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.

Marcus Scott is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Kedrec LLC. Prior to joining Kedrec, he held roles at QuickTrip, Fiduciary Capital Management LLC, and MOKAN Wealth Management. Kedrec LLC serves individual clients, trusts, estates, and business entities, offering comprehensive wealth planning and management services. The firm employs a subscription-style model that separates passive advisory services from discretionary portfolio management and provides customized planning and consolidated reporting.

Mark Donaldson is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Providence Financial Advisors, LLC since 2008 and concurrently operates a regulatory compliance consulting practice based in Kansas City. Providence Financial Advisors, LLC serves individuals, trusts, estates, businesses, and defined contribution plans by providing portfolio management, financial planning, and retirement-plan advisory services. The firm manages over $544 million in assets and employs a globally diversified investment approach grounded in fundamental security analysis.

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 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.

Ronald Schwantes is a CFP® with over 31 years of experience in the financial industry. He is currently with Schwantes Financial, LLC, which he joined in 2024, and previously worked at Cambridge Investment Research, Inc. for 19 years and S&A Financial Services, Inc. for 29 years. Schwantes Financial, LLC is a two-advisor firm that provides discretionary portfolio management for individuals, families, and businesses. The firm employs a globally diversified investment approach using mutual funds and ETFs, applying fundamental, market trend, and economic cycle analysis, and serves primarily non-high-net-worth clients.

Sara Stiles is a CFP® with 17 years of experience in the financial services industry. She is currently affiliated with Rise Retirement, LLC and has held positions at Two West Capital Advisors LLC and The Leaders Group Inc. Stiles is also involved in several business ventures related to tax, accounting, insurance, and financial advisory services through her ownership and management roles in multiple RISE-affiliated firms. Rise Retirement, LLC offers discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and businesses. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment strategies and provides unique services such as in-house pension plan administration and public educational workshops.

Christopher Costello is a CFP® professional with 23 years of experience in financial advisory roles. He joined Curtis Capital Advisors in 2024 and has previous experience at firms including Morgan Stanley, Blooom, Inc., and The Retirement Planning Group, Inc. His career spans both the wealth management and retirement planning sectors. Curtis Capital Advisors serves individuals, high-net-worth clients, and trusts with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversified, risk-based portfolios primarily implemented with index mutual funds and ETFs, focusing on long-term allocation and client behavior management.

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.

Jeffrey Easterday is a financial advisor at Family Legacy Advisors, LLC with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Family Legacy Advisors since 2022. In addition to his advisory role, he is a partner at the law firm of Parman & Easterday. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm’s investment approach is based on modern portfolio theory and incorporates model allocations across various asset classes, offering both discretionary and non-discretionary management.

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.

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 with Diversified Wealth Advisors, LLC in Kansas City, MO. He holds Series 65 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he works as a Business Development Specialist at React Health, a sleep and respiratory manufacturing company, where he spends approximately 70% of his time. Diversified Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm uses a blend of fundamental, technical, charting, and cyclical analyses to customize portfolios and works with third-party sub-advisors to implement investment strategies.

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 19 years of industry experience. He holds a Series 66 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory work, he serves as managing member of several investment holding companies and an entertainment management company. EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit sharing plans. The firm manages approximately $75 million for about 46 clients, utilizing globally diversified portfolios based on modern portfolio theory and primarily employing mutual funds and ETFs.