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.

Adam Jeffries is the sole advisor at Unclipped Capital LLC and holds a Series 65 designation. He has been with Unclipped Capital since 2026 and has prior work experience 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 investment management and financial planning primarily to individual clients. The firm offers a range of investment approaches, including passive diversified ETFs, active market-timing strategies, and concentrated growth portfolios that can include equities and cryptocurrency exchange-traded products, with client suitability documented to determine the appropriate strategy.

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.

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 of R L Capital, LLC, an independent firm based in Overland Park, KS. He holds CFP® and CPA designations and has 22 years of experience in financial advising, alongside 28 years as a certified public accountant. In addition to his advisory role, he provides income tax preparation services through the same firm. R L Capital, LLC serves individual, trust, retirement, and some corporate clients, managing approximately $12.3 million across 14 accounts. The firm employs a value-oriented investment approach focused on individual stocks and ETFs with a long-term, dividend-aware buy-and-hold strategy, supplemented by fundamental and technical analyses. It is notable for combining investment advisory services with certified public accounting under one entity.

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 with VZD Capital Management LLC in Lenexa, KS, holding a Series 63 designation and 24 years of industry experience. She has worked at VZD Capital Management since 2012 and previously spent 22 years at Paragon Capital Management LLC and five years at Charles Schwab. VZD Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, families, trusts, qualified retirement accounts, select businesses, and charitable organizations. The firm offers discretionary asset management with individually tailored portfolios and provides retirement, estate, and tax-consideration advice, along with hourly financial consulting for clients below the account minimum.

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.

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.

Scott Sollars is a CFP® professional with 10 years of experience in the financial advisory industry. He currently leads Fountain Private Wealth, LLC, an independent firm he joined in 2026. Prior to this, he worked at Midwest Advisors and FCI Advisors between 2015 and 2026. Fountain Private Wealth serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and fiduciary clients through discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a diversified investment approach that includes both passive and active strategies, such as ETFs, mutual funds, alternatives, options, and utilizes third-party independent managers alongside tactical asset allocation and continuous portfolio monitoring.

Regan Ervin is a Series 65 licensed advisor with 17 years of industry experience. He has worked at Capital-E-Advisors since 2018 and previously spent 10 years at Sterneck Capital Management, LLC. Outside of advisory work, Ervin serves as an expert witness on industry topics through a consulting business. Capital-E-Advisors is an independent, fee-only registered investment adviser managing approximately $76 million for individuals, families, trusts, businesses, and nonprofit organizations. The firm provides integrated financial planning and discretionary investment management using an evidence-based approach that includes traditional and alternative asset classes, employing strategies such as borrowing and derivatives to tailor risk exposures.