APS Ventures, LLC, operating as "Tax Favored Retirement," is a registered investment adviser based in Kansas City, MO. Established by Andrew Surber, the firm specializes in providing general wealth management services to individual investors and retirement plan services to businesses. Services offered include discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. Clients have the option to grant discretionary authority for decision-making or approve decisions before implementation. The firm follows fiduciary standards, acting in the best interests of clients. The minimum account size for investment management services is $1,000,000, with fees negotiated not to exceed 1.50% and may include performance-based arrangements. Financial planning fees are quoted in advance based on complexity. The firm does not compensate third parties for client referrals and does not vote proxies on behalf of clients. Investment strategies primarily involve stocks, bonds, mutual funds, and ETFs, utilizing fundamental and technical analysis. As of December 31, 2024, the firm managed $30,833,788 in assets on a discretionary basis. Clients receive regular reports and account reviews, and the firm does not have any disciplinary events to report.

Danda Trouve Investment Management, Inc. is a financial advisory firm based in Prairie Village, Kansas. It currently has approximately $135,720,144 of assets under management and employs about 3 people. Danda Trouve Investment Management, Inc. uses a fee structure of a percentage of assets under your management and fees for trustee and consulting services for portfolio families.

Westward Investment Advisory, LLC is an SEC registered investment advisor established in December 2015, located in Prairie Village, Kansas and Milwaukee, Wisconsin. The firm offers fee-based investment management services to various clients, including not-for-profit organizations, family offices, corporations, retirement plans, and individuals. The primary owners are Casey McLiney and James Holcomb. Services include portfolio management on discretionary and non-discretionary bases, investment consulting, and financial planning. The firm does not have custody of client funds, except for fee deductions with client authorization. Investment strategies may involve mutual funds, ETFs, separately managed accounts, and individual securities. Fees are charged based on a tiered schedule and are negotiable. The firm does not charge performance-based fees and does not participate in wrap fee programs. Clients have the option to grant discretionary investment authority to the firm. Westward Investment Advisory does not vote proxies for clients and maintains professional liability insurance. The firm's Code of Ethics emphasizes ethical conduct and compliance with securities laws. Clients receive quarterly account statements from qualified custodians. The firm does not receive compensation for client referrals and does not engage in principal transactions. Westward Investment Advisory emphasizes client-focused investment strategies tailored to individual goals and risk tolerance.