Richard Miller is a financial advisor at T & M Financial Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with T & M Financial since 1998, as well as with Fortis Investors, Inc. and Tantillo & Miller, Inc. since the early 1990s and 1980s, respectively. In addition to his advisory work, Miller sells traditional insurance products through various carriers, a role he has maintained since 1972. T & M Financial provides financial planning, consulting, and asset-allocation recommendations primarily to individuals, families, high-net-worth clients, and business entities. The firm focuses on long-term allocation strategies using third-party research and delivers advice through a structured planning system, typically executing recommendations via custodians or third-party providers rather than managing assets directly.

Bonnie Maize is a CFP® with four years of industry experience and serves as an advisor at Blazing Star Financial. She is also Chief Financial Officer of Omni Circle Group, Inc., a nonprofit organization, and provides tax preparation and small business consulting through Blazing Star Tax, LLC. Licensed to practice law in Kansas, she offers legal services related to her nonprofit and tax activities. Blazing Star Financial is a small advisory firm with two principals managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning and discretionary investment management, emphasizing passive portfolio construction with mutual funds and ETFs, and provides values-based investment options upon request.

Colby Leach is a financial advisor at Midwest Wealth Management Inc. with three years of industry experience. He holds a Series 65 designation and has been involved with Midwest Tax & Financial Inc. since 2004, where he works as a tax preparer and insurance agent. Midwest Wealth Management Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, and small business clients. The firm utilizes managed solutions and third-party managers, tailoring recommendations based on client objectives, risk tolerance, and time horizon.

Shawn Walker is a financial advisor at Cornerstone Advisors in Topeka, KS, holding a Series 65 designation with 18 years of prior experience at The American Home Life Insurance Company. He has been with Cornerstone Advisors since 2026. Cornerstone Advisors manages approximately $244.7 million across 452 client relationships, offering discretionary and non-discretionary portfolio management, financial planning, and limited-scope consulting for individuals, high-net-worth clients, corporations, charitable organizations, trusts, and estates. The firm follows a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing primarily no-load mutual funds and ETFs with diversified portfolios across multiple asset classes.

John Glynn is a financial advisor with MariPau Wealth Management LLC in Rossville, KS, holding a Series 65 credential and two years of industry experience. He has worked at Horak Legacy Group and MariPau Wealth Management since 2023. Outside of advising, he is an equal partner in 4Geez LLC, a real estate investment company. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to deliver customized investment solutions.

Chris Mcgee is a financial advisor at Endeavor Private Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and WELLS FARGO Clearing Services, LLC. Outside of his advisory role, Mcgee participates in early-stage company investments through the Mid-American Angels Investment Network. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and institutions. The firm employs a tax-aware, risk-adjusted approach using a mix of active and passive strategies across various asset classes and offers both wrap fee programs and separately managed account solutions.

Tyler Feist is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has previously worked at McElroy's Inc. and BT & Co., P.A., among other roles. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios into “Now,” “Soon,” and “Later” segments, applying distinct strategies for each while integrating tax considerations and utilizing third-party asset managers to implement and monitor model portfolios.

Jake Lebahn is a financial advisor at OFG Financial Services, Inc. with two years of industry experience. Prior to joining OFG in 2023, he worked for Alpha Media Topeka for 17 years. He holds a Series 66 designation and spends part of his time involved in life insurance commissions with Midland National, Lincoln Financial, and SILAC. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm uses fundamental analysis to construct portfolios primarily composed of no-load mutual funds and listed securities, offering non-discretionary advice tailored to client objectives.

Brian Ismert is a CFP® professional with 25 years of experience in financial services. He has worked primarily at Northwestern Mutual and its affiliated entities for over two decades before joining Equity Wealth Partners, LLC in 2026. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering wealth management services that include discretionary portfolio management and financial planning. The firm serves approximately 900 households through an eight-advisor team and manages over $250 million in assets, focusing on diversified, low-cost investment strategies tailored to client goals.

Barbara Duncan is a CFP® professional at Clayton Wealth Partners with 16 years of industry experience. She has been with Clayton Financial Services, Inc. since 2016. Clayton Wealth Partners is an SEC-registered, fee-only investment adviser that serves individuals, families, and institutional clients. The firm offers wealth management, retirement plan advisory, and trust investment services using model portfolios and a mix of economic, fundamental, quantitative, and technical analyses.

Jeffry Vogel is a financial advisor with RetireWise Tax and Wealth Advisors, Inc. in Topeka, KS, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including over three decades at Capital Financial Group, Inc., and has been with RetireWise since 2018. Outside of advisory work, he owns and manages an office building that leases space to RetireWise Tax and Wealth Advisors. RetireWise Tax and Wealth Advisors, Inc. serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a time-horizon-based investment approach and utilizes third-party asset managers and model portfolios to implement client strategies.

Andrew Vogel is a Series 65-licensed advisor at RetireWise Tax and Wealth Advisors, Inc. with one year of industry experience. Prior to joining RetireWise in 2024, he worked for Young Life for 19 years. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and advisory services primarily to individual and high-net-worth clients, using a segmented portfolio approach that addresses immediate, near-term, and long-term needs. The firm incorporates tax considerations into its planning and utilizes third-party asset managers and model strategies to implement and monitor client portfolios.

Daniel Moylan is a financial advisor at Carlson Financial in Topeka, KS, holding a Series 65 credential with eight years of industry experience. He previously worked at Global Financial Private Capital, LLC from 2017 to 2019 and has been with Carlson Financial since 2015. Carlson Financial serves pre-retirees, retirees, and a range of individual and institutional clients, providing comprehensive financial planning and ongoing investment advisory services. The firm uses a cash-flow-based planning process and discretionary portfolios primarily composed of equities and exchange-traded funds to align with client goals and risk tolerances.

Mitchell Quick is a financial advisor at OFG Financial Services, Inc. with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved with various insurance and benefits-related activities, including work with term life and long-term care insurance and Section 125 plans. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in assets and about 850 client relationships. The firm offers portfolio management using fundamental analysis, written financial planning, and consulting, managing accounts on a non-discretionary basis while typically having clients direct brokerage.

Eric Purcell is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has been with Clayton Financial Services, Inc. since 2016 and currently works at Clayton Wealth Partners in Topeka, KS, part of a seven-advisor team. Clayton Wealth Partners is an SEC-registered, fee-only investment adviser serving individuals, families, and institutional clients. The firm offers wealth management, retirement plan advisory, and trust investment services, using discretionary management across model portfolios that include sustainable (ESG) options.

Jonathan Vogel is a financial advisor with RetireWise Tax and Wealth Advisors, Inc. in Topeka, KS. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Vogel has worked at RetireWise since 2018 and previously held roles at CFG Trusted Advisors, AE Wealth Management, and Capital Financial Group. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a three-segment investment approach based on time horizons and uses strategies to mitigate sequence-of-returns risk, typically implementing portfolios through third-party managers and custodial platforms such as Charles Schwab.

Robert Tersinar is a financial advisor with OFG Financial Services, Inc. in Fort Scott, Kansas, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with OFG Financial Services since 2012. Outside of his advisory role, he is involved in agricultural activities as a sole proprietor of a family farm and serves on the City of Girard Planning Board. OFG Financial Services serves individuals and corporations with investment advisory and planning services, managing approximately $270 million in assets across 843 client relationships through a team of 37 advisors. The firm employs fundamental analysis to build portfolios with an emphasis on no-load mutual funds and listed securities, providing advice on both long- and short-term investments and managing accounts on a non-discretionary basis.

Cherie Proctor is a financial advisor at Retirewise Tax and Wealth Advisors, Inc. She holds a Series 65 credential and has been in the industry for less than one year. Her prior work experience includes roles in education and public service with Topeka Public Schools and Kansas State University. Retirewise Tax and Wealth Advisors, Inc. offers discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a time-horizon-based investment approach that incorporates strategies to mitigate sequence-of-returns risk and typically utilizes third-party asset managers through custodial platforms like Charles Schwab.

Zachary Hogan is a financial advisor at Retirewise Tax and Wealth Advisors, Inc. in Topeka, KS, holding a Series 65 credential with five years of industry experience. His prior work includes roles at AE Wealth Management, FEFA Asset Management, and Advisors Excel. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $243 million across about 262 client relationships. The firm uses a three-segment investment approach based on time horizon and purpose, employing strategies to mitigate sequence-of-returns risk, and typically selects third-party asset managers and model managers to implement portfolios.

Carl Carlson is a financial advisor at Carlson Financial in Topeka, KS, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Carlson Financial since 2012, previously spending six years with Global Financial Private Capital. Outside of his advisory role, he is involved in selling bank-owned life insurance through Bank Compensation Group, Inc. Carlson Financial serves pre-retirees, retirees, and a range of individual and institutional clients, providing comprehensive financial planning and discretionary portfolio management. The firm uses a cash-flow-based planning process and primarily invests in equities and ETFs, employing various investment techniques tailored to client goals and risk tolerances.