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.

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

John Kuddes is a financial advisor at Wealth Management Consultants, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has served as the sole advisor at his firm since 2016. Kuddes is the author of the book *Buy When There Is Blood in the Street: Make Money Like the Pros* and is involved as a CEO Peer Advisory Group facilitator as well as a board member of two employee stock ownership plan (ESOP) companies in Colorado. Wealth Management Consultants, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, managing $73.5 million across 38 accounts. The firm utilizes a diverse investment approach, including fundamental, technical, and quantitative analysis, with active use of leverage, short sales, and options strategies.

Alexander Coats is a CFP® with 11 years of industry experience, currently serving at Harper Financial Strategies, LLC. His prior roles include positions at Atlas Wealth Management, R.W. Baird, WT Wealth Management, Financial Engines Advisors, Ameriprise Financial Services, and Voya Investment Management. Harper Financial Strategies serves individual and high-net-worth clients by offering discretionary asset management and financial planning consulting services. The firm tailors portfolio allocations based on clients’ goals and risk tolerances, using methods such as asset allocation, dollar-cost averaging, technical analysis, and short-term trading, and provides regular account and planning reviews.

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® professional with 13 years of industry experience. He has worked at The Perspective Group since 2015 and has been associated with LPL Financial since 2013. In addition to his advisory role, he provides basic tax preparation services 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 employs a model-driven investment approach with both discretionary and non-discretionary account management and offers tax preparation services through its affiliated business.

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.

Sarah Williamson is a financial advisor at Fern Financial Group, LLC with three years of industry experience. She holds the Series 65 and Series 66 designations and has worked previously at LPL Financial. In addition to her advisory role, she has operated her own CPA practice, Sarah Williamson CPA LLC, since 2015. Fern Financial Group is a supported registered investment adviser managing approximately $63 million for primarily individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, family office, and wealth planning services, utilizing an open-architecture investment approach that incorporates model portfolios, ETFs, individual equities, and private investments through a private fund specializing in biotechnology and lab diagnostics.

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.

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 at Mattern Wealth Management LLC in Lawrence, KS, holding a Series 66 designation with nine years of industry experience. He has worked at Mattern Wealth Management since 2019 and previously held roles 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, trusts, businesses, and retirement plans. The firm uses a combination of active and passive strategies, portfolio allocation software, and ongoing monitoring to align client portfolios with their risk tolerance and cash-flow needs.

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.

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.

Matthew Hertig is a financial advisor at Unity Financial Planning Group LLC in Lawrence, KS, with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Unity, he worked at Thrivent Financial, Thrivent Investment Management Inc, HALFAI Consulting, InMarket Media, and Alight Analytics. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services, employing a fundamental analysis and strategic asset allocation approach with a focus on long-term holdings.