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.

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 with San Blas Advisory, Inc. in Independence, MO, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked as a self-employed securities consultant since 2018 and previously operated Cadena Securities Services, LLC. Additionally, he owns JC Regulatory Consulting LLC, providing compliance consulting services within the securities industry. San Blas Advisory manages approximately $219 million across 664 client accounts, serving individual, high-net-worth, and business clients. The firm offers discretionary and non-discretionary portfolio management combined with various financial planning services, employing a multi-faceted investment approach that includes asset allocation models, mutual funds, ETFs, individual equities, and options.

Lucas Davis is a financial advisor at Stewardship Capital in Independence, Missouri, holding a Series 65 designation with nine years of industry experience. He has been with Stewardship Capital since 2015. Stewardship Capital provides discretionary portfolio management and financial planning to individual investors, retirement and profit-sharing plans, corporations, trusts, and estates. The firm employs a range of investment strategies including fundamental and technical analysis, and utilizes derivatives and options writing within separately managed accounts.

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 the Series 65 and Series 66 credentials and has been with Oak Road Wealth Management since 2016. Oak Road Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as pension and profit-sharing plan consulting. The firm employs a long-term investment approach based on Modern Portfolio Theory and incorporates tools like Monte Carlo analysis to tailor allocations to clients’ risk tolerances.

Grant Stiles is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Rise Retirement, LLC and has held roles at The Leaders Group, Inc. and Creative Planning. Stiles also serves as 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 asset management, comprehensive financial planning, and retirement-plan advisory services to individuals and business entities. The firm offers tailored investment programs using a combination of fundamental, technical, charting, and cyclical analysis, along with educational seminars for clients and plan participants.

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 the Series 63 and Series 65 designations and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., Camarda Wealth Advisory Group, SGL Financial, LLC, and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which is involved in the sale of fixed insurance products. Tactive Advisors provides portfolio management services to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm offers a blend of robo-advisor and advisor-led programs, using a tactical asset allocation approach based on the Black-Litterman model framework.

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, currently serving as a managing partner at StrongBox Wealth, LLC since 2019. His prior roles include positions at Purshe Kaplan Sterling Investments, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Cooper is active in the Greater Kansas City Community Foundation’s Advisory Committee and serves as a director for KC Velocity, a resource supporting entrepreneurs. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities with investment management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages customized portfolios using a multi-method investment approach and oversees third-party managers with attention to leverage and borrowing practices.

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 at StrongBox Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the board chair of the Lee's Summit Chamber Foundation. StrongBox Wealth serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning services, using a multi-method investment process with continuous portfolio monitoring and due diligence on external 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.