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.

Luke Tait is a financial advisor at Golden Guidance LLC in Overland Park, Kansas, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Quadcap Wealth Management, LLC from 2016 to 2019. 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, including the use of ETFs, leveraged ETFs, option writing, and margin transactions.

Zachary Emslie is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as the sole advisor at BlueVine Advice in Kansas City, MO. He previously worked at Sterneck Capital Management, LLC, and Capital-E-Advisors, LLC before founding BlueVine Advisors, LLC in 2020. BlueVine Advice is an independent investment adviser that serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm combines passive, index-based allocations with active investment techniques within a Modern Portfolio Theory framework and offers unique employee benefit plan consulting alongside integrated tax preparation services.

Robert Paredes II is the principal advisor at Paredes Capital LLC in Lenexa, KS, holding a Series 65 designation with seven years of industry experience. Before founding Paredes Capital LLC in 2026, he worked at Forvis Mazars Wealth Advisors, LLC for seven years and has prior experience in law and banking. Outside of his advisory role, he operates an online thrift sales business called XT Sales, LLC. Paredes Capital LLC is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a fundamentally driven, long-term investment approach, utilizing exchange-traded funds, individual securities, alternatives, and independent managers under oversight agreements.

Henry Lane is the sole advisor at Design Asset Management, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has led Design Asset Management since 2014. The firm provides fee-based discretionary investment management and financial planning to a range of clients including individuals, pension plans, trusts, corporations, and charitable organizations. It employs a combination of fundamental, technical, and cyclical analysis and uses borrowing, derivatives, short sales, options, and other hedging techniques in portfolio management, which is uncommon for firms of its size.

Dana Williams is a financial advisor at EQUINET, Inc. in Kansas City, MO, with 38 years of industry experience. He has been with EQUINET since 1987 and holds a Series 63 designation. EQUINET, Inc. provides portfolio management and advisory services to pooled vehicles, institutional clients, and separately managed accounts. The firm manages assets primarily on a non-discretionary basis, serving individuals beyond the high-net-worth segment, and maintains a portfolio allocation that includes a significant proportion of cash and annuities.

Jose Castillo is a financial advisor at Weatherby Capital, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience with firms including LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Brokerage Services. Castillo served in the United States Marine Corps for 19 years before entering the financial industry. Weatherby Capital provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach across a broad range of instruments and also offers non-securities consulting services and third-party managed account platforms.

Rey Arellano is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Zenith Financial Planning Inc since 2024 and previously at Keen Wealth Advisors and Petrovic Weaver Financial Services. Zenith Financial Planning is an independent advisory firm managing approximately $62.6 million for about 60 clients, including individuals, high-net-worth clients, retirement plans, and small businesses. The firm primarily uses passive portfolios of index mutual funds and ETFs, providing discretionary and non-discretionary portfolio management alongside comprehensive financial planning integrated with investment management.

Mathew Dahlberg is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at Main Street Investments, an independent firm he has led since 2014. In addition to financial advisory services, Dahlberg prepares tax returns and represents clients before tax authorities. Main Street Investments provides investment advisory and financial planning services primarily to small businesses, individuals, and entrepreneurs. The firm integrates tax and accounting services with portfolio management, using model allocations based on clients’ risk tolerance and goals, typically implemented with low-cost global ETFs and individual securities.

Troy Burgett is the sole advisor and owner of Catalonia Wealth Management LLC, holding a Series 65 credential with three years of industry experience. He previously worked at PwC and currently serves as a financial analyst for Realko Asset Management, a real estate management company. Catalonia Wealth Management provides discretionary asset management and investment advisory services primarily to pooled vehicles and institutional clients. The firm’s investment approach combines fundamental and technical analysis with portfolio construction focused on asset allocation, security selection, and options trading, alongside tax strategy and financial planning support.

Douglas Stehl is the sole advisor at Crossroads Asset Management LLC in Leawood, Kansas, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has led Crossroads Asset Management since 2007. Crossroads Asset Management LLC offers discretionary wealth and portfolio management services to individuals, high-net-worth clients, and fiduciary entities such as foundations, corporations, trusts, and estates. The firm employs a bottom-up, Growth-at-a-Reasonable-Price approach for equity selection combined with conservative fixed-income strategies, serving a small client base that includes corporate and institutional clients.

Andrew Mitchell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at Critical Capital LLC, where he has worked since 2020. His prior experience includes roles at UBS Financial Services Inc. and TLG Advisors, Inc. Mitchell also engages in business consulting and conducts life insurance reviews as an independent insurance agent. Critical Capital LLC provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis, including options and alternative strategies, and offers performance-based fee arrangements alongside an affiliated insurance practice.

Clay Brethour is a CFA® charterholder with six years of experience at Maclura Investments and 20 years at Kornitzer Capital Management. He operates as the sole advisor at Maclura Investments, an independent firm based in Lenexa, KS. Maclura Investments provides discretionary portfolio management to individuals, families, businesses, and retirement plans, focusing on customized portfolios primarily composed of exchange-traded funds, mutual funds, and individual securities. The firm emphasizes tax efficiency and regular account reviews while serving a diverse client base that includes business clients and plan sponsors.

Vicki Hohenstein is a CFA® charterholder with 18 years of industry experience. She currently serves as an advisor at Freedom Value Partners, LLC and holds a leadership role at Cottonwood Flats, Inc, a family farm where she is director and secretary/treasurer. Her prior experience includes long tenures at Country Club Trust Company and Tower Wealth Managers, Inc. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management, limited non-discretionary advisement, financial planning, and retirement rollover guidance. The firm employs a fundamental, bottom-up investment approach that incorporates equities, fixed income, and selective use of derivatives, and operates with a two-advisor team both holding the CFA designation.

David Larson is a financial advisor at ViaWealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at ViaWealth since 2018, following a tenure at Lake Street Partners, LLC. Outside of his advisory role, he is involved with Larson Building Company, LLC, which he has been associated with since 2013, and BenchMark KC, LLC since 2009. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic investment approach grounded in Modern Portfolio Theory and manages over $241 million in discretionary assets across 91 client relationships.

Vincent Duvigneaud is a financial advisor at M3Sixty Capital, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including FinTrust Capital Advisors and Thesis Fund Management. Outside of his advisory role, he serves as an advisory board member for a medical device company focused on laser spine surgery. M3Sixty Capital advises investment companies and institutional clients, managing several SEC-registered mutual funds and providing separately managed accounts primarily for institutional and high-net-worth investors. The firm employs a variety of investment strategies across equities, fixed income, and alternatives, emphasizing active security selection and tailored portfolio management.

Ron Dietz is a financial advisor with Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Prior to joining Sarver Vrooman Wealth Advisors, he worked at Wells Fargo Advisors and Calamos Financial Services LLC. He is also the owner of R3D3, LLC, a holding company based in Leawood, KS. Sarver Vrooman Wealth Advisors offers discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, using a combination of fundamental, technical, charting, and cyclical analyses, and provides ongoing portfolio reviews and rebalancing.

Andrew Surber is a financial advisor at Tax Favored Retirement in Kansas City, MO, holding a Series 66 designation with 14 years of industry experience. His career includes roles at Cambridge Investment Research, Lawing Financial, Prime Capital Investment Advisors, and Private Client Services. Outside of his advisory work, he serves as managing member of Options Algos, LLC, an investment research business. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes reducing risk and volatility while aiming to increase returns through portfolios that use stocks, bonds, mutual funds, ETFs, and a combination of fundamental and technical analysis.

Matthew Weglarz is a CFA® charterholder currently with Buffalo Run Wealth Advisors LLC. He has over 16 years of industry experience, including roles at Tortoise Capital Advisors, Mariner Wealth Advisors, Triad Wealth Partners, and WealthCrossing. He also serves as Director of Operations at another investment adviser firm, WealthCrossing, where he does not provide advisory services. Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm emphasizes ETF-focused, long-term investment strategies grounded in fundamental analysis and modern portfolio theory, tailoring portfolios to client goals and risk tolerances.

Jane Dansby is a financial advisor at Mike Wolters & Associates, Ltd. in Kansas City, MO, holding a Series 65 designation with 17 years of industry experience. She has been with Mike Wolters & Associates since 2000. Mike Wolters & Associates provides discretionary asset management to individuals, charitable organizations, and retirement-plan participants, managing approximately $21 million across about 84 client accounts. The firm offers three management strategies focused primarily on ETFs and selected individual stocks, combining fundamental and technical analysis with tax-aware trading.