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.

Megan Ramshaw is a CFP® and Series 65 registered advisor with three years of industry experience. She currently works at MOKAN Wealth Management and previously held roles at Mariner Wealth Advisors, Kansas State PFP, and Vanguard. MOKAN Wealth Management provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm emphasizes customized investment strategies using individually selected equities supplemented by index funds and U.S. Treasury securities, managing approximately $250 million in discretionary assets across about 173 client relationships.

Andrew Matz is a financial advisor at Oak Road Wealth Management with one year of industry experience. He holds a Series 65 license and previously worked at Cypress Point Wealth Management and Spire Outsourcing. Prior to his advisory roles, he was a student at Texas Tech University and worked in the Sedalia 200 School District. Oak Road Wealth Management serves individual clients—including high-net-worth households—and pension/401(k) plan sponsors, offering portfolio management, financial planning, hourly consultations, and pension consulting. The firm uses customized Investment Policy Statements, modern portfolio theory, and primarily recommends ETFs, with a notable emphasis on non-discretionary management and co-fiduciary services for retirement plans.

Christopher Lea is a financial advisor at Java Wealth Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at Vallenwood Financial Services LLC. Outside of finance, he is involved in martial arts instruction through New Star Martial Arts LLC and serves as Worship Arts Director and Executive Director of Finance at Lakeland Community Church. Java Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a passive, model-portfolio approach using Vanguard and BlackRock funds and emphasizes fixed fee structures alongside educational seminars and client teaching engagements.

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.

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.

Brenda Black is a financial advisor with Legacy Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Legacy Investment Partners since 2004. In addition to her advisory role, she is an independent insurance agent for various independent insurance companies. Legacy Investment Partners serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering investment supervisory services along with financial planning and 401(k) consulting. The firm employs active portfolio management based on fundamental analysis with additional cyclical and technical methods and provides ongoing monitoring and reallocation.

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.

Terry Black is a CFA® charterholder and principal at Black Capital Management, LLC, with 37 years of industry experience. He has been with Black Capital Management since 1987. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios focusing on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis.

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

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.