Clint R Cain

Anthony Castelluccio is a financial advisor at First Class Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and began his career at Securian Financial Services, Inc. before working at Cambridge Investment Research, Inc. for over a decade. Castelluccio also serves as a FINRA arbitrator. First Class Capital provides portfolio management and financial planning for individual investors and institutional clients, including pension and profit-sharing plans, as well as banking institutions. The firm employs a quantitative, modern portfolio theory-based approach to construct diversified portfolios and offers both discretionary management and performance-based fee options.

Andrew Surber is a financial advisor with Tax Favored Retirement in Kansas City, MO, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research, Lawing Financial, Prime Capital Investment Advisors, and Private Client Services. Outside of advising, he is the managing member of Options Algos, LLC, an investment research business. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes risk and volatility reduction through portfolios primarily composed of stocks and bonds, employing both fundamental and technical analysis within a small, owner-managed structure.

Douglas Garrett is a Series 65 licensed financial advisor with six years of industry experience. He is currently affiliated with Tax Favored Retirement and has been involved with APS Ventures, LLC since 2019 as well as Garrett Enterprises, Inc. since 1983. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on reducing risk and volatility while aiming to increase returns through portfolios primarily composed of stocks and bonds, employing both fundamental and technical analysis.

Ryan Bargfrede is a financial advisor with The Jamison Edward Group, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior work includes roles at Thrivent Financial and Transamerica Financial Advisors. In addition to his advisory duties, he is involved with Brown Industrial Parts Services as an outside sales representative. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm uses a range of analytical methods and offers both traditional asset management and various planning programs, primarily catering to non–high-net-worth clients.

James Werner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Snider Talbot Financial Planning LLC since 2014 and previously worked for the City of Parkville from 2011 to 2017. Snider Talbot Financial Planning provides fee-only financial planning and investment advice primarily to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, with most managed accounts handled on a non-discretionary basis.

Theodore Perez III is a financial advisor at Tax Favored Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including APS Ventures, LLC and Harrison Capital Management. Perez is also the owner of TP3 Holdings Inc, a holding company. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on reducing risk and volatility while aiming to increase returns through portfolios primarily composed of stocks and bonds, using both fundamental and technical analysis.