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.

Stephen Lyddon is a CFP® professional with 18 years of experience, serving clients through Opine Financial Advisors in Kansas City, MO. He has been the owner and general manager of a Jackson Hewitt Tax Service franchise since 1992. His roles include overseeing operations and client relations at the tax preparation business alongside his financial advisory work. Opine Financial Advisors provides fee-only, hourly financial planning and investment advice to individuals, families, and small tax-exempt organizations. The firm employs a strategic asset allocation approach using a core-and-satellite design and does not take custody of client assets, allowing clients to retain control of their investments.

Growing up I had always dreamed of owning my own business. I was first inspired by my grandparents who owned an insurance business in a small Kansas town. I grew up in Manhattan, Kansas and attended Kansas State University where I studied Business Administration and Leadership Studies. Upon graduation, I moved to Kansas City and married my college sweetheart. I decided to enter the banking industry because I wanted to help people achieve financial life milestones. The bank I worked at was located in a disadvantaged neighborhood with high rates of poverty. It was this job that reinforced lessons I had been taught early in life on empathy, compassion, and the importance of financial independence. After gaining new perspectives in banking, I joined a wealth management firm where I spent six years in the investment world. It was at this time that my wife and I went through Dave Ramsey’s Financial Peace University, a class that forever changed my perspective on personal finance and altered my life trajectory. I went on to earn a Master of Science in Finance and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. When completing my studies I remember thinking to myself, “Why isn’t anyone working with my generation?”. I was routinely told that it could not be done because young people lacked the amount of investable assets needed to be desirable clients. In other words, most financial advisors considered working with young people a waste of their time. This narrative continued to weigh on my mind until I discovered XY Planning Network (XYPN), a network for financial planners catering to younger clients in an objective, fee-only capacity. I have since become a member of XYPN to define my vision of helping younger generations develop a plan to succeed financially so that they may live a great life and do good in the world. Monthly Fee Starting @: $109/mo (Singles) & $159/mo (Couples) Quarterly Fee Starting @: $327/qt (Singles) & $477/qt (Couples) Flat Fee: $600+/One Time Engagement AUM: 0.50% ($300 min/annual) I continue to call Kansas City home with my wife, our two young sons, and our dog Charlie. When I am not drawing up financial plans for clients, I enjoy coaching my sons in sports (baseball), cheering on the K-State Wildcats, the Kansas City Royals, and the Kansas City Chiefs, and participating in my fantasy football leagues (This year is the year baby!).

Andrew Flattery is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at Flattery Wealth Management LLC in North Kansas City, MO. His prior experience includes roles at Simple Wealth Planning LLC and Cambridge Investment Research Advisors, Inc. Outside of financial advising, he serves on the board of a Catholic young adult ministry and has appeared on the "Catholic Money Mastermind" podcast. Flattery Wealth Management serves individual and high-net-worth households by providing comprehensive financial planning and discretionary investment management. The firm follows a fundamental value, buy-and-hold investment approach and customizes portfolios primarily with individual stocks, ETFs, and actively managed mutual funds.

Tyler Landes is the President and Chief Compliance Officer of Tandem Financial Guidance, LLC in Kansas City, MO. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, he is President of Tandem Tax & Accounting, LLC, a tax preparation and bookkeeping service. Tandem Financial Guidance serves individuals, high-net-worth clients, charitable organizations, and businesses with financial planning, discretionary investment management, and educational seminars. The firm uses a primarily passive investment approach focused on diversified portfolios of index mutual funds and ETFs, offering both project-based and ongoing planning tailored to clients’ objectives and risk tolerances.

Wesley Hagens is the sole advisor at Westwood Asset Management, LLC, based in Kansas City, MO, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has led Westwood Asset Management since 2006. Outside of his advisory role, he is also an independent insurance agent. Westwood Asset Management serves approximately 15 individual and high-net-worth clients, managing about $11.6 million. The firm provides ongoing portfolio management using a variety of analysis techniques and incorporates both long-term strategies and options trading, managing accounts on a discretionary or non-discretionary basis.

Anthony Castelluccio is a financial advisor with First Class Capital in Liberty, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Cambridge Investment Research Advisors, Inc. since 2012. Castelluccio also serves as a FINRA arbitrator. First Class Capital provides financial planning and discretionary portfolio management for individual and institutional clients, including pension and profit-sharing plans, family offices, and corporations. The firm employs a modern portfolio theory-based approach with diversification strategies and alternative option hedging, and offers elective performance-based fee arrangements with fee collection through custodians.

Christopher Maglich is a financial advisor at In The Game Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Woodbury Financial Services, and several other firms. In The Game Wealth Management is a state-registered investment adviser offering holistic financial planning, investment management, retirement plan consulting, educational seminars, and tax services. The firm serves a diverse client base including individuals, high-net-worth clients, businesses, and charitable organizations, employing a combination of fundamental analysis and Modern Portfolio Theory with both active and passive strategies.

David Gourley is a financial advisor at K-12 Planning with four years of industry experience. He holds the Series 66 designation and has previously worked at An Exceptional Life Financial, GWN Securities, Inc., and has operated The Gourley Group, LLC since 2018. Outside of his advisory role, he is the owner and CEO of The Gourley Group LLC, which provides financial coaching and student loan consultation services to school districts and individuals. K-12 Planning serves individual clients by offering investment management, comprehensive financial planning, student-loan planning, and tax preparation services. The firm emphasizes asset allocation and modern portfolio theory, combining passive mutual funds and ETFs with fundamental analysis and periodic rebalancing, and provides educational seminars focused on student-loan issues and education-sector client needs.

Jared Fears is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Freedom Financial Advisors, LLC since 2001. Prior to founding his firm, he was employed by Community of Christ from 1997 to 2021. Freedom Financial Advisors, LLC provides financial planning and investment advisory services primarily to individuals and families, as well as revocable living trusts, a small 401(k) plan, and a not-for-profit organization. The firm follows CFP Board practice standards, using client questionnaires and investment policies to tailor recommendations, and manages accounts on a non-discretionary basis with a flat-fee compensation model.

Chase Dalton is a financial advisor at Copper Financial with three years of industry experience. He holds a Series 66 designation and has worked previously at Copper Financial Network LLC and Chase Advisory and Wealth Management, LLC. Outside of his advisory role, Dalton is involved with Northland Christian School as an alumni association president and committee member. Copper Financial primarily serves credit union members and a variety of individual and institutional clients. The firm offers financial planning, discretionary portfolio management through third-party managers, an in-house asset allocation portfolio, and brokerage and insurance products, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

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.

Jason Webster is the principal advisor at Webster Wealth Management in Kansas City, MO, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mutual of Omaha, Heartland Financial Group, and Vigilant Group Services. Outside of his advisory role, he is a sales director for Medicare supplements and manages an insurance services company. Webster Wealth Management provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients. The firm utilizes a combination of technical, fundamental, and cyclical investment analysis and offers financial planning services covering retirement, insurance, college savings, cash flow, estate planning, and investment analysis.

Kristine Mckinley is a CFP® with 23 years of experience in financial advisory services. She founded Beacon Financial Advisors, LLC in 2002, where she serves as the sole advisor. In addition to her advisory work, she produces educational ebooks, reports, and teleseminars on personal finance topics through a separate business entity, KAM Financial Publishing, LLC. Beacon Financial Advisors provides financial planning, consultations, and tax preparation for individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on comprehensive planning and written recommendations without managing client assets, operating with an hourly billing model rather than asset-based fees.

Henry Lane is the sole advisor at Design Asset Management, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has led Design Asset Management since 2014. The firm provides fee-based discretionary investment management and financial planning to a range of clients including individuals, pension plans, trusts, corporations, and charitable organizations. It employs a combination of fundamental, technical, and cyclical analysis and uses borrowing, derivatives, short sales, options, and other hedging techniques in portfolio management, which is uncommon for firms of its size.

Jose Castillo is a financial advisor at Weatherby Capital, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience with firms including LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Brokerage Services. Castillo served in the United States Marine Corps for 19 years before entering the financial industry. Weatherby Capital provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach across a broad range of instruments and also offers non-securities consulting services and third-party managed account platforms.

Mathew Dahlberg is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at Main Street Investments, an independent firm he has led since 2014. In addition to financial advisory services, Dahlberg prepares tax returns and represents clients before tax authorities. Main Street Investments provides investment advisory and financial planning services primarily to small businesses, individuals, and entrepreneurs. The firm integrates tax and accounting services with portfolio management, using model allocations based on clients’ risk tolerance and goals, typically implemented with low-cost global ETFs and individual securities.

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.

Vincent Duvigneaud is a financial advisor at M3Sixty Capital, LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has worked with several firms, including FinTrust Capital Advisors, LLC and Thesis Fund Management. Outside of his advisory roles, he serves on the advisory board of a medical device company focused on laser spine surgery. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing pooled vehicles and institutional mandates with a range of active strategies across equities, fixed income, cash management, and alternative investments. The firm is notable for serving investment companies and offering both model managed accounts and separately managed accounts.

Andrew Surber is a financial advisor with Tax Favored Retirement in Kansas City, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at APS Ventures, LLC, Private Client Services, Prime Capital Investment Advisors, LLC, Lawing Financial, Inc., and Cambridge Investment Research, Inc. Surber is the managing member of Options Algos, LLC, an investment research business. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on reducing risk and volatility while seeking to increase returns through portfolios primarily composed of stocks and bonds, using both fundamental and technical analysis.