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 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 Series 65 licensed advisor at Diversified Wealth Advisors, LLC with five years of industry experience. He previously worked at Kansas City Private Wealth Management and Miller, Haviland, Ketter PC, PA. 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 tailor portfolios to client objectives, delegating execution to sub-advisors while offering educational seminars to the public.

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.

Allan Sheahan is a CFP® with 14 years of industry experience, currently serving as an advisor at BLDR Wealth LLC. His prior roles include positions at Cetera Advisor Networks, Cantor Fitzgerald, and Jackson National Life Distributors. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and corporate plan sponsors. The firm focuses on fundamental analysis and a long-term investment approach, incorporating ETFs, individual securities, and alternative instruments, while also offering integrated tax, estate, and business-owner planning through its affiliation with an accounting and insurance practice.

John Carey is a financial advisor with Greystone Capital Partners Group LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes over two decades at AXA Advisors, LLC, followed by roles at Equitable Advisors, LLC and KC Capital Group, LLC. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, providing financial planning, investment and wealth management, and retirement plan consulting. The firm employs an investment process incorporating fundamental, technical, cyclical, and behavioral analysis, utilizing asset allocation based on Modern Portfolio Theory tailored to client-specific risk tolerance, time horizon, and liquidity needs.

Jason Tucker is a financial advisor with Investment Consulting Services, LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at American Century Investment Services, Inc., Creative Planning, and GWFS Equities, Inc. He is based in Shawnee, Kansas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines passive and active fund selections and offers both discretionary and non-discretionary fiduciary services for retirement plans.

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.

Adrianne Valkar is a financial advisor at Trinity Capital Management, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with Trinity Capital Management since 2007. The firm manages approximately $55 million across individual and institutional clients, offering discretionary portfolio management through actively managed equity accounts and passively managed ETF strategic allocation accounts. Trinity Capital Management focuses on asset allocation using fundamental screening combined with technical indicators and a proprietary allocation technique to meet client objectives for growth and income.

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.

John Williams is a financial advisor with M3Sixty Capital, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Aronson Asset Management and Kalos Capital Inc. He also owns a compliance consulting firm that provides services to independent broker-dealers and RIAs. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing pooled vehicles and institutional mandates rather than retail individual accounts. The firm employs a range of active strategies across equities, fixed income, cash management, and alternative investments, and serves as adviser to several SEC-registered mutual funds.

Michael Porembski is a financial advisor at Titan Wealth Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at BG Wealth Advisory, LLC. He is also involved with MRP Investment Advisory Services, LLC as an insurance agent specializing in fixed insurance sales. Titan Wealth Advisory provides co-advisor asset management by partnering clients with a third-party manager, Gradient Investments, and offers financial planning at no additional cost. The firm serves individuals, high-net-worth clients, and trusts or estates, focusing on model portfolios that include no-load mutual funds, ETFs, individual equities, and money market funds.

Walter Meierarend III is a financial advisor at Titan Wealth Advisory, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BG Wealth Advisory, LLC. Outside of finance, Meierarend serves as a firefighter and EMT for the Unified Government of Wyandotte County and owns a seasonal lighting installation business. Titan Wealth Advisory provides co-advisor asset management by partnering with a third-party manager, Gradient Investments, and offers financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm assists clients in selecting model portfolios and retains discretionary authority for portfolio management.

Trenton Swift is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Buffalo Run Wealth Advisors LLC. His career includes roles at Farm Bureau Financial Services and Country Financial. Buffalo Run Wealth Advisors LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, using ETF-focused, long-term strategies based on fundamental analysis and modern portfolio theory. The firm offers tailored portfolios and access to third-party model management platforms, with additional tax and accounting services through affiliated entities.

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.