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 and holds a Series 65 designation. He previously worked at JPMorgan Chase and several other firms between 2017 and 2022. In addition to his advisory role, he is an Estate Planning Attorney at Parman and Easterday, specializing in wills, trusts, and estate administration. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities, using a modern portfolio theory approach and model allocations across various asset types. The firm offers both discretionary and non-discretionary management and may refer clients to third-party advisers or platforms as part of its service model.

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 at Sarver Vrooman Wealth Advisors LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Advisors and Calamos Financial Services. Dietz is the sole owner of R3D3, LLC, a holding company based in Leawood, KS. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory services, and financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals, using a variety of analytical methods and conducting regular reviews and rebalancing.

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.

John Harrison III is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He is also an owner of Harrison Capital Management, a financial planning firm, and HCM Holdings, a financial holding company. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across multiple asset classes and includes options for ESG alignment.

Courtney Hicks is a financial advisor at ETF Portfolio Partners, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Creative Planning, LLC and UMB Bank. Outside of finance, she works as a Technical Assistant for Marsec Training Inc., providing online maritime security certifications. ETF Portfolio Partners offers discretionary portfolio management primarily through globally diversified, balanced ETF model portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, regular portfolio rebalancing, and detailed client communication.

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.

Talia Calhoun is a CFP® with three years of industry experience, currently advising at Sunnybranch Wealth LLC in Lenexa, KS. Her prior roles include positions at Corient, Raymond James Financial Services, and Messick Peacock & Associates. Sunnybranch Wealth LLC serves individual clients, including high-net-worth households, providing discretionary investment management, financial planning, and wealth management services. The firm emphasizes a tailored, fiduciary approach with a focus on philanthropy and intergenerational planning, offering integrated written financial plans and educational programs.

Cameron Bond is a CFP® professional with nine years of industry experience, currently serving as an advisor at StoryOne Family Office. Prior to joining StoryOne in 2024, he worked for eight years at Keel Point Capital, LLC and spent ten years with the Kansas City Kansas Public School District. StoryOne Family Office is an SEC-registered adviser providing portfolio management, financial planning, and family office services to individuals, families, trusts, corporations, qualified retirement plans, and nonprofit organizations. The firm employs a range of investment strategies and places emphasis on family education through coaching, mentoring, and workshops.

Gary Pratt is a financial advisor at Proactive Planning Wealth Advisory with one year of industry experience. He holds Series 65 and Series 66 designations and has prior work experience at Meritrust Credit Union and Catholic Charities of Northeast Kansas. Proactive Planning Wealth Advisory serves individual clients by providing discretionary and nondiscretionary managed accounts along with financial planning and estate-planning support. The firm employs an individualized investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, and it conducts portfolio reviews at least quarterly.

Jon Albarelli is a financial advisor at Fortune Financial Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Marine Corps Community Services. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages client accounts primarily on a discretionary basis using mutual funds, stocks, and ETFs, and operates with a small team of five advisors.

Jessica Estes Fleischmann is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, RBC Capital Markets, and UBS Financial Services. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement plan advisory services, and financial planning for individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals, using various analytical methods and conducting periodic reviews, while also offering support to plan sponsors in investment policy and participant education.

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.