Tom Kaminski provides comprehensive financial planning and investment management for thriving professionals and busy young families. Tom's clients are often met with a common set of friction points- increased incomes, multiple benefits packages, and growing equity compensation, coupled with competing financial goals that they have trouble prioritizing. On the personal side, they're often jugging concerns about aging parents, raising their children, while trying not to neglect their own important goals. It is his passion to help his clients get organized, optimized, and help thoughtfully connect their dollars to their goals! He acts as a co-pilot to make the most of every opportunity for you and your family. Prior to founding Twin Robins, Tom spent the first 17+ years of his career in personal finance. He's proudly obtained the CFP® and CRPC® designations. He lives in the Brookside area of Kansas City, Missouri with his wife and two young kids. He serves clients both locally, and virtually across the country.

Taylor Black is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Capital Management, LLC since 2013. He holds the Series 65 license and is based in Grain Valley, MO. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios with a focus on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis, leaving trading authority and proxy voting with clients.

Emalee Wheeler is a financial advisor at Greater Than Financial in Kansas City, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Greater Than Financial, she worked for 13 years at North Andrew R-3 School and attended Wichita State University for three years. Outside of her advisory role, Wheeler is involved in her family farm’s bookkeeping activities using QuickBooks. Greater Than Financial provides investment management and financial planning services to individuals, trusts, and charitable organizations. The firm focuses on passive, low-cost portfolio strategies tailored to clients’ objectives and risk tolerance, and maintains an owner-led team of three advisors.

Jordan Lambert is a financial advisor at Ryan Poage & Co. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ryan Poage & Co. since 2016. Lambert is also involved in his family’s third-generation HVAC business, Midwest Heating, Cooling & Plumbing, where he contributes to marketing and sales. Ryan Poage & Co. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, consulting, and discretionary investment management, utilizing both fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerances and time horizons.

Jessica Estes Fleischmann is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. 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’s investment process is guided by client objectives and includes regular account reviews and rebalancing, offering services without account minimums or charges for financial planning.

Ryan Derks is a financial advisor with Derks Financial, LLC and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Berthel Fisher & Company Financial Services and RHF Blockchain Investments. In addition to advising, Derks owns and oversees operations at Derks Tax & Accounting, providing tax and accounting services. Derks Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $80 million across roughly 275 clients. The firm employs a combination of fundamental and technical analysis with both long- and short-term trading strategies, offering discretionary and non-discretionary management across a range of investment types.

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.

Tracy St. John is a financial advisor with Financial Avenues in Kansas City, MO, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Financial Avenues since 2010. Financial Avenues serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses, offering fee-only financial planning, investment consultation, and portfolio management that emphasize diversified, tax-conscious portfolios primarily composed of passively managed index funds and ETFs.

Kristin Terranella Gumina is a financial advisor at Ryan Poage & Co. in Kansas City, MO, with 17 years of industry experience. She holds a Series 66 credential and has worked at Ryan Poage & Co. since 2010 and Purshe Kaplan Sterling Investments since 2011. Outside of advising, she is also a notary public. Ryan Poage & Co. provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, time horizon, and income needs.

William Grainger is a financial advisor at HDQ Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. Prior to HDQ Wealth, he worked at Stoak Management LLC and has experience in various roles including e-commerce and education. HDQ Wealth serves individuals, trusts, estates, qualified retirement plans, and business entities with fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach and manages a diverse range of investment instruments, offering both discretionary portfolio management and oversight of third-party managed accounts.

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.

Richard Talbot is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 credential with 18 years of industry experience. He has been with Snider Talbot Financial Planning since 2007. Snider Talbot Financial Planning provides fee-only financial planning and investment advice mainly to individuals and couples, as well as trusts, estates, charitable organizations, groups, and small businesses. The firm employs a fundamental, long-term buy-and-hold strategy focused on strategic asset allocation and low-cost mutual funds and ETFs, generally managing accounts on a non-discretionary basis with client approval required for transactions.

Ryan Poage is the principal of Ryan Poage & Co. in Kansas City, MO, with 28 years of industry experience. He holds the CFP® certification and Series 63 license. Prior to founding Ryan Poage & Co. in 2006, he has worked at Purshe Kaplan Sterling Investments since 2011. Ryan Poage & Co. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management, combining fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerances and time horizons.

Sara Stiles is a CFP® with 17 years of experience in the financial services industry. She is currently affiliated with Rise Retirement, LLC and has held positions at Two West Capital Advisors LLC and The Leaders Group Inc. Stiles is also involved in several business ventures related to tax, accounting, insurance, and financial advisory services through her ownership and management roles in multiple RISE-affiliated firms. Rise Retirement, LLC offers discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and businesses. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment strategies and provides unique services such as in-house pension plan administration and public educational workshops.

Donald Stonebarger is a CFP® with 24 years of industry experience, currently serving as an advisor at Greystone Capital Partners Group LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Woodbury Financial Services, and Questar Asset Management. He is a member of the Lake Quivira Investment Club, where he participates in monthly discussions on individual stock portfolios. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans with financial planning, investment and wealth management, and retirement plan consulting. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and behavioral analysis, tailoring portfolios to client-specific risk tolerance, time horizon, and liquidity needs.

Terry Black is a CFA® charterholder and principal at Black Capital Management, LLC, with 37 years of industry experience. He has been with Black Capital Management since 1987. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios focusing on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis.

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.