Jeremy Stone

Anthony Castelluccio is a financial advisor with First Class Capital in Liberty, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Cambridge Investment Research Advisors, Inc. since 2012. Castelluccio also serves as a FINRA arbitrator. First Class Capital provides financial planning and discretionary portfolio management for individual and institutional clients, including pension and profit-sharing plans, family offices, and corporations. The firm employs a modern portfolio theory-based approach with diversification strategies and alternative option hedging, and offers elective performance-based fee arrangements with fee collection through custodians.

Andrew Surber is a financial advisor at Tax Favored Retirement in Kansas City, MO, holding a Series 66 designation with 14 years of industry experience. His career includes roles at Cambridge Investment Research, Lawing Financial, Prime Capital Investment Advisors, and Private Client Services. Outside of his advisory work, he serves as managing member of Options Algos, LLC, an investment research business. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes reducing risk and volatility while aiming to increase returns through portfolios that use stocks, bonds, mutual funds, ETFs, and a combination of fundamental and technical analysis.

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 at The Jamison Edward Group with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in multiple roles including at Thrivent Financial and Transamerica Financial Advisors. Outside of his advisory work, he is an outside sales representative for Brown Industrial Parts Services. 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 focuses on non–high-net-worth clients, offering tailored investment advice and conducting public seminars and workshops.

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.