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.

Barry Bailey is an advisor at First American Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Great American Investors, Inc., Northwestern National Life Insurance Co., and Jackson National Life Insurance Co. since the early 1980s. Additionally, he maintains a business in insurance and financial planning under the CLU and CHFC designations. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority in managing diversified portfolios.

Bradford Buckler is a financial advisor with Diversified Wealth Advisors, LLC in Kansas City, Missouri, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Diversified Wealth Advisors since 2020, following prior roles at Madison Avenue Securities, Taylor Capital Management, and TRUSTMONT Financial Group. Buckler is also the owner and agent of Successful Retirement, Inc., an insurance agency he has operated since 1997. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize portfolios and delegates portfolio management to third-party sub-advisors while offering educational seminars and workshops to the public.

Theodore Perez III is a financial advisor at Tax Favored Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including APS Ventures, LLC and Harrison Capital Management. Perez is also the owner of TP3 Holdings Inc, a holding company. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on reducing risk and volatility while aiming to increase returns through portfolios primarily composed of stocks and bonds, using both fundamental and technical analysis.

Kent Stelljes is a financial advisor with Diversified Wealth Advisors, LLC in Kansas City, MO. He holds Series 65 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he works as a Business Development Specialist at React Health, a sleep and respiratory manufacturing company, where he spends approximately 70% of his time. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a blend of fundamental, technical, charting, and cyclical analyses to customize portfolios and works with third-party sub-advisors to implement investment strategies.

Jonathan Moore is a financial advisor at Financial Avenues with a Series 65 credential and one year of industry experience. He previously worked at several firms, including FP Solutions RI and Ellevate Advisors. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses with financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships and emphasizes diversified, cost-efficient index funds and ETFs with regular rebalancing.

Jerry Snider is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 designation 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 primarily 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 investment approach focused on strategic asset allocation and low-cost mutual funds and ETFs, typically managing accounts on a non-discretionary basis with client approval required for transactions.

Kirby Demoss is a financial advisor with Divvi Wealth Management in Kansas City, MO, holding Series 63 and Series 66 licenses and with 24 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Distributors, Inc., and Colligo Group LLC. He is also a licensed insurance agent and a member of a holding company providing general consulting services. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners, offering discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm’s investment approach combines fundamental and technical analysis with modern portfolio theory and provides access to third-party managers and educational seminars.

Tomas Jacobsen is a financial advisor with Snider Talbot Financial Planning LLC, holding a Series 65 designation and six years of industry experience. He has a long tenure with the Lawson R-XIV School District, where he has worked since 1997. Snider Talbot Financial Planning serves primarily individuals and couples, as well as groups and small businesses through tailored financial-education sessions. The firm offers fee-only financial planning and ongoing asset management with a focus on low-cost, no-load mutual funds and ETFs within a long-term buy-and-hold approach, requiring client approval before executing transactions.

Harrison Hubbs is a financial advisor at Private Wealth Consulting, LLC with one year of industry experience. He holds the Series 65 designation and has prior work experience in transportation and rental services sectors. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $259 million across 140 client relationships. The firm’s investment approach is tailored to each client’s goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, option writing, and margin, with accounts managed on a discretionary basis and subject to quarterly reviews.

Bryan Stober is a CFP® and Series 65 licensed advisor at Diversified Wealth Advisors, LLC with five years of industry experience. He previously worked at Kansas City Private Wealth Management and Miller, Haviland, Ketter PC, PA. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives, delegating execution to sub-advisors while offering educational seminars to the public.

Ashley Dickson is a CFP® professional with eight years of industry experience. She currently works at Next Bloom Wealth, where she has been since 2022, following prior roles at Copper Financial Network and CommunityAmerica Credit Union. Dickson holds the Series 63 and Series 65 licenses. Next Bloom Wealth serves individual, high-net-worth, and corporate clients through investment management and financial planning. The firm employs a primarily passive, asset-allocation strategy supplemented by tax preparation and estate planning support, using third-party models and managers tailored to clients’ objectives and risk tolerance.

Anthony Donnelly is a Certified Financial Planner® with 24 years of industry experience. He is currently with Divvi Wealth Management in Kansas City, MO, where he has worked since 2022. His previous firms include Edward Jones and Ameriprise Financial Services. Outside of advising, Donnelly manages rental properties through his ownership of Boonslick Holdings LLC. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm employs a mix of fundamental and technical analysis and offers clients a choice of management arrangements and access to third-party programs.

Beth Watts is a CFP® professional with six years of experience at Financial Avenues in Kansas City, MO. Prior to joining Financial Avenues, she worked at Zeiders Enterprises for three years and another firm for one year. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses through financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships, using diversified index mutual funds and ETFs, and offers public financial education workshops without product sales.

Eric Blattner is a CFP® and CFA® with 21 years of industry experience. He is currently with Divvi Wealth Management and has held prior roles at firms including Ivy Distributors, Inc. and Waddell & Reed, Inc. He is also a co-owner of Colligo Group LLC, a holding company providing consulting services. Divvi Wealth Management is a small team adviser serving individuals, high-net-worth clients, trusts, and business owners with asset management, financial planning, and ERISA 3(21) plan services. The firm employs a blend of fundamental and technical analysis along with modern portfolio theory to build customized portfolios, offering both discretionary and non-discretionary management options.

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.

Julia Newton is a financial advisor at The Jamison Edward Group with Series 65 and Series 66 credentials and four years of industry experience. Her prior roles include positions at FOUNDATIONS INVESTMENT ADVISORS, Market Advisory Group, and Dustin Keesler Insurance. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, focusing primarily on non–high-net-worth clients. The firm provides discretionary and non-discretionary asset management, financial planning, and educational programs tailored to clients' objectives, with approximately $12.45 million in discretionary assets under management.

Matthew Waldman is a financial advisor with Divvi Wealth Management in Kansas City, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Distributors, and Colligo Group, where he also serves as a member of a consulting holding company. Additionally, he is a licensed insurance agent. Divvi Wealth Management provides discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high-net-worth clients, trusts, and business owners. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor portfolios and offers access to third-party managers and educational seminars.

Lee Taylor is a financial advisor at The Jamison Edward Group with 22 years of industry experience. He holds a Series 66 designation and has worked at The Jamison Edward Group since 2019, following three years with St. Bernard Financial Services. In addition, he is the owner and insurance agent of Green Tree Heart, LLC d/b/a Integrated Financial Solutions of Kansas City. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, primarily those who are not high-net-worth. The firm provides discretionary and non-discretionary asset management, financial planning, and educational programming tailored to clients’ objectives, time horizons, and risk tolerance.