William Antone Milhon

Barbara Gulin is a financial advisor with BG Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with BG Wealth Advisory and its related entities since 2014. Outside of advisory services, she is involved in insurance services as a managing member and insurance agent for BG Wealth Management, LLC. BG Wealth Advisory, LLC provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a single third-party money manager for portfolio implementation. The firm delivers written financial plans on a fixed-fee basis and offers public seminars on investment topics, while portfolio management and trading authority remain with the third-party manager.

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.

Tressa Wasson is a financial advisor at Retirement Planning Specialists - Midwest, LLC with 14 years of industry experience. She holds a Series 65 designation and has worked at several firms including Safe Harbor Financial Planning Group and RPS Insurance Solutions, LLC, where she also serves as an insurance agent. Retirement Planning Specialists - Midwest, LLC provides financial planning, consulting, and public educational seminars primarily for individual clients. The firm acts as an intermediary to outside portfolio managers, recommending and onboarding third-party money managers while monitoring their performance, but does not manage client assets directly.

William Jenkins is a financial advisor at Comprehensive Wealth Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Moneta Group Investment Advisors, Lewer Financial Advisors, and MassMutual Life Insurance. In addition to his advisory work, Jenkins is a licensed attorney practicing business and estate planning through his own firm, Jenkins Legal, LLC. Comprehensive Wealth Planning, LLC is an independent, state-registered advisory firm that serves individual and high-net-worth clients, as well as businesses and institutional entities. The firm focuses on retirement planning and offers discretionary management with tailored asset allocations, ongoing supervision, and financial planning services provided either as part of asset management or separately.

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.

Michael Byers is a financial advisor with BG Wealth Advisory, LLC in Mission, Kansas, holding a Series 65 credential and 18 years of industry experience. He has been involved in multiple business ventures, including managing Lonestar Registered Investment Advisors, LLC and Texas Alliance Financial Services, PLLC, both of which focus on investment and insurance services. Outside of advisory work, he has ownership interests in several holding companies and an insurance sales business. BG Wealth Advisory, LLC provides financial planning and consulting to individual clients and facilitates discretionary portfolio management through referrals to a third-party registered investment adviser. The firm conducts public educational seminars on investment topics and maintains planning relationships without directly managing client assets or charging asset-based fees.