Adam Jeffries is the principal of Unclipped Capital LLC in Overland Park, KS, holding a Series 65 credential. He has been with Unclipped Capital since 2026 and previously worked at Honeywell and Burns & McDonnell. Outside of his advisory role, he is involved with Beach Balm Getaways LLC and Finite Engineering & Associates. Unclipped Capital LLC provides discretionary portfolio management and financial planning primarily for individual clients, offering both fixed-price and hourly planning engagements. The firm employs a range of investment strategies from passive indexing to more active approaches, including concentrated growth with limited cryptocurrency exposure, managing accounts on a discretionary basis tailored to client goals and risk tolerances.

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.

Marco Miros is a CFP®-designated financial advisor with 14 years of industry experience, currently serving at Miros Wealth LLC. His prior roles include positions at American Century Investment Services Inc. and Minnesota Life Insurance Company. Outside of financial advising, Miros is involved with the US Soccer Federation and teaches at Strayer University. Miros Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, endowments, and charitable organizations. The firm offers customized financial planning and asset management using a combination of active and passive strategies, quantitative screening, and scenario testing, while also providing life and health insurance through affiliated entities.

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.

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.

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.

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.

Ronald Goldberg is the sole advisor at Investors Advisory Services Inc in Overland Park, KS, with 38 years of industry experience. He has been with the firm since 1981. Investors Advisory Services Inc provides discretionary portfolio management to a small client base, including individuals, corporations, trusts, estates, and charitable organizations. The firm focuses exclusively on investment management, utilizing a combination of computer screening and practitioner judgment for security selection and trade timing across marketable securities, including equities, bonds, ETFs, and options.