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 at Wise Wealth, LLC, Banc of America, N.A., and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life, accidental, and health insurance. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across various asset classes. The firm uses a tailored approach that includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, often employing unaffiliated sub-advisors to manage specialized portions of client portfolios.

Chelsea Hatchel is a financial advisor at Derks Financial, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Derks Financial since 2021. Her prior experience includes a role at Berthel Fisher & Company Financial Services, Inc. beginning in 2015. Derks Financial serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management and financial planning. The firm employs both fundamental and technical analysis, offering discretionary and non-discretionary management across a range of investment types.

John Carey is a financial advisor with Greystone Capital Partners Group LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes over two decades at AXA Advisors, LLC, followed by roles at Equitable Advisors, LLC and KC Capital Group, LLC. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, providing financial planning, investment and wealth management, and retirement plan consulting. The firm employs an investment process incorporating fundamental, technical, cyclical, and behavioral analysis, utilizing asset allocation based on Modern Portfolio Theory tailored to client-specific risk tolerance, time horizon, and liquidity needs.

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.

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.

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.

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 experience in the industry. He has previously operated as a self-employed securities consultant and managed Cadena Securities Services, LLC. He also owns JC Regulatory Consulting LLC, providing compliance consulting services to the securities industry. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across around 664 client accounts. The firm offers a combination of discretionary and non-discretionary portfolio management along with comprehensive and limited financial planning, using a range of investment strategies that include ETFs, mutual funds, 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.

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.

Susanne Meyer is a financial advisor at Nicholson Meyer Capital Management, Inc. in Kansas City, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Nicholson Capital Management, Inc. since 2009. Meyer serves on the investment committee of the Women’s Foundation of Greater Kansas City, contributing to investment oversight for the foundation benefiting women and girls in the area. Nicholson Meyer Capital Management provides discretionary investment management, retirement-plan advisory, and financial consulting to individuals, high-net-worth clients, and institutional entities. The firm specializes in globally diversified portfolios and offers services to pension and government entities, supported by Fidelity Institutional Wealth Services.

Daniel Shepard is a financial advisor at Oak Road Wealth Management with 22 years of industry experience. He has been with Oak Road Wealth Management since 2016 and previously worked at Capital Investment Management, Inc. for one year. Oak Road Wealth Management serves individual clients, including high-net-worth households, and pension/401(k) plan sponsors by providing portfolio management, financial planning, and pension consulting. The firm employs customized Investment Policy Statements and primarily recommends ETFs, managing most assets on a non-discretionary basis while offering various service options including live small-group workshops and standalone planning engagements.

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®-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.

Jennifer Nicholson is a CFP® with 30 years of industry experience, currently serving as an advisor at Nicholson Meyer Capital Management, Inc. She has been with Nicholson Capital Management, Inc. since 1988. Nicholson is a member of the advisory board and investment committee for the Women’s Foundation of Greater Kansas City and chairs the finance committee for the Northwest Foundation supporting Northwest Missouri University. Nicholson Meyer Capital Management provides discretionary investment management, retirement-plan advisory, and financial consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and other entities. The firm constructs globally diversified portfolios using equities, bonds, mutual funds, and ETFs, and is notable for its work with pension and government clients alongside its formal retirement-plan program.