Jo Fritz is a CFP® professional with 24 years of experience in financial planning. She has been with Balanced Financial Planning, Inc. since 2004 and leads the firm as its sole advisor. Balanced Financial Planning serves individual and high-net-worth clients, including their trusts and estates, offering financial planning and investment advice through one-time projects, hourly consultations, or ongoing retainer services. The firm emphasizes individualized asset allocation based on fundamental research and provides both discretionary and non-discretionary portfolio management, with a fee structure that avoids asset-based charges.

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.

Emalee Wheeler is a financial advisor at Greater Than Financial with a Series 65 designation and two years of industry experience. Prior to her advisory role, she worked for over a decade in education at North Andrew R-3 School and has also been affiliated with Wichita State University. Outside of advisory work, Wheeler is involved in a family farm bookkeeping business. Greater Than Financial serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing investment management, integrated financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach using low-cost mutual funds and ETFs, guided by clients’ goals and risk tolerance.

Gary Pratt is a financial advisor at Proactive Planning Wealth Advisory in Overland Park, KS, with one year of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Meritrust Credit Union and Catholic Charities of Northeast Kansas. In addition to his advisory work, Pratt has been involved with One Alliance Property Management, LLC for over a decade. Proactive Planning Wealth Advisory is an independent firm providing portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing tools such as model portfolios, asset allocation, and tax-management techniques.

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.

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.

Edward Colburn Jr. is a financial advisor with First American Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior work includes roles at Great American Investors, Inc., A. G. Edwards & Sons, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. He serves as a trustee and executor for multiple estates, overseeing trust and estate management duties. 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, generally accepts full discretionary authority for securities trading, and maintains a governance structure with a single supervisory principal overseeing advisor and broker-dealer activities.

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.

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.

Timothy Sheahan is an advisor at BLDR Wealth LLC in Shawnee, KS, holding Series 63 and Series 65 designations. He has no prior advisory industry experience but has worked with TaxesPlus, Inc. since 1998. BLDR Wealth provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and corporate plan sponsors. The firm employs a fundamental, long-term investment approach and integrates tax, estate, and equity-compensation considerations into its planning, serving a small client base with a boutique profile.

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.

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.

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.

I built Mission Financial Planning to provide financial planning in a purely advice-only, fee-only, fiduciary role. I have been a Certified Financial Planner (CFP) for 25 years. My focus: Financial planning for dentists. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, retirement plans and retirement planning, insurance assessment, and estate planning. Over the years many dentist clients have referred other dentists, as well as non-dentist friends and family, to work with us. We are flattered with every referral - dentist or not - and honored to bring them into our family of great clients, if the fit is right. Let’s schedule a time to talk about your financial questions and find out if our areas of expertise would add value to your long-term planning. Thank you for considering Mission Financial Planning! Read Sharon's blog here: https://www.missionfinancialplanning.com/blog

Kent Stelljes is a financial advisor with Diversified Wealth Advisors, LLC in Kansas City, MO, holding Series 65 and Series 66 licenses and six years of industry experience. His prior work includes roles at Edward Jones and Philips North America. Outside of financial advisory, he serves as a Business Development Specialist at React Health, a sleep and respiratory manufacturing company. 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 execution to sub-advisors while offering educational seminars and workshops to the public.

Chelsea Harper is an advisor at BLDR Wealth LLC with a Series 65 designation and one year of industry experience. She also serves as Business Manager at TaxesPlus, Inc., a tax preparation and advisory firm, and is a board member of the Public Accountants Association of Kansas. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using ETFs, equities, bonds, and other instruments, and offers 3(21) retirement plan advisory services for plan sponsors.

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.