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.

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.

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.

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.

Emalee Wheeler is a financial advisor at Greater Than Financial in Kansas City, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Greater Than Financial, she worked for 13 years at North Andrew R-3 School and attended Wichita State University for three years. Outside of her advisory role, Wheeler is involved in her family farm’s bookkeeping activities using QuickBooks. Greater Than Financial provides investment management and financial planning services to individuals, trusts, and charitable organizations. The firm focuses on passive, low-cost portfolio strategies tailored to clients’ objectives and risk tolerance, and maintains an owner-led team of three advisors.

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.

Tracy St. John is a financial advisor with Financial Avenues in Kansas City, MO, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Financial Avenues since 2010. Financial Avenues serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses, offering fee-only financial planning, investment consultation, and portfolio management that emphasize diversified, tax-conscious portfolios primarily composed of passively managed index funds and ETFs.

William Grainger is a financial advisor at HDQ Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. Prior to HDQ Wealth, he worked at Stoak Management LLC and has experience in various roles including e-commerce and education. HDQ Wealth serves individuals, trusts, estates, qualified retirement plans, and business entities with fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach and manages a diverse range of investment instruments, offering both discretionary portfolio management and oversight of third-party managed accounts.

Richard Talbot is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 credential with 18 years of industry experience. He has been with Snider Talbot Financial Planning since 2007. Snider Talbot Financial Planning provides fee-only financial planning and investment advice mainly 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 strategy focused on strategic asset allocation and low-cost mutual funds and ETFs, generally managing accounts on a non-discretionary basis with client approval required for transactions.

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.

Jonathan Moore is a financial advisor at Financial Avenues with a Series 65 credential and one year of industry experience. He previously worked at several firms, including FP Solutions RI and Ellevate Advisors. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses with financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships and emphasizes diversified, cost-efficient index funds and ETFs with regular rebalancing.

Jerry Snider is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Snider Talbot Financial Planning since 2007. 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, typically managing accounts on a non-discretionary basis with client approval required for transactions.

Harrison Hubbs is a financial advisor at Private Wealth Consulting, LLC with one year of industry experience. He holds the Series 65 designation and has prior work experience in transportation and rental services sectors. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $259 million across 140 client relationships. The firm’s investment approach is tailored to each client’s goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, option writing, and margin, with accounts managed on a discretionary basis and subject to quarterly reviews.

Bryan Stober is a CFP® and Series 65 licensed advisor at Diversified Wealth Advisors, LLC with five years of industry experience. He previously worked at Kansas City Private Wealth Management and Miller, Haviland, Ketter PC, PA. 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 tailor portfolios to client objectives, delegating execution to sub-advisors while offering educational seminars to the public.

Ashley Dickson is a CFP® professional with eight years of industry experience. She currently works at Next Bloom Wealth, where she has been since 2022, following prior roles at Copper Financial Network and CommunityAmerica Credit Union. Dickson holds the Series 63 and Series 65 licenses. Next Bloom Wealth serves individual, high-net-worth, and corporate clients through investment management and financial planning. The firm employs a primarily passive, asset-allocation strategy supplemented by tax preparation and estate planning support, using third-party models and managers tailored to clients’ objectives and risk tolerance.