Ronald Finke is a ChFC®-designated financial advisor with 27 years of industry experience. He has been with Stewardship Capital since 1998. Stewardship Capital serves individual investors, retirement and profit-sharing 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 incorporates derivatives and options writing in its management approach.

Steven Strader is a financial advisor at Lakeshore Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Beyond Wealth Advisors, Inc. Prior to joining Lakeshore Wealth Management in 2024, he spent eight years across these firms. Lakeshore Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies tailored to clients’ objectives and risk tolerances and manages approximately $77 million in client assets through a team of three advisors.

John Cadena is a financial advisor at San Blas Advisory, Inc. with 32 years of industry experience. He is registered with Series 63 and Series 65 credentials and has worked as a self-employed securities consultant since 2018. He also owns JC Regulatory Consulting LLC, a compliance consulting business established in 2024. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and businesses. The firm manages approximately $218.9 million across about 664 clients, employing a combination of fundamental, technical, and qualitative analysis with a broad range of investment options and access to third-party money managers.

Lucas Davis is a financial advisor at Stewardship Capital with 10 years of industry experience. He holds a Series 65 credential and has been with the firm since 2015. Stewardship Capital serves individuals, including high-net-worth clients, as well as retirement plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm utilizes a combination of fundamental and technical analysis and incorporates derivatives and option strategies within managed accounts to achieve targeted exposures.

Keaton Black is a financial advisor with Black Capital Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at Black Capital Management since 2018 and previously spent two years at WGU. Black Capital Management provides investment advisory services to individuals, families, employee benefit plans, corporate investment funds, trusts, estates, and charitable organizations. The firm focuses on balanced and equity portfolios, managing assets on a fee-only basis with both non-discretionary and discretionary portfolio management.

Daniel Shepard is a financial advisor at Oak Road Wealth Management with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oak Road Wealth Management since 2016, following a brief tenure at Capital Investment Management, Inc. Shepard operates under the DBAs Oak Road Wealth Management and Oak Road Wealth for his activities with Shepard Wealth Management. Oak Road Wealth Management serves individual clients, including high-net-worth households, as well as pension and 401(k) plan sponsors. The firm offers portfolio management, financial planning, and pension consulting, emphasizing customized Investment Policy Statements, modern portfolio theory, and primarily ETF-based portfolios, with a focus on non-discretionary management and 3(21) co-fiduciary retirement plan services.

Grant Stiles is a CFP® with 17 years of industry experience, currently serving as an advisor at Rise Retirement, LLC. His prior roles include positions at Creative Planning, The Leaders Group, Inc., and Waddell & Reed. In addition to his advisory work, he is Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees firm compliance. Rise Retirement, LLC provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan fiduciary services primarily to high-net-worth individuals and business clients. The firm combines fundamental and technical analysis to tailor investment strategies and supports clients with a range of operational and educational resources.

Steve Williams is a Series 65-licensed advisor with Freedom Wealth Advisors, LLC, where he has worked for seven years. He also has 18 years of experience at Peritus Benefits and Investments Inc, which operates as a Retirement Plan Third Party Administrator and has a small life and health insurance practice. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized tactical allocation strategy that includes both long-term core positions and short-term trading techniques, and manages a private pooled investment vehicle as part of its services.

Richard Dwyer Jr. is a financial advisor at Tactive Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which sells fixed insurance products. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach and combines a robo-advisor platform with advisor-led services, managing assets on both discretionary and non-discretionary bases.

Eldon Anderson is a CFP® with over 41 years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC since 2022. He previously spent 17 years with Ameriprise Financial Services, Inc. Anderson serves as treasurer on the boards of The Book of Mormon Foundation and the Colbern Road Restoration Branch. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, providing integrated wealth management through discretionary portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, utilizing diversified, low-cost funds alongside individual securities.

Matthew Bickley is a financial advisor at Freedom Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Triune Financial Partners and Barrier Technologies. Outside of advisory services, he serves as Director of Operations for Apollo Insurance Group, a health insurance brokerage. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy combining fundamental, technical, and cyclical analysis, offering both discretionary separately managed accounts and non-discretionary financial planning.

Peyton Anderson is a financial advisor with Equity Wealth Partners, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Equity Wealth Partners, he worked for the Kansas City Royals for one year. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management through discretionary portfolio management alongside financial planning services. The firm serves approximately 900 households with a team of eight advisors managing over $250 million in assets.

John Skowronski is a financial advisor at PCG Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and LPL Financial. Skowronski is involved with The Skowronski Family Trust in a fiduciary capacity. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using diversified mutual funds and ETFs, and offers specialized retirement-plan services including ERISA fiduciary support and participant education.

Matthew Shull is a CFP®-designated financial advisor at Capital Investment Management, Inc. in Lee's Summit, MO, with 18 years of industry experience. He has been with Capital Investment Management since 2016 and also works with Cambridge Investment Research. Shull is licensed as an independent insurance agent in addition to his advisory role. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages over $558 million in discretionary assets and utilizes multiple co-advisory and managed account platforms to deliver portfolio management.

Charles Cooper III is a CFP® professional with 33 years of industry experience. He is currently a managing partner and financial advisor at StrongBox Wealth, LLC, where he has worked since 2019. Prior to StrongBox Wealth, he held roles at Purshe Kaplan Sterling Investments, Inc and Wells Fargo Clearing. Cooper serves on the advisory committee for the Greater Kansas City Community Foundation and is a director at KC Velocity, an organization supporting entrepreneurs. StrongBox Wealth is a team of four advisors managing about $562 million in client assets across two offices. The firm serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering investment management, comprehensive wealth management, financial planning, and retirement plan consulting. Their investment approach includes a multi-method process with fundamental, technical, quantitative, and sector analysis, alongside due diligence and oversight of third-party managers.

Jeffrey Anger is a financial advisor with Equity Wealth Partners, LLC in Independence, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Equity Wealth Partners, he has worked with the Independence School District since 2008. Outside of his advisory role, he is co-owner of GAPortfolio LLC, a residential real estate rental business. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning. Serving roughly 900 households through an eight-advisor team, the firm emphasizes fundamental analysis and long-term investment strategies using diversified, low-cost funds, individual securities, and structured products.

Jonathan Garlow is a financial advisor with StrongBox Wealth, LLC in Lee’s Summit, Missouri. He holds the Series 66 designation and has 15 years of industry experience. Prior to StrongBox Wealth, he worked at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. Garlow serves as board chair of the Lee’s Summit Chamber Foundation, providing leadership and support for local economic development. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities, managing approximately $562 million in client assets. The firm employs a multi-method investment process and offers customized portfolios with ongoing monitoring and oversight of third-party managers.

David Gilmore is a CFP® professional with 14 years of experience in financial advising. He is currently with Equity Wealth Partners, LLC, and has previously worked at Ameriprise Financial Services, Inc. He serves as a board member of the Blue Springs Education Foundation, which provides financial support to students and staff in the Blue Springs school district through scholarships and grants. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management that combines discretionary portfolio management with financial planning services. The firm manages assets for roughly 900 households through an eight-advisor team and employs a long-term investment approach using diversified, low-cost mutual funds, ETFs, individual equities, bonds, and occasional structured products.

Kurt Johnson is a financial advisor with Freedom Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Freedom Wealth Advisors since 2016. In addition to his advisory role, he is involved in fixed insurance sales. Freedom Wealth Advisors serves a diverse client base including private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy and offers both discretionary and non-discretionary services, including management of a private pooled investment vehicle.

Jason Anderson is a financial advisor with Equity Wealth Partners, LLC in Independence, MO, holding a Series 66 designation and 27 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 17 years before joining Equity Wealth Partners in 2022. Anderson serves in fiduciary capacities such as trustee and personal representative. Equity Wealth Partners is an eight-advisor team managing over $250 million in assets for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers integrated wealth management combining discretionary portfolio management with financial planning, using a fundamentally driven, generally long-term investment approach focused on diversified, low-cost funds alongside individual securities.