Robert Lee Baltzell Sr.

I'm Aaron Sloan, a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® with an MBA. I help business owners answer two big questions: how do we build this, and who takes it from here? Family business isn't just my specialty. It's my family. I'm the third generation of the Sloan family behind Sherwood Community Bank, founded in 1902, where I still serve as an owner and board member. I've learned firsthand that the hardest parts of a transition aren't always on the balance sheet. Sometimes they're at the dinner table. My work centers on business planning and family business succession. That means building a plan to grow and protect the business, preparing the next generation or the right buyer to take over, and making sure the owner's retirement doesn't depend on a perfect exit. Along the way, I coordinate with your CPA and attorney so every piece actually fits together. I also provide comprehensive financial planning covering retirement, investments, and insurance. I'm based in Harrisonville, Missouri, where I serve as president of the Harrisonville Area Chamber of Commerce Foundation, and I work with clients virtually nationwide. If you're running a business you hope will outlast you, let's talk.

Neil Porter is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has held various roles at The Resource Center since 2001, serving as CEO, and is also the owner of Mr. Fix-It Services of the Ozarks. Porter is an author of the book "Finding The Courage To Retire" and serves on the board of the SWI Foundation, which employs adult handicapped individuals. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that combines internally managed and third-party models.

John Dittrich is a financial advisor with Dittrich Financial Group LLC in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has held roles at multiple firms including Strategic Wealth Group Registered Investment Advisor and Premier Choice Accounting. In addition to his advisory work, Dittrich serves as a Tax & Accounting Manager at Family Tax Service. Dittrich Financial Group LLC provides discretionary and non-discretionary asset management and hourly financial planning primarily for individual and high-net-worth clients. The firm employs individualized investment strategies incorporating fundamental analysis, charting, and Modern Portfolio Theory, with services that include portfolio construction, retirement and estate planning, and tax-reduction analysis.

I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.

Brian Coleman is the sole advisor at 80/20 Financial Services in Ozark, Missouri, holding a Series 65 license with six years of industry experience. Prior to founding his independent advisory firm in 2019, he worked for 12 years at White River Valley Electric Cooperative. He is also a licensed independent insurance agent, selling life, health, annuities, and disability insurance. 80/20 Financial Services provides comprehensive financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm builds personalized portfolios based on model allocations tailored to client objectives and risk tolerance, combining fundamental and technical analysis with strategic asset allocation.

John Gill is the sole advisor at Greystone Investment Advisors, Inc. in Springfield, Missouri, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has led Greystone Investment Advisors since 1996. Outside of his advisory role, Mr. Gill is a co-member of Suiter and Gill Enterprises, L.L.C., a business involved in property management. Greystone Investment Advisors is an independent, single-advisor firm providing discretionary investment management to individuals, families, small business owners, retirement plan trustees, trusts, corporations, and charitable organizations. The firm employs a long-term, macro-oriented investment approach across three management styles—Aggressive, Growth over Income, and Income over Growth—using mutual funds, ETFs, and listed equities custodied at Charles Schwab.