Jerry Snider is a financial advisor at Snider Talbot Financial Planning LLC in Kansas City, MO, holding a Series 65 designation 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 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, typically managing accounts on a non-discretionary basis with client approval required for transactions.

George Daimler is a financial advisor at Glass Lakes Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Glass Lakes in 2026, Daimler worked at CFO Capital Management, LLC for seven years and held roles at United Planners' Financial Services of America and Cruice Investment Advisors, Ltd. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related services. The firm utilizes a Core + Satellite investment approach and operates a wrap fee program alongside no-cost public seminars on personal finance.

Kirby Demoss is a financial advisor at Divvi Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Waddell & Reed, Ivy Distributors, and Colligo Group. In addition to his advisory role, he is a licensed insurance agent and a member of a holding company that provides general consulting services. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor portfolios according to clients’ goals, risk tolerance, and time horizons.

Jon Stanfield is a financial advisor at LexAurum Advisors with 18 years of industry experience. He holds a Series 66 designation and has practiced law, providing estate planning, trust administration, military law, financial defense, and expert witness services as a partner at Rees, Kincaid & Stanfield. His prior roles include work at Vsr Advisory Services and Vsr Financial Services. LexAurum Advisors serves individuals, families, businesses, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs a diversified, asset-allocation approach using low-cost ETFs and other securities, offering discretionary and non-discretionary engagements as well as sub-advisory services to other advisory firms.

Bradford Bagby is a financial advisor at Trinity Capital Management, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Trinity since 2012. Trinity Capital Management is a state-registered investment adviser managing approximately $55 million for around 65 individual and institutional clients. The firm offers discretionary portfolio management through actively managed equity accounts and passively managed ETF allocation strategies, emphasizing asset allocation combined with fundamental screening and technical indicators to guide investment decisions.

Harrison Hubbs is a financial advisor at Private Wealth Consulting, LLC with one year of industry experience. He holds the Series 65 designation and has prior work experience in transportation and rental services sectors. Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $259 million across 140 client relationships. The firm’s investment approach is tailored to each client’s goals and risk tolerance, employing a range of strategies including fundamental and technical analysis, option writing, and margin, with accounts managed on a discretionary basis and subject to quarterly reviews.

Bryan Stober is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Diversified Wealth Advisors, LLC and has previously worked at Kansas City Private Wealth Management, Miller, Haviland, Ketter PC, PA, and Cbiz. Diversified Wealth Advisors, LLC provides discretionary asset management and financial planning primarily to individual clients. The firm delivers investment recommendations tailored to client objectives and uses a multi-sub-advisor model to manage portfolios.

Ashley Dickson is a CFP® professional with eight years of industry experience. She currently works at Next Bloom Wealth, where she has been since 2022, following prior roles at Copper Financial Network and CommunityAmerica Credit Union. Dickson holds the Series 63 and Series 65 licenses. Next Bloom Wealth serves individual, high-net-worth, and corporate clients through investment management and financial planning. The firm employs a primarily passive, asset-allocation strategy supplemented by tax preparation and estate planning support, using third-party models and managers tailored to clients’ objectives and risk tolerance.

Anthony Donnelly is a Certified Financial Planner® with 24 years of industry experience. He is currently with Divvi Wealth Management in Kansas City, MO, where he has worked since 2022. His previous firms include Edward Jones and Ameriprise Financial Services. Outside of advising, Donnelly manages rental properties through his ownership of Boonslick Holdings LLC. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm employs a mix of fundamental and technical analysis and offers clients a choice of management arrangements and access to third-party programs.

Jeremy Dunning is a financial advisor at Central States Capital Markets, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Central States since 2021. His prior work experience includes roles at Bonobos, Tuff and Needle, and The Glossary. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families, along with pension plans, trusts, estates, and charitable organizations. The firm's investment approach is value oriented, combining fundamental analysis with technical and economic research to manage portfolios over longer-term horizons.

Allan Sheahan is a CFP® with 13 years of experience in the financial industry. He is currently with BLDR Wealth LLC and has worked previously at firms including Cantor Fitzgerald and Jackson National Life Distributors. 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 conducts due diligence on unaffiliated Independent Managers it utilizes.

John Carey is a financial advisor with Greystone Capital Partners Group LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes over two decades at AXA Advisors, LLC, followed by roles at Equitable Advisors, LLC and KC Capital Group, LLC. Greystone Capital Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, providing financial planning, investment and wealth management, and retirement plan consulting. The firm employs an investment process incorporating fundamental, technical, cyclical, and behavioral analysis, utilizing asset allocation based on Modern Portfolio Theory tailored to client-specific risk tolerance, time horizon, and liquidity needs.

Peter Vrooman is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network, Wells Fargo Clearing Services, and Wells Fargo Advisors. He serves on the Board of Trustees for Barstow School, participating in budget, enrollment, fundraising, endowment portfolio performance, and strategic planning discussions. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, ERISA 3(21) retirement-plan advisory, and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client objectives and conducts regular account reviews with flexible investment approaches.

Jason Tucker is a financial advisor with Investment Consulting Services, LLC, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior roles include positions at American Century Investment Services, Inc., Creative Planning, and GWFS Equities, Inc. He is based in Shawnee, Kansas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines passive and active fund selections and offers both discretionary and non-discretionary fiduciary services for retirement plans.

Beth Watts is a CFP® professional with six years of experience at Financial Avenues in Kansas City, MO. Prior to joining Financial Avenues, she worked at Zeiders Enterprises for three years and another firm for one year. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses through financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships, using diversified index mutual funds and ETFs, and offers public financial education workshops without product sales.

Adrianne Valkar is a financial advisor at Trinity Capital Management, LLC with 18 years of industry experience. She holds a Series 65 designation and has been with Trinity Capital Management since 2007. The firm manages approximately $55 million across individual and institutional clients, offering discretionary portfolio management through actively managed equity accounts and passively managed ETF strategic allocation accounts. Trinity Capital Management focuses on asset allocation using fundamental screening combined with technical indicators and a proprietary allocation technique to meet client objectives for growth and income.

Eric Blattner is a CFP® and CFA® with 21 years of industry experience. He is currently with Divvi Wealth Management and has held prior roles at firms including Ivy Distributors, Inc. and Waddell & Reed, Inc. He is also a co-owner of Colligo Group LLC, a holding company providing consulting services. Divvi Wealth Management is a small team adviser serving individuals, high-net-worth clients, trusts, and business owners with asset management, financial planning, and ERISA 3(21) plan services. The firm employs a blend of fundamental and technical analysis along with modern portfolio theory to build customized portfolios, offering both discretionary and non-discretionary management options.

Gregory Addison is a financial advisor at Professional Asset Management, Inc with 13 years of industry experience. He holds the Series 65 credential and has worked at Professional Asset Management, Inc since 2018, following a seven-year tenure at Lewer Financial Advisors, LLC. Professional Asset Management, Inc provides financial planning and investment supervisory services to individuals, retirement plans, and trusts. The firm manages approximately $11.6 million for about 20 clients and emphasizes an individualized planning process that includes detailed data collection, written plans, implementation, and ongoing monitoring, using primarily no-load mutual funds, ETFs, government securities, and annuities.

Joann Huber is a CFP® and PFS™ credentialed advisor with six years of industry experience. She is currently with Ballast Point Financial Planning, LLC and has previously worked at Avantax Planning Partners, Topel Forman LLC, and Barber Financial Group. Ballast Point Financial Planning, LLC serves individual and high-net-worth clients, including young-to-mid-career professionals and business owners, offering comprehensive financial planning and investment management. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified low-cost mutual funds and ETFs, and provides both discretionary and non-discretionary management alongside additional services such as tax preparation and educational workshops.

John Williams is a financial advisor with M3Sixty Capital, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Aronson Asset Management and Kalos Capital Inc. He also owns a compliance consulting firm that provides services to independent broker-dealers and RIAs. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing pooled vehicles and institutional mandates rather than retail individual accounts. The firm employs a range of active strategies across equities, fixed income, cash management, and alternative investments, and serves as adviser to several SEC-registered mutual funds.