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.

Paul Witwer is a CFP® professional with 18 years of industry experience, currently serving at Voyage Wealth Management LLC since 2013. He holds Series 63 and Series 65 licenses and operates out of Lenexa, KS. Voyage Wealth Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management along with comprehensive financial planning and consulting. The firm focuses on portfolios mainly composed of exchange-traded funds, using both fundamental and technical analysis to guide security selection.

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.

Jason Newcomer is a CFP® with 17 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC since 2022. Prior to this, he worked at Barber Financial Group for 13 years and operated Newcomer & Associates for 16 years. Dogwood Wealth Management is an SEC-registered advisory firm that manages approximately $257 million in discretionary assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a long-term, fundamental analysis-driven approach to build diversified portfolios through ETFs, mutual funds, individual securities, and tax-aware strategies.

Billie Mcclain is a CFA® charterholder with 14 years of industry experience. She has worked at Freedom Value Partners, LLC since 2022 and previously spent over a decade at Country Club Trust Company and Tower Wealth Managers, Inc. Mcclain is also affiliated with Freedom Wealth Advisors, LLC, maintaining dual registration during a business transition. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management, financial planning, and retirement rollover guidance. The firm uses a fundamental, bottom-up investment approach with strategies that include equities, fixed income, and selective derivatives, operating a two-advisor team both holding the CFA designation.

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.

Ian Campbell is a financial advisor at Curtis Capital Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at IHT Wealth Management LLC and LPL Financial, LLC. Campbell has also been affiliated with Kansas State University as an independent contractor since 2012. In addition to his advisory role, he works as an independent insurance agent on a part-time basis. Curtis Capital Advisors serves individuals, high-net-worth clients, and trusts, offering both discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party advisers. The firm focuses on diversified, risk-based portfolios primarily using index mutual funds and ETFs, aiming to minimize investment expenses while managing client risk tolerance over the long term.

Todd Schick is a CFP® and ChFC® with 23 years of industry experience. He is the principal advisor at Aspire Wealth Management in Overland Park, KS, where he has served since 2018. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance of America. Aspire Wealth Management serves individuals, high-net-worth clients, trusts, estates, and small businesses with portfolio management and fee-based financial planning. The firm’s investment approach incorporates fundamental and technical analysis, modern portfolio theory, and stress-testing, while utilizing unaffiliated independent managers and third-party platforms to tailor portfolios according to client goals and risk tolerance.

Michael Rood is a financial advisor with RCA Wealth Strategies LLC in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes roles at Securities America, Insight Insurance Partners, Ameritas Life Insurance Corp, and New England Securities. He is also an independent licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, assisting federal employees with benefits education. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and investment services to individuals, business entities, and retirement plan sponsors. The firm combines passive core allocations with active tactical adjustments and uses a broad range of investment vehicles, offering tailored investment policy statements and periodic portfolio reviews.

Jon Stanfield is a financial advisor at LexAurum Advisors with 18 years of industry experience. He holds a Series 66 designation and has practiced law, providing estate planning, trust administration, military law, financial defense, and expert witness services as a partner at Rees, Kincaid & Stanfield. His prior roles include work at Vsr Advisory Services and Vsr Financial Services. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs a diversified, asset-allocation approach using low-cost ETFs and other securities, offering discretionary and non-discretionary engagements as well as sub-advisory services to other advisory firms.

Owen Stratton is the sole advisor at Overland Park Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his independent firm since 2014. Stratton serves as a trustee for the Kansas Public Employees Retirement System, where he participates in investment policy decisions and oversight. Overland Park Wealth Management provides discretionary and non-discretionary investment advisory services and ongoing portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach that combines fundamental and cyclical analysis, managing approximately $95.6 million across about 104 clients.

James De Julio is a financial advisor with Collaborative Portfolio Management, L.L.C., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Raymond James Financial Services Advisors Inc. and First National Bank. De Julio has been with Collaborative Portfolio Management since 2024. 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 uses relative strength analysis and point-and-figure charting to construct globally diversified portfolios that seek to allocate into stronger market areas while emphasizing capital preservation.

Catherine Hollingsworth is a financial advisor at Yukon Wealth Management, Inc. with 11 years of industry experience. She holds a Series 65 credential and also works part-time providing accounting services for a real estate developer and a home builder. Yukon Wealth Management offers discretionary portfolio management through a Manager-of-Managers program, pension and 401(k) consulting, and comprehensive financial planning for individuals and pension/profit-sharing plans. The firm focuses on selecting and monitoring independent asset managers and conducts formal quarterly reviews of client accounts.

Craig Richards is a financial advisor with S&A Financial Services, Inc. in Scott City, KS, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at S&A Financial Services since 2009 and previously at Cambridge Investment Research, Inc. from 2005 to 2017. Richards serves as a city councilman in Scott City, dedicating several hours monthly to this role. S&A Financial Services provides investment advisory and portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers tailored investment strategies and financial planning services with discretionary portfolio management and regular client reporting.

Gregory Addison is a financial advisor at Professional Asset Management, Inc with 13 years of industry experience. He holds the Series 65 credential and has worked at Professional Asset Management, Inc since 2018, following a seven-year tenure at Lewer Financial Advisors, LLC. Professional Asset Management, Inc provides financial planning and investment supervisory services to individuals, retirement plans, and trusts. The firm manages approximately $11.6 million for about 20 clients and emphasizes an individualized planning process that includes detailed data collection, written plans, implementation, and ongoing monitoring, using primarily no-load mutual funds, ETFs, government securities, and annuities.