David Jacobberger is a Series 65-licensed financial advisor with seven years of experience at Precision Wealth Advisors and six years at Producers Financial Network. He is currently affiliated with Island Insight Wealth LLC, a newly formed state-registered investment adviser based in Lees Summit, MO. Island Insight Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily to individuals, families, and retirees. The firm employs a quantitative, model-driven investment process using proprietary machine learning models to customize asset allocation, security selection, and rebalancing for each client.

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.

James Hargrave is a CFP® with five years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior roles include positions at LearnLux, My Financial Coach, Northwestern Mutual, Learnvest, and The Vanguard Group. In addition to his advisory work, he provides financial coaching focused on employee financial wellness through LearnLux. Pillar Financial Planning is a fee-only, state-registered investment adviser that offers investment management and financial planning services primarily to individuals and small businesses, specializing in young physicians and business owners. The firm employs a long-term, passive investment approach based on Modern Portfolio Theory and provides both discretionary portfolio management and flexible planning options.

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.

Jessy Stoecklein is a financial advisor at Lakeshore Wealth Management LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Beyond Wealth Advisors and Raymond James Financial Services, Inc. Outside of advisory roles, her background includes positions in banking and refrigeration. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across a range of products. The firm uses asset allocation, dollar-cost averaging, technical analysis, and a combination of long- and short-term strategies, frequently employing unaffiliated sub-advisors for portions of client portfolios.

Michael Murff is a financial advisor at Oak Road Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Shepard Wealth Management, Commonwealth Financial Network, and Friedline Financial. Outside of his advisory work, Murff is co-owner of Luminare Aesthetics and Wellness, a medical spa offering facials and aesthetic injectables. Oak Road Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, along with pension and profit-sharing plan consulting. The firm employs a Modern Portfolio Theory approach with a long-term orientation, utilizing ETFs, model portfolios, and Monte Carlo analysis to tailor plans to client risk tolerances.

Perry Woolard is a financial advisor with First American Financial Advisors, Inc. in Lee's Summit, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including 38 years running Woolard & Associates. In addition to advising, he is the owner of Woolard and Associates Financial Services, an insurance business offering life, health, and disability products on a commission basis. First American Financial Advisors provides discretionary portfolio management and periodic financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm uses both technical and fundamental analysis and typically manages portfolios with full discretionary authority.

Andrew Matz is a financial advisor at Oak Road Wealth Management in Lee's Summit, MO, holding a Series 65 credential. He has one year of industry experience, with previous roles at Cypress Point Wealth Management and Spire Outsourcing. Prior to his advisory career, he was a student at Texas Tech University and worked within the Sedalia 200 School District. Oak Road Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with pension and profit-sharing plan consulting. The firm employs a long-term investment approach based on Modern Portfolio Theory, using ETFs, model portfolios, and Monte Carlo analysis to tailor plans to client risk tolerances.

Christopher Lea is a financial advisor at Java Wealth Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at Vallenwood Financial Services LLC. Outside of finance, he is involved in martial arts instruction through New Star Martial Arts LLC and serves as Worship Arts Director and Executive Director of Finance at Lakeland Community Church. Java Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a passive, model-portfolio approach using Vanguard and BlackRock funds and emphasizes fixed fee structures alongside educational seminars and client teaching engagements.

Sara Stiles is a CFP® with 17 years of industry experience, currently serving at Rise Retirement, LLC. Her prior roles include positions at Two West Capital Advisors LLC and The Leaders Group Inc. She is also involved in several business ventures related to tax, accounting, and insurance services. Rise Retirement, LLC provides portfolio management, financial planning, and retirement-plan services to individual and employer-sponsored clients, including high-net-worth individuals. The firm employs a range of investment strategies and maintains a high client load per advisor, supported by affiliated accounting and insurance services as well as educational seminars.

Jonathan Dold is a financial advisor at Lakeshore Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wise Wealth, LLC, Banc of America, N.A., and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life, accidental, and health insurance. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across various asset classes. The firm uses a tailored approach that includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, often employing unaffiliated sub-advisors to manage specialized portions of client portfolios.

Do you have stock options at a private company & want to be prepared for a potential IPO/liquidity event? Or do you have RSUs & an ESPP at a public company and need help with cash flow & tax planning? Buying a home? Taking care of kids as well as aging parents? These decisions can be heavy, and your time, energy & talents are extremely valuable. Let's collaborate and free you up to focus on what you really care about. A little about me: I am a former software engineer, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam. After 20 years in tech, I decided to walk away from the corporate life to follow my passion. I established Java Wealth Planning to be THE source for helping tech professionals (& those who love them) navigate their financial lives.

Dustin Johnson is a financial advisor at Heritage Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Heritage Financial Services LLC prior to his current role. Outside of advisory work, he is president of Johnson Investment Solutions, LLC, an S corporation for tax purposes. Heritage Asset Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm utilizes third-party strategist models through the Orion Portfolio Solutions platform and employs a combination of fundamental and technical analysis in managing client portfolios.

David Thompson is a financial advisor at Heritage Asset Management, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisors LLC for 13 years. Thompson is also involved as an agent selling life, health, disability, annuities, and long-term care insurance through Heritage Financial Services LLC. Heritage Asset Management provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $155 million in discretionary assets across about 746 client relationships and uses third-party strategist models via the Orion Portfolio Solutions platform.

Steven Strader is a financial advisor at Lakeshore Wealth Management LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services and Ameriprise Financial Advisors. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across various asset classes. The firm employs a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, and utilizes unaffiliated sub-advisors for private alternative investments and structured products.

Daniel Shepard is a financial advisor at Oak Road Wealth Management with 22 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at Oak Road Wealth Management since 2016, following brief tenures at Capital Investment Management and Cambridge Investment Research. Oak Road Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan consulting. The firm employs a Modern Portfolio Theory-based, long-term trading approach, typically using ETFs and model portfolios, and incorporates Monte Carlo analysis into financial plans to align allocations with documented risk tolerances.

Grant Stiles is a CFP® with 17 years of industry experience. He is currently with Rise Retirement, LLC and has held prior roles at The Leaders Group, Inc., Creative Planning, and Waddell & Reed Inc. Stiles also serves as Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees compliance. Rise Retirement, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services for individual clients, including high-net-worth individuals, and employer-sponsored plans. The firm employs tailored strategies based on fundamental, technical, charting, and cyclical analysis, and supports a high client load per advisor through education and third-party service delivery.

Steve Williams is a financial advisor at Freedom Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Freedom Wealth Advisors since 2019. He is also involved with Peritus Benefits and Investments Inc, a retirement plan third-party administrator. Freedom Wealth Advisors, LLC provides fee-based portfolio management and financial planning to individuals, institutions, retirement plans, and other entities. The firm uses a tactical allocation approach that combines long-term investing with shorter-term trading, employing various analytical methods to tailor portfolios to clients’ objectives and risk tolerance.

Richard Dwyer is a financial advisor with Tactive Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Strategy Marketplace LLC, Capital Management Services, Inc., Camarda Wealth Advisory Group, SGL Financial, LLC, VOYA Financial Advisors, and Argallus Financial Group Inc., where he is also an owner involved in the sale of fixed insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, providing portfolio management through a robo-advisor platform and an Advisor Advice service. The firm employs a Black-Litterman framework for blended model portfolios and offers both discretionary and non-discretionary asset management, with a notable focus on serving other advisors through TAMP and sub-advisory relationships.