William Jenkins is the principal advisor at Comprehensive Wealth Planning, LLC, an independent advisory firm based in Shawnee, Kansas. He holds a Series 66 credential and has 11 years of industry experience. Prior to founding his firm, he worked at several financial firms including Moneta Group Investment Advisors, HDQ Wealth, and MassMutual Life Insurance Co. In addition to his advisory role, Jenkins is a licensed attorney practicing business and estate planning through Jenkins Legal, LLC. Comprehensive Wealth Planning, LLC serves individual and high-net-worth clients with a focus on retirement, providing fee-based investment management and financial planning. The firm offers tailored asset allocations managed on a discretionary basis and also serves businesses, pension and profit-sharing plans, and trusts.

Anthony Castelluccio is a financial advisor at First Class Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and began his career at Securian Financial Services, Inc. before working at Cambridge Investment Research, Inc. for over a decade. Castelluccio also serves as a FINRA arbitrator. First Class Capital provides portfolio management and financial planning for individual investors and institutional clients, including pension and profit-sharing plans, as well as banking institutions. The firm employs a quantitative, modern portfolio theory-based approach to construct diversified portfolios and offers both discretionary management and performance-based fee options.

Christopher Maglich is a financial advisor at In The Game Wealth Management in North Kansas City, MO, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones, Woodbury Financial Services, and several other firms. In The Game Wealth Management is an independent, fee-only advisory firm serving high-net-worth individuals, corporations, other advisers, and charitable organizations. The firm offers holistic financial planning, discretionary portfolio management, and retirement plan consulting, combining active and passive strategies guided by fundamental analysis and Modern Portfolio Theory.

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.

Jared Fears is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Freedom Financial Advisors, LLC since 2001. Prior to founding his firm, he was employed by Community of Christ from 1997 to 2021. Freedom Financial Advisors, LLC provides financial planning and investment advisory services primarily to individuals and families, as well as revocable living trusts, a small 401(k) plan, and a not-for-profit organization. The firm follows CFP Board practice standards, using client questionnaires and investment policies to tailor recommendations, and manages accounts on a non-discretionary basis with a flat-fee compensation model.

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 Byers is a financial advisor at BG Wealth Advisory, LLC with 18 years of industry experience. He holds a Series 65 designation and has been involved with multiple financial services firms, including founding roles at Lonestar Registered Investment Advisors, LLC and Texas Alliance Financial Services, PLLC. Outside of advisory work, he is engaged in managing insurance sales operations through related businesses. BG Wealth Advisory, LLC provides financial planning and consulting to individual clients and facilitates discretionary portfolio management through a referral relationship with a third-party registered investment adviser. The firm offers fixed-fee planning services, educational seminars, and acts as a liaison between clients and the third-party manager, who retains trading authority and handles custody and billing.

Regan Ervin is a Series 65 licensed advisor with 17 years of industry experience. He has worked at Capital-E-Advisors since 2018 and previously spent 10 years at Sterneck Capital Management, LLC. Outside of advisory work, Ervin serves as an expert witness on industry topics through a consulting business. Capital-E-Advisors is an independent, fee-only registered investment adviser managing approximately $76 million for individuals, families, trusts, businesses, and nonprofit organizations. The firm provides integrated financial planning and discretionary investment management using an evidence-based approach that includes traditional and alternative asset classes, employing strategies such as borrowing and derivatives to tailor risk exposures.

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.

Eric Riner is a financial advisor at Brookside Wealth Management LLC in Kansas City, MO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at UMB Private Wealth Management, UMB Financial Services, and UMB Bank, where he worked for over a decade. Outside of his advisory work, he operates Nelson Hill LLC, a business specializing in handmade leather golf goods. Brookside Wealth Management advises individuals and families, including those preparing for or living in retirement, as well as small businesses, trusts, and estates. The firm focuses on fundamental and economic analysis, strategic asset allocation, and long-term portfolio management, offering both discretionary portfolio management and separate financial planning services tailored to clients’ objectives and tax considerations.

Jason Webster is the principal advisor at Webster Wealth Management in Kansas City, MO, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mutual of Omaha, Heartland Financial Group, and Vigilant Group Services. Outside of his advisory role, he is a sales director for Medicare supplements and manages an insurance services company. Webster Wealth Management provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients. The firm utilizes a combination of technical, fundamental, and cyclical investment analysis and offers financial planning services covering retirement, insurance, college savings, cash flow, estate planning, and investment analysis.

Justin Hicks is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Faithful Harvest Financial and previously worked at Triune Financial Partners, Searcy Financial Services, and Allos Investment Advisors, among others. Hicks is also an independent insurance agent for various insurance companies. Faithful Harvest Financial is a fee-only registered investment adviser serving individuals and high-net-worth clients with portfolio management and financial planning services. The firm offers a variety of fee arrangements and combines passive and active investment strategies, including socially responsible options and the use of independent outside managers.

Luke Tait is a financial advisor with Golden Guidance LLC, holding Series 65 and Series 66 licenses and 12 years of industry experience. He previously worked at Quadcap Wealth Management and Paragon Wealth Management. Outside of financial advising, he is a partner in The Food Truck Club, an online booking platform for food services, where he helps coordinate and expand operations. Golden Guidance LLC is a single-advisor registered investment adviser serving a small client base with discretionary portfolio management and financial planning. The firm employs tailored investment strategies using model portfolios, ETFs, leveraged ETFs, option writing, and margin transactions, offering both project-based and ongoing planning services.

Kristine Mckinley is a CFP® professional with 24 years of experience and the principal advisor at Beacon Financial Advisors, LLC in Independence, MO. She has led Beacon since 2002 and also produces educational ebooks, reports, and teleseminars on personal finance topics through a separate business entity, KAM Financial Publishing, LLC. Beacon Financial Advisors provides financial planning, consultations, and tax preparation services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on written evaluations and recommendations without custody of client assets, emphasizing comprehensive planning and hourly billing rather than asset-based fees.