Jordan Lambert is a financial advisor at Ryan Poage & Co. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ryan Poage & Co. since 2016. Lambert is also involved in his family’s third-generation HVAC business, Midwest Heating, Cooling & Plumbing, where he contributes to marketing and sales. Ryan Poage & Co. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, consulting, and discretionary investment management, utilizing both fundamental and technical analysis to create diversified portfolios tailored to clients’ risk tolerances and time horizons.

Jessica Estes Fleischmann is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, RBC Capital Markets, and UBS Financial Services. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement plan advisory services, and financial planning for individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals, using various analytical methods and conducting periodic reviews, while also offering support to plan sponsors in investment policy and participant education.

Ryan Derks is a financial advisor with Derks Financial, LLC and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Berthel Fisher & Company Financial Services and RHF Blockchain Investments. In addition to advising, Derks owns and oversees operations at Derks Tax & Accounting, providing tax and accounting services. Derks Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $80 million across roughly 275 clients. The firm employs a combination of fundamental and technical analysis with both long- and short-term trading strategies, offering discretionary and non-discretionary management across a range of investment types.

Tracy St. John is a financial advisor with Financial Avenues in Kansas City, MO, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Financial Avenues since 2010. Financial Avenues serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and small businesses, offering fee-only financial planning, investment consultation, and portfolio management that emphasize diversified, tax-conscious portfolios primarily composed of passively managed index funds and ETFs.

Edward Kratty Jr. is a financial advisor at World Class Unlimited, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at OneDigital Investment Advisors LLC and World Class Unlimited, Inc. (formerly World Class Financial, Inc.). He is also a licensed independent insurance agent in Overland Park, KS. World Class Unlimited, Inc. is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a relative-strength, trend-following investment strategy focused on concentrated portfolios primarily composed of ETFs and mutual funds and also offers tax, payroll, and insurance services.

Edward Colburn Jr. is a financial advisor with First American Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses with 35 years of industry experience. His prior work includes roles at Great American Investors, Inc., A. G. Edwards & Sons, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. He serves as a trustee and executor for multiple estates, overseeing trust and estate management duties. 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, generally accepts full discretionary authority for securities trading, and maintains a governance structure with a single supervisory principal overseeing advisor and broker-dealer activities.

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 two years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC. Prior to joining Dogwood Wealth Management, she worked at Legacy Financial Strategies, LLC and held various roles including positions at Kansas State University and in the construction and agricultural sectors. Dogwood Wealth Management is an SEC-registered advisory firm that manages assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach, utilizing diversified portfolios primarily composed of ETFs and mutual funds, along with other strategies tailored to client objectives.

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.

James Werner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Snider Talbot Financial Planning LLC since 2014 and previously worked for the City of Parkville from 2011 to 2017. 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, with most managed accounts handled on a non-discretionary basis.

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 an advisor at BLDR Wealth LLC with Series 65 and Series 63 credentials. He has one year of experience in financial advising and has worked at TaxesPlus, Inc. since 1998. 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 and long-term investment approach, integrating tax, estate, and equity-compensation planning within its financial planning services.

Ryan Poage is the principal of Ryan Poage & Co. in Kansas City, MO, with 28 years of industry experience. He holds the CFP® certification and Series 63 license. Prior to founding Ryan Poage & Co. in 2006, he has worked at Purshe Kaplan Sterling Investments since 2011. Ryan Poage & Co. serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management, combining fundamental and technical analysis to build diversified portfolios tailored to clients’ risk tolerances and time horizons.

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 with Diversified Wealth Advisors, LLC in Kansas City, Missouri, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Diversified Wealth Advisors since 2020, following prior roles at 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, including high-net-worth households. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize portfolios and delegates portfolio management to third-party sub-advisors while offering educational seminars and workshops to the public.

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.