Johnathan Brown is a financial advisor at Family Legacy Advisors, LLC with one year of industry experience. He holds a Series 65 credential and also practices as an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Prior to his current roles, he worked at JPMorgan Chase, Stonex Inc., and Synchrony Financial, among others. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory-based investment approach and offers both discretionary and non-discretionary management, often utilizing model allocations across a range of asset classes.

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.

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.

Christopher Walden is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stewardship Capital since 2024 and previously spent 15 years with Heartland Capital Advisors LC. Outside of his advisory role, he is involved in fixed insurance sales through MO-KAN Insurance. Stewardship Capital serves individual investors, retirement 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 utilizes derivatives and options writing within separately managed accounts.

Christopher Nelson is a financial advisor at Private Wealth Consulting, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at SeaCrest Wealth Management, LLC and Enterprise Trust Company. Nelson serves as a board member of Palmer Square Capital BDC Inc., attending quarterly meetings to assist the business development company. 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 that may include long- and short-term holdings, option writing, and margin, managing approximately $259 million across about 140 client relationships.

David Walsh is a CFP® professional with 10 years of industry experience. He is currently with Overland Park Wealth Management LLC and has previously worked at Dynamic Wealth LLC, Creative Planning, and Sunrise Advisors, Inc. In addition to his financial advisory roles, Walsh operates Walsh Law LLC, a legal practice providing business and estate planning services. Overland Park Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and private businesses. The firm uses fundamental and cyclical analysis with a focus on long-term investments and tailors advisory services to accommodate clients’ specific tax and legacy considerations.

James Zenk is a CFP® with Mission Financial Planning, Inc. and has three years of industry experience. Prior to joining Mission Financial Planning, he worked at Cetera Advisors LLC and Hinrichszenk+Pesavento LLC. He is also president of Trident CPA Services, LLC, a business and tax planning firm. Zenk serves on the boards of multiple charitable organizations, including the Andrew J. Somora Foundation, the Dr. Roy J. Rinehart Memorial Foundation, and TeamSmile. Mission Financial Planning, Inc. serves individual and small-business clients, including business owners and plan sponsors, offering comprehensive financial planning, pension consulting, Social Security strategy, and estate planning support. The firm operates on a fee-only, advice-only basis with a non-discretionary, consultative approach and does not manage client assets or charge asset-based fees.

Anna Brewer is a financial advisor at Financial Avenues in Kearney, MO. She holds a Series 65 designation and began her advisory role in 2023. Her prior work experience includes positions at the University of Missouri, QuickTrip, Bath & Body Works, and Fun Run. Financial Avenues serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans and small businesses, offering fee-only financial planning, investment consultation, and ongoing portfolio management. The firm focuses on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs and provides public financial education workshops on an as-announced basis.

Robin Sterneck is a financial advisor at Sterneck Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has served with Sterneck Capital Management since 2014. Outside of advisory work, he is a trustee on the Board of Trustees for EPR Properties, Inc., and works as a facilitator and trainer for leadership development courses through the KC Central Exchange, as well as a business consultant and speaker on leadership and networking topics through Highland Birch LLC. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, offering diversified portfolios that include equities, ETFs, mutual funds, private investments, and cash management options.

Austin Drake is a CFP® professional with 10 years of industry experience. He has been with Sterneck Capital Management LLC since 2018 and previously worked at FBR Capital Markets & Co. and B. Riley & Co., LLC. He is based in Kansas City, MO. Sterneck Capital Management provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented approach focused on fundamental analysis, long-term investing, and tactical rebalancing, offering diverse portfolio options including individual equities, ETFs, mutual funds, and private investments.

John Harrison III is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He is also an owner of Harrison Capital Management, a financial planning firm, and HCM Holdings, a financial holding company. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across multiple asset classes and includes options for ESG alignment.

Harrison Quinn is a CFP® with seven years of industry experience, currently serving as a financial advisor at HDQ Wealth in Kansas City, MO. His background includes roles at Ameritas Life Insurance Corp. and MassMutual. Outside of his advisory work, he is involved in several businesses, including a model and talent agency, a marketing and consulting firm, and an online clothing boutique, and he serves as treasurer for a nonprofit puppet theater. HDQ Wealth advises individuals, trusts, estates, qualified retirement plans, and business entities through fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach with primarily discretionary portfolio management and offers a broad range of investment instruments and third-party managed-account programs.

Courtney Hicks is a financial advisor at ETF Portfolio Partners, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Creative Planning, LLC and UMB Bank. Outside of finance, she works as a Technical Assistant for Marsec Training Inc., providing online maritime security certifications. ETF Portfolio Partners offers discretionary portfolio management primarily through globally diversified, balanced ETF model portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, regular portfolio rebalancing, and detailed client communication.

James Meysenburg is a CFP® with 23 years of industry experience, currently serving as an advisor at Sonas Financial Group, Inc. in Kansas City, MO, where he has worked since 2002. He holds the Series 65 designation and is one of two advisors at the firm. Sonas Financial Group provides investment management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, and nonprofit entities. The firm offers tailored investment programs using a combination of fundamental, technical, and quantitative analysis, and employs sub-advisor arrangements as part of its portfolio management approach.

Carson Sanford is a CFP® and CFA® with 11 years of industry experience. He is a principal at Delta Wealth Solutions, LLC and has previously worked at UBS Financial Services, Inc. and Charles Oakley Capital LLC. Sanford is also the owner of a real estate holding company. 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 based on client goals and risk tolerance, employing a range of analytical approaches and conducting regular reviews.

Jessy Stoecklein is a financial advisor at Lakeshore Wealth Management LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Beyond Wealth Advisors and Raymond James Financial Services, Inc. Outside of advisory roles, her background includes positions in banking and refrigeration. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across a range of products. The firm uses asset allocation, dollar-cost averaging, technical analysis, and a combination of long- and short-term strategies, frequently employing unaffiliated sub-advisors for portions of client portfolios.

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.