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.

Doug Voss is the principal of VIP Advisors LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 13 years of industry experience. He is also the managing member of VIP Taxes LLC, providing tax preparation services, and VIP Financial Services LLC, offering insurance services. Voss has been associated with these firms since 2010-2011. VIP Advisors LLC is an independent investment advisory firm serving individuals, retirement plans, trusts, estates, and other entities. The firm employs a tactical allocation approach using a range of investment instruments and automated platform services, managing approximately $1.07 million across about two dozen client accounts.

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.

Marco Miros is a CFP®-designated financial advisor with 14 years of industry experience, currently serving at Miros Wealth LLC. His prior roles include positions at American Century Investment Services Inc. and Minnesota Life Insurance Company. Outside of financial advising, Miros is involved with the US Soccer Federation and teaches at Strayer University. Miros Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, endowments, and charitable organizations. The firm offers customized financial planning and asset management using a combination of active and passive strategies, quantitative screening, and scenario testing, while also providing life and health insurance through affiliated entities.

Steven Warta is a CFP® and ChFC® credentialed financial advisor with 16 years of industry experience. He is the sole advisor at Roadmap Wealth Management LLC, an independent firm he has led since 2015 in Overland Park, Kansas. Roadmap Wealth Management provides discretionary wealth management and financial planning services to individuals, business owners, retirement plans, and trusts. The firm creates personalized financial roadmaps based on client risk tolerance and goals, implementing diversified portfolios primarily using no-load mutual funds and ETFs, with ongoing monitoring and at least annual in-person reviews.

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.

I am a fee-only, flat-fee fiduciary and the owner of Artisan Financial Planning, an advisory firm dedicated to professional musicians, performing artists, and creatives. After a career on stage, I bring a real‑life perspective to planning—I understand variable income, touring schedules, union and employer benefits, royalty streams, 1099/W‑2 mixes, and the career pivots many artists face. I deliver comprehensive financial planning and investment management with clear, unbiased advice: no product sales, no commissions, and transparent pricing. Clients work with me as a personal money coach to align cash flow, emergency reserves, benefits decisions, investments, taxes, insurance, and retirement timelines with their artistic goals—so they can follow their muse without worrying about money. Services include ongoing financial planning, tax‑aware investment management, retirement readiness and Social Security optimization, risk management, education on healthcare choices, and guidance for business owners and freelancers (entity selection, budgeting, and quarterly taxes). My approach is collaborative, educational, and practical: I build plans that fit the cadence of performances, recording projects, and family life. As a former orchestral musician who navigated career‑impacting health challenges, I meet clients with empathy and clarity, helping them make confident decisions at key transitions. I serve clients nationwide virtually and am committed to acting in your best interest at all times as a fiduciary. Importantly, I am open to working with creative professionals from all walks of life—wherever you may be on your financial life journey—from getting started and stabilizing cash flow to scaling your career, planning major projects, or preparing for retirement.

John Mcgreevy is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He is currently the sole advisor at 1316 Capital LLC, having previously worked at Wealth Management Consultants, LLC for eight years and Dairy Farmers of America for over a decade. 1316 Capital LLC provides discretionary portfolio management to individuals, families, and businesses, with a focus on high-net-worth clients. The firm employs a modern portfolio theory approach using globally diversified portfolios primarily composed of mutual funds and ETFs, and it tailors each engagement with discretionary authority for day-to-day management.

Michael Sheerin is a financial advisor at Proactive Planning Wealth Advisory with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Barber Financial Group and APS Ventures, LLC. In addition to advisory services, he is a licensed insurance agent involved in the sale of insurance products. Proactive Planning Wealth Advisory is an independent, state-registered firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm customizes investment strategies based on client objectives and employs various techniques including asset allocation, dollar-cost averaging, and model portfolios.

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.

Stephen Leaming is the sole advisor at SBL Investment Advisors, LLC, an independent firm based in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has operated Steve Leaming Financial Services since 1979, where he works as a life insurance agent providing life insurance planning and client services. SBL Investment Advisors offers personalized financial planning and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm refers client assets to third-party money managers rather than managing portfolios directly and charges fixed or hourly fees along with solicitor fees from these referrals.

Donald Brown is the sole advisor at Don Brown - Investment Advisor, LLC in Overland Park, KS, holding a Series 65 designation with 12 years of industry experience. He has operated his advisory business since 2005 and co-owns Renodry USA, LLC, a renovation and restoration company. His firm provides discretionary portfolio management for a small, exclusive client base, focusing on growth and growth-and-income objectives across taxable, trust, and IRA accounts. The investment approach combines fundamental and technical analysis with an emphasis on charting tools to identify market opportunities, using active management and market timing to adjust portfolio exposures.

Luke Tait is the sole advisor at Golden Guidance LLC, an independent investment advisory firm based in Overland Park, KS. He holds Series 65 and Series 66 licenses and has 11 years of industry experience, including prior roles at QuadCap Wealth Management and Goldman Sachs & Co. Since 2021, he has also been a partner in The Food Truck Club, a food services and online booking platform, where he helps coordinate and expand operations. Golden Guidance LLC provides discretionary and non-discretionary portfolio management along with financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a mix of fundamental, cyclical, and modern portfolio theory analyses to construct tailored portfolios using a variety of instruments and adapts strategies to client objectives and risk tolerance.

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.

Troy Burgett is the sole advisor and owner of Catalonia Wealth Management LLC, holding a Series 65 credential with three years of industry experience. He previously worked at PwC and currently serves as a financial analyst for Realko Asset Management, a real estate management company. Catalonia Wealth Management provides discretionary asset management and investment advisory services primarily to pooled vehicles and institutional clients. The firm’s investment approach combines fundamental and technical analysis with portfolio construction focused on asset allocation, security selection, and options trading, alongside tax strategy and financial planning support.

Matthew Weglarz is a CFA charterholder currently with Buffalo Run Wealth Advisors LLC. He has over a decade of industry experience, including roles at Tortoise Capital Advisors and Mariner Wealth Advisors. He also serves as Director of Operations at WealthCrossing, an investment adviser firm where he does not provide advisory services. Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm employs a blend of fundamental analysis and modern portfolio theory, focusing on long-term ETF-based allocations while incorporating short-term trading and options strategies when suitable.

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.