Travis Jantz is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. with one year of industry experience. He holds the Series 65 designation and has been a partner at Stockyards Brewing Co., a beer production company, since 2022. Prior to joining RetireWise, he has been affiliated with Trajan, Inc. since 2002. 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 into segments based on time horizons and integrates tax considerations, utilizing third-party asset managers and model strategies as part of its approach.

David Mattern is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he owns and manages a farm business. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm provides discretionary investment and wealth management, financial planning, and consulting, employing tailored asset allocation strategies with an emphasis on tax efficiency and cost-effective implementation.

Joanna Bambo is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Raymond James Financial and Starr Wealth Management. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing about $595 million through a team of ten advisors. The firm employs a mix of active and passive investment strategies with in-house and independent managers and offers services including financial planning, consulting, and fiduciary and non-fiduciary plan sponsor solutions.

Kyle Cross is a CFP® with 15 years of industry experience. He has worked at Mattern Wealth Management LLC since 2019 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Mattern Wealth Management provides fee-only investment and wealth management services, financial planning, and consulting to individuals, families, trusts, businesses, and retirement plans. The firm employs a combination of active and passive strategies, using portfolio allocation software and ongoing monitoring to align investments with client goals.

Matthew Campbell is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include teaching positions at Pittsburg State University, Fort Scott Community College, and Fort Scott High School. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm employs fundamental analysis to construct portfolios across multiple platforms, provides written financial planning and limited consulting, and manages accounts on a non-discretionary basis.

Heidi Mark is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Endeavor Private Wealth since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a blend of active and passive strategies to build tax-aware, risk-adjusted portfolios and offers both wrap fee programs and separately managed account platforms.

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.

Larry Davenport is a financial advisor with OFG Financial Services, Inc. in Fort Scott, KS, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with OFG Financial Services since 2002. Outside of his advisory role, he is involved with SEK Financial Services, LLC, where he spends a significant portion of his time on retirement planning and insurance services. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios primarily featuring no-load mutual funds and listed securities, managing accounts on a non-discretionary basis.

Brenda Lenz is a CFP® with 30 years of industry experience, currently serving as a financial advisor at First Affirmative Financial Network LLC since 2012. Her prior work includes roles at Zeider's and MHN, and she has been involved with Wheatland Tax Services, LLC since 2002. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of 14 advisors managing approximately $956 million in assets. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.

Katherine Mcmaster is a financial advisor with OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with OFG since 2009 and serves as an Investment Advisor Representative for Cobbler Capital Management LLC since 2016. Additionally, she spends part of her time enrolling eligible participants into Section 125 benefit plans. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios focused on no-load mutual funds and listed securities, offering non-discretionary portfolio management along with written financial planning and consulting.

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.

Kevin Michael is a financial advisor at Rademacher Financial, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2015 to 2023. Outside of his advisory role, he teaches Tae Kwon Do classes twice a week at KU Tae Kwon Do Sports Club. Rademacher Financial, Inc. serves a diverse client base including individuals, trusts, charitable organizations, and retirement plan participants, managing approximately $261 million in discretionary assets. The firm offers tailored, typically discretionary investment strategies based on client objectives and risk tolerance, with a particular emphasis on retirement-plan consulting and participant education.

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.

Marcus Mattern is a financial advisor at Mattern Wealth Management LLC in Lawrence, KS, holding a Series 66 designation with nine years of industry experience. He has worked at Mattern Wealth Management since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Mattern Wealth Management provides fee-only investment and wealth management, financial planning, and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm uses a combination of active and passive strategies, portfolio allocation software, and ongoing monitoring to align client portfolios with their risk tolerance and cash-flow needs.

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.

Mason Knopp is a financial advisor with OFG Financial Services, Inc. in Fort Scott, Kansas, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at SEK Financial LLC, First Guaranty Bank, and Southern Louisiana University. Outside of financial advising, he is involved in personal cattle operations. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives prior to recommendations.

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.

Jonathan Gatz is a financial advisor with OFG Financial Services, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation. Outside of his advisory role, he is involved in marketing securities and insurance products through his ownership in related business entities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before recommendations.