Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

Christopher Knowles is a financial advisor at RPR Financial with eight years at the firm and five years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he serves as Director of Ways and Means for the Santa Fe Trail Blazers, a community organization. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and offers services including discretionary portfolio management, model asset allocation strategies, and access to affiliated CPA and tax services.

Andrew Hadel is a CFP® with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at LPL Financial and Woodbury Financial Services, Inc., and has operated Hadel Financial, providing life insurance and business continuation strategies since 2009. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

Barbara Gulin is a financial advisor with BG Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with BG Wealth Advisory and its related entities since 2014. Outside of advisory services, she is involved in insurance services as a managing member and insurance agent for BG Wealth Management, LLC. BG Wealth Advisory, LLC provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a single third-party money manager for portfolio implementation. The firm delivers written financial plans on a fixed-fee basis and offers public seminars on investment topics, while portfolio management and trading authority remain with the third-party manager.

John Chladek is a CFP® with 20 years of industry experience and has been the sole advisor at Chladek Wealth Management, LLC since 2009. Based in Lenexa, KS, he holds Series 63 and Series 65 licenses. Chladek Wealth Management is an independent advisory firm serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and offers both one-time and ongoing planning engagements.

Mark Nasche is the sole advisor at Nasche Asset Management LLC in Overland Park, KS, holding Series 63 and Series 65 credentials with 41 years of industry experience. He previously worked at Oppenheimer & Co for 11 years before founding his current firm in 2020. Nasche Asset Management LLC provides asset management and investment advisory services to individuals, high-net-worth clients, families, and small businesses using separately custodied accounts. The firm employs a value-oriented, primarily long-term investment approach with tactical flexibility and manages accounts on a non-discretionary basis, requiring client approval before trades.

Melinda Bell is a financial advisor with Retirement Roots Wealth Management LLC in Overland Park, KS. She holds a Series 65 designation and has six years of industry experience. Prior to founding her current firm in 2022, she has worked at Gradient Advisors LLC and AE Wealth Management, LLC, among others. She is also an owner and licensed insurance agent at American Senior Benefits. Retirement Roots Wealth Management LLC is an independent, single-advisor firm providing financial planning and consulting to individual clients. The firm refers clients to registered third-party money managers for investment management and delivers comprehensive plans on an hourly basis without directly managing client assets.

Kenneth Gilpin is a CFP® professional with 26 years of industry experience and has been the principal advisor at Sound Investments Inc. in Overland Park, KS since 1999. He holds Series 63 and Series 65 licenses and operates as a sole advisor at his independent firm. Sound Investments Inc. provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, and retirement plan clients, including pension, 401(k), and profit-sharing plans. The firm manages approximately $16.3 million for about 65 clients, tailoring portfolios based on client net worth and investment profiles, and primarily uses no-load mutual funds, low-cost ETFs, and individual stocks with a trend-following selection process.

Anthony Fortino is a financial advisor at Fortino Wealth Management, LLC, holding a Series 65 designation with several years of industry experience including roles at Five Elms Capital, Country Club Financial Services, Inc., and Jahani and Associates. He has also operated his own accounting services firm since 2017. Prior to his financial career, he worked in the touring production of a Broadway musical. Fortino Wealth Management provides discretionary and non-discretionary portfolio management, investment advice, and project-oriented financial planning to individuals, families, and businesses. The firm employs a globally diversified investment approach based on modern portfolio theory and offers fixed-fee financial planning alongside asset-based advisory services.

Jay Hedlund is a financial advisor at Financial Management Consultants LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Financial Management Consultants since 1979. Financial Management Consultants LLC advises individuals, couples, trusts, estates, businesses, and retirement plans on a wide range of personal financial matters, including investments, tax planning, estate planning, and retirement planning. The firm emphasizes a target allocation between fixed-income and equity investments, using a bond-ladder approach and no-load mutual funds, and operates on an hourly fee basis without discretionary authority or asset custody.

James Hargrave is a CFP® with six years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior experience includes roles at My Financial Coach and LearnLux, where he provides financial wellness coaching to employees through digital tools and personalized education. Pillar Financial Planning is an independent, fee-only fiduciary adviser that offers financial planning and discretionary investment management to individuals and small businesses without requiring a minimum investable-asset threshold. The firm emphasizes long-term, passive portfolios based on Modern Portfolio Theory and provides tailored planning options, including services designed for young physicians and business owners.

Dustin Irish is a financial advisor at Irish Capital LLC with a Series 66 designation and four years of industry experience. Prior to founding Irish Capital, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He serves as a board member for the nonprofit Friends of Infant Toddler Services and works as a stagehand for the Kansas City Chiefs. Irish Capital provides discretionary wealth management and financial planning to individual and high-net-worth clients, focusing on portfolios primarily composed of ETFs and low-cost mutual funds with occasional use of individual stocks and options. The firm employs a fundamental, long-term investment approach with strategic asset allocation adjusted as client needs or market conditions change.

Jonathan Fink is a financial advisor with Satya Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He is also the author and president of Polo Grounds Publishing LLC, a book publishing business unrelated to his advisory work. Satya Investment Management serves individual and high-net-worth clients by providing portfolio management and customized Investment Policy Statements. The firm employs a global macro investment strategy using a combination of fundamental, technical, charting, and cyclical analysis across a range of asset classes.

CoRetire is our ongoing investment management and planning service for pre-retirees and retired clients. We have extensive experience serving early retirees worried about the following: 1. Maximizing Affordable Care Act Health Insurance Premium Tax Credit before they join Medicare 2. Tax efficient investing and distribution of retirement assets 3. Investing for growth while protecting your income needs for the next 10 years 4. Getting the most out of Social Security 5. Evaluating what to do with directly owned physical real estate Our financial planning focus is exclusively designed to help make your money last and minimize your lifetime taxes. Beyond the financial plan, we focus on a "Do It With You" style of financial implementation to make sure that the financial plan that we create actually gets implemented properly and on time. We often get on zoom with clients to look over financial accounts and get on the phone with them to ask the necessary questions on behalf of our clients. Busy clients who desire to save time and headache value our services. We have the following flat-fee schedule for clients of different investible wealth: $4,500/yr for below $800k *fully booked in 2026 $7,200/yr for $800k-$1.5M *fully booked in 2026 $9,900/yr for $1.5M and above Jason Co, CFP® is committed to serving the financial planning needs for the broad Asian American population and founded Fiduciary Asian Advisor Network (FAANetwork) in 2025. FAANetwork helps Asian American individuals and families find trusted Fee-Only CFP® professionals who understand their unique financial journey—from building wealth and planning for retirement to supporting family across generations.

Adam Jeffries is the principal of Unclipped Capital LLC in Overland Park, KS, holding a Series 65 credential. He has been with Unclipped Capital since 2026 and previously worked at Honeywell and Burns & McDonnell. Outside of his advisory role, he is involved with Beach Balm Getaways LLC and Finite Engineering & Associates. Unclipped Capital LLC provides discretionary portfolio management and financial planning primarily for individual clients, offering both fixed-price and hourly planning engagements. The firm employs a range of investment strategies from passive indexing to more active approaches, including concentrated growth with limited cryptocurrency exposure, managing accounts on a discretionary basis tailored to client goals and risk tolerances.

James Kinyon is a CFP® professional with 32 years of experience in financial advising. He is the principal of Pioneer Financial Advisors, where he has worked since 1997, and has also been affiliated with Osaic Wealth, Inc. and Triad Advisors, LLC. Kinyon holds Series 63 and Series 65 licenses and is based in Prairie Village, Kansas. Pioneer Financial Advisors is an independent registered investment adviser serving primarily affluent individuals such as retirees, business owners, senior executives, and professionals. The firm provides written financial planning across estate, retirement, investment, and business succession topics, alongside personalized portfolio management with a focus on non-discretionary account management and regular client reviews.