President
CHRIS S. WALDEN, CFP
Heartland Capital Advisors
4200 Little Blue Parkway, Suite 610
Independence, MO 64057
(816) 478-1818
chris@hcadvisorslc.com |
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President-Elect
SAMANTHA J. KOPEK, EA, CFP
GTrust
11225 College Blvd., Suite 110
Overland Park, KS 66210
(913) 451-0900
skopek@gtrust.com |
Secretary/Treasurer
MATT J. GAZAWAY, CFP
VALIC Financial Advisors
8015 Mullen
Lenexa, KS 66215
(913) 262-4445
matt.gazaway@valic.com |
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Chairman of the Board
RANDY S. GERARD, CFP
Central Trust & Investment Co.
11900 College Blvd., Suite 200
Overland Park, KS 66210
(913) 901-3232
randy_gerard@centrustco.com |
Director, Membership
AMY GUERICH
Stepp & Rothwell, Inc.
7300 College Blvd., Suite 100
Overland Park, KS 66210
(913) 345-4800
amy@steppandrothwell.com |
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Director, Programs
MICHAEL HARVEY, CFP
BKD Wealth Advisors
120 West 12th Street, Suite 1200
Kansas City, MO 64105
(816) 701-0282
mharvey@bkd.com |
Director, Pro Bono
KENNETH J. EATON, CFP, CFA
Stepp & Rothwell, Inc.
7300 College Blvd., Suite 100
Overland Park, KS 66210
(913) 345-4800
ken@steppandrothwell.com |
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Director, Government Affairs
RANDY CLATYON, CFP, CLU
Clayton Financial Services
716 South Kansas Avenue
Topeka, KS 66603
(785) 232-3266
randy@claytonfsi.com |
Director, Careers
TERESA M. KEMPF, CFP
Ameriprise Financial Services, Inc.
900 Massachusetts St, Suite 403
Lawrence, KS 66044
(785) 841-4561
teresa.m.kempf@ampf.com
Director, Communications
TIFFANY L. OWENS, MBA, CFP
Commerce Bank
118 W. 47th Street
Kansas City, MO 64112
(816) 234-2559
tiffany.owens@commercebank.com
Director, Partnerships
ROBERT E. HARRIS, JD, CFP
Waddell & Reed, Inc.
P.O. Box 29217
Shawnee Mission, KS 66201
(913) 236-2089
rharris@waddell.com
Director, Media Relations
DAVID J. JACKSON, CFP
Waddell & Reed
3100 Broadway, Suite 410
Kansas City, MO 64111
(816) 531-0900
djjackson@wradvisors.com
Director, Public Awareness
TRACY ST. JOHN, CRPS
Alliance Benefit Group
10200 Holmes Road
Kansas City, MO 64131
(816) 942-8700
tstjohn@kcbenefits.com |
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Director at Large
JESSICA A. CULPEPPER
Hallier Financial, Inc.
1500 SE Cape Drive
Lee's Summit, MO 64081
(816) 402-0313
jessicaculpepper@gmail.com
Director at Large
SANDRA S. HOLT, CFP, CFBS
LifeStages Financial Solutions
9401 Indian Creek Parkway, Suite 475
Overland Park, KS 66210
(913) 451-8154
sholt@lifestagesfinancial.com
Director at Large
B.D. HORTON, CFP, CPA
American Century Investments
4500 Main Street, 10th floor
Kansas City, MO 64111
(816) 589-8085
bd_horton@americancentury.com
Director at Large
TODD ORTON
Ameriprise Financial Services, Inc.
6363 College Blvd., Suite 600
Overland Park, KS 66211
(913) 451-2811
todd.m.orton@ampf.com
Director at Large
MARC C. SHAFFER, CFP, EA, AIF
Searcy Financial Services, Inc.
12980 Foster St, Suite 160
Overland Park, KS 66213
(913) 814-3880
marc@searcyfinancial.com |