Ethel Davis is a financial advisor at VZD Capital Management LLC with 23 years of industry experience. She holds a Series 63 designation and has been with VZD Capital Management since 2012. VZD Capital Management provides fee-based, discretionary investment management and financial consulting to high-net-worth individuals, families, trusts, institutional clients, and insurance companies. The firm customizes portfolios using a variety of securities and employs a hands-on approach with continuous supervision and formal quarterly reviews.

Brendon Jenks is a financial advisor with Stewardship Wealth Management in Overland Park, KS, holding a Series 65 designation and 17 years of industry experience. He has worked at Stewardship Wealth Management since 2014 and also operates Epiphany Financial Coaching, LLC. Outside of advising, he is a licensed insurance agent. Stewardship Wealth Management is an independent, single-advisor firm serving semi-affluent and affluent individuals, couples, trusts, and charitable entities. The firm uses an evidence-based, long-term buy-and-hold investment approach with strategic asset allocation and broad diversification, primarily employing no-load mutual funds and ETFs, and offers ongoing investor coaching and financial planning.

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.

Matthew Zolton is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He is the principal of Enclave Planning LLC, a firm he joined in 2025 after working at Creative Planning, Inc. and Charles Schwab. Enclave Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with wealth management and financial planning services. The firm combines modern portfolio theory and fundamental analysis, using both passive and active investment vehicles, and incorporates ESG and alternative investments when appropriate.

John Mcgreevy is a CFP®-certified financial advisor with nine years of industry experience. He is the sole advisor at 1316 Capital LLC, an independent firm he joined in 2025 after eight years at Wealth Management Consultants, LLC. Mcgreevy also has a longer tenure with Dairy Farmers of America, dating back to 2013. 1316 Capital LLC provides discretionary portfolio management and financial planning services to individuals, families, businesses, and retirement plans. The firm applies principles of modern portfolio theory, emphasizing global diversification with mutual funds and ETFs, and tailors portfolios to client risk profiles.

Matthew Maciel is the principal advisor at Maciel Wealth Management in Overland Park, KS, with 10 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company and operated Matt Maciel Financial before founding his current firm. Outside of advisory work, he serves as a wrestling official with KSHSAA and is a board member of the Johnson County Museum. Maciel Wealth Management provides investment advisory and financial planning services to individuals, families, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily employs a passive investment strategy using diversified portfolios of index mutual funds and ETFs, and it offers additional services including tax preparation and employee-benefit plan consulting.

Michael Pyle is a financial advisor at Challenge Everything Financial LLC in Lenexa, KS, holding the ChFC® designation and Series 65 license with three years of industry experience. He previously worked at Rx Savings Solutions LLC, Tissue Analytics Inc., and Cerner Corporation. In addition to his advisory role, he operates Challenge Everything Money LLC, an educational platform focused on fundamental financial topics, and serves as a part-time consultant for Buffalo Run Tax & Financial LLC. Challenge Everything Financial LLC is a fee-only independent advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers financial planning, investment management, retirement plan consulting, and access to private placements, employing a tailored investment approach that combines passive and active strategies with fixed and flat fee structures.

Michael Sheerin is a financial advisor with Proactive Planning Wealth Advisory in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Barber Financial Group, IHT Wealth Management, and APS Ventures, LLC. Sheerin is also a licensed insurance agent involved in the sale of various insurance products. Proactive Planning Wealth Advisory provides portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment recommendations based on client objectives and risk tolerances, using model portfolios, tax-management tools, and a range of investment strategies, with regular account reviews.

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Kilkenny served in the United States Marine Corps for nine years prior to his advisory career. Atomic Planning is an independent, single-advisor firm that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs diversified, risk-based portfolios using no-load mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis to guide trading and rebalancing decisions.

Stephen Leaming is the sole advisor at SBL Investment Advisors, LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has operated Steve Leaming Financial Services since 1979, providing life insurance planning and client service work. Mr. Leaming has also been involved with Zoop Alpha LLC and SBL Partners, LLC in recent years. SBL Investment Advisors serves individuals and high-net-worth clients by recommending third-party investment managers and assisting with enrollment, paperwork, and ongoing liaison services. The firm operates primarily in a non-discretionary capacity and offers insurance products through its affiliated insurance practice.

Bryon Brooks is a Series 65-registered advisor with Adaptive Advisory, LLC in Olathe, KS, bringing 11 years of industry experience. He also works as an operations consultant for small businesses, assisting with operational risk and strategic planning. Adaptive Advisory serves individual and high-net-worth clients with portfolio management and financial planning services. The firm’s investment approach incorporates fundamental, technical, and quantitative analysis focused on equities, fixed income, ETFs, and real estate funds, providing both discretionary and non-discretionary management.

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.

Stephen Hoover is a financial advisor with Wealth Partners Corporation in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wealth Partners Corporation since 2003. Outside of his advisory role, he also serves as a sales agent for various insurance companies through a separate entity, WPC Financial Services, Inc. Wealth Partners Corporation provides investment advisory and consulting services to individuals, families, businesses, and retirement-plan sponsors, primarily implementing investment programs by selecting and referring clients to third-party money managers. The firm offers portfolio management, retirement and estate planning, business succession consulting, and insurance and annuity product placement, with a notable focus on non-discretionary asset management and access to a wrap-fee sub-advisory program.

Luke Tait is a financial advisor at Golden Guidance LLC in Overland Park, Kansas, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Quadcap Wealth Management, LLC from 2016 to 2019. Outside of financial advising, he is a partner in The Food Truck Club, an online booking platform for food services, where he helps coordinate and expand operations. Golden Guidance LLC is a single-advisor registered investment adviser serving a small client base with discretionary portfolio management and financial planning. The firm employs tailored investment strategies, including the use of ETFs, leveraged ETFs, option writing, and margin transactions.

Robert Paredes II is the principal advisor at Paredes Capital LLC in Lenexa, KS, holding a Series 65 designation with seven years of industry experience. Before founding Paredes Capital LLC in 2026, he worked at Forvis Mazars Wealth Advisors, LLC for seven years and has prior experience in law and banking. Outside of his advisory role, he operates an online thrift sales business called XT Sales, LLC. Paredes Capital LLC is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a fundamentally driven, long-term investment approach, utilizing exchange-traded funds, individual securities, alternatives, and independent managers under oversight agreements.

Lisa Clements is a financial advisor at Clear Springs Wealth with four years of industry experience. She holds a Series 65 designation and has a background that includes entrepreneurial ventures and a position at Facebook. Clear Springs Wealth is an independent, fee-only advisory firm serving individual clients across the emerging affluent to high-net-worth spectrum. The firm employs a primarily passive, asset-allocation investment strategy based on Modern Portfolio Theory and provides ongoing financial planning services covering areas such as cash flow, retirement, estate planning, insurance, tax-aware investment analysis, and career planning.

Rey Arellano is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. He is the sole advisor at Zenith Financial Planning Inc, where he has worked since 2024. His prior experience includes roles at Keen Wealth Advisors, Petrovic Weaver Financial Services, and Waddell & Reed. Zenith Financial Planning is an independent firm managing approximately $62.6 million for around 60 clients, including individuals, high-net-worth clients, retirement plans, and small businesses. The firm focuses on passive portfolio management using index funds and ETFs, offering discretionary and non-discretionary investment management combined with comprehensive financial planning as part of its services.

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 Davis is the sole advisor at Davis Financial Management, Inc., an independent firm based in Leawood, KS. He holds the PFS™ designation and Series 65 license and has 22 years of industry experience. He has led his firm since 2007. Davis Financial Management serves individual investors, high-net-worth clients, small businesses, and select pension/profit-sharing and institutional clients. The firm offers asset allocation, portfolio monitoring, written financial planning, and separate accounting and tax services through a CPA advisor. Portfolios primarily consist of no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors strategies, managed on a non-discretionary basis requiring client approval.

Clay Brethour is a CFA® charterholder with six years of experience at Maclura Investments and 20 years at Kornitzer Capital Management. He operates as the sole advisor at Maclura Investments, an independent firm based in Lenexa, KS. Maclura Investments provides discretionary portfolio management to individuals, families, businesses, and retirement plans, focusing on customized portfolios primarily composed of exchange-traded funds, mutual funds, and individual securities. The firm emphasizes tax efficiency and regular account reviews while serving a diverse client base that includes business clients and plan sponsors.