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.

Stephen Leaming is the sole advisor at SBL Investment Advisors, LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has operated Steve Leaming Financial Services since 1979, providing life insurance planning and client service work. Mr. Leaming has also been involved with Zoop Alpha LLC and SBL Partners, LLC in recent years. SBL Investment Advisors serves individuals and high-net-worth clients by recommending third-party investment managers and assisting with enrollment, paperwork, and ongoing liaison services. The firm operates primarily in a non-discretionary capacity and offers insurance products through its affiliated insurance practice.

Bryon Brooks is a Series 65-registered advisor with Adaptive Advisory, LLC in Olathe, KS, bringing 11 years of industry experience. He also works as an operations consultant for small businesses, assisting with operational risk and strategic planning. Adaptive Advisory serves individual and high-net-worth clients with portfolio management and financial planning services. The firm’s investment approach incorporates fundamental, technical, and quantitative analysis focused on equities, fixed income, ETFs, and real estate funds, providing both discretionary and non-discretionary management.

Donald Brown is the sole advisor at Don Brown - Investment Advisor, LLC in Overland Park, KS, holding a Series 65 designation with 12 years of industry experience. He has operated his advisory business since 2005 and co-owns Renodry USA, LLC, a renovation and restoration company. His firm provides discretionary portfolio management for a small, exclusive client base, focusing on growth and growth-and-income objectives across taxable, trust, and IRA accounts. The investment approach combines fundamental and technical analysis with an emphasis on charting tools to identify market opportunities, using active management and market timing to adjust portfolio exposures.

Stephen Hoover is a financial advisor with Wealth Partners Corporation in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wealth Partners Corporation since 2003. Outside of his advisory role, he also serves as a sales agent for various insurance companies through a separate entity, WPC Financial Services, Inc. Wealth Partners Corporation provides investment advisory and consulting services to individuals, families, businesses, and retirement-plan sponsors, primarily implementing investment programs by selecting and referring clients to third-party money managers. The firm offers portfolio management, retirement and estate planning, business succession consulting, and insurance and annuity product placement, with a notable focus on non-discretionary asset management and access to a wrap-fee sub-advisory program.

Luke Tait is a financial advisor at Golden Guidance LLC in Overland Park, Kansas, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Quadcap Wealth Management, LLC from 2016 to 2019. Outside of financial advising, he is a partner in The Food Truck Club, an online booking platform for food services, where he helps coordinate and expand operations. Golden Guidance LLC is a single-advisor registered investment adviser serving a small client base with discretionary portfolio management and financial planning. The firm employs tailored investment strategies, including the use of ETFs, leveraged ETFs, option writing, and margin transactions.

Zachary Emslie is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as the sole advisor at BlueVine Advice in Kansas City, MO. He previously worked at Sterneck Capital Management, LLC, and Capital-E-Advisors, LLC before founding BlueVine Advisors, LLC in 2020. BlueVine Advice is an independent investment adviser that serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm combines passive, index-based allocations with active investment techniques within a Modern Portfolio Theory framework and offers unique employee benefit plan consulting alongside integrated tax preparation services.

Robert Paredes II is the principal advisor at Paredes Capital LLC in Lenexa, KS, holding a Series 65 designation with seven years of industry experience. Before founding Paredes Capital LLC in 2026, he worked at Forvis Mazars Wealth Advisors, LLC for seven years and has prior experience in law and banking. Outside of his advisory role, he operates an online thrift sales business called XT Sales, LLC. Paredes Capital LLC is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a fundamentally driven, long-term investment approach, utilizing exchange-traded funds, individual securities, alternatives, and independent managers under oversight agreements.

Lisa Clements is a financial advisor at Clear Springs Wealth with four years of industry experience. She holds a Series 65 designation and has a background that includes entrepreneurial ventures and a position at Facebook. Clear Springs Wealth is an independent, fee-only advisory firm serving individual clients across the emerging affluent to high-net-worth spectrum. The firm employs a primarily passive, asset-allocation investment strategy based on Modern Portfolio Theory and provides ongoing financial planning services covering areas such as cash flow, retirement, estate planning, insurance, tax-aware investment analysis, and career planning.

Walter Hodgden is the sole advisor at Fiduciary Standard, LLC, an independent investment advisory firm based in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Hodgden has led Fiduciary Standard since 2013. Fiduciary Standard serves a limited client base including individual and high-net-worth clients, family-related trusts, and at least one banking institution. The firm offers tailored asset and portfolio management services focused on long-term capital appreciation and dividend income, managing accounts on a non-discretionary basis with direct client approval before trades.

Dana Williams is a financial advisor at EQUINET, Inc. in Kansas City, MO, with 38 years of industry experience. He has been with EQUINET since 1987 and holds a Series 63 designation. EQUINET, Inc. provides portfolio management and advisory services to pooled vehicles, institutional clients, and separately managed accounts. The firm manages assets primarily on a non-discretionary basis, serving individuals beyond the high-net-worth segment, and maintains a portfolio allocation that includes a significant proportion of cash and annuities.

Stephen Godfrey is a financial advisor with Financial Planning Partners in Leawood, Kansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Financial Planning Partners since 2005. Financial Planning Partners provides investment advisory and financial planning services primarily to individual clients, as well as trusts and charitable organizations. The firm offers portfolio management through individual portfolios and access to managed account solutions that include model asset-allocation portfolios and separately managed accounts, typically holding mutual funds or ETFs.

Rey Arellano is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. He is the sole advisor at Zenith Financial Planning Inc, where he has worked since 2024. His prior experience includes roles at Keen Wealth Advisors, Petrovic Weaver Financial Services, and Waddell & Reed. Zenith Financial Planning is an independent firm managing approximately $62.6 million for around 60 clients, including individuals, high-net-worth clients, retirement plans, and small businesses. The firm focuses on passive portfolio management using index funds and ETFs, offering discretionary and non-discretionary investment management combined with comprehensive financial planning as part of its services.

Troy Burgett is the sole advisor and owner of Catalonia Wealth Management LLC, holding a Series 65 credential with three years of industry experience. He previously worked at PwC and currently serves as a financial analyst for Realko Asset Management, a real estate management company. Catalonia Wealth Management provides discretionary asset management and investment advisory services primarily to pooled vehicles and institutional clients. The firm’s investment approach combines fundamental and technical analysis with portfolio construction focused on asset allocation, security selection, and options trading, alongside tax strategy and financial planning support.

Matthew Davis is the sole advisor at Davis Financial Management, Inc., an independent firm based in Leawood, KS. He holds the PFS™ designation and Series 65 license and has 22 years of industry experience. He has led his firm since 2007. Davis Financial Management serves individual investors, high-net-worth clients, small businesses, and select pension/profit-sharing and institutional clients. The firm offers asset allocation, portfolio monitoring, written financial planning, and separate accounting and tax services through a CPA advisor. Portfolios primarily consist of no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors strategies, managed on a non-discretionary basis requiring client approval.

Douglas Stehl is the sole advisor at Crossroads Asset Management LLC in Leawood, Kansas, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has led Crossroads Asset Management since 2007. Crossroads Asset Management LLC offers discretionary wealth and portfolio management services to individuals, high-net-worth clients, and fiduciary entities such as foundations, corporations, trusts, and estates. The firm employs a bottom-up, Growth-at-a-Reasonable-Price approach for equity selection combined with conservative fixed-income strategies, serving a small client base that includes corporate and institutional clients.

Andrew Mitchell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at Critical Capital LLC, where he has worked since 2020. His prior experience includes roles at UBS Financial Services Inc. and TLG Advisors, Inc. Mitchell also engages in business consulting and conducts life insurance reviews as an independent insurance agent. Critical Capital LLC provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis, including options and alternative strategies, and offers performance-based fee arrangements alongside an affiliated insurance practice.

Clay Brethour is a CFA® charterholder with six years of experience at Maclura Investments and 20 years at Kornitzer Capital Management. He operates as the sole advisor at Maclura Investments, an independent firm based in Lenexa, KS. Maclura Investments provides discretionary portfolio management to individuals, families, businesses, and retirement plans, focusing on customized portfolios primarily composed of exchange-traded funds, mutual funds, and individual securities. The firm emphasizes tax efficiency and regular account reviews while serving a diverse client base that includes business clients and plan sponsors.

Resa Thomas is a Series 65-licensed advisor at Collaborative Portfolio Management with over 14 years of industry experience, including a prior role at Capital Portfolio Management. She has been with Collaborative Portfolio Management since 2025. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations, offering discretionary portfolio management and investment consulting. The firm employs a relative strength analysis and point-and-figure charting approach to create globally diversified portfolios focused on capital preservation.

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.