Jason Tucker is a financial advisor with Investment Consulting Services, LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at American Century Investment Services, Inc., Creative Planning, and GWFS Equities, Inc. He is based in Shawnee, Kansas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines passive and active fund selections and offers both discretionary and non-discretionary fiduciary services for retirement plans.

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.

Adrianne Valkar is a financial advisor at Trinity Capital Management, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with Trinity Capital Management since 2007. The firm manages approximately $55 million across individual and institutional clients, offering discretionary portfolio management through actively managed equity accounts and passively managed ETF strategic allocation accounts. Trinity Capital Management focuses on asset allocation using fundamental screening combined with technical indicators and a proprietary allocation technique to meet client objectives for growth and income.

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.

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.

Michael Porembski is a financial advisor at Titan Wealth Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at BG Wealth Advisory, LLC. He is also involved with MRP Investment Advisory Services, LLC as an insurance agent specializing in fixed insurance sales. Titan Wealth Advisory provides co-advisor asset management by partnering clients with a third-party manager, Gradient Investments, and offers financial planning at no additional cost. The firm serves individuals, high-net-worth clients, and trusts or estates, focusing on model portfolios that include no-load mutual funds, ETFs, individual equities, and money market funds.

Tavis Holsinger is a financial advisor at Aspen Wealth Management, Inc. in Overland Park, KS, holding a Series 65 designation with two years of industry experience. He previously worked at Gearing Capital Partners, Inc. for thirteen years before joining Aspen Wealth Management. Aspen Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, foundations, and retirement plans. The firm manages approximately $79.5 million across about 90 clients, providing discretionary investment management and comprehensive financial planning with an emphasis on asset allocation and tailored portfolio strategies.

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.

Rory Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC since 2024. Prior to this, he worked at Modern Wealth Management, LLC and Barber Financial Group. Dogwood Wealth Management is an SEC-registered advisory firm managing approximately $257 million in discretionary assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach, offering diversified portfolios primarily consisting of ETFs and mutual funds alongside financial planning and retirement plan advisory services.

Julia Fritzlen is a financial advisor at Insight Investment Advisers LLC with three years of industry experience. She holds a Series 65 designation and has prior work experience at Karl Storz and Olympus. Insight Investment Advisers LLC provides discretionary investment management, ongoing financial planning, and project-based consulting to individuals, families, and businesses. The firm manages approximately $71.7 million for about 145 clients using an evidence-based, momentum and trend-focused investment approach with diversified portfolios primarily composed of stocks, ETFs, and mutual funds.

Joel Hamilton is a CFP® and CFA® with nine years of industry experience. He has been with Glass Lakes Capital Management LLC since 2017, following a year at Keen Wealth Advisors. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related implementation services. The firm uses a Core + Satellite allocation approach combining passive indexed core holdings with active satellite positions and provides complimentary educational seminars on personal finance and investing.

Walter Meierarend III is a financial advisor at Titan Wealth Advisory, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BG Wealth Advisory, LLC. Outside of finance, Meierarend serves as a firefighter and EMT for the Unified Government of Wyandotte County and owns a seasonal lighting installation business. Titan Wealth Advisory provides co-advisor asset management by partnering with a third-party manager, Gradient Investments, and offers financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm assists clients in selecting model portfolios and retains discretionary authority for portfolio management.

David Freisner is a financial advisor with Konza Global Wealth Group and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 12 years at Fortune Financial Advisors, LLC, before joining Konza Global Advisory, LLC. Konza Global Wealth Group serves individual clients, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, financial planning, and pension consulting, employing a disciplined investment approach that includes modern portfolio theory, options strategies, and tax-sensitive management of concentrated equity positions.

Trevor Holsinger is a financial advisor with Aspen Wealth Management, Inc. in Overland Park, KS, holding a Series 63 designation and 25 years of industry experience. He has been with Aspen Wealth Management since 2000. Outside of his advisory role, he serves as trustee for a personal investment trust focused on evaluating investment opportunities. Aspen Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, foundations, and retirement plans, managing approximately $79.5 million for about 90 clients. The firm offers discretionary investment management and comprehensive financial planning, emphasizing asset allocation and using both fundamental and technical analysis to tailor portfolios with regular reviews and rebalancing.

Trenton Swift is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Buffalo Run Wealth Advisors LLC. His career includes roles at Farm Bureau Financial Services and Country Financial. Buffalo Run Wealth Advisors LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, using ETF-focused, long-term strategies based on fundamental analysis and modern portfolio theory. The firm offers tailored portfolios and access to third-party model management platforms, with additional tax and accounting services through affiliated entities.

Jace Champlin is a financial advisor at RCA Wealth Strategies LLC with 18 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining RCA Wealth Strategies in 2021, Champlin worked at several financial firms including Securities America, Inc., Insight Insurance Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he is a licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, where he educates federal employees on their benefits. RCA Wealth Strategies LLC is a small advisory firm serving individuals, business entities, and retirement-plan sponsors, managing approximately $54.7 million for about 221 clients. The firm combines fundamental analysis and modern portfolio theory with a core passive allocation and tactical active management, offering financial planning, discretionary and non-discretionary portfolio management, and access to insurance and annuity products.

John Ramshaw is a CFP® affiliated with StoryOne Family Office, with experience beginning in 2022. His background includes roles at Keel Point LLC and Family Investment Center, as well as service in the Kansas Air National Guard. Outside of finance, he has professional experience in the hospitality industry. StoryOne Family Office serves individuals, families, trusts, corporations, qualified retirement plans, and nonprofits, offering portfolio management, financial planning, and expanded family office services such as wealth design, trust administration, and philanthropic planning. The firm employs a range of investment strategies and emphasizes family education through coaching and workshops.