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.

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.

Kerry Connealy is a financial advisor at Gaughan & Connealy Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. In addition to his advisory role, Connealy is a licensed attorney and insurance agent, occasionally offering clients legal advice and insurance products. Gaughan & Connealy Wealth Management serves individual and high-net-worth clients through a small team and a limited client base. The firm focuses on financial planning and investment advisory services, directing clients to third-party managers for portfolio implementation while emphasizing long-term investing and modern portfolio theory.

Michael Rood is a financial advisor at RCA Wealth Strategies LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America, Insight Insurance Partners, and Ameritas Life Insurance Corp. In addition to his advisory role, he is an independent licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, focusing on educating federal employees about their benefits. RCA Wealth Strategies LLC manages approximately $54.7 million for around 221 clients through a three-advisor team, offering portfolio management to individuals, business entities, and retirement-plan sponsors. The firm combines fundamental analysis and modern portfolio theory with core passive allocations and tactical active adjustments, providing tailored investment solutions that include mutual funds, ETFs, fixed income, real estate funds, structured notes, and insurance-based products.

Jonathan Dold is a financial advisor at Lakeshore Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wise Wealth, LLC, Banc of America, N.A., and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life, accidental, and health insurance. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across various asset classes. The firm uses a tailored approach that includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, often employing unaffiliated sub-advisors to manage specialized portions of client portfolios.

Christopher Massman is a financial advisor at Index Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has been involved with Caravan Trailer, Inc. since 2005, working in trailer sales. Index Wealth Advisors provides discretionary investment advisory services to individuals and institutions, focusing on globally diversified, passively managed index portfolios that utilize a Fama-French multi-factor framework. The firm emphasizes client education and uses proprietary research tools alongside Dimensional Fund Advisors’ resources in portfolio construction and reporting.

David Baker is a financial advisor at Legacy Investment Partners, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Legacy Investment Partners since 2004. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Legacy Investment Partners primarily serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering discretionary and non-discretionary investment supervisory services along with financial planning and 401(k) plan consulting. The firm employs active portfolio management based on fundamental analysis, supplemented by cyclical and technical techniques, and provides ongoing monitoring and reallocation tailored to client needs.

Steven Cox is a CFA® charterholder with 22 years of industry experience and has been with Providence Financial Advisors, LLC since 2003. He holds Series 63, Series 65, and Series 66 licenses and is based in Overland Park, Kansas. Providence Financial Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm manages approximately $544 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory, utilizing fundamental security analysis along with mutual funds and ETFs.

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.

Anthony Moeller is a financial advisor at MN Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrity Advisory, LLC. Moeller is also an independent insurance agent outside of his advisory role. MN Wealth Advisors serves individuals, trusts, estates, business entities, and retirement plans with portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including equities, fixed income, structured products, and options, and is affiliated with MarksNelson, LLC, a CPA firm providing accounting and tax services to some 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.

Herman Joseph Esry is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Family Legacy Advisors, LLC and has previously worked at Epiphany Financial Coaching, Parman and Associates, and Kozeny and McCubbin. Outside of advising, he co-owns Waypoint Coffee Co in Kansas City, KS, and practices law at a law firm. Family Legacy Advisors provides ongoing portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory approach and uses model allocations across various asset classes, offering both discretionary and non-discretionary management.

Jeremy Dunning is a financial advisor at Central States Capital Markets, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Central States since 2021. His prior work experience includes roles at Bonobos, Tuff and Needle, and The Glossary. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families, along with pension plans, trusts, estates, and charitable organizations. The firm's investment approach is value oriented, combining fundamental analysis with technical and economic research to manage portfolios over longer-term horizons.

Peter Vrooman is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing Services, and Wells Fargo Advisors. He serves on the Board of Trustees for Barstow School, participating in budget, enrollment, fundraising, endowment portfolio performance, and strategic planning discussions. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client objectives and conducts regular account reviews with flexible investment approaches.

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.

Brian Truxaw is a financial advisor at Elevation Advisory Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Commerce Bank for thirteen years. 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 utilizes a combined fundamental and technical analysis approach across various asset classes, including equities, fixed income, mutual funds, ETFs, and alternative investments, and offers ESG/SIS alignment upon client request.

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.

Matthew Ahrens is a financial advisor at MN Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory, LLC from 2015 to 2023 before joining MN Wealth Advisors and its affiliated firm MarksNelson, LLC in 2023. MN Wealth Advisors serves individuals, trusts, estates, business entities, and retirement plans with portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including equities, fixed income, mutual funds, ETFs, structured products, and options, and is affiliated with a CPA firm that provides accounting and tax services to certain clients.

Preston Werth is a CFA® charterholder with nine years of industry experience. He is currently with Latticework Investment Management and previously worked at Werth Wealth Advisors and Raymond James Financial Services. Werth serves as Director of Research for Werth Wealth Management LLC. Latticework Investment Management is a small, fee-based registered investment adviser that provides wealth management, portfolio management, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm’s approach focuses on long-term equity participation, cost minimization, tax sensitivity, and behavioral coaching, utilizing a blend of low-cost and factor-tilted funds along with selective fundamental analysis and alternative strategies.