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 with BG Wealth Advisory, LLC in Mission, KS, holding a Series 65 license and 18 years of industry experience. He has been involved with multiple financial and holding companies, including his ongoing role at Lonestar Registered Investment Advisors, LLC since 2007. Byers is also engaged in managing insurance-related businesses and investment advisory activities through affiliated entities. BG Wealth Advisory, LLC provides financial planning and consulting services to individual clients, facilitating discretionary portfolio management through referrals to a third-party registered investment adviser. The firm offers fixed-fee planning, coordinating client relationships and plan updates while the third-party manager handles trading, custody, and billing. BG Wealth also conducts public educational seminars on investment topics.

Michael Sheerin is a financial advisor with Proactive Planning Wealth Advisory in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Barber Financial Group, IHT Wealth Management, and APS Ventures, LLC. Sheerin is also a licensed insurance agent involved in the sale of various insurance products. Proactive Planning Wealth Advisory provides portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment recommendations based on client objectives and risk tolerances, using model portfolios, tax-management tools, and a range of investment strategies, with regular account reviews.

Regan Ervin is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Capital-E-Advisors since 2018 and has been involved with Sterneck Capital Management, LLC since 2008. Outside of advisory work, he provides expert witness consulting on industry topics through Investment Advisory Standards, LLC. Capital-E-Advisors is an independent, fee-only registered investment adviser serving individuals, families, trusts, businesses, and non-profit organizations. The firm uses an evidence-based investment approach, combining traditional and alternative asset classes, with tailored allocations and periodic rebalancing.

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.

Clint Haynes is a Certified Financial Planner® with 20 years of industry experience, currently serving as the sole advisor at NextGen Wealth, LLC since 2014. He is based in Lee’s Summit, Missouri, and holds a Series 66 license. Outside of his advisory work, Haynes serves as Treasurer and Board Member of the Lee’s Summit Educational Foundation, a nonprofit organization. NextGen Wealth provides financial planning, discretionary investment advisory, and manager selection services to individuals, corporations, and retirement plans. The firm employs fundamental analysis and modern portfolio theory, typically allocating assets to third-party advisers, and serves a client base that includes high-net-worth individuals and institutional accounts.

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.