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.

Frank Swyden is the principal of Frank K. Swyden Asset Management, Inc. in Overland Park, KS, and has 24 years of industry experience. He has been with his firm since 1999. The firm provides discretionary portfolio management for individuals, families, businesses, and charitable organizations. Its investment approach combines a quantitative equity ranking model with fundamental and technical analysis, while fixed income portfolios are diversified and laddered with regular account reviews.

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.

Christopher Maglich is a financial advisor at In The Game Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Woodbury Financial Services, and several other firms. In The Game Wealth Management is a state-registered investment adviser offering holistic financial planning, investment management, retirement plan consulting, educational seminars, and tax services. The firm serves a diverse client base including individuals, high-net-worth clients, businesses, and charitable organizations, employing a combination of fundamental analysis and Modern Portfolio Theory with both active and passive strategies.

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.

Dean Cherpitel is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Legacy Wealth Planning, LLC since 2010. Cherpitel holds a minority ownership stake in National Advisors Holding Co., a custodian and trustee service used for some client accounts, but he has no operational role there. Legacy Wealth Planning, LLC provides coordinated financial planning and discretionary investment management for individuals, trusts, estates, and charitable organizations. The firm serves a small client base and employs a diversified, actively managed investment approach tailored to clients’ tax status, objectives, and risk tolerances.

Ethel Davis is a financial advisor at VZD Capital Management LLC with 23 years of industry experience. She holds a Series 63 designation and has been with VZD Capital Management since 2012. VZD Capital Management provides fee-based, discretionary investment management and financial consulting to high-net-worth individuals, families, trusts, institutional clients, and insurance companies. The firm customizes portfolios using a variety of securities and employs a hands-on approach with continuous supervision and formal quarterly reviews.

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.

I am a fee-only, flat-fee fiduciary and the owner of Artisan Financial Planning, an advisory firm dedicated to professional musicians, performing artists, and creatives. After a career on stage, I bring a real‑life perspective to planning—I understand variable income, touring schedules, union and employer benefits, royalty streams, 1099/W‑2 mixes, and the career pivots many artists face. I deliver comprehensive financial planning and investment management with clear, unbiased advice: no product sales, no commissions, and transparent pricing. Clients work with me as a personal money coach to align cash flow, emergency reserves, benefits decisions, investments, taxes, insurance, and retirement timelines with their artistic goals—so they can follow their muse without worrying about money. Services include ongoing financial planning, tax‑aware investment management, retirement readiness and Social Security optimization, risk management, education on healthcare choices, and guidance for business owners and freelancers (entity selection, budgeting, and quarterly taxes). My approach is collaborative, educational, and practical: I build plans that fit the cadence of performances, recording projects, and family life. As a former orchestral musician who navigated career‑impacting health challenges, I meet clients with empathy and clarity, helping them make confident decisions at key transitions. I serve clients nationwide virtually and am committed to acting in your best interest at all times as a fiduciary. Importantly, I am open to working with creative professionals from all walks of life—wherever you may be on your financial life journey—from getting started and stabilizing cash flow to scaling your career, planning major projects, or preparing for retirement.

John Mcgreevy is a CFP®-certified financial advisor with nine years of industry experience. He is the sole advisor at 1316 Capital LLC, an independent firm he joined in 2025 after eight years at Wealth Management Consultants, LLC. Mcgreevy also has a longer tenure with Dairy Farmers of America, dating back to 2013. 1316 Capital LLC provides discretionary portfolio management and financial planning services to individuals, families, businesses, and retirement plans. The firm applies principles of modern portfolio theory, emphasizing global diversification with mutual funds and ETFs, and tailors portfolios to client risk profiles.

Michael Pyle is a financial advisor at Challenge Everything Financial LLC in Lenexa, KS, holding the ChFC® designation and Series 65 license with three years of industry experience. He previously worked at Rx Savings Solutions LLC, Tissue Analytics Inc., and Cerner Corporation. In addition to his advisory role, he operates Challenge Everything Money LLC, an educational platform focused on fundamental financial topics, and serves as a part-time consultant for Buffalo Run Tax & Financial LLC. Challenge Everything Financial LLC is a fee-only independent advisory firm serving individuals, high-net-worth clients, and small businesses. The firm offers financial planning, investment management, retirement plan consulting, and access to private placements, employing a tailored investment approach that combines passive and active strategies with fixed and flat fee structures.

Michael Byers is a financial advisor with BG Wealth Advisory, LLC in Mission, Kansas, holding a Series 65 credential and 18 years of industry experience. He has been involved in multiple business ventures, including managing Lonestar Registered Investment Advisors, LLC and Texas Alliance Financial Services, PLLC, both of which focus on investment and insurance services. Outside of advisory work, he has ownership interests in several holding companies and an insurance sales business. BG Wealth Advisory, LLC provides financial planning and consulting to individual clients and facilitates discretionary portfolio management through referrals to a third-party registered investment adviser. The firm conducts public educational seminars on investment topics and maintains planning relationships without directly managing client assets or charging asset-based fees.

Michael Sheerin is a financial advisor with Proactive Planning Wealth Advisory in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Barber Financial Group, IHT Wealth Management, and APS Ventures, LLC. Sheerin is also a licensed insurance agent involved in the sale of various insurance products. Proactive Planning Wealth Advisory provides portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment recommendations based on client objectives and risk tolerances, using model portfolios, tax-management tools, and a range of investment strategies, with regular account reviews.

Regan Ervin is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Capital-E-Advisors since 2018 and has been involved with Sterneck Capital Management, LLC since 2008. Outside of advisory work, he provides expert witness consulting on industry topics through Investment Advisory Standards, LLC. Capital-E-Advisors is an independent, fee-only registered investment adviser serving individuals, families, trusts, businesses, and non-profit organizations. The firm uses an evidence-based investment approach, combining traditional and alternative asset classes, with tailored allocations and periodic rebalancing.

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.

Stephen Leaming is the sole advisor at SBL Investment Advisors, LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has operated Steve Leaming Financial Services since 1979, providing life insurance planning and client service work. Mr. Leaming has also been involved with Zoop Alpha LLC and SBL Partners, LLC in recent years. SBL Investment Advisors serves individuals and high-net-worth clients by recommending third-party investment managers and assisting with enrollment, paperwork, and ongoing liaison services. The firm operates primarily in a non-discretionary capacity and offers insurance products through its affiliated insurance practice.

Donald Brown is the sole advisor at Don Brown - Investment Advisor, LLC in Overland Park, KS, holding a Series 65 designation with 12 years of industry experience. He has operated his advisory business since 2005 and co-owns Renodry USA, LLC, a renovation and restoration company. His firm provides discretionary portfolio management for a small, exclusive client base, focusing on growth and growth-and-income objectives across taxable, trust, and IRA accounts. The investment approach combines fundamental and technical analysis with an emphasis on charting tools to identify market opportunities, using active management and market timing to adjust portfolio exposures.