Zachary Emslie is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as the sole advisor at BlueVine Advice in Kansas City, MO. He previously worked at Sterneck Capital Management, LLC, and Capital-E-Advisors, LLC before founding BlueVine Advisors, LLC in 2020. BlueVine Advice is an independent investment adviser that serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm combines passive, index-based allocations with active investment techniques within a Modern Portfolio Theory framework and offers unique employee benefit plan consulting alongside integrated tax preparation services.

Kristine Mckinley is a CFP® professional with 24 years of experience and the principal advisor at Beacon Financial Advisors, LLC in Independence, MO. She has led Beacon since 2002 and also 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 services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on written evaluations and recommendations without custody of client assets, emphasizing comprehensive planning and hourly billing rather than asset-based fees.

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.

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.

Dana Williams is a financial advisor at EQUINET, Inc. in Kansas City, MO, with 38 years of industry experience. He has been with EQUINET since 1987 and holds a Series 63 designation. EQUINET, Inc. provides portfolio management and advisory services to pooled vehicles, institutional clients, and separately managed accounts. The firm manages assets primarily on a non-discretionary basis, serving individuals beyond the high-net-worth segment, and maintains a portfolio allocation that includes a significant proportion of cash and annuities.

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.

Douglas Stehl is the sole advisor at Crossroads Asset Management LLC in Leawood, Kansas, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has led Crossroads Asset Management since 2007. Crossroads Asset Management LLC offers discretionary wealth and portfolio management services to individuals, high-net-worth clients, and fiduciary entities such as foundations, corporations, trusts, and estates. The firm employs a bottom-up, Growth-at-a-Reasonable-Price approach for equity selection combined with conservative fixed-income strategies, serving a small client base that includes corporate and institutional clients.

Andrew Mitchell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at Critical Capital LLC, where he has worked since 2020. His prior experience includes roles at UBS Financial Services Inc. and TLG Advisors, Inc. Mitchell also engages in business consulting and conducts life insurance reviews as an independent insurance agent. Critical Capital LLC provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis, including options and alternative strategies, and offers performance-based fee arrangements alongside an affiliated insurance practice.

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.

David Larson is a financial advisor at ViaWealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at ViaWealth since 2018, following a tenure at Lake Street Partners, LLC. Outside of his advisory role, he is involved with Larson Building Company, LLC, which he has been associated with since 2013, and BenchMark KC, LLC since 2009. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic investment approach grounded in Modern Portfolio Theory and manages over $241 million in discretionary assets across 91 client relationships.

Ron Dietz is a financial advisor with Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Prior to joining Sarver Vrooman Wealth Advisors, he worked at Wells Fargo Advisors and Calamos Financial Services LLC. He is also the owner of R3D3, LLC, a holding company based in Leawood, KS. Sarver Vrooman Wealth Advisors offers discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, using a combination of fundamental, technical, charting, and cyclical analyses, and provides ongoing portfolio reviews and rebalancing.

Jane Dansby is a financial advisor at Mike Wolters & Associates, Ltd. in Kansas City, MO, holding a Series 65 designation with 17 years of industry experience. She has been with Mike Wolters & Associates since 2000. Mike Wolters & Associates provides discretionary asset management to individuals, charitable organizations, and retirement-plan participants, managing approximately $21 million across about 84 client accounts. The firm offers three management strategies focused primarily on ETFs and selected individual stocks, combining fundamental and technical analysis with tax-aware trading.

Christopher Walden is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stewardship Capital since 2024 and previously spent 15 years with Heartland Capital Advisors LC. Outside of his advisory role, he is involved in fixed insurance sales through MO-KAN Insurance. Stewardship Capital serves individual investors, retirement plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and utilizes derivatives and options writing within separately managed accounts.

Christopher Nelson is a financial advisor at Private Wealth Consulting, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at SeaCrest Wealth Management, LLC and Enterprise Trust Company. Nelson serves as a board member of Palmer Square Capital BDC Inc., attending quarterly meetings to assist the business development company. Private Wealth Consulting provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach that may include long- and short-term holdings, option writing, and margin, managing approximately $259 million across about 140 client relationships.

Anna Brewer is a financial advisor at Financial Avenues in Kearney, MO. She holds a Series 65 designation and began her advisory role in 2023. Her prior work experience includes positions at the University of Missouri, QuickTrip, Bath & Body Works, and Fun Run. Financial Avenues serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans and small businesses, offering fee-only financial planning, investment consultation, and ongoing portfolio management. The firm focuses on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs and provides public financial education workshops on an as-announced basis.

Harrison Quinn is a CFP® with seven years of industry experience, currently serving as a financial advisor at HDQ Wealth in Kansas City, MO. His background includes roles at Ameritas Life Insurance Corp. and MassMutual. Outside of his advisory work, he is involved in several businesses, including a model and talent agency, a marketing and consulting firm, and an online clothing boutique, and he serves as treasurer for a nonprofit puppet theater. HDQ Wealth advises individuals, trusts, estates, qualified retirement plans, and business entities through fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach with primarily discretionary portfolio management and offers a broad range of investment instruments and third-party managed-account programs.

James Meysenburg is a CFP® with 23 years of industry experience, currently serving as an advisor at Sonas Financial Group, Inc. in Kansas City, MO, where he has worked since 2002. He holds the Series 65 designation and is one of two advisors at the firm. Sonas Financial Group provides investment management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, and nonprofit entities. The firm offers tailored investment programs using a combination of fundamental, technical, and quantitative analysis, and employs sub-advisor arrangements as part of its portfolio management approach.

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.

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.