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.

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 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Advisory, LLC and Sunflower Asset Management Inc. Outside of advisory work, he is a member of MOBROS, LLC, a real estate rental business. MN Wealth Advisors, LLC provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, trusts, and pension plans. The firm manages diversified portfolios and employs customized asset allocations, offering services that include financial planning and retirement plan consulting.

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.

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.

Joann Huber is a CFP® and PFS™ credentialed advisor with six years of industry experience. She is currently with Ballast Point Financial Planning, LLC and has previously worked at Avantax Planning Partners, Topel Forman LLC, and Barber Financial Group. Ballast Point Financial Planning, LLC serves individual and high-net-worth clients, including young-to-mid-career professionals and business owners, offering comprehensive financial planning and investment management. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified low-cost mutual funds and ETFs, and provides both discretionary and non-discretionary management alongside additional services such as tax preparation and educational workshops.

Michael Sheerin is a financial advisor with Proactive Planning Wealth Advisory in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Barber Financial Group, IHT Wealth Management, and APS Ventures, LLC. Sheerin is also a licensed insurance agent involved in the sale of various insurance products. Proactive Planning Wealth Advisory provides portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment recommendations based on client objectives and risk tolerances, using model portfolios, tax-management tools, and a range of investment strategies, with regular account reviews.

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.

Tavis Holsinger is a financial advisor at Aspen Wealth Management, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Gearing Capital Partners, Inc. for 13 years. 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 focuses on asset allocation, uses a broad range of investment tools, and operates with discretionary trading authority within a small owner-managed structure.

I once read that to find the work you were meant to do, you must satisfy three things: doing something you’re good at, feeling appreciated, and believing your work is making people’s lives better. I can truly say that as a financial planner and co-founder of Beyond Wealth, I have found my calling. My mission as a CERTIFIED FINANCIAL PLANNER™ is to empower my clients to take control of their financial lives by providing the guidance and education they need to make important financial decisions with confidence. I started my career in finance in 2005 and over the course of the last 15 years have been dedicated to continually learning everything I can about ways to help my clients achieve amazing things with their money. Early in my career, I was discouraged by the lack of engagement with our female clients. I decided I wanted to do something about it! I am passionate about working with female professionals, executives, and entrepreneurs, giving them the opportunity to fully engage with a trusted advisor who is as enthusiastic as they are about achieving their goals. Together with my partner, Andrew, we are committed to forging a long-lasting relationship with you and walking with you on your journey toward financial independence. When I’m not at the office, I enjoy spending time with my husband, Jon, and two kids, Alexa and Ethan. When we are not chauffeuring our children to sports and activities, my husband and I enjoy playing golf and love all forms of live entertainment—anything from rock concerts to Broadway musicals. I’m a major sports junky and especially love watching Oklahoma Sooner football along with our beloved Kanas City Chiefs. My lifelong dream is to live on the beach someday, but until then, I enjoy exploring new vacation destinations with my family whenever we can. If you’re looking for a wealth advisor in Kansas City who will work collaboratively with you and leaves you excited about the possibilities of your future, I’m your woman! Reach out to me anytime.

Steven Cox Jr. is a financial advisor at Providence Financial Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Providence Financial Advisors since 2019 and previously at Prairie Capital from 2011 to 2020. Providence Financial Advisors, LLC provides individualized portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm emphasizes globally diversified portfolios using fundamental security analysis and both discretionary and nondiscretionary management approaches.

John Orindgreff is a financial advisor at Collaborative Portfolio Management with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Comprehensive Asset Management & Servicing, Inc. and Capital Portfolio Management, LLC. Outside of his advisory role, he is involved in fixed annuity sales as an insurance representative. 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 investment approach to construct globally diversified portfolios focused on capital preservation.