Allie Houston is a CFP® professional with one year of industry experience, currently serving at Dogwood Wealth Management, LLC. Prior to joining Dogwood, she held roles at Legacy Financial Strategies, LLC and various positions related to Kansas State University and other organizations. Dogwood Wealth Management serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, strategic asset-allocation approach using low-cost ETFs and mutual funds, supplemented by individual equities or fixed income, and integrates coordinated tax and accounting services through an affiliated firm.

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® professional with 14 years of industry experience. He is currently with 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 serves high-net-worth individuals, families, trusts, and qualified retirement plans, offering portfolio management, financial planning, and a comprehensive suite of family office services tailored for multigenerational clients with complex needs. The firm employs a mix of analytical methods and both long- and short-term strategies within a strategic asset allocation framework, managing approximately $143.5 million for around 101 clients.

Megan Ramshaw is a CFP® with three years of experience in financial advising. She currently works at MOKAN Wealth Management and previously held roles at Mariner Wealth Advisors and Vanguard. MOKAN Wealth Management serves individual and high-net-worth clients by providing investment management and financial planning services. The firm primarily uses a passive investment approach with asset-class weighted portfolios composed of index mutual funds and ETFs, offering comprehensive planning as part of its investment management.

Andrew Matz is a financial advisor at Oak Road Wealth Management in Lee's Summit, MO, holding a Series 65 credential. He has one year of industry experience, with previous roles at Cypress Point Wealth Management and Spire Outsourcing. Prior to his advisory career, he was a student at Texas Tech University and worked within the Sedalia 200 School District. Oak Road Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with pension and profit-sharing plan consulting. The firm employs a long-term investment approach based on Modern Portfolio Theory, using ETFs, model portfolios, and Monte Carlo analysis to tailor plans to client risk tolerances.

Christopher Lea is a financial advisor at Java Wealth Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at Vallenwood Financial Services LLC. Outside of finance, he is involved in martial arts instruction through New Star Martial Arts LLC and serves as Worship Arts Director and Executive Director of Finance at Lakeland Community Church. Java Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a passive, model-portfolio approach using Vanguard and BlackRock funds and emphasizes fixed fee structures alongside educational seminars and client teaching engagements.

Marcus Scott is a CFP® professional with one year of experience, currently serving as the sole advisor at Kedrec LLC in Overland Park, KS. His prior work includes roles at firms such as MOKAN Wealth Management and Fiduciary Capital Management LLC. Kedrec LLC provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a combination of subscription-style wealth management and discretionary portfolio management, integrating tax services and alternative investment options including real estate and private equity opportunities.

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 experience in the financial services industry. She is currently affiliated with Rise Retirement, LLC and has held positions at Two West Capital Advisors LLC and The Leaders Group Inc. Stiles is also involved in several business ventures related to tax, accounting, insurance, and financial advisory services through her ownership and management roles in multiple RISE-affiliated firms. Rise Retirement, LLC offers discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and businesses. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment strategies and provides unique services such as in-house pension plan administration and public educational workshops.

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 a financial advisor at Family Legacy Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and is also a partner at the law firm of Parman & Easterday. His prior roles include positions at Epiphany Financial Coaching and Parman and Associates. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory approach using diversified asset allocations and offers both discretionary and non-discretionary management.

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.

Brenda Black is a financial advisor with Legacy Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Legacy Investment Partners since 2004. In addition to her advisory role, she is an independent insurance agent for various independent insurance companies. Legacy Investment Partners serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering investment supervisory services along with financial planning and 401(k) consulting. The firm employs active portfolio management based on fundamental analysis with additional cyclical and technical methods and provides ongoing monitoring and reallocation.

Billie Mcclain is a CFA® charterholder with 14 years of industry experience. She has worked at Freedom Value Partners, LLC since 2022 and previously spent over a decade at Country Club Trust Company and Tower Wealth Managers, Inc. Mcclain is also affiliated with Freedom Wealth Advisors, LLC, maintaining dual registration during a business transition. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management, financial planning, and retirement rollover guidance. The firm uses a fundamental, bottom-up investment approach with strategies that include equities, fixed income, and selective derivatives, operating a two-advisor team both holding the CFA designation.

Ryan Patton is a financial advisor at EVP Capital Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a managing member of several investment holding companies and an entertainment management company, with involvement typically limited to about one hour per month. EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs an investment approach based on modern portfolio theory, utilizing diversified portfolios primarily through fundamental security analysis and the use of mutual funds and ETFs.

Nicholas Bloch is a financial advisor at EVP Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a member of several investment holding companies based in Mission Woods, KS. EVP Capital Advisors offers portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory.

Frank Mall is a financial advisor at FinanciaLife Outfitters LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kovack Securities, Inc., Triad Advisors, Equity Services, Inc., and National Life of Vermont. Mall is the owner and managing member of FinanciaLife Outfitters LLC and also works as a licensed insurance agent. FinanciaLife Outfitters LLC provides investment management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm emphasizes diversified portfolios aligned with modern portfolio theory and utilizes a combination of mutual funds, ETFs, stocks, and bonds, offering both discretionary and non-discretionary services.