Money doesn't have to be stressful. Our simple process puts you back in charge of your money, your time, your life, your legacy. Gain financial freedom and live your dream life. For individuals & families: Our simple process can help you to stop worrying about money, gain clarity, and accomplish your goals. For business owners: We simplify your 401(K) plan duties for you, so you can get back to your real work. For veterinarians: You face unique challenges as a vet practice owner, and we help you reduce anxiety, make wise decisions, and achieve your dream life. Let's have a free, no-obligation conversation to see if we're a good mutual fit.

BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation. Our advisors have over 80 years of combined experience in the industry. Today, we serve clients nationwide and total assets under management exceed $500 million dollars (as of January 2024). We predominantly use individual securities to create portfolios designed to achieve each client’s financial goals. We take pride in providing our clients peace of mind.

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

KWMG, LLC dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company may only conduct business in those states where registered or where excluded/exempt or from licensure. The content of this platform is intended for the residents of the United States of America only. Advisory services are only offered to clients or prospective clients where the company and its representatives are properly licensed or exempt from licensure. No advice may be rendered by the company unless a client service agreement is in place. This information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy and is for illustrative purposes only. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for the company. Regulations generally prohibit testimonials and postings are subject to swift removal. Although we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Third-party rankings and recognitions, such as “Amazon Bestseller” are no guarantee of future investment success and do not ensure that you will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. For additional disclosures visit https://www.keenwealthadvisors.com/important-disclosures

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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.

We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand®. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. When appropriate, we incorporate multiple generations into the planning process to foster guidance and education for all members of the family. Our advisors are located in Kansas City, Naples, FL and Peoria, AZ. Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: ► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be. ► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. ► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. ► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

Based in metropolitan Kansas City, VantEdge Partners is a private investment group focused on building partnerships that grow excellent companies. Our extensive experience, partner-first mentality, and results driven approach is at the core of how we help businesses grow. We invest in platform companies in a variety of sectors including: Industrial, Services, Distribution, Restaurants, and Sports & Entertainment. Our initial equity investments range from $20-$75 million or involve a strategy to deploy that investment as the company grows. For more information, visit www.vantedge.partners.