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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

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John C

CFP®, Series 63, Series 65

Lenexa, KS

Chladek Wealth Management, LLC

John Chladek is a CFP®-certified financial advisor with 19 years of industry experience. He founded Chladek Wealth Management, LLC in 2009 and previously worked at TMFS-Providence, LLC. The firm serves individual clients, including high-net-worth individuals, providing financial planning and discretionary investment management. Chladek Wealth Management applies modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios, utilizing no-load mutual funds and ETFs while maintaining trading discretion. The firm offers both one-time and ongoing financial planning, portfolio management, and advisory services for held-away retirement accounts, with additional estate plan coordination through an independent third-party provider.

General retirement planning Charitable giving tax strategies Cash flow / budgeting Debt management
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Mark F

Series 63, Series 65

Eudora, KS

Tradewinds Investment Advisors, LLC

Mark Ferguson is the sole advisor at Tradewinds Investment Advisors, LLC, an independent firm based in Eudora, KS. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to focusing on investment advising, he worked for 16 years in the St. Michael - Albertville Public School District and continues to serve as a substitute teacher in a local public school district. Tradewinds Investment Advisors provides separate-account investment management to individuals, trusts, and institutional clients such as pension plans and foundations. The firm’s investment approach centers on asset allocation and diversification tailored to client needs, utilizing fundamental and technical analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Dustin I

Series 66

Olathe, KS

Irish Capital LLC

Dustin Irish is a financial advisor at Irish Capital LLC with four years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his advisory role, he serves as a board member for Friends of Infant Toddler Services, a nonprofit organization, and works as a stagehand for the Kansas City Chiefs. Irish Capital LLC provides discretionary wealth management and financial planning primarily to individual and high-net-worth clients. The firm constructs portfolios focused on ETFs and low-cost mutual funds, applying fundamental analysis and a long-term investment approach with tactical adjustments as needed.

Options & derivatives strategies Concentrated stock management
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William J

Series 66

Shawnee, KS

Comprehensive Wealth Planning, LLC

William Jenkins is a financial advisor at Comprehensive Wealth Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Moneta Group Investment Advisors, Lewer Financial Advisors, and MassMutual Life Insurance. In addition to his advisory work, Jenkins is a licensed attorney practicing business and estate planning through his own firm, Jenkins Legal, LLC. Comprehensive Wealth Planning, LLC is an independent, state-registered advisory firm that serves individual and high-net-worth clients, as well as businesses and institutional entities. The firm focuses on retirement planning and offers discretionary management with tailored asset allocations, ongoing supervision, and financial planning services provided either as part of asset management or separately.

General retirement planning Social Security optimization Retirement income strategy Medicare planning Business succession planning Attorney Founder/Business Owner
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Ethel D

Series 63

Lenexa, KS

VZD Capital Management LLC

Ethel Davis is a financial advisor at VZD Capital Management LLC with 23 years of industry experience. She holds a Series 63 designation and has been with VZD Capital Management since 2012. VZD Capital Management provides fee-based, discretionary investment management and financial consulting to high-net-worth individuals, families, trusts, institutional clients, and insurance companies. The firm customizes portfolios using a variety of securities and employs a hands-on approach with continuous supervision and formal quarterly reviews.

Wealth management Retirement income strategy
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Alejandro C

CFP®, Series 66

Lawrence, KS

Planning Trail Investments, LLC

Alejandro Carvalho Rodriguez is a CFP®-certified financial advisor with 10 years of industry experience. He is currently the sole advisor at Planning Trail Investments, LLC, where he has worked since 2023. Prior to this, he was with Probitas Wealth Management, LLC, Edward Jones, and MassMutual Life Insurance Co. He serves on the Alumni Board of Directors at Emporia State University. Planning Trail Investments is an independent, single-advisor firm offering discretionary asset management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, qualitative, and sector analysis with dynamic and tactical asset-allocation strategies, serving both retail and institutional clients.

Passive / index investing Active portfolio management
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Matthew Z

CFP®, Series 66

Olathe, KS

Zolton Wealth

Matthew Zolton is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He is the principal of Enclave Planning LLC, a firm he joined in 2025 after working at Creative Planning, Inc. and Charles Schwab. Enclave Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with wealth management and financial planning services. The firm combines modern portfolio theory and fundamental analysis, using both passive and active investment vehicles, and incorporates ESG and alternative investments when appropriate.

General retirement planning Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Matthew M

Series 63, Series 65

Overland Park, KS

Maciel Wealth Management

Matthew Maciel is the principal advisor at Maciel Wealth Management in Overland Park, KS, with 10 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company and operated Matt Maciel Financial before founding his current firm. Outside of advisory work, he serves as a wrestling official with KSHSAA and is a board member of the Johnson County Museum. Maciel Wealth Management provides investment advisory and financial planning services to individuals, families, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm primarily employs a passive investment strategy using diversified portfolios of index mutual funds and ETFs, and it offers additional services including tax preparation and employee-benefit plan consulting.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting
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Michael P

ChFC®, Series 65

Lenexa, KS

Challenge Everything Financial LLC

Michael Pyle is a ChFC® and Series 65-licensed financial advisor at Challenge Everything Financial LLC with three years of industry experience. He previously worked at Rx Savings Solutions LLC, Tissue Analytics Inc., and Cerner Corporation. Outside of his advisory role, he operates Challenge Everything Money LLC, providing financial education through an online platform, and serves as a part-time consultant for Buffalo Run Tax & Financial LLC. Challenge Everything Financial offers financial planning and investment management services to individual clients, including business owners and high-net-worth individuals, as well as retirement plan consulting for small employers. The firm employs a fee-only model, combining passive and active investment strategies, and manages accounts on a discretionary basis while facilitating private placement investments for accredited clients when appropriate.

Business sale tax planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Ryan K

Series 66

Gardner, KS

Atomic Planning LLC

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2021. Kilkenny served nine years in the United States Marine Corps before entering the financial services industry. Atomic Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages portfolios tailored to client objectives using a combination of fundamental, technical, and cyclical analysis, and offers planning services at no additional cost for asset management clients.

General retirement planning Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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Kaylin D

CFP®

Lawrence, KS

Kaylin Dillon Financial Planning

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

General retirement planning Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Founder/Business Owner Newlywed/Engaged Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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Bryon B

Series 65

Olathe, KS

Adaptive Advisory, LLC

Bryon Brooks is a financial advisor at Adaptive Advisory, LLC in Olathe, KS, holding a Series 65 designation with 10 years of industry experience. He has been with Adaptive Advisory since 2015. Outside of his advisory role, Brooks works as an operations consultant for small businesses, providing guidance on operational risks and challenges. Adaptive Advisory is an independent, single-advisor firm serving individual and high-net-worth clients with portfolio management and financial planning services. The firm employs a long-term trading approach using fundamental, technical, and quantitative analysis, managing assets primarily in equities, fixed income, ETFs, and real estate funds.

College savings (529s, UTMA, etc.) Life insurance needs analysis Debt management
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Garrett H

Series 63, Series 66

Lawrence, KS

Harper Financial Strategies, LLC

Garrett Harper is the principal of Harper Financial Strategies, LLC in Lawrence, KS, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Generation Strategies, LLC, Eagle Strategies (NY Life), NYLife Securities, LLC, and New York Life Insurance Company. In addition to his advisory work, he owns an insurance brokering business focused on non-registered insurance products. Harper Financial Strategies provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, managing approximately $26 million across about 100 client relationships. The firm constructs tailored portfolios based on clients’ goals, risk tolerances, and time horizons, offering ongoing comprehensive financial planning at no additional fee to many asset-management clients and does not require a minimum investable asset to engage advisory services.

Annuities College savings (529s, UTMA, etc.) General estate planning guidance Equity Recipients (RS/RSU, SOP, ESPP)
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Walter H

Series 63, Series 65

Shawnee Mission, KS

Fiduciary Standard, LLC

Walter Hodgden is the sole advisor at Fiduciary Standard, LLC, an independent investment advisory firm based in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Hodgden has led Fiduciary Standard since 2013. Fiduciary Standard serves a limited client base including individual and high-net-worth clients, family-related trusts, and at least one banking institution. The firm offers tailored asset and portfolio management services focused on long-term capital appreciation and dividend income, managing accounts on a non-discretionary basis with direct client approval before trades.

Options & derivatives strategies
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John K

Series 63, Series 65

Lawrence, KS

Wealth Management Consultants, LLC

John Kuddes is a financial advisor with Wealth Management Consultants, LLC in Lawrence, KS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Wealth Management Consultants in 2016, he worked at Commonwealth Financial Network from 2013 to 2016. He is the author of the investing book *Buy When There Is Blood in the Street: Make Money Like the Pros* and serves as CEO of CEO Peer Advisory Group as well as a board member for two employee stock ownership plan companies. Wealth Management Consultants, LLC provides discretionary portfolio management to individuals and high-net-worth clients, managing approximately $54 million across about 35 accounts. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis with active, in-house management including the use of margin and derivatives, distinguishing itself with a small team and a single-custodian requirement.

Options & derivatives strategies Active portfolio management
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Rey A

CFP®, Series 66

Lenexa, KS

Zenith Financial Planning Inc

Rey Arellano is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Zenith Financial Planning Inc. He previously worked at Keen Wealth Advisors, Petrovic Weaver Financial Services, and Waddell & Reed, Inc. Zenith Financial Planning is an independent, state-registered investment adviser managing approximately $31.5 million in discretionary assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and small businesses, providing comprehensive financial planning and primarily employing a passive investment management approach focused on diversified portfolios of index mutual funds and ETFs.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Michael D

Series 65

Overland Park, KS

Kedrec LLC

Michael Decker is a financial advisor at Kedrec LLC with a Series 65 credential and two years of industry experience. He has held roles at multiple firms including Decker Retirement Planning Inc. and Absolute Return Solutions, Inc. Outside of advisory work, he is involved in coaching on operations and marketing through The Advisory Suite LLC and leads a personal budgeting app development company, Cash Flow and Capital LLC. Kedrec LLC provides advisory services to individuals, trusts, estates, and other entities through subscription-based wealth planning, discretionary portfolio management, and specialized consulting such as 1031 exchange advisory and real estate investment analysis. The firm employs a blend of individualized financial planning with passive portfolio construction and offers active management options, using multiple analysis methods and tax-aware strategies.

General retirement planning Retirement income strategy Medicare planning Tax-loss harvesting Wealth management Self-Employed Founder/Business Owner Retired
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Clay B

CFA®, Series 63, Series 65

Lenexa, KS

Maclura Investments

Clay Brethour is a CFA® charterholder with five years of experience at Maclura Investments and an additional 20 years at Kornitzer Capital Management. He holds Series 63 and Series 65 licenses and operates out of Lenexa, KS. Clay leads Maclura Investments as its sole advisor. Maclura Investments provides discretionary portfolio management to individuals, families, businesses, and retirement plans, focusing on customized wealth-building and preservation strategies. The firm emphasizes fundamental analysis, tax efficiency, and a client-specific mix of capital appreciation, income, and preservation, serving a niche that includes corporate and business clients alongside individual households.

Wealth management Tax-loss harvesting
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Resa T

Series 65

Overland Park, KS

Collaborative Portfolio Management

Resa Thomas is a financial advisor at Collaborative Portfolio Management with a Series 65 designation and over a decade of industry experience. Prior to joining Collaborative Portfolio Management in 2025, she worked at Capital Portfolio Management from 2010 to 2024. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and nonprofit clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a globally diversified investment approach that incorporates relative strength analysis and point-and-figure charting, with a focus on capital preservation alongside growth.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner Retired
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Vicki H

CFA®

Lenexa, KS

Freedom Value Partners, LLC

Vicki Hohenstein is a CFA® charterholder with 17 years of industry experience. She is currently an advisor at Freedom Value Partners, LLC and has previously worked at Country Club Trust Company and Tower Wealth Managers, Inc. Outside of her advisory role, she serves as Director and Secretary/Treasurer of Cottonwood Flats, Inc., a family farm. Freedom Value Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management and limited asset advisement alongside financial planning. The firm integrates derivatives and options strategies into its investment approach and manages portfolios on a discretionary basis with periodic reviews.

Active portfolio management Options & derivatives strategies Retirement income strategy General estate planning guidance College savings (529s, UTMA, etc.)
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