Austin Drake is a CFP® professional with 10 years of industry experience. He has been with Sterneck Capital Management LLC since 2018 and previously worked at FBR Capital Markets & Co. and B. Riley & Co., LLC. He is based in Kansas City, MO. Sterneck Capital Management provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented approach focused on fundamental analysis, long-term investing, and tactical rebalancing, offering diverse portfolio options including individual equities, ETFs, mutual funds, and private investments.

John Harrison III is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He is also an owner of Harrison Capital Management, a financial planning firm, and HCM Holdings, a financial holding company. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm’s investment approach integrates fundamental and technical analysis across multiple asset classes and includes options for ESG alignment.

Harrison Quinn is a CFP® with seven years of industry experience, currently serving as a financial advisor at HDQ Wealth in Kansas City, MO. His background includes roles at Ameritas Life Insurance Corp. and MassMutual. Outside of his advisory work, he is involved in several businesses, including a model and talent agency, a marketing and consulting firm, and an online clothing boutique, and he serves as treasurer for a nonprofit puppet theater. HDQ Wealth advises individuals, trusts, estates, qualified retirement plans, and business entities through fee-based investment advisory and financial planning services. The firm employs a tactical allocation approach with primarily discretionary portfolio management and offers a broad range of investment instruments and third-party managed-account programs.

Courtney Hicks is a financial advisor at ETF Portfolio Partners, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Creative Planning, LLC and UMB Bank. Outside of finance, she works as a Technical Assistant for Marsec Training Inc., providing online maritime security certifications. ETF Portfolio Partners offers discretionary portfolio management primarily through globally diversified, balanced ETF model portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, regular portfolio rebalancing, and detailed client communication.

James Meysenburg is a CFP® with 23 years of industry experience, currently serving as an advisor at Sonas Financial Group, Inc. in Kansas City, MO, where he has worked since 2002. He holds the Series 65 designation and is one of two advisors at the firm. Sonas Financial Group provides investment management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, and nonprofit entities. The firm offers tailored investment programs using a combination of fundamental, technical, and quantitative analysis, and employs sub-advisor arrangements as part of its portfolio management approach.

Carson Sanford is a CFP® and CFA® with 11 years of industry experience. He is a principal at Delta Wealth Solutions, LLC and has previously worked at UBS Financial Services, Inc. and Charles Oakley Capital LLC. Sanford is also the owner of a real estate holding company. Delta Wealth Solutions, LLC provides discretionary asset management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of analytical approaches and conducting regular reviews.

Andrew Comstock is a CFA® charterholder with 16 years of industry experience. He has been with Castlebar Asset Management since 2012. He is based in Overland Park, KS, and is affiliated with Beyond Wealth. Beyond Wealth provides comprehensive financial planning and investment management to individuals, charitable institutions, foundations, and businesses, offering these services as a bundled engagement. The firm uses a strategic asset-allocation framework and fundamental equity analysis focused on lower-risk stocks over a multi-year horizon, with options for portfolio customization and socially responsible investment screening.

Eric Sheerin is a financial advisor with Dogwood Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Barber Financial Group. Dogwood Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $257 million in discretionary assets. The firm employs a long-term, fundamental analysis-driven investment approach with diversified portfolios primarily composed of ETFs and mutual funds, and offers services including discretionary portfolio management, financial planning, and retirement plan advisory.

Jo Fritz is a CFP® professional with 24 years of experience in financial planning. She has been with Balanced Financial Planning, Inc. since 2004 and leads the firm as its sole advisor. Balanced Financial Planning serves individual and high-net-worth clients, including their trusts and estates, offering financial planning and investment advice through one-time projects, hourly consultations, or ongoing retainer services. The firm emphasizes individualized asset allocation based on fundamental research and provides both discretionary and non-discretionary portfolio management, with a fee structure that avoids asset-based charges.

Tom Kaminski provides comprehensive financial planning and investment management for thriving professionals and busy young families. Tom's clients are often met with a common set of friction points- increased incomes, multiple benefits packages, and growing equity compensation, coupled with competing financial goals that they have trouble prioritizing. On the personal side, they're often jugging concerns about aging parents, raising their children, while trying not to neglect their own important goals. It is his passion to help his clients get organized, optimized, and help thoughtfully connect their dollars to their goals! He acts as a co-pilot to make the most of every opportunity for you and your family. Prior to founding Twin Robins, Tom spent the first 17+ years of his career in personal finance. He's proudly obtained the CFP® and CRPC® designations. He lives in the Brookside area of Kansas City, Missouri with his wife and two young kids. He serves clients both locally, and virtually across the country.

Cameron Bond is a CFP® with eight years of industry experience. He is currently an advisor at StoryOne Family Office and previously worked at Keel Point Capital, LLC for eight years. Before entering financial advising, he spent ten years with the Kansas City Kansas Public School District. StoryOne Family Office serves individuals, families, trusts and estates, corporations, qualified retirement plans, and nonprofit organizations, offering portfolio management, financial planning, and expanded family office services. The firm utilizes a range of model and custom portfolios and places emphasis on family education through coaching, mentoring, and workshops.

Emalee Wheeler is a financial advisor at Greater Than Financial in Kansas City, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Greater Than Financial, she worked for 13 years at North Andrew R-3 School and attended Wichita State University for three years. Outside of her advisory role, Wheeler is involved in her family farm’s bookkeeping activities using QuickBooks. Greater Than Financial provides investment management and financial planning services to individuals, trusts, and charitable organizations. The firm focuses on passive, low-cost portfolio strategies tailored to clients’ objectives and risk tolerance, and maintains an owner-led team of three advisors.

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 previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm’s investment process is guided by client objectives and includes regular account reviews and rebalancing, offering services without account minimums or charges for financial planning.

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.

Paul Wiederholt is a CFP® professional with 30 years of experience in financial advising. He is the sole advisor at Boulder Investment Group and previously worked at LPL Financial from 2008 to 2016. Wiederholt is also licensed to sell life, disability, long-term care insurance, and annuities, dedicating a portion of his time to these activities. Boulder Investment Group provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset-allocation approach using a core-and-satellite structure with mutual funds, ETFs, individual securities, and options, managing over $72 million in discretionary assets across approximately 144 client relationships.

Scott Schaeffer is a financial advisor at MN Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MarksNelson, LLC and Integrity Advisory, LLC. MN Wealth Advisors provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, business entities, and retirement plans. The firm manages portfolios across various asset classes and offers tailored asset allocation with ongoing monitoring, occasionally utilizing independent managers and private investment funds.

Michael Murff is a financial advisor at Oak Road Wealth Management with eight years of industry experience and a Series 66 designation. His prior work includes roles at Shepard Wealth Management and Commonwealth Financial Network. Murff is also co-owner of Luminare Aesthetics and Wellness, a med spa offering facial and injectables services. Oak Road Wealth Management provides portfolio management and financial planning to individuals, high-net-worth clients, and retirement plans. The firm emphasizes written Investment Policy Statements, modern portfolio theory, and client education through workshops and its Oak Road Wealth Blog.

Perry Woolard is a financial advisor with First American Financial Advisors, Inc. in Lee's Summit, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including 38 years running Woolard & Associates. In addition to advising, he is the owner of Woolard and Associates Financial Services, an insurance business offering life, health, and disability products on a commission basis. First American Financial Advisors provides discretionary portfolio management and periodic financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm uses both technical and fundamental analysis and typically manages portfolios with full discretionary authority.

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.