Sandra Weaver is a CFP®, CFA®, and Series 65 credentialed advisor with 27 years of industry experience. She is the principal of Weaver Financial, an independent firm in Prairie Village, KS, where she has worked since 1995, including a prior role at Petrovic Weaver Financial Services. Outside of her advisory work, Weaver serves as vice-president and treasurer of G & E Farms, where she is involved in managing agricultural operations and financial decisions. Weaver Financial provides financial planning and investment management primarily for individual clients, as well as trusts, corporations, partnerships, and limited liability companies. The firm employs a fundamental, long-term investment approach focused on asset allocation, diversification, and risk management, utilizing no-load mutual funds, ETFs, stocks, bonds, and allocation funds.

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.

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 the principal advisor at Tax Advantage Advisors, Inc. in Overland Park, KS, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Service Network, Inc. and M. S. Howells prior to his current role. Outside of advisory services, Januszewski is a licensed life and health insurance agent. Tax Advantage Advisors primarily serves individual "main street" clients, as well as businesses and trusts, offering fee-for-service financial planning and asset management. The firm uses model-based asset allocations with mutual funds and ETFs, emphasizing diversification and execution quality, and provides specialized portfolio management and qualified plan subaccount analysis uncommon among solo independent advisors.

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.

Frank Swyden is the principal of Frank K. Swyden Asset Management, Inc. in Overland Park, KS, and has 24 years of industry experience. He has been with his firm since 1999. The firm provides discretionary portfolio management for individuals, families, businesses, and charitable organizations. Its investment approach combines a quantitative equity ranking model with fundamental and technical analysis, while fixed income portfolios are diversified and laddered with regular account reviews.

After working in the financial services industry for over 20 years, I launched Focal Point Financial Group to help, equip, and guide people to be good stewards of their God-given resources. Focal Point Financial Group is a fee-only financial planning firm located in the Kansas City area who works with individuals and families delivering financial planning and investment advice. We believe that everyone should have a financial plan. We call it your “focal point” and we help you identify yours. It’s your focal point or plan that guides your day-to-day (and long-term) money decisions and brings clarity and confidence to your choices. We work with our clients on an ongoing basis to not only set up an initial plan with specific goals and action steps, but also help them along their journey to implement and keep the plan up to date as life events and circumstances change. Focal Point Financial Group believes in keeping things simple. The more moving parts to something, the greater the risk of something getting overlooked or underutilized. We help our clients simplify their financial lives in order to obtain greater peace of mind and create financial breathing room. Because we believe people need affordable access to qualified financial planning, we charge our financial planning clients a monthly fee based on the complexity of their situation...not based on how much money they have or how many things they own. Our ideal clients are those that: - are open to getting holistic help with their finances - communicate openly and freely - believe in the benefit of having a long-term plan in place - are wanting a trusted partner to help them on their journey to being a good steward Although we call Kansas home, we are also willing to work with clients outside of our area. In addition to being a financial planner, I’m also a husband and a dad. I’m blessed with a wonderful family. I enjoy being outside, playing sports, cooking new things and exploring new places.

Stephen Brimacombe is a financial advisor at State Line Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and IHT Wealth Management. Brimacombe is also the managing member of State Line Capital LLC, a commodity pool operator. State Line Wealth Management is a state-registered advisory firm managing approximately $35 million for about 38 clients, including individuals and pension plan sponsors. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, providing both discretionary and non-discretionary investment management and qualified retirement plan consulting.

Dean Cherpitel is a financial advisor at Legacy Wealth Planning, LLC in Overland Park, KS, holding the ChFC® designation and Series 63 license with 37 years of industry experience. He has been with Legacy Wealth Planning since 2010 and previously worked at Legacy Wealth Partners, LLC and The Legacy Planning Group. Cherpitel is a minority owner of National Advisors Holding Co., which serves as custodian and trustee for some client accounts, though he holds no operational role. Legacy Wealth Planning provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, companies, and charitable organizations. The firm uses a diversified investment approach combining passive and active techniques, supported by proprietary technology and dual oversight, and also offers tax return preparation and estate planning services.

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.

Jack Wheeler is a CFA charterholder with 13 years of industry experience. He has been with Kansas City Private Wealth Management, LLC since 2014, where he is the sole advisor. Outside of his advisory role, he is involved as a managing member and minority owner in several local Kansas City residential and commercial property holding companies. Kansas City Private Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth households, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm employs a top-down investment approach focused on diversification, fee and tax minimization, and risk-aware security selection, managing approximately $92 million across about 100 client relationships.

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.

Regan Ervin is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Capital-E-Advisors since 2018 and has been involved with Sterneck Capital Management, LLC since 2008. Outside of advisory work, he provides expert witness consulting on industry topics through Investment Advisory Standards, LLC. Capital-E-Advisors is an independent, fee-only registered investment adviser serving individuals, families, trusts, businesses, and non-profit organizations. The firm uses an evidence-based investment approach, combining traditional and alternative asset classes, with tailored allocations and periodic rebalancing.