Vicki Hohenstein is a CFA® charterholder with 18 years of industry experience. She currently serves as an advisor at Freedom Value Partners, LLC and holds a leadership role at Cottonwood Flats, Inc, a family farm where she is director and secretary/treasurer. Her prior experience includes long tenures at Country Club Trust Company and Tower Wealth Managers, Inc. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management, limited non-discretionary advisement, financial planning, and retirement rollover guidance. The firm employs a fundamental, bottom-up investment approach that incorporates equities, fixed income, and selective use of derivatives, and operates with a two-advisor team both holding the CFA designation.

Johnathan Brown is a financial advisor at Family Legacy Advisors, LLC with one year of industry experience. He holds a Series 65 credential and also practices as an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Prior to his current roles, he worked at JPMorgan Chase, Stonex Inc., and Synchrony Financial, among others. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory-based investment approach and offers both discretionary and non-discretionary management, often utilizing model allocations across a range of asset classes.

Madeline Bayne is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at StoryOne Family Office and has previously worked at Keel Point, Raymond James Financial Services Advisors, and Kooman & Associates. StoryOne Family Office serves high-net-worth individuals, families, trusts, estates, corporations, qualified retirement plans, and nonprofit organizations. The firm offers portfolio management, financial planning, and comprehensive family office services, including wealth design, trust administration, philanthropic planning, and lifestyle management.

Matthew Weglarz is a CFA® charterholder currently with Buffalo Run Wealth Advisors LLC. He has over 16 years of industry experience, including roles at Tortoise Capital Advisors, Mariner Wealth Advisors, Triad Wealth Partners, and WealthCrossing. He also serves as Director of Operations at another investment adviser firm, WealthCrossing, where he does not provide advisory services. Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm emphasizes ETF-focused, long-term investment strategies grounded in fundamental analysis and modern portfolio theory, tailoring portfolios to client goals and risk tolerances.

Hannah Casteel is a CFP® professional with two years of experience in financial advising. She currently works at Beyond Wealth and previously held roles at Keen Wealth Advisors and Balanced Financial Planning, Inc. Prior to her advisory career, she spent several years in various positions at Kansas State University and other organizations. Beyond Wealth offers comprehensive financial planning combined with ongoing investment management for individuals, charitable institutions, foundations, and businesses. The firm uses a strategic asset-allocation approach focusing on lower-risk equities and provides portfolio customization options including socially responsible investment screening.

Meghan Hein is a CFP®-certified financial advisor at ClearPath Wealth Management, L.C. with two years of industry experience. Prior to joining ClearPath Wealth Management, she held roles at Aspyre Wealth Partners and Carson Group. Outside of her advisory work, Meghan is a Tasting Room Associate at TerraVox Winery, where she assists with guest services and event hosting. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a blend of buy-and-hold and active management strategies with mutual funds, ETFs, and individual stocks.

Christopher Halford is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC, holding Series 63 and Series 65 licenses and having over two years of industry experience. He has been associated with Fiduciary Trust Private Wealth Counsel since 2021 and also has experience in fixed-index annuity sales. Outside of finance, Halford is active as an actor in theater and commercial advertising. Fiduciary Trust Private Wealth Counsel LLC is a small, privately held advisory firm serving individuals, trusts, estates, pension plans, and charitable organizations. The firm provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services, focusing on tailored portfolios guided by fundamental and technical analysis alongside modern portfolio theory.

David Walsh is a CFP® professional with 10 years of industry experience. He is currently with Overland Park Wealth Management LLC and has previously worked at Dynamic Wealth LLC, Creative Planning, and Sunrise Advisors, Inc. In addition to his financial advisory roles, Walsh operates Walsh Law LLC, a legal practice providing business and estate planning services. Overland Park Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and private businesses. The firm uses fundamental and cyclical analysis with a focus on long-term investments and tailors advisory services to accommodate clients’ specific tax and legacy considerations.

James Zenk is a CFP® with Mission Financial Planning, Inc. and has three years of industry experience. Prior to joining Mission Financial Planning, he worked at Cetera Advisors LLC and Hinrichszenk+Pesavento LLC. He is also president of Trident CPA Services, LLC, a business and tax planning firm. Zenk serves on the boards of multiple charitable organizations, including the Andrew J. Somora Foundation, the Dr. Roy J. Rinehart Memorial Foundation, and TeamSmile. Mission Financial Planning, Inc. serves individual and small-business clients, including business owners and plan sponsors, offering comprehensive financial planning, pension consulting, Social Security strategy, and estate planning support. The firm operates on a fee-only, advice-only basis with a non-discretionary, consultative approach and does not manage client assets or charge asset-based fees.

Austin Klarin is a financial advisor with Kedrec LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and has nine years of industry experience. His prior career includes various roles at Northwestern Mutual and Andrew Watters. Kedrec serves individual clients, trusts, estates, and business entities with comprehensive wealth planning and management services, including retirement planning, tax coordination, and portfolio construction. The firm offers a subscription-style model separating passive advisory from discretionary portfolio management and provides access to alternative investments alongside traditional services.

Michael Wolters is a Series 65 licensed financial advisor with 33 years of industry experience. He has been with Mike Wolters & Associates, Ltd. since 1994, where he is one of two advisors at the firm based in Parkville, MO. Mike Wolters & Associates, Ltd. provides discretionary asset management exclusively to individuals, charitable organizations, and retirement plan participants. The firm manages about $19 million across roughly 74 client accounts, primarily using ETFs and selected individual stocks within an investment approach that combines fundamental and technical analysis alongside macroeconomic and political factors.

Nathan Schwantes is a financial advisor at Schwantes Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at S&A Financial Services, Inc. for 13 years. Outside of financial advising, he has a long-standing involvement with North Star Events, LLC. Schwantes Financial, LLC manages discretionary portfolios for individuals, families, and businesses using a globally diversified investment approach based on modern portfolio theory. The firm serves primarily non-high-net-worth clients and emphasizes tailored risk profiles and regular portfolio reviews.

John Harrison III is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He is also an owner of Harrison Capital Management, a financial planning firm, and HCM Holdings, a financial holding company. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across multiple asset classes and includes options for ESG alignment.

Andrew Comstock is a CFA® charterholder with 16 years of industry experience. He has been with Castlebar Asset Management since 2012. He is based in Overland Park, KS, and is affiliated with Beyond Wealth. Beyond Wealth provides comprehensive financial planning and investment management to individuals, charitable institutions, foundations, and businesses, offering these services as a bundled engagement. The firm uses a strategic asset-allocation framework and fundamental equity analysis focused on lower-risk stocks over a multi-year horizon, with options for portfolio customization and socially responsible investment screening.

Eric Sheerin is a financial advisor with Dogwood Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Barber Financial Group. Dogwood Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $257 million in discretionary assets. The firm employs a long-term, fundamental analysis-driven investment approach with diversified portfolios primarily composed of ETFs and mutual funds, and offers services including discretionary portfolio management, financial planning, and retirement plan advisory.

Jo Fritz is a CFP® professional with 24 years of experience in financial planning. She has been with Balanced Financial Planning, Inc. since 2004 and leads the firm as its sole advisor. Balanced Financial Planning serves individual and high-net-worth clients, including their trusts and estates, offering financial planning and investment advice through one-time projects, hourly consultations, or ongoing retainer services. The firm emphasizes individualized asset allocation based on fundamental research and provides both discretionary and non-discretionary portfolio management, with a fee structure that avoids asset-based charges.

Cameron Bond is a CFP® with eight years of industry experience. He is currently an advisor at StoryOne Family Office and previously worked at Keel Point Capital, LLC for eight years. Before entering financial advising, he spent ten years with the Kansas City Kansas Public School District. StoryOne Family Office serves individuals, families, trusts and estates, corporations, qualified retirement plans, and nonprofit organizations, offering portfolio management, financial planning, and expanded family office services. The firm utilizes a range of model and custom portfolios and places emphasis on family education through coaching, mentoring, and workshops.

Paul Wiederholt is a CFP® professional with 30 years of experience in financial advising. He is the sole advisor at Boulder Investment Group and previously worked at LPL Financial from 2008 to 2016. Wiederholt is also licensed to sell life, disability, long-term care insurance, and annuities, dedicating a portion of his time to these activities. Boulder Investment Group provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset-allocation approach using a core-and-satellite structure with mutual funds, ETFs, individual securities, and options, managing over $72 million in discretionary assets across approximately 144 client relationships.

Scott Schaeffer is a financial advisor at MN Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MarksNelson, LLC and Integrity Advisory, LLC. MN Wealth Advisors provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, business entities, and retirement plans. The firm manages portfolios across various asset classes and offers tailored asset allocation with ongoing monitoring, occasionally utilizing independent managers and private investment funds.

Erica Massman is a financial advisor at Index Wealth Advisors, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Index Portfolio Solutions, LLC since 2011. Index Wealth Advisors provides discretionary investment advisory services to individuals and institutions, focusing on passively managed, globally diversified index-fund portfolios. The firm’s approach uses Modern Portfolio Theory and a Fama-French multi-factor framework, emphasizing smaller-cap and value exposures, with regular portfolio monitoring and client education.