Patrick Kirwan is the sole advisor at Kirwan Capital in St. Joseph, Missouri, holding Series 63, 65, and 66 licenses with 22 years of industry experience. He serves as director of K Plus Angus Ranch, Inc. and K & K Farming, Inc., family-owned farming and land management companies. Kirwan Capital provides discretionary portfolio management and financial planning services to individuals, high net worth clients, charitable institutions, corporations, and other businesses. The firm employs an intrinsic value investment philosophy for individual stock accounts and a low-cost asset allocation approach for ETF accounts, with a long-term holding orientation and individualized tax considerations.

Max Nelson is the sole advisor at BN Investment, LLC, an independent firm based in Amazonia, Missouri. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Nelson has led BN Investment since 2012. BN Investment, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on U.S.-listed equities, ETFs, and related derivatives. The firm employs a combination of fundamental and technical analysis, routinely uses options and derivatives for income generation and risk management, and applies margin and intraday trading techniques within managed accounts.

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Michael Jones is a financial advisor at Jones & Co. Wealth Advisory in St. Joseph, MO, holding a Series 65 designation with two years of industry experience. Prior to his work in financial advising, he has held roles at the Social Security Administration since 2021 and has experience in various other positions including at Express Flight, Inc. from 2013 to 2019. Jones & Co. Wealth Advisory is an independent investment adviser serving institutional and pooled-vehicle clients such as pension plans, foundations, and charities. The firm employs a discretionary, goal-oriented investment approach focused primarily on value investing, supplemented by fixed-income, high-dividend, defensive, and growth allocations.

Greater Than Financial is a fee-only, fiduciary financial planning firm built to serve families in Savannah & St. Joseph, Missouri at every stage of life. We stand as a beacon of trust for pre-retirees who are wary of traditional financial advisors. With over 16 years of experience, our founder Wakefield has crafted a firm that prioritizes your financial well-being without the influence of commissions or conflicts of interest. Our approach is simple yet profound: we believe that finance is not just about growing wealth, but about enriching life. We're here to help you navigate the complexities of financial planning with the wisdom and care that only a dedicated fiduciary can provide. Whether you're planning for college expenses, career transitions, or the nuances of retirement, Greater Than Financial is your partner in creating a strategy that reflects your aspirations. Understanding the unique values of folks in St. Joseph and Savannah, we're committed to helping you discover the 'greater than' life you deserve. Our firm is your resource for transparent, tailored advice that aligns with your unique journey. If you're looking for a financial advisor who truly understands the needs of families and pre-retirees in St. Joseph or Savannah, Missouri, look no further than Greater Than Financial. Let's embark on this journey together, crafting a future that's not just secure, but truly greater.

Sidney Davis is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with four years of industry experience. Prior to joining Family Investment Center, Davis worked at Goetz Credit Union and Kohl’s Department Store. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with a focus on tax preparation, insurance review, and retirement and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across more than 800 clients through a multi-advisor team.

Paul Albright is a financial advisor at Family Investment Center in Lenexa, KS, holding a Series 65 designation. He joined the firm in 2025 after a ten-year tenure at Oracle. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with an emphasis on tax, insurance, retirement, and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across 842 client relationships through a multi-advisor team.

Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with seven years of industry experience. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate plan assessments, and investment planning. The firm emphasizes fundamental security analysis with a long-term orientation and manages approximately $596 million across about 842 client relationships through a multi-advisor team.

Thaddus "Dan" Danford is a CFP® professional with 27 years of industry experience, currently serving at Family Investment Center since 1998. He holds positions on the boards of National Advisors Trust Company, National Advisors Holdings, Inc., and National Advisors Trust of South Dakota, Inc. Family Investment Center provides portfolio management and comprehensive financial planning to individuals, families, charitable organizations, and businesses. The firm emphasizes fundamental security analysis and long-term investment strategies, managing approximately $596 million across over 800 client relationships through a multi-advisor team.

Ward Brooks is a financial advisor at Quility Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Lincoln Heritage Life Insurance Co. Outside of his advisory role, he has involvement with Symmetry Financial Group in insurance sales and has been employed by Breeze Coach Leasing, Inc. Quility Financial Advisors serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses model-based strategies and sub-advisers to tailor portfolios based on client objectives, employing a range of investment instruments and combining fundamental and technical analysis.

Winston Meyer is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Family Investment Center, where he has worked since 2022. His prior experience includes roles at Invisor Financial LLC, Carlson Financial, Cornerstone Financial, and Aspyre Wealth Partners. Family Investment Center serves individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate plan reviews, and investment planning. The firm emphasizes fundamental security analysis with a long-term orientation and manages approximately $596 million across 842 client relationships through a multi-advisor team.

Christopher Stiens is a financial advisor at Family Investment Center with 13 years of industry experience. He holds a Series 66 designation and has been with Family Investment Center since 2012. In addition to his work in financial advising, he owns and operates Advanced Aquatics, an environmental consulting business where he serves as a soil scientist consultant. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning for both non-high-net-worth and high-net-worth clients. The firm emphasizes fundamental security analysis and a long-term investment approach, managing approximately $596 million across about 842 client relationships through a multi-advisor team.

Daniel Ahl is a financial advisor at Family Investment Center with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tower Trust & Investment Company and Northwestern Mutual. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning with an emphasis on fundamental security analysis and long-term investment strategies. The firm manages approximately $596 million across about 842 client relationships and offers services including tax planning, insurance review, and retirement and estate plan reviews.

Ryan Hook is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Commerce Brokerage Services Inc. Outside of his advisory role, Hook is involved in seasonal fireworks sales through Kovac's Fireworks. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools across diversified portfolios and offers a range of advisory and fiduciary services through a network of over 150 advisors.

Christian Bryant is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Fidelity Brokerage Services LLC. He has limited involvement in real estate rental activities outside of his advisory work. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and tailored family office services through a network of approximately 452 advisors managing about $16 billion in client assets.

Cristina Wiebelt Smith is a financial advisor at CWM, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at CliftonLarsonAllen LLP for eight years. Outside of her advisory role, she serves as a board member for St. Joseph Catholic Academy. CWM, LLC serves a broad range of clients including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Nicholas Gertsema is a financial advisor with CWM, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Gertsema Wealth Advisors and CWM, LLC since 2018, and previously at Cetera Advisor Networks LLC and Stifel Nicolaus. Outside of his advisory role, he serves as Advocacy Chair for the Financial Planning Association of Greater Kansas City, focusing on title protection for financial planners. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management supported by in-house models, third-party sub-advisors, and various technology partners.

Scott Keegan is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Gertsema Wealth Advisors and the Missouri Department of Revenue. Prior to his advisory career, he was employed by Chick-fil-A for seven years. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and other services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Hunter Rich is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Nodaway Valley Bank, Bank of Weston, and USA Mortgage. Integrated Wealth Concepts LLC is a national wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios with a long-term investment orientation.

Laura Holthaus is a CFP®-certified financial advisor with 14 years of industry experience. She is currently with Integrated Wealth Concepts LLC, where she has worked since 2023. Her prior roles include positions at Charleston Financial Advisors, LLC, Mosaic Life Care Foundation, and Family Investment Center, Inc. Outside of her advisory work, she operates an Etsy shop called ChloeChicNurseries. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 advisors managing around $16 billion in client assets.