Michael Murff is a financial advisor at Oak Road Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at Shepard Wealth Management, Commonwealth Financial Network, and Friedline Financial, among other firms. Murff is also co-owner of Luminare Aesthetics and Wellness, a med spa providing facials and aesthetic injectable services. Oak Road Wealth Management serves individual clients, including high-net-worth households, and pension/401(k) plan sponsors. The firm manages approximately $80 million in assets using a customized approach based on modern portfolio theory, primarily recommending ETFs and focusing on both ongoing wealth management and defined-scope planning engagements.

Perry Woolard is a financial advisor at First American Financial Advisors, Inc. with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Woolard has operated Woolard & Associates since 1988 and is also involved in an insurance business offering life, health, and disability products on a commission basis. First American Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority to manage portfolios across stocks, bonds, and mutual funds.

Erica Massman is a financial advisor at Index Wealth Advisors, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Index Portfolio Solutions, LLC since 2011. Index Wealth Advisors provides discretionary investment advisory services to individuals and institutions, focusing on passively managed, globally diversified index-fund portfolios. The firm’s approach uses Modern Portfolio Theory and a Fama-French multi-factor framework, emphasizing smaller-cap and value exposures, with regular portfolio monitoring and client education.

Edward Kratty Jr. is a financial advisor at World Class Unlimited, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at OneDigital Investment Advisors LLC and World Class Unlimited, Inc. (formerly World Class Financial, Inc.). He is also a licensed independent insurance agent in Overland Park, KS. World Class Unlimited, Inc. is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a relative-strength, trend-following investment strategy focused on concentrated portfolios primarily composed of ETFs and mutual funds and also offers tax, payroll, and insurance services.

Daniel Compton is a financial advisor with Professional Asset Management, Inc. in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Professional Asset Management, Inc. since 1985. In addition to his advisory role, he is also licensed as an insurance agent with various insurance companies. Professional Asset Management, Inc. provides financial planning and investment supervisory services to individuals, retirement plans, and trusts, managing approximately $11.6 million for about 20 clients. The firm follows an individualized financial planning process with regular account monitoring and typically recommends no-load mutual funds, ETFs, government securities, and annuities.

Allie Houston is a CFP® professional with two years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC. Prior to joining Dogwood Wealth Management, she worked at Legacy Financial Strategies, LLC and held various roles including positions at Kansas State University and in the construction and agricultural sectors. Dogwood Wealth Management is an SEC-registered advisory firm that manages assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach, utilizing diversified portfolios primarily composed of ETFs and mutual funds, along with other strategies tailored to client objectives.

Melissa is a Certified Financial Planner ™, Certified Divorce Financial Analyst ™and holds a Masters degree in Personal Financial Planning from the University of MO-Columbia. You can see why Melissa is highly qualified to help clients with their financial planning needs! I am often asked, “How do I save for my children’s college fund, my own retirement and the luxuries that I enjoy, like vacations? How do you balance all of that?” A detailed, written financial plan with the strategy to live your best life and maximizing your hard-earned dollars by focusing on the 6 areas of financial planning - Net Worth Analysis, Investment Management, Estate Planning, Insurance Analysis and especially careful Tax Planning and Cash Flow Management, is the key. When you have your Cash Flow and Taxes in line, everything else falls into place. Melissa is also very well versed in Divorce Planning. If you are facing divorce, understanding the financial implications in the divorce process is a must! Sure, you need an attorney to finalize the divorce process. However, you need a Certified Divorce Financial Analyst to help make the financial decisions that will change your life forever. Whether you need help understanding an offer that has been made, knowing what your future tax situation looks like or to help craft an offer that is equitable, Melissa can help! She has experienced two divorces and understands the impact divorce has both financially and emotionally. Sapphire Wealth Planning - Helping Women Achieve Financial Independence! Contact Melissa to book your strategy session today.

Sarah Yao is a financial advisor at Family Legacy Advisors, LLC, holding a Series 65 credential with four years of industry experience. She has worked at Family Legacy Advisors since 2022 and previously at Parman & Easterday starting in 2019. She also assists an estate planning law firm with marketing, event planning, and paralegal tasks. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities, utilizing a modern portfolio theory approach with model allocations across various asset classes.

John Christensen is a CFP® with 15 years of industry experience. He currently serves as a financial advisor at Storyone Family Office, where he has worked since 2024. Prior to this, he spent 13 years at Blue Creek Securities, LLC and Blue Creek Investment Partners, LLC. StoryOne Family Office is an SEC-registered adviser serving individuals, families, trusts and estates, corporations, qualified retirement plans, and nonprofit organizations. The firm provides portfolio management and financial planning along with expanded family office services including wealth design, trust administration, philanthropic planning, and family education through coaching and workshops.

Megan Ramshaw is a CFP® with four years of industry experience, currently serving as a financial advisor at MOKAN Wealth Management. She previously worked at Mariner Wealth Advisors and Kansas State PFP. MOKAN Wealth Management is an SEC-registered firm that provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm creates tailored portfolios using individual equities, index funds, ETFs, and U.S. Treasury securities, applying a mix of fundamental, technical, cyclical, and charting analysis in its investment approach.

Andrew Matz is a financial advisor at Oak Road Wealth Management with one year of industry experience. He holds a Series 65 license and previously worked at Cypress Point Wealth Management and Spire Outsourcing. Prior to his advisory roles, he was a student at Texas Tech University and worked in the Sedalia 200 School District. Oak Road Wealth Management serves individual clients—including high-net-worth households—and pension/401(k) plan sponsors, offering portfolio management, financial planning, hourly consultations, and pension consulting. The firm uses customized Investment Policy Statements, modern portfolio theory, and primarily recommends ETFs, with a notable emphasis on non-discretionary management and co-fiduciary services for retirement plans.

Christopher Lea is a Series 65-credentialed financial advisor with two years of industry experience, currently affiliated with Java Wealth Planning and Vallenwood Financial Services LLC. Prior to his financial advisory career, he has been involved in martial arts instruction through New Star Martial Arts LLC for over a decade and serves as Worship Arts Director and Executive Director of Finance at Lakeland Community Church. Java Wealth Planning provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, emphasizing passive, tax-aware investment strategies using index funds and ETFs. The firm offers a range of services from full financial planning to educational options and operates with a fixed and tiered flat-dollar fee model.

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.

Mark Donaldson is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Providence Financial Advisors, LLC since 2008 and concurrently operates a regulatory compliance consulting practice based in Kansas City. Providence Financial Advisors, LLC serves individuals, trusts, estates, businesses, and defined contribution plans by providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages over $544 million in assets and employs a globally diversified investment approach grounded in fundamental security analysis.

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.

Sara Stiles is a CFP® with 17 years of industry experience currently serving at Rise Retirement, LLC in Lee's Summit, MO. Her prior roles include positions at Two West Capital Advisors LLC, The Leaders Group Inc, and Principal Securities, Inc. In addition to her advisory work, she is involved in ownership and management roles at several affiliated entities, including RISE CPAS LLC and RISE RISK MANAGEMENT LLC, which provide tax, accounting, and insurance services. Rise Retirement, LLC offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan fiduciary services to high-net-worth individuals and business clients. The firm employs fundamental and technical investment methods tailored to client goals and maintains a small team focused on retirement-plan and individual advisory services.

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.

Jeffrey Easterday is an advisor with Family Legacy Advisors, LLC and holds the Series 65 and Series 66 designations. He has 11 years of industry experience and is also a partner at the law firm of Parman & Easterday. His career includes roles at Epiphany Financial Coaching and Parman and Associates. Family Legacy Advisors offers portfolio management and financial planning services to individuals, charitable organizations, and business entities, using an investment approach based on modern portfolio theory with diversified model allocations. The firm provides both discretionary and non-discretionary management and may refer clients to third-party advisers or platforms as part of its service model.

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.