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.

Jack Wheeler is a CFA charterholder with 13 years of industry experience. He has been with Kansas City Private Wealth Management, LLC since 2014, where he is the sole advisor. Outside of his advisory role, he is involved as a managing member and minority owner in several local Kansas City residential and commercial property holding companies. Kansas City Private Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth households, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm employs a top-down investment approach focused on diversification, fee and tax minimization, and risk-aware security selection, managing approximately $92 million across about 100 client relationships.

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 Byers is a financial advisor at BG Wealth Advisory, LLC with 18 years of industry experience. He holds a Series 65 designation and has been involved with multiple financial services firms, including founding roles at Lonestar Registered Investment Advisors, LLC and Texas Alliance Financial Services, PLLC. Outside of advisory work, he is engaged in managing insurance sales operations through related businesses. BG Wealth Advisory, LLC provides financial planning and consulting to individual clients and facilitates discretionary portfolio management through a referral relationship with a third-party registered investment adviser. The firm offers fixed-fee planning services, educational seminars, and acts as a liaison between clients and the third-party manager, who retains trading authority and handles custody and billing.

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Kilkenny served in the United States Marine Corps for nine years prior to his advisory career. Atomic Planning is an independent, single-advisor firm that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs diversified, risk-based portfolios using no-load mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis to guide trading and rebalancing decisions.

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.

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.

Thomas Dobesh is a CFA® charterholder based in Kansas City, MO, and has one year of industry experience. He currently leads CrossPath Capital, an independent advisory firm he founded in 2026. His prior experience includes roles at Palmer Square Capital and the State of Wisconsin Investment Board. Outside of advisory work, he is involved with Liquidators R Us. CrossPath Capital provides fee-based investment advisory services and comprehensive financial planning to a diverse client base, including individuals, trusts, charitable organizations, corporations, and other investment managers. The firm focuses on tactical asset allocation with an emphasis on alternative and private-market securities, using a non-discretionary approach with client transaction approval.

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.

Eric Riner is a financial advisor at Brookside Wealth Management LLC in Kansas City, MO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at UMB Private Wealth Management, UMB Financial Services, and UMB Bank, where he worked for over a decade. Outside of his advisory work, he operates Nelson Hill LLC, a business specializing in handmade leather golf goods. Brookside Wealth Management advises individuals and families, including those preparing for or living in retirement, as well as small businesses, trusts, and estates. The firm focuses on fundamental and economic analysis, strategic asset allocation, and long-term portfolio management, offering both discretionary portfolio management and separate financial planning services tailored to clients’ objectives and tax considerations.

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.

Jason Webster is the principal advisor at Webster Wealth Management in Kansas City, MO, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mutual of Omaha, Heartland Financial Group, and Vigilant Group Services. Outside of his advisory role, he is a sales director for Medicare supplements and manages an insurance services company. Webster Wealth Management provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients. The firm utilizes a combination of technical, fundamental, and cyclical investment analysis and offers financial planning services covering retirement, insurance, college savings, cash flow, estate planning, and investment analysis.

Justin Hicks is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Faithful Harvest Financial and previously worked at Triune Financial Partners, Searcy Financial Services, and Allos Investment Advisors, among others. Hicks is also an independent insurance agent for various insurance companies. Faithful Harvest Financial is a fee-only registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning services. The firm offers a variety of fee arrangements and combines passive and active investment strategies, including socially responsible options and the use of independent outside managers.