David Larson is a financial advisor at ViaWealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at ViaWealth since 2018, following a tenure at Lake Street Partners, LLC. Outside of his advisory role, he is involved with Larson Building Company, LLC, which he has been associated with since 2013, and BenchMark KC, LLC since 2009. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic investment approach grounded in Modern Portfolio Theory and manages over $241 million in discretionary assets across 91 client relationships.

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.

Madeline Bayne is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at StoryOne Family Office and has previously worked at Keel Point, Raymond James Financial Services Advisors, and Kooman & Associates. StoryOne Family Office serves high-net-worth individuals, families, trusts, estates, corporations, qualified retirement plans, and nonprofit organizations. The firm offers portfolio management, financial planning, and comprehensive family office services, including wealth design, trust administration, philanthropic planning, and lifestyle 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.

Hannah Casteel is a CFP® professional with two years of experience in financial advising. She currently works at Beyond Wealth and previously held roles at Keen Wealth Advisors and Balanced Financial Planning, Inc. Prior to her advisory career, she spent several years in various positions at Kansas State University and other organizations. Beyond Wealth offers comprehensive financial planning combined with ongoing investment management for individuals, charitable institutions, foundations, and businesses. The firm uses a strategic asset-allocation approach focusing on lower-risk equities and provides portfolio customization options including socially responsible investment screening.

Barbara Gulin is a financial advisor with BG Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with BG Wealth Advisory and its related entities since 2014. Outside of advisory services, she is involved in insurance services as a managing member and insurance agent for BG Wealth Management, LLC. BG Wealth Advisory, LLC provides financial planning and consulting primarily to individuals, including high-net-worth clients, and refers clients to a single third-party money manager for portfolio implementation. The firm delivers written financial plans on a fixed-fee basis and offers public seminars on investment topics, while portfolio management and trading authority remain with the third-party manager.

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.

Meghan Hein is a CFP®-certified financial advisor at ClearPath Wealth Management, L.C. with two years of industry experience. Prior to joining ClearPath Wealth Management, she held roles at Aspyre Wealth Partners and Carson Group. Outside of her advisory work, Meghan is a Tasting Room Associate at TerraVox Winery, where she assists with guest services and event hosting. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a blend of buy-and-hold and active management strategies with mutual funds, ETFs, and individual stocks.

Christopher Halford is a financial advisor with Fiduciary Trust Private Wealth Counsel LLC, holding Series 63 and Series 65 licenses and having over two years of industry experience. He has been associated with Fiduciary Trust Private Wealth Counsel since 2021 and also has experience in fixed-index annuity sales. Outside of finance, Halford is active as an actor in theater and commercial advertising. Fiduciary Trust Private Wealth Counsel LLC is a small, privately held advisory firm serving individuals, trusts, estates, pension plans, and charitable organizations. The firm provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services, focusing on tailored portfolios guided by fundamental and technical analysis alongside modern portfolio theory.

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.

Austin Klarin is a financial advisor with Kedrec LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and has nine years of industry experience. His prior career includes various roles at Northwestern Mutual and Andrew Watters. Kedrec serves individual clients, trusts, estates, and business entities with comprehensive wealth planning and management services, including retirement planning, tax coordination, and portfolio construction. The firm offers a subscription-style model separating passive advisory from discretionary portfolio management and provides access to alternative investments alongside traditional services.

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.

Michael Wolters is a Series 65 licensed financial advisor with 33 years of industry experience. He has been with Mike Wolters & Associates, Ltd. since 1994, where he is one of two advisors at the firm based in Parkville, MO. Mike Wolters & Associates, Ltd. provides discretionary asset management exclusively to individuals, charitable organizations, and retirement plan participants. The firm manages about $19 million across roughly 74 client accounts, primarily using ETFs and selected individual stocks within an investment approach that combines fundamental and technical analysis alongside macroeconomic and political factors.

Nathan Schwantes is a financial advisor at Schwantes Financial, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at S&A Financial Services, Inc. for 13 years. Outside of financial advising, he has a long-standing involvement with North Star Events, LLC. Schwantes Financial, LLC manages discretionary portfolios for individuals, families, and businesses using a globally diversified investment approach based on modern portfolio theory. The firm serves primarily non-high-net-worth clients and emphasizes tailored risk profiles and regular portfolio reviews.