Kirby Demoss is a financial advisor at Divvi Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Waddell & Reed, Ivy Distributors, and Colligo Group. In addition to his advisory role, he is a licensed insurance agent and a member of a holding company that provides general consulting services. 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 combination of fundamental and technical analysis along with modern portfolio theory to tailor portfolios according to clients’ goals, risk tolerance, and time horizons.

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 holds a Series 65 license with four years of industry experience. He is currently an advisor at Diversified Wealth Advisors, LLC and has previously worked at Kansas City Private Wealth Management, Miller, Haviland, Ketter PC, PA, and Cbiz. Diversified Wealth Advisors, LLC provides discretionary asset management and financial planning primarily to individual clients. The firm delivers investment recommendations tailored to client objectives and uses a multi-sub-advisor model to manage portfolios.

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.

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.

Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.

John Cadena is a financial advisor with San Blas Advisory, Inc. in Independence, MO, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has worked as a self-employed securities consultant since 2018 and previously operated Cadena Securities Services, LLC. Additionally, he owns JC Regulatory Consulting LLC, providing compliance consulting services within the securities industry. San Blas Advisory manages approximately $219 million across 664 client accounts, serving individual, high-net-worth, and business clients. The firm offers discretionary and non-discretionary portfolio management combined with various financial planning services, employing a multi-faceted investment approach that includes asset allocation models, mutual funds, ETFs, individual equities, and options.

Matthew Seidel is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Delta Wealth Solutions, LLC since 2020 and previously held roles at Moloney Securities Asset Management, Moloney Securities Co., and Stifel Nicolaus & Co. In addition to his advisory work, he serves on the house corporation board for his college fraternity, overseeing its undergraduate chapter operations. Delta Wealth Solutions, LLC provides discretionary asset management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm customizes portfolios using asset allocation combined with fundamental, technical, and cyclical analysis, and manages approximately $103.6 million in discretionary assets.

Donald Hubbs is a financial advisor with Private Wealth Consulting, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Private Wealth Consulting since 2026 and has also been with Seacrest Wealth Management since 2012. Private Wealth Consulting provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $259 million across 140 client relationships.

Leonard Hempen is a financial advisor with GreenLeaf Financial Network, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at GreenLeaf Financial Network since 2018 and has longstanding involvement with Planners For Financial Success, where he performs tax preparation and accounting services. Hempen also serves as a board member for Bear the Care, Inc., a nonprofit focused on veteran job assistance, and is corporate secretary for Animaux du Vin, a wine importing company. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, and select corporate clients. The firm utilizes multiple analytical methods and varied investment strategies tailored to client objectives, with services delivered primarily through a network of independent Investment Adviser Representatives.

William Hudnall is a financial advisor with PCG Wealth Management in Kansas City, MO, holding a Series 66 designation and three years of industry experience. He has worked at PCG Wealth Management, LPL Financial LLC, and Symphonic Financial Advisors, LLC. In addition to his advisory work, he has practiced law as an attorney since 1999 and is involved with MPHlex, LLC in a non-investment-related capacity. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using primarily low-cost, diversified mutual funds and ETFs, along with a specialized focus on retirement-plan services and fiduciary responsibilities.

Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has operated Cagle Insurance, a sole proprietorship focused on Medicare and health insurance products, since 2011. DMK Advisor Group, Inc. manages approximately $84.5 million in assets and offers discretionary and non-discretionary portfolio management along with financial planning to individuals, small businesses, trusts, and retirement plans. The firm utilizes mutual funds and ETFs with a combination of technical and fundamental analysis and operates as both a registered investment adviser and an independent broker-dealer.

Jon McGraw is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Buttonwood Financial Group since 2002 and previously worked at Purshe Kaplan Sterling Investments from 2009 to 2019. Outside of his advisory role, he serves as a board member for several nonprofit organizations, including the Sister City Association of Kansas City and Kansas City Jazz ALIVE, and is involved in managing community-focused commercial and event spaces. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and investment services. The firm focuses on personalized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee and offering family-office-style services.

Colten Honigman is a CFP® with six years of industry experience, currently serving at Prosperity Planning since 2018. His prior work includes roles at State Street and Goppert Financial Bank. Outside of financial services, he has experience in an entrepreneurial venture with JDS Detailing. Prosperity Planning is a team-based firm that serves individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, with a focus on long-term, broad-based global asset allocation using low-cost mutual funds and ETFs, and provides specialized services such as divorce financial planning and retirement-plan consulting.