Derrick Barger is a CFP® with seven years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company and Brian Ismert. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses with integrated wealth management services, combining discretionary portfolio management and financial planning. The firm serves approximately 900 households through an eight-advisor team and manages over $250 million in assets, emphasizing a primarily long-term investment approach using diversified, low-cost funds and individual securities.

Jonathan Brobst is a financial advisor with Carlson Financial in Topeka, KS. He holds a Series 65 designation and has two years of industry experience. Outside of his advisory role, he owns and operates Yellow Brick Property Solutions, a real estate house-flipping business. Carlson Financial provides retirement planning and wealth management services to individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process with portfolios primarily built from equities and exchange-traded funds.

Colton Walker is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has worked at Clayton Wealth Partners since 2021 and previously spent three years at Ameriprise Financial Services, Inc. Prior to his financial services career, he was employed by Nike Inc. from 2013 to 2018. Clayton Wealth Partners serves individuals and families—including high-net-worth clients and younger professionals—along with trusts, estates, foundations, endowments, and employer retirement plans. The firm provides wealth management through discretionary asset management, comprehensive financial planning, and project-specific consultations, using model portfolios that emphasize low-cost mutual funds and ETFs and incorporate sustainable/ESG options.

Reagan Huskisson is a financial advisor at Carlson Financial with a Series 65 designation and no prior industry experience. Before joining Carlson Financial, he worked in education at several schools and also at Dutch Bros. Coffee. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process with portfolios primarily composed of equities and exchange-traded funds.

James Walden is a CFA® charterholder with six years of experience at Clayton Wealth Partners in Topeka, KS, where he has worked since 2013. He is part of a seven-advisor team at the firm. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm provides wealth management through discretionary asset management, comprehensive financial planning, and retirement-plan advisory support, using model portfolios that emphasize low-cost mutual funds and ETFs.

Sean Bounous is a financial advisor at Clayton Wealth Partners in Topeka, KS, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Academy Sports and Outdoors and service in the Kansas National Guard. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm combines discretionary asset management and comprehensive financial planning with model portfolios that emphasize low-cost mutual funds and ETFs, managing investments on a discretionary basis with ongoing rebalancing and active trading when appropriate.

Vincent Buttaro II is a financial advisor at Compass Wealth with 12 years of industry experience. He holds the Series 66 designation. His prior experience includes roles at Edward Jones and various Cetera entities before joining Compass Retirement Group LLC. Compass Retirement Group, LLC serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models and third-party managers to manage portfolios on a discretionary basis.

Ashton Rake is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 credential. He has one year of industry experience, having joined Endeavor Private Wealth in 2026 after roles at several other companies including Northwestern Mutual and Walgreens. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm employs a mix of active and passive investment strategies and provides services including wealth management, financial planning, fiduciary support, and access to alternative investments.

Thomas Munker is a financial advisor at Stirlingshire Investments in Topeka, KS, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Client One Securities, LLC for ten years. Outside of advisory work, he is involved in insurance sales, focusing on life, health, variable contracts, and long-term care insurance under Munker Financial. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering access to a wide range of investment instruments tailored to client profiles. The firm employs multiple analytical approaches to portfolio construction and manages most accounts on a discretionary basis, with a distinctive operational structure that includes affiliation with a broker-dealer and a large office network.

Alexander Hammersley is a financial advisor at Carlson Financial with a Series 65 designation and three years of industry experience. His prior roles include positions at UHY Advisors MO, Inc., BDO USA, LLP, The College of William & Mary, and Christopher Newport University. Carlson Financial serves pre-retirees and retirees as well as individual, trust, small business, family office, and endowment clients, providing comprehensive financial planning and ongoing investment advisory services. The firm uses a cash-flow-based planning process and discretionary portfolios focused on equities and ETFs, with investment decisions managed by a dedicated team employing various analytical techniques.

Zachary Pohlenz is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Clayton Wealth Partners, where he has worked since 2020, following prior roles including Ameriprise Financial Services. He has also been involved in non-financial work at Radina's Coffeehouse. Clayton Wealth Partners is a fee-only, SEC-registered adviser serving individuals, families, and institutional clients. The firm offers wealth management, retirement plan advisory, and trust investment services, employing discretionary management through model portfolios that include sustainable options, with a focus on long-term holding and active monitoring.

Soren Knapic is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation. He has been with Endeavor Private Wealth since 2021 and previously worked at DST / SS&C Technologies and Kansas State University. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations with a combination of active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Brady Franklin is a financial advisor with Endeavor Private Wealth, Inc. in Topeka, KS. He holds a Series 66 designation and has 10 years of industry experience, including five years at Wells Fargo Clearing prior to joining Endeavor in 2021. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of 11 advisors. The firm employs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies, leveraging both in-house management and independent managers to deliver investment and wealth management services.

Elizabeth Young is a CFP® professional with 16 years of industry experience. She has been with Clayton Financial Services, Inc. since 2005, continuing with the firm through its current iteration as Clayton Wealth Partners. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm offers wealth management services combining discretionary asset management, comprehensive financial planning, and retirement-plan advisory support, using model portfolios that range from Aggressive to Conservative and include sustainable/ESG-aligned options.

Zebadiah Elliott is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining RetireWise, he worked at Bettis Asphalt & Construction, Inc. and Sink, Gordon & Associates LLP. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios across “Now,” “Soon,” and “Later” segments using distinct strategies for each and integrates tax considerations into its planning.

Paul Swank is a financial advisor with Chief Advisors Corp in Topeka, KS, holding Series 63 and Series 66 registrations and 29 years of industry experience. He has worked at American Global Wealth Management since 2026 and has over a decade of experience with Chief Advisors Corporation and First Asset Financial Inc. Outside of advisory roles, Swank serves as an independent insurance agent and is involved in officiating high school volleyball and basketball games. He also holds nonprofit and community roles, including CFO of the Koenitzer-Sayles Foundation and board member of the Topeka Festival Singers. Chief Advisors Corp is a fee-based registered investment adviser that serves individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages portfolios on a discretionary basis using fundamental, technical, and behavioral analysis, operating through a small team across multiple offices.

Kathleen Heit is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She currently works at Endeavor Private Wealth, Inc. and previously held roles at Bowersock Capital, US Bank, and Clayton Wealth Partners. Outside of her advisory work, she serves as a trustee on the board of directors for Topeka Collegiate School and owns a family-operated business called Reaching New Heits, LLC, which provides fruit smoothies and juices. Endeavor Private Wealth, Inc. is a team-based firm offering investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach using a blend of active and passive strategies across various asset classes and manages both wrap fee programs and separately managed accounts.

Andrew Keehn is a financial advisor with Brookwood Investment Group in Topeka, KS, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at multiple firms, including Redwood Private Wealth LLC and OWLFI RIA. Outside of his advisory role, he owns Blackstone Wealth Protectors, a tax services business. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies and operates a network of proprietary partner offices with multiple affiliated businesses.

Brian Lang is a financial advisor with Merit Financial Advisors in Topeka, KS, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, Avantax Advisory Services, and 1st Global Capital Corp. Outside of advising, he serves as treasurer and audit committee member for the Topeka Community Foundation, where he contributes to financial oversight and asset allocation. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment strategy through customizable model portfolios and utilizes multiple asset classes and third-party managers under centralized oversight.

Brady Black is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and three years of industry experience. He has been with Gradient Advisors since 2023 and previously served in a strategic partnership role at Gradient Annuity Brokerage starting in 2009. Outside of his advisory duties, he owns a recreational equipment rental business specializing in boat and RV rentals. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm employs a largely non-discretionary approach and supports clients through a network of Investment Advisor Representatives and third-party money managers.