Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 15 years and spent a year with LPL Financial. He also operates Hadel Financial, providing services related to life insurance and business continuation strategies. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party resources to manage portfolios across a range of investment types.

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

David Jacobberger is a financial advisor at Island Insight Wealth LLC in Lees Summit, MO. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Precision Wealth Advisors and Producers Financial Network. Island Insight Wealth LLC provides discretionary portfolio management and integrated financial planning primarily for individuals, families, and retirees. The firm uses quantitative analysis and proprietary machine-learning models to guide investment decisions, managing accounts on a discretionary basis with a focus on ETFs, mutual funds, individual equities, and fixed-income securities.

Benjamin Krapu is a CFP® and ChFC® with five years of experience in the financial services industry. He is the sole advisor at QP Financial, an independent firm based in Lees Summit, MO. His prior roles include positions at Knights of Columbus Asset Advisors and Knights of Columbus Insurance. QP Financial is a state-registered investment adviser serving individuals, high-net-worth clients, and small businesses, offering modular financial planning and portfolio management. The firm applies Modern Portfolio Theory for asset allocation and incorporates scenario analysis and stress testing, with the ability to implement strategies directly or through institutional sub-advisers.

Melinda Bell is a financial advisor with Retirement Roots Wealth Management LLC in Overland Park, KS. She holds a Series 65 designation and has six years of industry experience. Prior to founding her current firm in 2022, she has worked at Gradient Advisors LLC and AE Wealth Management, LLC, among others. She is also an owner and licensed insurance agent at American Senior Benefits. Retirement Roots Wealth Management LLC is an independent, single-advisor firm providing financial planning and consulting to individual clients. The firm refers clients to registered third-party money managers for investment management and delivers comprehensive plans on an hourly basis without directly managing client assets.

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.

Holmes Osborne is the sole advisor at Osborne Global Investors, Inc. in Lee's Summit, MO. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to founding Osborne Global Investments in 2004, he has spent his entire advisory career at this firm. He also writes financial articles for Seeking Alpha and Gurufocus.com. Osborne Global Investors provides fee-based investment management and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach is based on fundamental analysis and typically involves limited discretion, with portfolios monitored daily and reviewed weekly to ensure alignment with client goals.

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Jay Hedlund is a financial advisor at Financial Management Consultants LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Financial Management Consultants since 1979. Financial Management Consultants LLC advises individuals, couples, trusts, estates, businesses, and retirement plans on a wide range of personal financial matters, including investments, tax planning, estate planning, and retirement planning. The firm emphasizes a target allocation between fixed-income and equity investments, using a bond-ladder approach and no-load mutual funds, and operates on an hourly fee basis without discretionary authority or asset custody.

James Hargrave is a CFP® with six years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior experience includes roles at My Financial Coach and LearnLux, where he provides financial wellness coaching to employees through digital tools and personalized education. Pillar Financial Planning is an independent, fee-only fiduciary adviser that offers financial planning and discretionary investment management to individuals and small businesses without requiring a minimum investable-asset threshold. The firm emphasizes long-term, passive portfolios based on Modern Portfolio Theory and provides tailored planning options, including services designed for young physicians and business owners.

Jonathan Fink is a financial advisor with Satya Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He is also the author and president of Polo Grounds Publishing LLC, a book publishing business unrelated to his advisory work. Satya Investment Management serves individual and high-net-worth clients by providing portfolio management and customized Investment Policy Statements. The firm employs a global macro investment strategy using a combination of fundamental, technical, charting, and cyclical analysis across a range of asset classes.

CoRetire is our ongoing investment management and planning service for pre-retirees and retired clients. We have extensive experience serving early retirees worried about the following: 1. Maximizing Affordable Care Act Health Insurance Premium Tax Credit before they join Medicare 2. Tax efficient investing and distribution of retirement assets 3. Investing for growth while protecting your income needs for the next 10 years 4. Getting the most out of Social Security 5. Evaluating what to do with directly owned physical real estate Our financial planning focus is exclusively designed to help make your money last and minimize your lifetime taxes. Beyond the financial plan, we focus on a "Do It With You" style of financial implementation to make sure that the financial plan that we create actually gets implemented properly and on time. We often get on zoom with clients to look over financial accounts and get on the phone with them to ask the necessary questions on behalf of our clients. Busy clients who desire to save time and headache value our services. We have the following flat-fee schedule for clients of different investible wealth: $4,500/yr for below $800k *fully booked in 2026 $7,200/yr for $800k-$1.5M *fully booked in 2026 $9,900/yr for $1.5M and above Jason Co, CFP® is committed to serving the financial planning needs for the broad Asian American population and founded Fiduciary Asian Advisor Network (FAANetwork) in 2025. FAANetwork helps Asian American individuals and families find trusted Fee-Only CFP® professionals who understand their unique financial journey—from building wealth and planning for retirement to supporting family across generations.

James Kinyon is a CFP® professional with 32 years of experience in financial advising. He is the principal of Pioneer Financial Advisors, where he has worked since 1997, and has also been affiliated with Osaic Wealth, Inc. and Triad Advisors, LLC. Kinyon holds Series 63 and Series 65 licenses and is based in Prairie Village, Kansas. Pioneer Financial Advisors is an independent registered investment adviser serving primarily affluent individuals such as retirees, business owners, senior executives, and professionals. The firm provides written financial planning across estate, retirement, investment, and business succession topics, alongside personalized portfolio management with a focus on non-discretionary account management and regular client reviews.

John Sykora is a CFP® professional with 25 years of experience in financial advising. He has been the principal advisor at Monarch Wealth Management, LLC since 2008. Outside of his advisory role, he is the majority owner of Roar Investments, LLC, an executive suites office leasing business. Monarch Wealth Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental, valuation-driven analysis with a contrarian approach. The firm offers comprehensive and modular plans covering retirement, tax, estate, insurance, education, and employee benefits, managing approximately $50 million in discretionary assets.

Mark Januszewski is a financial advisor at Tax Advantage Advisors, Inc. in Overland Park, KS, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at M. S. Howells and Securities Service Network, Inc. in addition to his long tenure at Tax Advantage Advisors. Januszewski is also a licensed life and health insurance agent. Tax Advantage Advisors, Inc. serves individuals, businesses, and trusts by providing fee-for-service financial planning and asset management, including management of brokerage accounts and variable annuity and life sub-accounts. The firm uses model-based portfolios with a focus on diversification and low-expense share classes, managing accounts primarily on a discretionary basis and reviewing them quarterly.

Randy Freed is the sole advisor and manager at R L Capital, LLC, an independent firm based in Overland Park, KS. He holds CFP® and CPA credentials and has 21 years of experience in financial advising along with over 28 years as a certified public accountant. In early 2024, his firm expanded to include certified public accounting services, offering income tax preparation and consulting for individuals, partnerships, corporations, and trusts. R L Capital, LLC serves individuals, joint accounts, trusts, retirement accounts, and select corporate clients, managing portfolios on a discretionary basis with a minimum combined investment of $150,000. The firm focuses on value-oriented securities, primarily individual stocks and ETFs, using a long-term, dividend-aware buy-and-hold strategy informed by fundamental analysis and supplemented by technical inputs.