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.

James Werner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Snider Talbot Financial Planning LLC since 2014 and previously worked for the City of Parkville from 2011 to 2017. 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, with most managed accounts handled on a non-discretionary basis.

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.

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.

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.

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.

Bradford Bagby is a financial advisor at Trinity Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Trinity since 2012. Trinity Capital Management is a state-registered investment adviser managing approximately $55 million for around 65 individual and institutional clients. The firm offers discretionary portfolio management through actively managed equity accounts and passively managed ETF allocation strategies, emphasizing asset allocation combined with fundamental screening and technical indicators to guide investment decisions.

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 in Kansas City, MO, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at SeaCrest Wealth Management, LLC and several companies outside of financial services. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach that incorporates multiple analytical methods and manages accounts on a discretionary basis with regular reviews and the option for client-imposed investment restrictions.