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.

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.

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.

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.

Andrew Surber is a financial advisor with Tax Favored Retirement in Kansas City, MO, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research, Lawing Financial, Prime Capital Investment Advisors, and Private Client Services. Outside of advising, he is the managing member of Options Algos, LLC, an investment research business. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors with portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes risk and volatility reduction through portfolios primarily composed of stocks and bonds, employing both fundamental and technical analysis within a small, owner-managed structure.

Christopher Halford is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC, holding Series 63 and Series 65 licenses and having over two years of industry experience. He has been associated with Fiduciary Trust Private Wealth Counsel since 2021 and also has experience in fixed-index annuity sales. Outside of finance, Halford is active as an actor in theater and commercial advertising. Fiduciary Trust Private Wealth Counsel LLC is a small, privately held advisory firm serving individuals, trusts, estates, pension plans, and charitable organizations. The firm provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services, focusing on tailored portfolios guided by fundamental and technical analysis alongside modern portfolio theory.

Robin Sterneck is a financial advisor at Sterneck Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has served with Sterneck Capital Management since 2014. Outside of advisory work, he is a trustee on the Board of Trustees for EPR Properties, Inc., and works as a facilitator and trainer for leadership development courses through the KC Central Exchange, as well as a business consultant and speaker on leadership and networking topics through Highland Birch LLC. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, offering diversified portfolios that include equities, ETFs, mutual funds, private investments, and cash management options.

Michael Wolters is a Series 65 licensed financial advisor with 33 years of industry experience. He has been with Mike Wolters & Associates, Ltd. since 1994, where he is one of two advisors at the firm based in Parkville, MO. Mike Wolters & Associates, Ltd. provides discretionary asset management exclusively to individuals, charitable organizations, and retirement plan participants. The firm manages about $19 million across roughly 74 client accounts, primarily using ETFs and selected individual stocks within an investment approach that combines fundamental and technical analysis alongside macroeconomic and political factors.

Austin Drake is a CFP® professional with 10 years of industry experience. He has been with Sterneck Capital Management LLC since 2018 and previously worked at FBR Capital Markets & Co. and B. Riley & Co., LLC. He is based in Kansas City, MO. Sterneck Capital Management provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented approach focused on fundamental analysis, long-term investing, and tactical rebalancing, offering diverse portfolio options including individual equities, ETFs, mutual funds, and private investments.

Carson Sanford is a CFP® and CFA® with 11 years of industry experience. He is a principal at Delta Wealth Solutions, LLC and has previously worked at UBS Financial Services, Inc. and Charles Oakley Capital LLC. Sanford is also the owner of a real estate holding company. Delta Wealth Solutions, LLC provides discretionary asset management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of analytical approaches and conducting regular reviews.

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.

Ryan Bargfrede is a financial advisor at The Jamison Edward Group with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in multiple roles including at Thrivent Financial and Transamerica Financial Advisors. Outside of his advisory work, he is an outside sales representative for Brown Industrial Parts Services. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm focuses on non–high-net-worth clients, offering tailored investment advice and conducting public seminars and workshops.

James Werner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Snider Talbot Financial Planning LLC since 2014 and previously worked for the City of Parkville from 2011 to 2017. Snider Talbot Financial Planning provides fee-only financial planning and investment advice primarily to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, with most managed accounts handled on a non-discretionary basis.

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.

Bradford Buckler is a financial advisor with Diversified Wealth Advisors, LLC in Kansas City, Missouri, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Diversified Wealth Advisors since 2020, following prior roles at Madison Avenue Securities, Taylor Capital Management, and TRUSTMONT Financial Group. Buckler is also the owner and agent of Successful Retirement, Inc., an insurance agency he has operated since 1997. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize portfolios and delegates portfolio management to third-party sub-advisors while offering educational seminars and workshops to the public.

Theodore Perez III is a financial advisor at Tax Favored Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including APS Ventures, LLC and Harrison Capital Management. Perez is also the owner of TP3 Holdings Inc, a holding company. 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 focuses on reducing risk and volatility while aiming to increase returns through portfolios primarily composed of stocks and bonds, using both fundamental and technical analysis.

Kent Stelljes is a financial advisor with Diversified Wealth Advisors, LLC in Kansas City, MO. He holds Series 65 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he works as a Business Development Specialist at React Health, a sleep and respiratory manufacturing company, where he spends approximately 70% of his time. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a blend of fundamental, technical, charting, and cyclical analyses to customize portfolios and works with third-party sub-advisors to implement investment strategies.

Tomas Jacobsen is a financial advisor with Snider Talbot Financial Planning LLC, holding a Series 65 designation and six years of industry experience. He has a long tenure with the Lawson R-XIV School District, where he has worked since 1997. Snider Talbot Financial Planning serves primarily individuals and couples, as well as groups and small businesses through tailored financial-education sessions. The firm offers fee-only financial planning and ongoing asset management with a focus on low-cost, no-load mutual funds and ETFs within a long-term buy-and-hold approach, requiring client approval before executing transactions.