Michael Murff is a financial advisor at Oak Road Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at Shepard Wealth Management, Commonwealth Financial Network, and Friedline Financial, among other firms. Murff is also co-owner of Luminare Aesthetics and Wellness, a med spa providing facials and aesthetic injectable services. Oak Road Wealth Management serves individual clients, including high-net-worth households, and pension/401(k) plan sponsors. The firm manages approximately $80 million in assets using a customized approach based on modern portfolio theory, primarily recommending ETFs and focusing on both ongoing wealth management and defined-scope planning engagements.

Perry Woolard is a financial advisor with First American Financial Advisors, Inc. in Lee's Summit, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including 38 years running Woolard & Associates. In addition to advising, he is the owner of Woolard and Associates Financial Services, an insurance business offering life, health, and disability products on a commission basis. First American Financial Advisors provides discretionary portfolio management and periodic financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm uses both technical and fundamental analysis and typically manages portfolios with full discretionary authority.

Andrew Matz is a financial advisor at Oak Road Wealth Management with one year of industry experience. He holds a Series 65 license and previously worked at Cypress Point Wealth Management and Spire Outsourcing. Prior to his advisory roles, he was a student at Texas Tech University and worked in the Sedalia 200 School District. Oak Road Wealth Management serves individual clients—including high-net-worth households—and pension/401(k) plan sponsors, offering portfolio management, financial planning, hourly consultations, and pension consulting. The firm uses customized Investment Policy Statements, modern portfolio theory, and primarily recommends ETFs, with a notable emphasis on non-discretionary management and co-fiduciary services for retirement plans.

Christopher Lea is a financial advisor at Java Wealth Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at Vallenwood Financial Services LLC. Outside of finance, he is involved in martial arts instruction through New Star Martial Arts LLC and serves as Worship Arts Director and Executive Director of Finance at Lakeland Community Church. Java Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a passive, model-portfolio approach using Vanguard and BlackRock funds and emphasizes fixed fee structures alongside educational seminars and client teaching engagements.

Sara Stiles is a CFP® with 17 years of industry experience currently serving at Rise Retirement, LLC in Lee's Summit, MO. Her prior roles include positions at Two West Capital Advisors LLC, The Leaders Group Inc, and Principal Securities, Inc. In addition to her advisory work, she is involved in ownership and management roles at several affiliated entities, including RISE CPAS LLC and RISE RISK MANAGEMENT LLC, which provide tax, accounting, and insurance services. Rise Retirement, LLC offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan fiduciary services to high-net-worth individuals and business clients. The firm employs fundamental and technical investment methods tailored to client goals and maintains a small team focused on retirement-plan and individual advisory services.

Ryan Patton is a financial advisor at EVP Capital Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory work, he serves as managing member of several investment holding companies and an entertainment management company. EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit sharing plans. The firm manages approximately $75 million for about 46 clients, utilizing globally diversified portfolios based on modern portfolio theory and primarily employing mutual funds and ETFs.

Nicholas Bloch is a financial advisor at EVP Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a member of several investment holding companies based in Mission Woods, KS. EVP Capital Advisors offers portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory.

Jonathan Dold is a financial advisor at Lakeshore Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Banc of America, Merrill, Wise Wealth, and PRUCO Securities. In addition to his advisory role, he is a licensed insurance agent involved in life, accidental, and health insurance sales. Lakeshore Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and consulting services. The firm employs various investment strategies tailored to clients’ goals and risk tolerances and manages approximately $77 million in client assets.

Chelsea Hatchel is a financial advisor at Derks Financial, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Derks Financial since 2015, including time with affiliated entities. Prior to that, she worked at Berthel Fisher & Company Financial Services, Inc. from 2015 to 2021. Derks Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $80 million for around 275 clients. The firm uses both fundamental and technical analysis, employs long- and short-term trading strategies, and offers discretionary and non-discretionary portfolio management.

Peter Vrooman is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing Services, and Wells Fargo Advisors. He serves on the Board of Trustees for Barstow School, participating in budget, enrollment, fundraising, endowment portfolio performance, and strategic planning discussions. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client objectives and conducts regular account reviews with flexible investment approaches.

Reid Larson is a financial advisor with ViaWealth, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Virtix Investment Advisors, LLC and Cargill, as well as self-employment. ViaWealth provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic approach grounded in Modern Portfolio Theory and manages assets through direct accounts or sub-advisory arrangements.

Do you have stock options at a private company & want to be prepared for a potential IPO/liquidity event? Or do you have RSUs & an ESPP at a public company and need help with cash flow & tax planning? Buying a home? Taking care of kids as well as aging parents? These decisions can be heavy, and your time, energy & talents are extremely valuable. Let's collaborate and free you up to focus on what you really care about. A little about me: I am a former software engineer, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam. After 20 years in tech, I decided to walk away from the corporate life to follow my passion. I established Java Wealth Planning to be THE source for helping tech professionals (& those who love them) navigate their financial lives.

Dustin Johnson is a financial advisor at Heritage Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Heritage Financial Services LLC prior to his current role. Outside of advisory work, he is president of Johnson Investment Solutions, LLC, an S corporation for tax purposes. Heritage Asset Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm utilizes third-party strategist models through the Orion Portfolio Solutions platform and employs a combination of fundamental and technical analysis in managing client portfolios.

Thomas King is a financial advisor at Sarver Vrooman Wealth Advisors LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Foreside Fund Services, LGT Capital Partners, and Hatteras Capital. King served in the 82nd Airborne Division of the US Army from 2016 to 2018. He is also the owner of TPK, LLC, a holding company for a financial practice. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm bases its investment process on client objectives, using various analytical methods, and offers services without account minimums or charges for financial planning.

David Thompson is a financial advisor at Heritage Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC. Thompson is also involved with Heritage Financial Services LLC, where he sells life, health, disability insurance, annuities, and long-term care products. Heritage Asset Management provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm uses third-party strategist models and implements portfolios through the Orion Portfolio Solutions platform while maintaining a high client load per advisor.

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.

Trevor Harris is a CFP® with 17 years of industry experience, currently serving as an advisor at Sonas Financial Group, Inc. in Kansas City, MO, where he has worked since 2016. He also serves as president of Oak Grove Rental, an equipment rental business, where he contributes to strategic planning and bookkeeping outside of market hours. Sonas Financial Group provides investment management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, and nonprofit entities. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary portfolio management, combining individual wealth management with institutional ERISA 3(21) plan services.

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.

John Seitzer is a CFP® and CFA® at Everest Wealth Management in Leawood, KS, with 28 years of industry experience. He has worked at Everest Wealth Management since 2004. Everest Wealth Management provides integrated wealth management services to individual and high-net-worth clients, focusing on comprehensive financial planning and discretionary investment management. The firm employs an active, contrarian investment approach guided by client-specific Investment Policy Statements and emphasizes fee and tax efficiency.

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.