Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

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

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® with 12 years of industry experience and is affiliated with The Perspective Group in Lawrence, KS. He has been with The Perspective Group since 2015 and also maintains an association with LPL Financial. Halton provides basic tax preparation services through his affiliated business, The Perspective Group, LLC. The Perspective Group is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, retirement-plan consulting, and access to brokerage services via LPL Financial. The firm manages approximately $225 million in client assets and combines tailored portfolio construction with model-driven investment options and consolidated reporting.

Stephen Lane is a financial advisor at The Perspective Group in Lawrence, KS, holding CFP® and Series 66 designations with 21 years of industry experience. He has been with The Perspective Group since 2015 and previously worked at LPL Financial LLC since 2004. In addition to advisory services, he is involved in tax preparation and bookkeeping through an affiliated business. The Perspective Group is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and retirement-plan consulting. The firm uses a model-driven investment approach with both discretionary and non-discretionary management and integrates tax preparation services through its affiliated business.

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® with 15 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. Mattern Wealth Management provides fee-only investment and wealth management services, financial planning, and consulting to individuals, families, trusts, businesses, and retirement plans. The firm employs a combination of active and passive strategies, using portfolio allocation software and ongoing monitoring to align investments with client goals.

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 at Mattern Wealth Management LLC in Lawrence, KS, with nine years of industry experience. He holds the Series 66 designation and has worked at Mattern Wealth Management since 2019, previously employed at Wells Fargo Clearing and WELLS FARGO Advisors. Mattern Wealth Management provides fee-only investment and wealth management, financial planning, and consulting services to individuals, families, high-net-worth clients, trusts, businesses, and retirement plans. The firm employs a combination of active and passive strategies, portfolio allocation software, and ongoing monitoring to align investments with clients’ risk tolerance and cash-flow needs.

Caleb Regan is a financial advisor at Mattern Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Mattern Wealth Management, he worked at KU Endowment Association for four years, Corpus Christi Catholic Church for four years, and Ogden Publications, Inc. for ten years. Mattern Wealth Management provides fee-only investment and wealth management services, financial planning, and consulting to individuals, families, trusts, businesses, and retirement plans. The firm combines active and passive strategies, employs portfolio allocation software, and offers ongoing monitoring to align investments with clients’ risk tolerance and cash-flow needs.

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.

Gabriel D'angelo is a CFP® professional with two years of experience in financial advising, currently with Rademacher Financial, Inc. He previously worked at Strategic Wealth Advisors Group, Inc. and Charles Schwab & Co., Inc. In addition to his advisory role, Gabriel is a licensed independent insurance agent. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides tailored investment advice and emphasizes retirement-plan services, including participant education and fiduciary guidance for state and municipal government clients.

Rachel Rademacher is a financial advisor at Rademacher Financial, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. for 15 years and been involved with Rademacher Financial since 1999. Outside of finance, she is also a glass artist. Rademacher Financial serves individuals, trusts, charitable organizations, corporations, and retirement plan participants, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and has a notable focus on retirement-plan services with ERISA/IRC fiduciary status.

Michele Hammann is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining Merit, she worked at Wealthcare Advisory Partners, Avantax Investment Services, and 1st Global Advisors. Hammann serves as a board member of Commerce Bank, NA, and holds several trustee and advisory roles related to nonprofit and university organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.

Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.

Bert Falley II is a financial advisor at Merit Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wealthcare Advisory Partners, Avantax, Ss&C Solutions, and 1ST Global Advisors. Outside of his advisory role, he serves as trustee for a family farm operation and is managing member of a holding company for family farms and private bank stock. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, retirement plan sponsors, and institutions, employing a long-term, diversified investment approach through customizable model portfolios overseen by an Investment Committee.

James Colahan is a financial advisor at Merit Financial Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthcare Advisory Partners, Avantax, and 1ST Global in various capacities. Outside of his advisory work, he is involved with SSC CPAs & Advisors, a tax preparation and CPA firm. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, overseen by a central Investment Management team and Investment Committee.

Colin Aldrich is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience with Wealthcare Advisory Partners LLC, Commerce Bank, and KeyBank National Association. Outside of his advisory role, he owns a short-term rental property managed through a third party. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.

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.