Advisors Excel takes a holistic approach to helping independent financial professionals build dynamic practices so they are free to create the businesses and lives they want, while helping their clients create their desired retirement lifestyles as well. Since forming around a kitchen table in 2005, Advisors Excel has maintained a relentless focus on integrity, innovation and independence. We have sought to redefine the role of the independent marketing organization in our industry - helping the most elite financial professionals in the country provide invaluable financial strategies for their valued clientele. As a business, we've been able to make a difference in the lives of our advisors and in those they serve by fostering a culture of community where independent insurance agents and financial advisors are empowered to engage, share and learn from one another. Adhering to our four core principles - the most important being "always do the right thing"​ - has also been instrumental in our ability to affect the lives of our clients and the people they serve. We've expanded that culture and that principle into our community, working to help address some of the most pressing problems facing the community, and providing opportunities for those who work with us to do the same.

The Trust Company, founded in 1992, is a locally owned and managed investment, financial planning and trust administration firm with offices in Manhattan, KS, Columbia, MO, Lawrence, KS, and Marysville, KS. We're an independent enterprise and fee-only advisor, currently managing portfolios with more than $1B in assets under management. As an independent trust company, we're held to the fiduciary standard, so our clients can rest assured that decisions are made solely in their best interest. The Trust Company takes a personalized approach to managing wealth. We start with analyzing our clients'​ goals, overall financial picture, and capacity and willingness to take on risk, then develop appropriate long-term strategies to help them reach those goals.

Clayton Wealth Partners is a fee-only Registered Investment Advisor helping individuals and institutions at all stages achieve their financial aspirations through fiduciary advice that puts their interests first. Based in Topeka, and Lawrence, Kansas, we are committed to our local roots and maintaining our independence right down to our in-house investment team. Founded in 1984, we were one of the first advisory firms in the region to become fee-only—meaning our clients pay us for our advice, not for selling them commissions. As an RIA firm, we have a full-time fiduciary obligation to put our clients’ interests first. We provide wealth management for individuals and asset management services for institutions. Our clients include: • Pre-retirees and retirees • Young and mid-career professionals • Institutional clients As an asset manager, we are one of the largest and most experienced independent managers in Kansas for endowments, foundations, not-for-profit and for-profit organizations with under $25 million in investments. We complement our advice to both individuals and institutions with the certifications that can help us better serve them, including the CFP®, CFA®, FPQP®, and CIMA® designations. Our services include: • Asset management • Financial goal planning • Retirement planning • Employee benefit package analysis • Tax review and optimization • Higher education funding • Charitable giving • Insurance review • Estate planning Ultimately, our goal is to build lasting relationships where we serve as our clients’ life consultants. We strive to keep them on track for their goals; answer their financial questions, both big and small; and instill confidence that they are going to be OK no matter what is going on in their life.