Walter Hodgden is the sole advisor at Fiduciary Standard, LLC, an independent investment advisory firm based in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Hodgden has led Fiduciary Standard since 2013. Fiduciary Standard serves a limited client base including individual and high-net-worth clients, family-related trusts, and at least one banking institution. The firm offers tailored asset and portfolio management services focused on long-term capital appreciation and dividend income, managing accounts on a non-discretionary basis with direct client approval before trades.

Dana Williams is a financial advisor at EQUINET, Inc. in Kansas City, MO, with 38 years of industry experience. He has been with EQUINET since 1987 and holds a Series 63 designation. EQUINET, Inc. provides portfolio management and advisory services to pooled vehicles, institutional clients, and separately managed accounts. The firm manages assets primarily on a non-discretionary basis, serving individuals beyond the high-net-worth segment, and maintains a portfolio allocation that includes a significant proportion of cash and annuities.

Jose Castillo is a financial advisor at Weatherby Capital, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience with firms including LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Brokerage Services. Castillo served in the United States Marine Corps for 19 years before entering the financial industry. Weatherby Capital provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach across a broad range of instruments and also offers non-securities consulting services and third-party managed account platforms.

Stephen Godfrey is a financial advisor with Financial Planning Partners in Leawood, Kansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Financial Planning Partners since 2005. Financial Planning Partners provides investment advisory and financial planning services primarily to individual clients, as well as trusts and charitable organizations. The firm offers portfolio management through individual portfolios and access to managed account solutions that include model asset-allocation portfolios and separately managed accounts, typically holding mutual funds or ETFs.

Rey Arellano is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. He is the sole advisor at Zenith Financial Planning Inc, where he has worked since 2024. His prior experience includes roles at Keen Wealth Advisors, Petrovic Weaver Financial Services, and Waddell & Reed. Zenith Financial Planning is an independent firm managing approximately $62.6 million for around 60 clients, including individuals, high-net-worth clients, retirement plans, and small businesses. The firm focuses on passive portfolio management using index funds and ETFs, offering discretionary and non-discretionary investment management combined with comprehensive financial planning as part of its services.

Mathew Dahlberg is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at Main Street Investments, an independent firm he has led since 2014. In addition to financial advisory services, Dahlberg prepares tax returns and represents clients before tax authorities. Main Street Investments provides investment advisory and financial planning services primarily to small businesses, individuals, and entrepreneurs. The firm integrates tax and accounting services with portfolio management, using model allocations based on clients’ risk tolerance and goals, typically implemented with low-cost global ETFs and individual securities.

Troy Burgett is the sole advisor and owner of Catalonia Wealth Management LLC, holding a Series 65 credential with three years of industry experience. He previously worked at PwC and currently serves as a financial analyst for Realko Asset Management, a real estate management company. Catalonia Wealth Management provides discretionary asset management and investment advisory services primarily to pooled vehicles and institutional clients. The firm’s investment approach combines fundamental and technical analysis with portfolio construction focused on asset allocation, security selection, and options trading, alongside tax strategy and financial planning support.

Matthew Davis is the sole advisor at Davis Financial Management, Inc., an independent firm based in Leawood, KS. He holds the PFS™ designation and Series 65 license and has 22 years of industry experience. He has led his firm since 2007. Davis Financial Management serves individual investors, high-net-worth clients, small businesses, and select pension/profit-sharing and institutional clients. The firm offers asset allocation, portfolio monitoring, written financial planning, and separate accounting and tax services through a CPA advisor. Portfolios primarily consist of no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors strategies, managed on a non-discretionary basis requiring client approval.

Douglas Stehl is the sole advisor at Crossroads Asset Management LLC in Leawood, Kansas, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has led Crossroads Asset Management since 2007. Crossroads Asset Management LLC offers discretionary wealth and portfolio management services to individuals, high-net-worth clients, and fiduciary entities such as foundations, corporations, trusts, and estates. The firm employs a bottom-up, Growth-at-a-Reasonable-Price approach for equity selection combined with conservative fixed-income strategies, serving a small client base that includes corporate and institutional clients.

Andrew Mitchell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at Critical Capital LLC, where he has worked since 2020. His prior experience includes roles at UBS Financial Services Inc. and TLG Advisors, Inc. Mitchell also engages in business consulting and conducts life insurance reviews as an independent insurance agent. Critical Capital LLC provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis, including options and alternative strategies, and offers performance-based fee arrangements alongside an affiliated insurance practice.

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. She currently serves as an advisor at Freedom Value Partners, LLC and holds a leadership role at Cottonwood Flats, Inc, a family farm where she is director and secretary/treasurer. Her prior experience includes long tenures at Country Club Trust Company and Tower Wealth Managers, Inc. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management, limited non-discretionary advisement, financial planning, and retirement rollover guidance. The firm employs a fundamental, bottom-up investment approach that incorporates equities, fixed income, and selective use of derivatives, and operates with a two-advisor team both holding the CFA designation.

David Larson is a financial advisor at ViaWealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at ViaWealth since 2018, following a tenure at Lake Street Partners, LLC. Outside of his advisory role, he is involved with Larson Building Company, LLC, which he has been associated with since 2013, and BenchMark KC, LLC since 2009. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic investment approach grounded in Modern Portfolio Theory and manages over $241 million in discretionary assets across 91 client relationships.

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.

Vincent Duvigneaud is a financial advisor at M3Sixty Capital, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including FinTrust Capital Advisors and Thesis Fund Management. Outside of his advisory role, he serves as an advisory board member for a medical device company focused on laser spine surgery. M3Sixty Capital advises investment companies and institutional clients, managing several SEC-registered mutual funds and providing separately managed accounts primarily for institutional and high-net-worth investors. The firm employs a variety of investment strategies across equities, fixed income, and alternatives, emphasizing active security selection and tailored portfolio management.

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.

Ron Dietz is a financial advisor with Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Prior to joining Sarver Vrooman Wealth Advisors, he worked at Wells Fargo Advisors and Calamos Financial Services LLC. He is also the owner of R3D3, LLC, a holding company based in Leawood, KS. Sarver Vrooman Wealth Advisors offers discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, using a combination of fundamental, technical, charting, and cyclical analyses, and provides ongoing portfolio reviews and rebalancing.

Matthew Weglarz is a CFA® charterholder currently with Buffalo Run Wealth Advisors LLC. He has over 16 years of industry experience, including roles at Tortoise Capital Advisors, Mariner Wealth Advisors, Triad Wealth Partners, and WealthCrossing. He also serves as Director of Operations at another investment adviser firm, WealthCrossing, where he does not provide advisory services. Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm emphasizes ETF-focused, long-term investment strategies grounded in fundamental analysis and modern portfolio theory, tailoring portfolios to client goals and risk tolerances.

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.