Veta Investment Partners, LLC is a financial advisory firm established in 2019, based in Lawrence, KS. The firm primarily serves institutional clients, offering investment advisory services such as hedging, asset allocation, risk management, and model portfolio solutions. Veta manages over $4.4 billion in assets on a discretionary basis. Clients can expect to pay fees based on hourly rates, a percentage of assets, or fixed fees, with a minimum account size determined by the specific service provided. Veta does not accept compensation for selling securities or investment products and does not engage in performance-based fees. The firm exercises investment discretion based on each client's goals and objectives, with clients having the ability to set limitations on this discretion. Veta does not maintain custody of client assets, and clients' securities are held at qualified custodians. The firm does not participate in proxy voting. Veta has no disciplinary events to disclose and has not been subject to a bankruptcy petition in the past 10 years.

Affinity Financial Advisors, established in 1981, offers tailored investment advisory services including asset management, asset allocation, education planning, financial planning, and retirement plan consulting. The firm operates under the legal name AFA Inc., with principal owners Peter D. Knutson and Victoria M. Bogner. AFA's investment strategies include various model portfolios and individualized accounts designed for growth, moderate, or conservative investors. The firm's services are offered on a discretionary basis, allowing AFA to make investment decisions without prior client consultation. AFA primarily uses mutual funds, variable annuities, and exchange-traded funds in its investment strategies. For asset management services, AFA charges a management fee based on the account size, with fees ranging from 1.00% to 2.00%. Additionally, AFA offers financial planning services with fees up to $5,000, and retirement plan consulting services with fees negotiated on a case-by-case basis. The firm participates in TD Ameritrade's and Schwab's institutional customer programs, receiving benefits such as research tools and trading services. AFA also has a referral program with Ramsey Solutions' SmartVestor program for client referrals within a specific geographic region. AFA does not have custody of client funds and securities, and clients receive account statements directly from the custodian. The firm does not vote client securities, and clients have the discretion to make voting decisions. AFA's Privacy Policy ensures the protection of clients' nonpublic personal information and outlines how and why information is collected, shared, and protected. Clients are informed about the firm's financial condition, privacy practices, and the handling of their personal information.

Mattern Wealth Management LLC (MWM) is a registered investment adviser founded in June 2019, with assets under management of approximately $533 million as of December 31, 2024. MWM offers fee-only advisory services, acting as a fiduciary to clients, managing assets on a discretionary basis. Services include investment and wealth management, financial planning, and consulting for individuals, high net worth individuals, trusts, businesses, and corporations. MWM collaborates with clients to establish investment objectives and risk profiles, developing tailored investment policies. The firm utilizes a mix of active and passive strategies, including investments in equities, debt securities, ETFs, and mutual funds, notably those offered by Dimensional Fund Advisors. MWM provides financial planning and consulting services on a fixed or hourly fee basis, with no minimum fee requirement. The firm does not engage in principal or agency cross securities transactions, and clients retain responsibility for voting proxies on their securities. MWM does not vote proxies on behalf of clients and does not have custody of client assets, which are held by qualified custodians. Clients receive regular account statements from custodians and may request additional reports from MWM.

Edmonds Duncan Registered Investment Advisors, LLC is a firm based in Lawrence, Kansas, established in June 2013. The firm specializes in providing financial planning, consulting, and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Edmonds Duncan focuses on improving clients' overall financial well-being by analyzing their current financial situation, defining goals, and determining strategies to meet those goals. The firm manages client portfolios on a discretionary basis, utilizing a global macroeconomic approach to asset allocation. Investment strategies include index ETFs, mutual funds, individual securities, and alternative investments. Edmonds Duncan also offers retirement plan consulting services and legacy management services. The firm charges fees based on assets under management, financial planning services, and retirement plan consulting services. Clients have the option for fee deductions directly from their accounts. Edmonds Duncan acts as a fiduciary, providing services in the best interest of clients. The firm does not charge performance-based fees, and clients have investment discretion options. Edmonds Duncan does not pay referral fees, receives no compensation for referrals, and does not have custody of client funds or securities beyond fee deduction authorization. The firm participates in the Custodian's institutional customer programs, receiving benefits such as research tools and consulting services. Edmonds Duncan has a Code of Ethics in place to prevent unlawful practices and ensures compliance with regulatory standards. Clients receive regular account reviews and statements directly from the custodian. The firm votes proxies and participates in class action lawsuits on behalf of clients who provide authorization. Edmonds Duncan has not been involved in any legal or disciplinary events and maintains financial stability to meet client commitments.

The Perspective Group is a financial advisory firm based in Lawrence, Kansas. It currently has approximately $121,848,202 of assets under management and employs about 5 people. The Perspective Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.