Jacob Haynes

Kenneth Bateman is the principal of Bateman Capital Management, Inc. in Leavenworth, KS, holding a Series 65 license with 9 years of industry experience. He has held leadership roles in multiple businesses including event space rental and real estate management, and serves as Chairman of the Leavenworth Main Street Program, Inc. in an unpaid capacity. Bateman Capital Management is an independent advisory firm that provides discretionary portfolio management to individual clients, using fundamental analysis and a diverse range of investment vehicles. The firm manages approximately $1 million across a small number of accounts and incorporates client-specific goals, tax considerations, and risk tolerance into written Investment Policy Statements.

Chase Dalton is a financial advisor at Copper Financial with three years of industry experience. He holds a Series 66 designation and has worked previously at Copper Financial Network LLC and Chase Advisory and Wealth Management, LLC. Outside of his advisory role, Dalton is involved with Northland Christian School as an alumni association president and committee member. Copper Financial primarily serves credit union members and a variety of individual and institutional clients. The firm offers financial planning, discretionary portfolio management through third-party managers, an in-house asset allocation portfolio, and brokerage and insurance products, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

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.

Andrew Surber is a financial advisor with Tax Favored Retirement in Kansas City, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at APS Ventures, LLC, Private Client Services, Prime Capital Investment Advisors, LLC, Lawing Financial, Inc., and Cambridge Investment Research, Inc. Surber is the managing member of Options Algos, LLC, an investment research business. 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’s investment approach focuses on reducing risk and volatility while seeking to increase returns through portfolios primarily composed of stocks and bonds, using both fundamental and technical analysis.

Michael Wolters is a Series 65-licensed advisor with 32 years of experience, operating at Mike Wolters & Associates, Ltd. in Parkville, MO since 1994. The firm consists of two advisors and focuses exclusively on discretionary asset management. Mike Wolters & Associates, Ltd. manages approximately $21 million across 84 client accounts, serving individuals, charitable organizations, and retirement-plan participants. The firm offers three investment strategies—Moderately Conservative, Moderately Aggressive, and Aggressive—primarily utilizing ETFs and select individual stocks, with investment decisions based on fundamental and technical analysis, including political and interest-rate considerations.

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.