David Lee Tipple

Kenneth Bateman is the principal and sole advisor at Bateman Capital Management, Inc., an independent advisory firm. He holds a Series 65 designation and has 10 years of industry experience. Dr. Bateman also serves as the Managing Member of Haymarket Event Center LLC and is the Chairman of the Leavenworth Main Street Program, Inc. Additionally, he may teach business and finance courses at the collegiate level. Bateman Capital Management provides discretionary portfolio management to individual clients, employing fundamental analysis and a range of investment vehicles including mutual funds, equities, fixed income, ETFs, REITs, options, and non-U.S. securities. The firm documents client objectives in written investment policy statements and offers performance-based fee arrangements and the use of derivatives and margin within managed accounts.

Douglas Mottet is the principal advisor of Mottet Wealth, an independent registered investment adviser based in Parkville, MO, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Doug Mottet Enterprises, Inc. since 1992. Outside of financial advising, he works as an independent contractor and district sales representative for Stine Seed Company, a non-investment related business. Mottet Wealth manages approximately $68 million for around 130 clients, offering portfolio management and comprehensive financial planning for individuals as well as retirement plans and institutional accounts, including pension consulting. The firm uses the AssetMark platform to implement client strategies through model portfolios, individually managed accounts, mutual funds, and ETFs, and provides discretionary portfolio management along with tax-aware and guided-income options.

Christopher Halford is a financial advisor at Fiduciary Trust Private Wealth Counsel LLC with Series 63 and Series 65 designations and two years of industry experience. He has held roles at Fiduciary Trust Private Wealth Counsel LLC since 2021 and has a background that includes work at Virtue Financial Advisors and Service Corporation International. Outside of his advisory work, he is also an actor involved in theater and commercial advertising. Fiduciary Trust Private Wealth Counsel LLC offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, pensions, charitable organizations, trusts, and estates. The firm manages portfolios based on a range of analytical methods and coordinates clients’ broader wealth teams including tax and legal professionals.

Michael Wolters is a Series 65 licensed financial advisor with 33 years of industry experience. He has been with Mike Wolters & Associates, Ltd. since 1994, where he is one of two advisors at the firm based in Parkville, MO. Mike Wolters & Associates, Ltd. provides discretionary asset management exclusively to individuals, charitable organizations, and retirement plan participants. The firm manages about $19 million across roughly 74 client accounts, primarily using ETFs and selected individual stocks within an investment approach that combines fundamental and technical analysis alongside macroeconomic and political factors.

Barry Bailey is an advisor at First American Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Great American Investors, Inc., Northwestern National Life Insurance Co., and Jackson National Life Insurance Co. since the early 1980s. Additionally, he maintains a business in insurance and financial planning under the CLU and CHFC designations. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority in managing diversified portfolios.

Katsiaryna Quandt is a financial advisor at Maple Grove Wealth with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Commonwealth Financial Network and Chronicle Partners LLC. Maple Grove Wealth provides investment advisory services to individuals, high net worth clients, small businesses, and institutions. The firm develops customized, goal-based strategies using a variety of investment instruments and emphasizes a long-term investment approach with flexibility for shorter-term reallocations.