Clay Brethour is a CFA® charterholder with six years of experience at Maclura Investments and 20 years at Kornitzer Capital Management. He operates as the sole advisor at Maclura Investments, an independent firm based in Lenexa, KS. Maclura Investments provides discretionary portfolio management to individuals, families, businesses, and retirement plans, focusing on customized portfolios primarily composed of exchange-traded funds, mutual funds, and individual securities. The firm emphasizes tax efficiency and regular account reviews while serving a diverse client base that includes business clients and plan sponsors.

Resa Thomas is a Series 65-licensed advisor at Collaborative Portfolio Management with over 14 years of industry experience, including a prior role at Capital Portfolio Management. She has been with Collaborative Portfolio Management since 2025. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations, offering discretionary portfolio management and investment consulting. The firm employs a relative strength analysis and point-and-figure charting approach to create globally diversified portfolios focused on capital preservation.

Vicki Hohenstein is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Freedom Value Partners, LLC. Her prior experience includes roles at Country Club Trust Company and Tower Wealth Managers, Inc. In addition to her advisory work, she is director and secretary/treasurer of a family farm, Cottonwood Flats, Inc. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, limited non-discretionary advisement, and financial planning. The firm employs a fundamental, bottom-up investment approach that incorporates equity, fixed income, and selective use of derivatives within a two-advisor team where both principals hold the CFA designation.

Johnathan Brown is a financial advisor at Family Legacy Advisors, LLC with one year of industry experience. He holds a Series 65 credential and also practices as an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Prior to his current roles, he worked at JPMorgan Chase, Stonex Inc., and Synchrony Financial, among others. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory-based investment approach and offers both discretionary and non-discretionary management, often utilizing model allocations across a range of asset classes.

Madeline Bayne is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at StoryOne Family Office and has previously worked at Keel Point, Raymond James Financial Services Advisors, and Kooman & Associates. StoryOne Family Office serves high-net-worth individuals, families, trusts, estates, corporations, qualified retirement plans, and nonprofit organizations. The firm offers portfolio management, financial planning, and comprehensive family office services, including wealth design, trust administration, philanthropic planning, and lifestyle management.

Hannah Casteel is a CFP® professional with two years of experience in financial advising. She currently works at Beyond Wealth and previously held roles at Keen Wealth Advisors and Balanced Financial Planning, Inc. Prior to her advisory career, she spent several years in various positions at Kansas State University and other organizations. Beyond Wealth offers comprehensive financial planning combined with ongoing investment management for individuals, charitable institutions, foundations, and businesses. The firm uses a strategic asset-allocation approach focusing on lower-risk equities and provides portfolio customization options including socially responsible investment screening.

Kyle Hammerschmidt is a financial advisor at Mokan Wealth Management with nine years of industry experience and holds a Series 65 designation. He has previously worked at firms including CreativeOneWealth, Retirement Wealth Advisors, and Brookstone Capital Management. Hammerschmidt is also the owner of Retire Ready Academy, where he leads educational classes for retirees. Mokan Wealth Management serves individual and high-net-worth clients, offering financial plans, discretionary investment management, and ongoing planning. The firm creates individualized portfolios using equities, index mutual funds, ETFs, and U.S. Treasury securities, employing multiple analysis methods and tailoring portfolios through client investment policy statements.

David Walsh is a CFP® professional with 10 years of industry experience. He is currently with Overland Park Wealth Management LLC and has previously worked at Dynamic Wealth LLC, Creative Planning, and Sunrise Advisors, Inc. In addition to his financial advisory roles, Walsh operates Walsh Law LLC, a legal practice providing business and estate planning services. Overland Park Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and private businesses. The firm uses fundamental and cyclical analysis with a focus on long-term investments and tailors advisory services to accommodate clients’ specific tax and legacy considerations.

Austin Klarin is a financial advisor at Kedrec LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily with Northwestern Mutual-related firms before joining Kedrec in 2026. Kedrec LLC serves individual clients, trusts, estates, and business entities, providing comprehensive wealth planning and management through a subscription-style model that separates passive advisory services from discretionary active portfolio management. The firm offers customized planning and consolidated reporting, with a notable affiliation to a licensed insurance agency and access to alternative and private investments.

Nathan Schwantes is a financial advisor at Schwantes Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at S&A Financial Services, Inc. for 13 years. Outside of financial advising, he has a long-standing involvement with North Star Events, LLC. Schwantes Financial, LLC manages discretionary portfolios for individuals, families, and businesses using a globally diversified investment approach based on modern portfolio theory. The firm serves primarily non-high-net-worth clients and emphasizes tailored risk profiles and regular portfolio reviews.

Andrew Comstock is a CFA® charterholder with 16 years of industry experience. He has been with Castlebar Asset Management since 2012. He is based in Overland Park, KS, and is affiliated with Beyond Wealth. Beyond Wealth provides comprehensive financial planning and investment management to individuals, charitable institutions, foundations, and businesses, offering these services as a bundled engagement. The firm uses a strategic asset-allocation framework and fundamental equity analysis focused on lower-risk stocks over a multi-year horizon, with options for portfolio customization and socially responsible investment screening.

Eric Sheerin is a financial advisor with Dogwood Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Barber Financial Group. Dogwood Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $257 million in discretionary assets. The firm employs a long-term, fundamental analysis-driven investment approach with diversified portfolios primarily composed of ETFs and mutual funds, and offers services including discretionary portfolio management, financial planning, and retirement plan advisory.

Cameron Bond is a CFP® with eight years of industry experience. He is currently an advisor at StoryOne Family Office and previously worked at Keel Point Capital, LLC for eight years. Before entering financial advising, he spent ten years with the Kansas City Kansas Public School District. StoryOne Family Office serves individuals, families, trusts and estates, corporations, qualified retirement plans, and nonprofit organizations, offering portfolio management, financial planning, and expanded family office services. The firm utilizes a range of model and custom portfolios and places emphasis on family education through coaching, mentoring, and workshops.

Gary Pratt is a financial advisor at Proactive Planning Wealth Advisory in Overland Park, KS, with one year of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Meritrust Credit Union and Catholic Charities of Northeast Kansas. In addition to his advisory work, Pratt has been involved with One Alliance Property Management, LLC for over a decade. Proactive Planning Wealth Advisory is an independent firm providing portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing tools such as model portfolios, asset allocation, and tax-management techniques.

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.

Edward Kratty Jr. is a financial advisor at World Class Unlimited, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at OneDigital Investment Advisors LLC and World Class Unlimited, Inc. (formerly World Class Financial, Inc.). He is also a licensed independent insurance agent in Overland Park, KS. World Class Unlimited, Inc. is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a relative-strength, trend-following investment strategy focused on concentrated portfolios primarily composed of ETFs and mutual funds and also offers tax, payroll, and insurance services.

Daniel Compton is a financial advisor with Professional Asset Management, Inc. in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Professional Asset Management, Inc. since 1985. In addition to his advisory role, he is also licensed as an insurance agent with various insurance companies. Professional Asset Management, Inc. provides financial planning and investment supervisory services to individuals, retirement plans, and trusts, managing approximately $11.6 million for about 20 clients. The firm follows an individualized financial planning process with regular account monitoring and typically recommends no-load mutual funds, ETFs, government securities, and annuities.

Allie Houston is a CFP® professional with two years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC. Prior to joining Dogwood Wealth Management, she worked at Legacy Financial Strategies, LLC and held various roles including positions at Kansas State University and in the construction and agricultural sectors. Dogwood Wealth Management is an SEC-registered advisory firm that manages assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach, utilizing diversified portfolios primarily composed of ETFs and mutual funds, along with other strategies tailored to client objectives.

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.