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.

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.

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.

Michael Wolters is a Series 65-licensed advisor with 32 years of experience, operating at Mike Wolters & Associates, Ltd. in Parkville, MO since 1994. The firm consists of two advisors and focuses exclusively on discretionary asset management. Mike Wolters & Associates, Ltd. manages approximately $21 million across 84 client accounts, serving individuals, charitable organizations, and retirement-plan participants. The firm offers three investment strategies—Moderately Conservative, Moderately Aggressive, and Aggressive—primarily utilizing ETFs and select individual stocks, with investment decisions based on fundamental and technical analysis, including political and interest-rate considerations.

Douglas Garrett is a Series 65 licensed financial advisor with six years of industry experience. He is currently affiliated with Tax Favored Retirement and has been involved with APS Ventures, LLC since 2019 as well as Garrett Enterprises, Inc. since 1983. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on reducing risk and volatility while aiming to increase returns through portfolios primarily composed of stocks and bonds, employing both fundamental and technical analysis.

Barry Bailey is an advisor at First American Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Great American Investors, Inc., Northwestern National Life Insurance Co., and Jackson National Life Insurance Co. since the early 1980s. Additionally, he maintains a business in insurance and financial planning under the CLU and CHFC designations. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority in managing diversified portfolios.

Theodore Perez is a financial advisor with Tax Favored Retirement in Kansas City, MO, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at APS Ventures, LLC, Cetera Advisor Networks LLC, and SCOTTRADE. Outside of his advisory work, he owns TP3 Holdings Inc, a holding company. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on reducing risk and volatility while seeking to increase returns through portfolios primarily composed of stocks and bonds, employing both fundamental and technical analysis.

Ashley Dickson is a CFP® with seven years of industry experience and is currently an advisor at Next Bloom Wealth. Prior to joining Next Bloom Wealth in 2022, she worked at Copper Financial Network LLC and CommunityAmerica Credit Union. Next Bloom Wealth serves individual and high-net-worth clients with investment management and financial planning, employing a primarily passive asset allocation approach supplemented by active strategies through outside managers and model portfolios. The firm offers additional services such as tax preparation and estate-planning support, managing approximately $28.5 million for 37 clients.

Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.

Patrick Guilfoy is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 66 designation with five years of industry experience. His prior roles include positions at AE Wealth Management, Advisors Excel, and Duncan Financial Management. In addition to his advisory work, he is licensed as an insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, using proprietary risk-based models and a focus on fixed-income analysis. The firm also provides educational workshops and tax preparation services, and several representatives, including Guilfoy, hold insurance licenses that complement their investment services.

Kolton Hurst is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His background includes roles at Interbank and educational positions at Oklahoma State University and Navajo Public School. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates through discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm uses proprietary risk-based models with an emphasis on fixed-income analysis and offers additional services such as educational workshops and tax preparation.

Charles Bourquin is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, holding a Series 65 license. He has prior experience at 49 Financial LLC, Pinnacle Pool & Spa, Select Pool Service LLC, and Total Management, LLC. Bourquin is also a licensed insurance agent affiliated with the Financial Independence Group, where he engages in life insurance sales as part of clients' overall financial plans. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models with an emphasis on fixed-income security selection and risk management, and several representatives, including Bourquin, are licensed insurance agents offering insurance and annuity products.

Mark Falter is a financial advisor with Mid-American Wealth Advisory Group in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Mid-American Wealth Advisory Group since 2018 and previously at Sound Income Strategies and Mid-American Tax Advisory Group. Outside of his advisory role, he volunteers for the Scranton Academy for Financial Education and owns a drone flight company. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management and model-based investment programs. The firm uses proprietary, risk-based models and emphasizes fixed-income analysis, while several representatives, including Falter, are licensed insurance agents who also provide insurance and annuity products.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Calton & Associates, Inc., TIAA-Cref Individual & Institutional Services, LLC, and GWFS Equities, Inc. He also operates STG Financial, a financial consulting business. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management with customized strategies based on client goals, time horizons, and risk tolerance. The firm employs a range of investment approaches including fundamental and technical analysis and manages portfolios using individual securities, ETFs, mutual funds, and third-party money managers.

Brian Lamone is a financial advisor with United Advisors America and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at Waddell & Reed Inc and The ETF Store, Inc. In addition to his advisory work, he is an insurance agent offering life and health insurance and fixed annuities through Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning.

Joshua Falter is a financial advisor at Mid-American Wealth Advisory Group in Kansas City, MO, with seven years of industry experience. He holds a Series 65 designation and has been with Mid-American Wealth Advisory Group in various capacities since 2016. Prior to his advisory role, he worked at the YMCA of Platte City for two years. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management and model-based investment programs. The firm uses proprietary, risk-based models focused on fixed-income analysis and offers additional services such as educational workshops and tax preparation for clients.

Richard Falter is a financial advisor at Mid-American Wealth Advisory Group with seven years of industry experience. He holds a Series 65 designation and has worked at Mid-American Wealth Advisory Group since 2019. His prior experience includes roles at Sound Income Strategies, Mid American Tax Advisory Group, and Melia Advisory Group. In addition to his advisory work, he is a licensed insurance agent offering life and health products. Mid-American Wealth Advisory Group serves individuals, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary and non-discretionary portfolio management, model-based investment programs, and sub-advisory arrangements. The firm employs proprietary, risk-based models for investment decisions and integrates insurance and annuity products as part of its service offerings.

Jacob Hoffman is a Series 65-licensed advisor with Missionsquare Retirement and Missionsquare Investment Services, where he has worked since 2023. He has two years of industry experience, including a prior role at Northwestern Mutual in 2021. Before entering financial services, he worked in education at the University of Missouri and Kearney High School. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Michael Quarles is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at several firms including American Financial Education Alliance and AE Wealth Management. Quarles is also the owner and an independent insurance agent at Financial Longevity Advisory, LLC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and uses a mix of fundamental, technical, and cyclical analysis to tailor strategies for its clients.