Paul Wiederholt is a CFP® professional with 30 years of experience in financial advising. He is the sole advisor at Boulder Investment Group and previously worked at LPL Financial from 2008 to 2016. Wiederholt is also licensed to sell life, disability, long-term care insurance, and annuities, dedicating a portion of his time to these activities. Boulder Investment Group provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset-allocation approach using a core-and-satellite structure with mutual funds, ETFs, individual securities, and options, managing over $72 million in discretionary assets across approximately 144 client relationships.

Scott Schaeffer is a financial advisor at MN Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MarksNelson, LLC and Integrity Advisory, LLC. MN Wealth Advisors provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, business entities, and retirement plans. The firm manages portfolios across various asset classes and offers tailored asset allocation with ongoing monitoring, occasionally utilizing independent managers and private investment funds.

Erica Massman is a financial advisor at Index Wealth Advisors, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Index Portfolio Solutions, LLC since 2011. Index Wealth Advisors provides discretionary investment advisory services to individuals and institutions, focusing on passively managed, globally diversified index-fund portfolios. The firm’s approach uses Modern Portfolio Theory and a Fama-French multi-factor framework, emphasizing smaller-cap and value exposures, with regular portfolio monitoring and client education.

Melissa is a Certified Financial Planner ™, Certified Divorce Financial Analyst ™and holds a Masters degree in Personal Financial Planning from the University of MO-Columbia. You can see why Melissa is highly qualified to help clients with their financial planning needs! I am often asked, “How do I save for my children’s college fund, my own retirement and the luxuries that I enjoy, like vacations? How do you balance all of that?” A detailed, written financial plan with the strategy to live your best life and maximizing your hard-earned dollars by focusing on the 6 areas of financial planning - Net Worth Analysis, Investment Management, Estate Planning, Insurance Analysis and especially careful Tax Planning and Cash Flow Management, is the key. When you have your Cash Flow and Taxes in line, everything else falls into place. Melissa is also very well versed in Divorce Planning. If you are facing divorce, understanding the financial implications in the divorce process is a must! Sure, you need an attorney to finalize the divorce process. However, you need a Certified Divorce Financial Analyst to help make the financial decisions that will change your life forever. Whether you need help understanding an offer that has been made, knowing what your future tax situation looks like or to help craft an offer that is equitable, Melissa can help! She has experienced two divorces and understands the impact divorce has both financially and emotionally. Sapphire Wealth Planning - Helping Women Achieve Financial Independence! Contact Melissa to book your strategy session today.

Sarah Yao is a financial advisor at Family Legacy Advisors, LLC, holding a Series 65 credential with four years of industry experience. She has worked at Family Legacy Advisors since 2022 and previously at Parman & Easterday starting in 2019. She also assists an estate planning law firm with marketing, event planning, and paralegal tasks. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities, utilizing a modern portfolio theory approach with model allocations across various asset classes.

John Christensen is a CFP® with 15 years of industry experience. He currently serves as a financial advisor at Storyone Family Office, where he has worked since 2024. Prior to this, he spent 13 years at Blue Creek Securities, LLC and Blue Creek Investment Partners, LLC. StoryOne Family Office is an SEC-registered adviser serving individuals, families, trusts and estates, corporations, qualified retirement plans, and nonprofit organizations. The firm provides portfolio management and financial planning along with expanded family office services including wealth design, trust administration, philanthropic planning, and family education through coaching and workshops.

Megan Ramshaw is a CFP® with three years of industry experience, currently serving as an advisor at MOKAN Wealth Management. She previously worked at Mariner Wealth Advisors and has experience with Vanguard and Kansas State University Athletics. MOKAN Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, offering financial planning and discretionary investment management. The firm constructs individualized portfolios using equities, index funds, ETFs, and U.S. Treasury securities with a multifaceted investment analysis approach.

Marcus Scott is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Kedrec LLC. Prior to joining Kedrec, he held roles at QuickTrip, Fiduciary Capital Management LLC, and MOKAN Wealth Management. Kedrec LLC serves individual clients, trusts, estates, and business entities, offering comprehensive wealth planning and management services. The firm employs a subscription-style model that separates passive advisory services from discretionary portfolio management and provides customized planning and consolidated reporting.

Mark Donaldson is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Providence Financial Advisors, LLC since 2008 and concurrently operates a regulatory compliance consulting practice based in Kansas City. Providence Financial Advisors, LLC serves individuals, trusts, estates, businesses, and defined contribution plans by providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages over $544 million in assets and employs a globally diversified investment approach grounded in fundamental security analysis.

Ronald Schwantes is a CFP® with over 31 years of experience in the financial industry. He is currently with Schwantes Financial, LLC, which he joined in 2024, and previously worked at Cambridge Investment Research, Inc. for 19 years and S&A Financial Services, Inc. for 29 years. Schwantes Financial, LLC is a two-advisor firm that provides discretionary portfolio management for individuals, families, and businesses. The firm employs a globally diversified investment approach using mutual funds and ETFs, applying fundamental, market trend, and economic cycle analysis, and serves primarily non-high-net-worth clients.

Christopher Costello is a CFP® professional with 23 years of experience in financial advisory roles. He joined Curtis Capital Advisors in 2024 and has previous experience at firms including Morgan Stanley, Blooom, Inc., and The Retirement Planning Group, Inc. His career spans both the wealth management and retirement planning sectors. Curtis Capital Advisors serves individuals, high-net-worth clients, and trusts with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversified, risk-based portfolios primarily implemented with index mutual funds and ETFs, focusing on long-term allocation and client behavior management.

Jeffrey Easterday is a financial advisor at Family Legacy Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and is also a partner at the law firm of Parman & Easterday. His prior experience includes roles at Epiphany Financial Coaching and Parman and Associates. Family Legacy Advisors provides ongoing portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs an investment approach based on modern portfolio theory, utilizing model allocations across mutual funds, ETFs, equities, fixed income, and real estate funds, and offers both discretionary and non-discretionary management options.

Brenda Black is a financial advisor with Legacy Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Legacy Investment Partners since 2004. In addition to her advisory role, she is an independent insurance agent for various independent insurance companies. Legacy Investment Partners serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering investment supervisory services along with financial planning and 401(k) consulting. The firm employs active portfolio management based on fundamental analysis with additional cyclical and technical methods and provides ongoing monitoring and reallocation.

Frank Mall is a financial advisor at FinanciaLife Outfitters LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kovack Securities, Inc., Triad Advisors, Equity Services, Inc., and National Life of Vermont. Mall is the owner and managing member of FinanciaLife Outfitters LLC and also works as a licensed insurance agent. FinanciaLife Outfitters LLC provides investment management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm emphasizes diversified portfolios aligned with modern portfolio theory and utilizes a combination of mutual funds, ETFs, stocks, and bonds, offering both discretionary and non-discretionary services.

Larry Yeatman is a financial advisor at Sapphire Wealth Planning LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Outside of his advisory role, he owns Yeatman Insurance, a property and casualty insurance business. Sapphire Wealth Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm employs a long-term investment approach using various analytical methods and manages portfolios in-house, offering educational seminars to clients at no charge.

Frank Shepard is a financial advisor at S&A Financial Services, Inc. in Overland Park, KS, with 48 years of industry experience. He has held a Series 63 designation and worked at Cambridge Investment Research, Inc. from 1998 to 2017. Outside of his advisory role, he is a partner in a non-investment related business property venture. S&A Financial Services provides investment advisory, portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes tailored investment strategies and maintains a high client-to-advisor ratio within its four-advisor team.

Gregory Shepard is a financial advisor at S&A Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research Inc. prior to his current role. S&A Financial Services provides investment advisory, portfolio management, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs both fundamental and technical analysis with discretionary portfolio management and emphasizes tailored recommendations based on each client's Investment Policy Statement.

Stephen Small is a financial advisor at Aspen Wealth Management, Inc. in Overland Park, Kansas, holding a Series 65 designation with 19 years of industry experience. He has been with Aspen Wealth Management since 2007. Outside of his advisory role, he is the managing member of Swift Investments, LLC, where he oversees investment opportunities and tax return preparation for personal and family investing. Aspen Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, foundations, and other entities, managing approximately $83.4 million in client assets. The firm emphasizes asset allocation, fundamental and technical analysis, and multi-year investment horizons, using a range of investment vehicles and operating with discretionary trading authority.

Mychal Masterson is a financial advisor at Collaborative Portfolio Management with two years of industry experience. He holds the Series 65 designation and previously worked at Capital Portfolio Management LLC and Unum. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations by providing discretionary portfolio management, investment consulting, and participant-level 401(k) advice. The firm employs a relative strength and point-and-figure charting approach to build globally diversified portfolios using a variety of securities and regularly monitors accounts with formal quarterly reviews.

Christopher Gaughan is a financial advisor with Gaughan & Connealy Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Gaughan & Connealy Wealth Management since 2017 and has been affiliated with Gaughan & Connealy, LLC since 2011. Gaughan is also a licensed attorney and insurance agent, occasionally providing clients with legal advice and insurance products outside his advisory role. Gaughan & Connealy Wealth Management serves individual and high-net-worth clients through a small advisory team, focusing on financial planning and investment advisory services. The firm emphasizes long-term investing and modern portfolio theory, directing clients to third-party managers for portfolio implementation while conducting due diligence and ongoing performance reviews.