Stephanie Marie Carter

David Jacobberger is a financial advisor at Island Insight Wealth LLC in Lees Summit, MO. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Precision Wealth Advisors and Producers Financial Network. Island Insight Wealth LLC provides discretionary portfolio management and integrated financial planning primarily for individuals, families, and retirees. The firm uses quantitative analysis and proprietary machine-learning models to guide investment decisions, managing accounts on a discretionary basis with a focus on ETFs, mutual funds, individual equities, and fixed-income securities.

Benjamin Krapu is a CFP® and ChFC® with five years of experience in the financial services industry. He is the sole advisor at QP Financial, an independent firm based in Lees Summit, MO. His prior roles include positions at Knights of Columbus Asset Advisors and Knights of Columbus Insurance. QP Financial is a state-registered investment adviser serving individuals, high-net-worth clients, and small businesses, offering modular financial planning and portfolio management. The firm applies Modern Portfolio Theory for asset allocation and incorporates scenario analysis and stress testing, with the ability to implement strategies directly or through institutional sub-advisers.

Holmes Osborne is the sole advisor at Osborne Global Investors, Inc. in Lee's Summit, MO. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to founding Osborne Global Investments in 2004, he has spent his entire advisory career at this firm. He also writes financial articles for Seeking Alpha and Gurufocus.com. Osborne Global Investors provides fee-based investment management and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach is based on fundamental analysis and typically involves limited discretion, with portfolios monitored daily and reviewed weekly to ensure alignment with client goals.

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Clint Haynes is a Certified Financial Planner® with 20 years of industry experience, currently serving as the sole advisor at NextGen Wealth, LLC since 2014. He is based in Lee’s Summit, Missouri, and holds a Series 66 license. Outside of his advisory work, Haynes serves as Treasurer and Board Member of the Lee’s Summit Educational Foundation, a nonprofit organization. NextGen Wealth provides financial planning, discretionary investment advisory, and manager selection services to individuals, corporations, and retirement plans. The firm employs fundamental analysis and modern portfolio theory, typically allocating assets to third-party advisers, and serves a client base that includes high-net-worth individuals and institutional accounts.

Aaron Pickert is a financial advisor with Stewardship Capital in Independence, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Stewardship Capital since 2016. In addition to his advisory role, he is involved in selling and servicing fixed insurance products, including term life, disability, long-term care, and critical illness insurance. Stewardship Capital serves individual investors, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary portfolio management and financial planning. The firm utilizes a range of investment strategies, including fundamental and technical analysis, and employs derivatives and options writing within separately managed accounts.