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 experience in the industry. He has previously operated as a self-employed securities consultant and managed Cadena Securities Services, LLC. He also owns JC Regulatory Consulting LLC, providing compliance consulting services to the securities industry. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across around 664 client accounts. The firm offers a combination of discretionary and non-discretionary portfolio management along with comprehensive and limited financial planning, using a range of investment strategies that include ETFs, mutual funds, individual equities, and options.

Lucas Davis is a financial advisor at Stewardship Capital in Independence, Missouri, holding a Series 65 designation with nine years of industry experience. He has been with Stewardship Capital since 2015. Stewardship Capital provides discretionary portfolio management and financial planning to individual investors, retirement and profit-sharing plans, corporations, trusts, and estates. The firm employs a range of investment strategies including fundamental and technical analysis, and utilizes derivatives and options writing within separately managed accounts.

Keaton Black is a financial advisor with Black Capital Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at Black Capital Management since 2018 and previously spent two years at WGU. Black Capital Management provides investment advisory services to individuals, families, employee benefit plans, corporate investment funds, trusts, estates, and charitable organizations. The firm focuses on balanced and equity portfolios, managing assets on a fee-only basis with both non-discretionary and discretionary portfolio management.

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.

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® and holds a Series 65 license, with six years of industry experience. He has worked at Prosperity Planning, Inc. since 2018, following prior roles at State Street and Goppert Financial Bank. Outside of financial services, he has experience with JDS Detailing and was homeschooled for ten years. Prosperity Planning, Inc. is an SEC-registered advisory firm that provides portfolio management, comprehensive financial planning, pension consulting, and retirement-plan rollover guidance to individuals—including high net worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and nondiscretionary accounts with a broad-based, long-term investment approach across global asset classes, often using index-based funds and incorporating tax considerations into portfolio design.

Eldon Anderson is a CFP® with over 41 years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC since 2022. He previously spent 17 years with Ameriprise Financial Services, Inc. Anderson serves as treasurer on the boards of The Book of Mormon Foundation and the Colbern Road Restoration Branch. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, providing integrated wealth management through discretionary portfolio management and financial planning. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, utilizing diversified, low-cost funds alongside individual securities.

Ryan Noble is a CFP® professional with 20 years of experience in the financial industry. He has worked at Prosperity Planning, Inc. since 2009 and spent five years at Cetera Advisors LLC. He holds the Series 66 designation and is based in North Kansas City, MO. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based asset allocation using primarily index-based funds and integrates tax considerations into portfolio design, managing approximately $543 million in assets as of the end of 2025.

Alyssa Hon is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Prosperity Planning, Inc. since 2019 and previously held positions at K&E Flat Work and Missouri Western State University. Alyssa is based in North Kansas City, MO, and is part of an 11-advisor team. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages discretionary and nondiscretionary accounts with a focus on long-term, diversified allocation across global asset classes, often using index-based funds and ETFs, and incorporates tax considerations in portfolio design.

Nicholas Hartley is a CFP® and holds a Series 65 license, with three years of experience in financial advising. He has been with Windward Private Wealth Management Inc. since 2021. Outside of advisory work, he has held various positions including roles at Indian Foothills Golf Course and Missouri Valley College. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning to individual clients and pension and profit-sharing plans. The firm uses a Modern Portfolio Theory-based investment approach, primarily employing ETFs and mutual funds, and offers additional services such as tax preparation and college savings plan management.

Justin Locke is a CFP® and holds a Series 65 license with three years of experience in financial advising. He currently works at Prosperity Planning, Inc. and previously spent eight years at ProMedica Hospice. Locke also served at Holden First Baptist Church for six years. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on long-term, broad-based asset allocation using index-based funds and may include private placements for qualified clients, managing approximately $543 million in assets as of year-end 2025.

Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.

James Watts is a financial advisor with Prosperity Planning holding a Series 65 credential. His career includes over two decades of service in the US Army before transitioning to wealth management roles starting in 2026. He has worked with Dogwood Wealth Management and Kansas State University prior to joining Prosperity Planning. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages both discretionary and nondiscretionary portfolios using a long-term, broadly diversified investment approach across global asset classes, often implemented through index-based funds, and offers specialized services such as divorce financial planning and pension-plan participant education.

Daniel Reiter is a CFP®-designated financial advisor with 10 years of industry experience. He has worked at Prosperity Planning, Inc. since 2014, with additional experience at Creative Planning, Sound Stewardship, and Cetera Advisors LLC. Outside of advisory work, he serves as an adjunct instructor teaching personal financial planning at Kansas State University and is the owner of a tax preparation and consulting firm, DSR Tax and Consulting, LLC. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based allocation across global asset classes using mostly index-based funds and incorporates tax considerations into portfolio design.

Peyton Anderson is a financial advisor with Equity Wealth Partners, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Equity Wealth Partners, he worked for the Kansas City Royals for one year. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management through discretionary portfolio management alongside financial planning services. The firm serves approximately 900 households with a team of eight advisors managing over $250 million in assets.

Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. Prior to joining Buttonwood in 2024, he worked at JMG Financial Group and has experience as a part-time baseball instructor and coach for Mac N Seitz Baseball. Buttonwood Financial Group is an independent SEC-registered advisory firm offering comprehensive wealth management services to individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm uses individualized Investment Policy Statements and globally diversified model portfolios with integrated tax management and ongoing monitoring.

Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.