Larry Yeatman is a financial advisor at Sapphire Wealth Planning LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Outside of his advisory role, he owns Yeatman Insurance, a property and casualty insurance business. Sapphire Wealth Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm employs a long-term investment approach using various analytical methods and manages portfolios in-house, offering educational seminars to clients at no charge.

Frank Shepard is a financial advisor at S&A Financial Services, Inc. in Overland Park, KS, with 48 years of industry experience. He has held a Series 63 designation and worked at Cambridge Investment Research, Inc. from 1998 to 2017. Outside of his advisory role, he is a partner in a non-investment related business property venture. S&A Financial Services provides investment advisory, portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes tailored investment strategies and maintains a high client-to-advisor ratio within its four-advisor team.

Gregory Shepard is a financial advisor at S&A Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research Inc. prior to his current role. S&A Financial Services provides investment advisory, portfolio management, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs both fundamental and technical analysis with discretionary portfolio management and emphasizes tailored recommendations based on each client's Investment Policy Statement.

Stephen Small is a financial advisor at Aspen Wealth Management, Inc. in Overland Park, Kansas, holding a Series 65 designation with 19 years of industry experience. He has been with Aspen Wealth Management since 2007. Outside of his advisory role, he is the managing member of Swift Investments, LLC, where he oversees investment opportunities and tax return preparation for personal and family investing. 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 emphasizes asset allocation, fundamental and technical analysis, and multi-year investment horizons, using a range of investment vehicles and operating with discretionary trading authority.

Mychal Masterson is a financial advisor at Collaborative Portfolio Management with two years of industry experience. He holds the Series 65 designation and previously worked at Capital Portfolio Management LLC and Unum. 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 approach to build globally diversified portfolios using a variety of securities and regularly monitors accounts with formal quarterly reviews.

George Daimler is a financial advisor at Glass Lakes Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Glass Lakes in 2026, Daimler worked at CFO Capital Management, LLC for seven years and held roles at United Planners' Financial Services of America and Cruice Investment Advisors, Ltd. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related services. The firm utilizes a Core + Satellite investment approach and operates a wrap fee program alongside no-cost public seminars on personal finance.

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.

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.

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.