Joseph Kraemer is a financial advisor with Copper Financial in Blue Springs, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Copper Financial Network LLC since 2015. Kraemer serves as a fundraiser for the Jake Cavanaugh Foundation, a nonprofit supporting families with children diagnosed with cancer, and is a board member at the Farnan Spirituality Center. Copper Financial primarily serves credit union members, providing financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm works with both individual and institutional clients and operates a model-based wrap program alongside an online Guided Investing option.

Randall Silvey is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Infinity Financial Services Advisory in 2020, he worked at LPL Financial from 2013 to 2017. Outside of his advisory work, he is the owner of Royal CBD, an online cannabidiol sales business. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment approach and integrates a range of investment strategies and products, including options and complex instruments, within its portfolio construction and risk management processes.

Johnathan Hines is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Since 2023, he has also engaged with Wealthroute, LLC, a business entity for tax and investment purposes. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and utilizes both active and passive investments alongside advisor-enhanced algorithmic portfolio services.

Charles Kasper is a CFP® with 19 years of industry experience, currently serving as an Executive Advisor at Modern Wealth Management, LLC. His prior roles include positions at Mutual Securities, Inc., Barber Financial, and National Planning Corporation. Kasper is also a Financial Analyst Officer and partial owner of Life Strategies Analytics, Inc., an independent research and analysis firm. Modern Wealth Management provides comprehensive investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and ERISA plan services.

Tracy Ford is a financial advisor with On Investment Management CO, holding a Series 66 designation and five years of industry experience. Prior to joining On Investment Management, Ford worked at Commonwealth Financial Network and Normandy Investment Advisors. Outside of advisory work, Ford owns VIP Organizing & Consulting, a business unrelated to investment activities. On Investment Management CO is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary investment programs.

Nathan Biggerstaff is a financial advisor with On Investment Management Company and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Tortoise Investment Partners, Montage Securities, and Propio Language Service. In addition to his advisory work, he is involved in insurance sales. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and investment programs, combining third-party discretionary options with adviser-directed managed accounts.

Aaron Hughes is a financial advisor at On Investment Management CO with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including TIAA-CREF, Mass Mutual Investors Services, and Steadfast Companies. His other business activities include involvement in fixed life and annuity business, as well as long-term care and disability insurance. On Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary investment programs, often involving third-party managers.

Samantha Compton is a financial advisor at Eversource Wealth Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Wise Wealth, LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Samantha is also a licensed insurance agent specializing in non-variable products. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Joshua Morales is a financial advisor with Sowell Management who holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Nest Financial LLC, The Retirement Planning Group, Bank of America, and Merrill. Morales is active in his local community, serving on the Raytown City Council and participating in organizations such as the Boy Scouts of America, Raytown Mainstreet Association, Raytown Chamber of Commerce, and the Rotary Club of Raytown. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent contractor model with over 100 advisors and provides a range of support services including portfolio management, trading, compliance consulting, and marketing.

Camden Sprouse is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 credential and has prior experience as a licensed insurance agent assisting individuals with Medicare plan selection through KC Medicare Advisors. Camden also operates Sprouse Financial Group. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm emphasizes tailored portfolios based on documented risk tolerance and employs a range of investment strategies from conservative allocations to options techniques.

Jason Seehusen is a CFP® professional with 19 years of industry experience. He has worked at Copper Financial Network LLC since 2017 and previously held roles at Sammons Retirement Solutions and Sammons Financial Network. Outside of advising, he serves as a referee for high school football, basketball, and women's college basketball. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and an online Guided Investing option. The firm works with both individual and institutional clients, providing ongoing advisory services as well as one-time financial plans.

Kenneth Donnelly is a financial advisor with LexAurum Advisors in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously was affiliated with HD Vest Insurance Agency Inc and H.D.Vest Investment Services. Outside of his advisory role, Donnelly owns and operates two tax-related businesses and is the author of books on tax resolution and retirement planning. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a standardized managed-account program with multiple risk-based models, using low-cost ETFs and other securities tailored to client needs.

Stephen White is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Edward Jones. Outside of his advisory work, he is involved in residential real estate sales, assisting clients in buying and selling homes. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and investment programs, combining discretionary and non-discretionary portfolio management options.

Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.

David Stangohr is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Infinex Investments, Inc., Virtue Financial Advisors, LLC, INVEST Financial Corp, and Bankers & Investors Co., Inc. He is also involved with Virtue Financial Advisors, LLC, where he serves as an agent for fixed insurance, annuities, and Medicare supplements. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes a mix of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable focus on non-discretionary assets.

Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.

Sarra Hobbs is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at UMB for 26 years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Lara Smith is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Target and Starbucks before moving into financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.

Eric Sporing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, LLC, BFC Planning, Inc., and Berthel Fisher & Company Financial Services, Inc. He serves on nonprofit boards, including the Blue Springs Chamber Foundation, Inc. and the Blue Springs Fall Fun Festival, Inc. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and employs multiple analytical approaches and trading horizons to tailor investment solutions.