alejandro Carvalho Rodriguez is a CFP®-certified financial advisor with 10 years of industry experience. He is currently the sole advisor at Planning Trail Investments, LLC, where he has worked since 2023. Prior to this, he was with Probitas Wealth Management, LLC, Edward Jones, and MassMutual Life Insurance Co. He serves on the Alumni Board of Directors at Emporia State University. Planning Trail Investments is an independent, single-advisor firm offering discretionary asset management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, qualitative, and sector analysis with dynamic and tactical asset-allocation strategies, serving both retail and institutional clients.

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

Garrett Harper is the principal of Harper Financial Strategies, LLC in Lawrence, KS, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Generation Strategies, LLC, Eagle Strategies (NY Life), NYLife Securities, LLC, and New York Life Insurance Company. In addition to his advisory work, he owns an insurance brokering business focused on non-registered insurance products. Harper Financial Strategies provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $26 million across about 100 client relationships. The firm constructs tailored portfolios based on clients’ goals, risk tolerances, and time horizons, offering ongoing comprehensive financial planning at no additional fee to many asset-management clients and does not require a minimum investable asset to engage advisory services.

John Kuddes is a financial advisor with Wealth Management Consultants, LLC in Lawrence, KS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Wealth Management Consultants in 2016, he worked at Commonwealth Financial Network from 2013 to 2016. He is the author of the investing book *Buy When There Is Blood in the Street: Make Money Like the Pros* and serves as CEO of CEO Peer Advisory Group as well as a board member for two employee stock ownership plan companies. Wealth Management Consultants, LLC provides discretionary portfolio management to individuals and high-net-worth clients, managing approximately $54 million across about 35 accounts. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis with active, in-house management including the use of margin and derivatives, distinguishing itself with a small team and a single-custodian requirement.

Doni Mooberry is a financial advisor at ISC Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ISC Advisors since 2013 and Institutional Securities Corp since 2009. In addition to her advisory work, she owns and operates a tax practice and maintains an active legal practice, and serves as Treasurer for both the Lawrence Rotary Club and the Community Children's Center, nonprofit organizations in Lawrence, KS. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients by providing financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and offers a proprietary managed-account program while utilizing model portfolios overseen by an Investment Committee.

Garrett Halton is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Lawrence, KS. He has worked at LPL Financial since 2013 and also operates The Perspective Group, where he provides tax preparation services in addition to investment advisory. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of portfolio management strategies, combining large-scale advisory operations with a broad range of financial products and services.

Sarah Williamson is a financial advisor at Fern Financial Group, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and has operated her own CPA practice since 2015. Fern Financial Group serves individual and high-net-worth clients, providing retirement plan consulting and family office wealth-planning services. The firm uses an open-architecture investment approach, employing third-party discretionary managers and primarily recommending ETFs and individual equities tailored to clients’ goals and risk profiles.

Stephen Lane is a CFP® with 21 years of industry experience, currently serving as a financial advisor at The Perspective Group since 2015. He has also been associated with LPL Financial LLC since 2004. In addition to his advisory role, Lane is involved in tax preparation and accounting services through an affiliated business. The Perspective Group advises primarily individual and high-net-worth clients, managing approximately $174 million across about 300 accounts. The firm offers tailored investment management, financial planning, retirement-plan consulting, and brokerage execution through LPL Financial, alongside tax preparation and insurance products.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

David Mattern is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he owns and manages a farm business. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm provides discretionary investment and wealth management, financial planning, and consulting, employing tailored asset allocation strategies with an emphasis on tax efficiency and cost-effective implementation.

Kyle Cross is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Mattern Wealth Management LLC since 2019 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is the sole owner of a real estate holding company based in Highland, KS. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm offers discretionary investment management and financial planning, focusing on tailored asset allocations and tax-efficient portfolio implementation using a range of securities and third-party managers.

Brenda Lenz is a CFP® with 30 years of industry experience, currently serving as a financial advisor at First Affirmative Financial Network LLC since 2012. Her prior work includes roles at Zeider's and MHN, and she has been involved with Wheatland Tax Services, LLC since 2002. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of 14 advisors managing approximately $956 million in assets. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.

Kevin Michael is a financial advisor at Rademacher Financial, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2015 to 2023. Outside of his advisory role, he teaches Tae Kwon Do classes twice a week at KU Tae Kwon Do Sports Club. Rademacher Financial, Inc. serves a diverse client base including individuals, trusts, charitable organizations, and retirement plan participants, managing approximately $261 million in discretionary assets. The firm offers tailored, typically discretionary investment strategies based on client objectives and risk tolerance, with a particular emphasis on retirement-plan consulting and participant education.

Marcus Mattern is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding a Series 66 designation and nine years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services prior to joining Mattern Wealth Management in 2019. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and consulting, with an investment approach that incorporates written policy statements, tailored asset allocations, and a focus on tax-efficient, cost-effective portfolio implementation using a range of securities and third-party managers.

Douglas Miller is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at Chief Advisors Corp, where he has worked since 2021, following a 24-year tenure at Charles Schwab. Miller holds Series 63 and Series 66 licenses. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages client portfolios using a discretionary approach and combines fundamental, technical, and behavioral analysis across a wide range of securities.

Ronan Sramek is a CFP® and Series 65-licensed advisor at Rademacher Financial, Inc. with one year of industry experience. Prior to joining Rademacher Financial, he worked at Equity Bank from 2014 to 2024. He is also a licensed independent insurance agent in Lawrence, KS. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized, typically discretionary investment strategies and has a notable focus on retirement-plan consulting and participant education.

Matthew Hertig is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials. He has held roles at Thrivent Financial and Thrivent Investment Management since 2025, following previous positions at HALFAI Consulting, InMarket Media, and Alight Analytics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering various topics, including retirement and estate planning, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Philip Mcwilliams is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Berthel, Fisher since 1994. Outside of his advisory role, he is involved in securities and insurance through his own entities, including MCWILLIAMS FINANCIAL SERVICES, LLC. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management solutions across multiple platforms and permits advisors to manage portfolios using various investment vehicles and strategies.

Gabriel D'angelo is a CFP® professional with two years of industry experience, currently serving at Rademacher Financial, Inc. He previously worked at Strategic Wealth Advisors Group, Inc. and Charles Schwab. Outside of his advisory role, he is a licensed independent insurance agent in Lawrence, KS. Rademacher Financial, Inc. provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes individualized investment strategies and retirement-plan consulting, managing approximately $261 million in discretionary client assets.

Rachel Rademacher is a financial advisor with Rademacher Financial, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her career includes roles at Raymond James Financial Services and ownership positions at P&R Holdings LLC and RTP, LLC. Outside of finance, she has been a glass artist since 2011. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing individualized investment strategies and a focus on retirement-plan consulting and participant education.