Daniel Compton is a financial advisor with Professional Asset Management, Inc. in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Professional Asset Management, Inc. since 1985. In addition to his advisory role, he is also licensed as an insurance agent with various insurance companies. Professional Asset Management, Inc. provides financial planning and investment supervisory services to individuals, retirement plans, and trusts, managing approximately $11.6 million for about 20 clients. The firm follows an individualized financial planning process with regular account monitoring and typically recommends no-load mutual funds, ETFs, government securities, and annuities.

Allie Houston is a CFP® professional with one year of industry experience, currently serving at Dogwood Wealth Management, LLC. Prior to joining Dogwood, she held roles at Legacy Financial Strategies, LLC and various positions related to Kansas State University and other organizations. Dogwood Wealth Management serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes a long-term, strategic asset-allocation approach using low-cost ETFs and mutual funds, supplemented by individual equities or fixed income, and integrates coordinated tax and accounting services through an affiliated firm.

Kristin Terranella Gumina is a financial advisor at Ryan Poage & Co. in Kansas City, MO, with 17 years of industry experience. She holds a Series 66 credential and has worked at Ryan Poage & Co. since 2010 and Purshe Kaplan Sterling Investments since 2011. Outside of advising, she is also a notary public. Ryan Poage & Co. provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, time horizon, and income needs.

William Grainger is a financial advisor at HDQ Wealth in Kansas City, MO, holding a Series 65 designation with one year of industry experience. Prior to HDQ Wealth, he worked at Stoak Management LLC and has experience in various roles including e-commerce and education. HDQ Wealth serves individuals, trusts, estates, qualified retirement plans, and business entities with fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach and manages a diverse range of investment instruments, offering both discretionary portfolio management and oversight of third-party managed accounts.

Richard Talbot is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 credential 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 mainly 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 strategy focused on strategic asset allocation and low-cost mutual funds and ETFs, generally managing accounts on a non-discretionary basis with client approval required for transactions.

Timothy Sheahan is a financial advisor at BLDR Wealth LLC in Shawnee, KS, holding Series 65 and Series 63 credentials. He has been with BLDR Wealth since 2026 and has nearly three decades of experience with TaxesPlus, Inc. outside of advisory work. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and corporate plan sponsors. The firm employs a fundamental, long-term investment approach and integrates tax, estate, and equity-compensation planning, with a focus on business owners and a boutique client base.

Ryan Poage is a CFP® with 27 years of industry experience and is the principal of Ryan Poage & Co. He has worked at Purshe Kaplan Sterling Investments since 2011 and has led his own firm since 2006. In addition to his advisory role, he is involved in fixed insurance sales on a limited basis. Ryan Poage & Co. provides financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit sharing plans, trusts, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerance, time horizon, and income needs.

Paul Witwer is a CFP® professional with 18 years of industry experience, currently serving at Voyage Wealth Management LLC since 2013. He holds Series 63 and Series 65 licenses and operates out of Lenexa, KS. Voyage Wealth Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management along with comprehensive financial planning and consulting. The firm focuses on portfolios mainly composed of exchange-traded funds, using both fundamental and technical analysis to guide security selection.

Donald Stonebarger is a CFP® with 24 years of industry experience, currently serving as an advisor at Greystone Capital Partners Group LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Woodbury Financial Services, and Questar Asset Management. He is a member of the Lake Quivira Investment Club, where he participates in monthly discussions on individual stock portfolios. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans with financial planning, investment and wealth management, and retirement plan consulting. The firm employs a multi-faceted investment process incorporating fundamental, technical, cyclical, and behavioral analysis, tailoring portfolios to client-specific risk tolerance, time horizon, and liquidity needs.

Jason Newcomer is a CFP® with 17 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC since 2022. Prior to this, he worked at Barber Financial Group for 13 years and operated Newcomer & Associates for 16 years. Dogwood Wealth Management is an SEC-registered advisory firm that manages approximately $257 million in discretionary assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a long-term, fundamental analysis-driven approach to build diversified portfolios through ETFs, mutual funds, individual securities, and tax-aware strategies.

Barry Bailey is an advisor at First American Financial Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Great American Investors, Inc., Northwestern National Life Insurance Co., and Jackson National Life Insurance Co. since the early 1980s. Additionally, he maintains a business in insurance and financial planning under the CLU and CHFC designations. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm employs both technical and fundamental analysis and generally accepts full discretionary authority in managing diversified portfolios.

Bradford Buckler is a financial advisor at Diversified Wealth Advisors, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at several firms including Madison Avenue Securities, Taylor Capital Management, and Trustmont Financial Group. Buckler is also the owner and agent of Successful Retirement, Inc., an insurance agency he has operated since 1997. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, offering tailored investment recommendations and educational seminars. The firm uses a multi-sub-advisor model to manage portfolios and emphasizes regular account reviews aligned with client objectives.

Theodore Perez III is a financial advisor at Tax Favored Retirement with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including APS Ventures, LLC and Harrison Capital Management. Perez is also the owner of TP3 Holdings Inc, a holding company. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on reducing risk and volatility while aiming to increase returns through portfolios primarily composed of stocks and bonds, using both fundamental and technical analysis.

I built Mission Financial Planning to provide financial planning in a purely advice-only, fee-only, fiduciary role. I have been a Certified Financial Planner (CFP) for 25 years. My focus: Financial planning for dentists. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, retirement plans and retirement planning, insurance assessment, and estate planning. Over the years many dentist clients have referred other dentists, as well as non-dentist friends and family, to work with us. We are flattered with every referral - dentist or not - and honored to bring them into our family of great clients, if the fit is right. Let’s schedule a time to talk about your financial questions and find out if our areas of expertise would add value to your long-term planning. Thank you for considering Mission Financial Planning! Read Sharon's blog here: https://www.missionfinancialplanning.com/blog

Billie Mcclain is a CFA® charterholder with 14 years of industry experience. She has worked at Freedom Value Partners, LLC since 2022 and previously spent over a decade at Country Club Trust Company and Tower Wealth Managers, Inc. Mcclain is also affiliated with Freedom Wealth Advisors, LLC, maintaining dual registration during a business transition. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing discretionary asset management, financial planning, and retirement rollover guidance. The firm uses a fundamental, bottom-up investment approach with strategies that include equities, fixed income, and selective derivatives, operating a two-advisor team both holding the CFA designation.

Kent Stelljes is a financial advisor at Diversified Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Edward Jones and Philips North America. In addition to his advisory role, Stelljes is a Business Development Specialist at React Health, a sleep and respiratory manufacturing company. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual clients, using a multi-sub-advisor model. The firm offers customized investment recommendations and educational seminars, with accounts reviewed at least quarterly.

Chelsea Harper is an advisor at BLDR Wealth LLC with a Series 65 designation and one year of industry experience. She also serves as Business Manager at TaxesPlus, Inc., a tax preparation and advisory firm, and is a board member of the Public Accountants Association of Kansas. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach using ETFs, equities, bonds, and other instruments, and offers 3(21) retirement plan advisory services for plan sponsors.

Ryan Patton is a financial advisor at EVP Capital Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a managing member of several investment holding companies and an entertainment management company, with involvement typically limited to about one hour per month. EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs an investment approach based on modern portfolio theory, utilizing diversified portfolios primarily through fundamental security analysis and the use of mutual funds and ETFs.

Nicholas Bloch is a financial advisor at EVP Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a member of several investment holding companies based in Mission Woods, KS. EVP Capital Advisors offers portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory.

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.