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.

Joshua Miller is the sole advisor at Monarch Fiduciary, LLC, an independent SEC-registered investment adviser based in Kansas City, MO. He holds a Series 65 designation and has eight years of experience in information security, working at Jack Henry since 2018 and RiskIQ from 2016 to 2018. Monarch Fiduciary offers discretionary portfolio management and comprehensive financial planning to individuals, business owners, trusts, and retirement plan participants, utilizing a low-cost, evidence-based approach focused on long-term, diversified ETF and index fund portfolios enhanced by quantitative analysis and tax-efficiency considerations.

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.

Most people don't need another investment salesperson—they need a trusted guide to help them make smart financial decisions. Many of the families I work with are doing a lot of things right. They're earning a good income, saving for retirement, investing consistently, and building a life they love. Yet they still wonder: Am I paying more in taxes than necessary? Are we making the most of our opportunities? Are we actually on track for retirement? That's where comprehensive financial planning can make a difference. As a CFP® professional and fee-only fiduciary, I help individuals and families create a coordinated strategy around taxes, retirement, investments, insurance, estate planning, and cash flow. While many advisors focus primarily on investments, I believe some of the biggest opportunities often come from proactive tax planning and making sure every financial decision works together toward your goals. My goal isn't simply to help you build wealth. It's to help you keep more of what you've worked hard to earn and use it intentionally to support the life you want to live. Outside of financial planning, I'm a husband, father of three, and youth baseball coach. Like many of my clients, my family spends plenty of evenings and weekends at practices, games, tournaments, and other activities. Because of that, I have a special appreciation for the financial decisions parents face as they balance retirement goals, family priorities, and opportunities for their children. Whether you're raising competitive athletes, preparing for retirement, navigating a career transition, or simply looking for a trusted partner to help you make sense of it all, my goal is to provide clear advice, thoughtful planning, and ongoing guidance every step of the way.

Andrew Flattery is a CFP® professional with 16 years of experience in financial advising. He is the founder of Flattery Wealth Management LLC in North Kansas City, MO. His prior career includes roles at Simple Wealth Planning LLC, Cambridge Investment Research Advisors, BMO Harris Financial Advisors, and RBC Capital Markets. Outside of advising, he is a board member of a Catholic young adult ministry and has appeared on the "Catholic Money Mastermind" podcast. Flattery Wealth Management serves primarily individual and high-net-worth clients, providing financial planning and discretionary investment portfolio management. The firm follows a value-oriented, buy-and-hold investment approach with client-specific policies and periodic rebalancing, using a mix of individual stocks, ETFs, mutual funds, and customized separately managed accounts.

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.

Tressa Wasson is a financial advisor with Retirement Planning Specialists - Midwest, LLC, holding a Series 65 designation and 15 years of industry experience. She has worked at firms including Safe Harbor Financial Planning Group and operates an insurance services business, RPS Insurance Solutions, LLC. Retirement Planning Specialists - Midwest serves individual clients by providing financial planning, consulting, and public educational seminars. The firm acts as an intermediary to outside portfolio managers, recommending and onboarding third-party money managers while monitoring their performance without directly managing client assets.

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.

After working in the financial services industry for over 20 years, I launched Focal Point Financial Group to help, equip, and guide people to be good stewards of their God-given resources. Focal Point Financial Group is a fee-only financial planning firm located in the Kansas City area who works with individuals and families delivering financial planning and investment advice. We believe that everyone should have a financial plan. We call it your “focal point” and we help you identify yours. It’s your focal point or plan that guides your day-to-day (and long-term) money decisions and brings clarity and confidence to your choices. We work with our clients on an ongoing basis to not only set up an initial plan with specific goals and action steps, but also help them along their journey to implement and keep the plan up to date as life events and circumstances change. Focal Point Financial Group believes in keeping things simple. The more moving parts to something, the greater the risk of something getting overlooked or underutilized. We help our clients simplify their financial lives in order to obtain greater peace of mind and create financial breathing room. Because we believe people need affordable access to qualified financial planning, we charge our financial planning clients a monthly fee based on the complexity of their situation...not based on how much money they have or how many things they own. Our ideal clients are those that: - are open to getting holistic help with their finances - communicate openly and freely - believe in the benefit of having a long-term plan in place - are wanting a trusted partner to help them on their journey to being a good steward Although we call Kansas home, we are also willing to work with clients outside of our area. In addition to being a financial planner, I’m also a husband and a dad. I’m blessed with a wonderful family. I enjoy being outside, playing sports, cooking new things and exploring new places.

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.

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 in North Kansas City, MO, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones, Woodbury Financial Services, and several other firms. In The Game Wealth Management is an independent, fee-only advisory firm serving high-net-worth individuals, corporations, other advisers, and charitable organizations. The firm offers holistic financial planning, discretionary portfolio management, and retirement plan consulting, combining active and passive strategies guided by fundamental analysis and Modern Portfolio Theory.

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 the principal of Chase Wealth Management in Kansas City, MO. He holds a Series 66 designation and has four years of industry experience, including prior roles at Copper Financial Network LLC and CommunityAmerica Credit Union. Dalton is an advisor and committee member at Northland Christian School and serves as president of its alumni association. Chase Wealth Management, established in 2026, provides wealth management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm’s investment approach combines passive and active strategies guided by Modern Portfolio Theory, offering discretionary investment management alongside one-time fixed-fee planning engagements.

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.

Jack Wheeler is a CFA charterholder with 13 years of industry experience. He has been with Kansas City Private Wealth Management, LLC since 2014, where he is the sole advisor. Outside of his advisory role, he is involved as a managing member and minority owner in several local Kansas City residential and commercial property holding companies. Kansas City Private Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth households, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm employs a top-down investment approach focused on diversification, fee and tax minimization, and risk-aware security selection, managing approximately $92 million across about 100 client relationships.

Michael Byers is a financial advisor with BG Wealth Advisory, LLC in Mission, KS, holding a Series 65 license and 18 years of industry experience. He has been involved with multiple financial and holding companies, including his ongoing role at Lonestar Registered Investment Advisors, LLC since 2007. Byers is also engaged in managing insurance-related businesses and investment advisory activities through affiliated entities. BG Wealth Advisory, LLC provides financial planning and consulting services to individual clients, facilitating discretionary portfolio management through referrals to a third-party registered investment adviser. The firm offers fixed-fee planning, coordinating client relationships and plan updates while the third-party manager handles trading, custody, and billing. BG Wealth also conducts public educational seminars on investment topics.

Thomas Dobesh is a CFA® charterholder based in Kansas City, MO, and has one year of industry experience. He currently leads CrossPath Capital, an independent advisory firm he founded in 2026. His prior experience includes roles at Palmer Square Capital and the State of Wisconsin Investment Board. Outside of advisory work, he is involved with Liquidators R Us. CrossPath Capital provides fee-based investment advisory services and comprehensive financial planning to a diverse client base, including individuals, trusts, charitable organizations, corporations, and other investment managers. The firm focuses on tactical asset allocation with an emphasis on alternative and private-market securities, using a non-discretionary approach with client transaction approval.