William David James

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

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.

James Byrne is a financial advisor at Grand Street Advisors, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Grand Street Advisors since 2004 and has been affiliated with Sanwa Universal Securities Co., LLC since 1991. Grand Street Advisors is a small, independent advisory firm serving individuals, retirement plans, trusts, banks, and other business entities. The firm manages approximately $9 million across about 16 clients, providing non-discretionary portfolio management, one-time advisory consulting, and pension consulting services with customized asset allocations based on fundamental, technical, and charting analysis.