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.

Donald Lueke is a CFP® with 29 years of industry experience, currently serving at Heritage First Wealth Management, LLC in Kansas City, MO. He has held positions at several firms including AE Wealth Management, Atlantis Wealth Advisors, and Berthel, Fisher & Company Financial Services. Outside of his advisory role, he is an instructor at the PREPARE Institute, participates in financial literacy workshops with the Society for Financial Awareness, and facilitates estate planning document services. Heritage First Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers ERISA retirement-plan services and employs a discretionary investment approach based on client goals, time horizon, and risk tolerance, often engaging third-party managers to oversee assets.

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.

Michael Sheerin is a financial advisor with Proactive Planning Wealth Advisory in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. He previously worked at Barber Financial Group, IHT Wealth Management, and APS Ventures, LLC. Sheerin is also a licensed insurance agent involved in the sale of various insurance products. Proactive Planning Wealth Advisory provides portfolio management and financial planning services to individual and high-net-worth clients. The firm customizes investment recommendations based on client objectives and risk tolerances, using model portfolios, tax-management tools, and a range of investment strategies, with regular account reviews.

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.

Ryan Hurr is a Series 65 licensed advisor with Heritage First Wealth Management, LLC in Kansas City, MO, with six years of industry experience. Prior to joining Heritage First, he worked at AE Wealth Management, LLC, and the Missouri Higher Education Loan Authority. In addition to his advisory role, he facilitates access to estate planning document services and is involved in tax preparation through affiliated entities. Heritage First Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers ERISA retirement-plan services, engages third-party managers when appropriate, and emphasizes oversight and monitoring of investments tailored to client goals, time horizons, and risk tolerance.

Michael Porembski is a financial advisor at Titan Wealth Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at BG Wealth Advisory, LLC. He is also involved with MRP Investment Advisory Services, LLC as an insurance agent specializing in fixed insurance sales. Titan Wealth Advisory provides co-advisor asset management by partnering clients with a third-party manager, Gradient Investments, and offers financial planning at no additional cost. The firm serves individuals, high-net-worth clients, and trusts or estates, focusing on model portfolios that include no-load mutual funds, ETFs, individual equities, and money market funds.

Reid Larson is a financial advisor with ViaWealth, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Virtix Investment Advisors, LLC and Cargill, as well as self-employment. ViaWealth provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic approach grounded in Modern Portfolio Theory and manages assets through direct accounts or sub-advisory arrangements.

Rory Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC since 2024. Prior to this, he worked at Modern Wealth Management, LLC and Barber Financial Group. Dogwood Wealth Management is an SEC-registered advisory firm managing approximately $257 million in discretionary assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach, offering diversified portfolios primarily consisting of ETFs and mutual funds alongside financial planning and retirement plan advisory services.

Joel Hamilton is a CFP® and CFA® with nine years of industry experience. He has been with Glass Lakes Capital Management LLC since 2017, following a year at Keen Wealth Advisors. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related implementation services. The firm uses a Core + Satellite allocation approach combining passive indexed core holdings with active satellite positions and provides complimentary educational seminars on personal finance and investing.

Walter Meierarend III is a financial advisor at Titan Wealth Advisory, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BG Wealth Advisory, LLC. Outside of finance, Meierarend serves as a firefighter and EMT for the Unified Government of Wyandotte County and owns a seasonal lighting installation business. Titan Wealth Advisory provides co-advisor asset management by partnering with a third-party manager, Gradient Investments, and offers financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm assists clients in selecting model portfolios and retains discretionary authority for portfolio management.

Trenton Swift is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Buffalo Run Wealth Advisors LLC. His career includes roles at Farm Bureau Financial Services and Country Financial. Buffalo Run Wealth Advisors LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, using ETF-focused, long-term strategies based on fundamental analysis and modern portfolio theory. The firm offers tailored portfolios and access to third-party model management platforms, with additional tax and accounting services through affiliated entities.

Damion Bissonnette is a financial advisor at Proactive Planning Wealth Advisory in Overland Park, KS, holding a Series 65 designation. He has been with the firm since 2025 and has prior work experience at Petsmart. Proactive Planning Wealth Advisory is an independent, state-registered investment adviser serving individual and high-net-worth clients with portfolio management and financial planning services. The firm customizes investment strategies based on client objectives and risk tolerances, using various techniques including model portfolios and tax management, and conducts quarterly account reviews.

Thomas King is a financial advisor at Sarver Vrooman Wealth Advisors LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Foreside Fund Services, LGT Capital Partners, and Hatteras Capital. King served in the 82nd Airborne Division of the US Army from 2016 to 2018. He is also the owner of TPK, LLC, a holding company for a financial practice. 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 bases its investment process on client objectives, using various analytical methods, and offers services without account minimums or charges for financial planning.

Matthew Waldman is a financial advisor with Divvi Wealth Management in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Waddell & Reed, Inc., Ivy Distributors, Inc., and Raymond James & Associates. He is also a licensed insurance agent and a member of Colligo Group LLC, a holding company involved in 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 builds portfolios using a blend of fundamental and technical analysis alongside modern portfolio theory, offering both direct management and third-party manager options tailored to client goals and risk tolerance.

James Brownfield is a Series 66-licensed advisor with 18 years of industry experience. He has been with Central States Capital Markets, LLC since 2011. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as various institutional clients. The firm employs a value-oriented investment approach that combines fundamental analysis with technical tools and economic research, managing portfolios for longer-term horizons and adjusting as market conditions or client needs evolve.

Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.

Mary Witwer is a financial advisor at Voyage Wealth Management LLC in Lenexa, KS, with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Voyage Wealth Management since 2017, following 16 years as a self-employed professional. Voyage Wealth Management primarily serves individual and high-net-worth clients, providing discretionary portfolio management alongside comprehensive financial planning and consulting on retirement, taxes, insurance, education funding, and estate matters. The firm typically constructs portfolios using exchange-traded funds and applies both fundamental and technical analysis in security selection.

Von Hampton is a financial advisor at First American Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Great American Investors, Inc. since 2014 and at Hampton & Hampton PA, Inc. since 1990, where he is president. Beyond financial advising, he is involved in public accounting as president of Hampton & Hampton PA, Inc. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional accounts, employing both technical and fundamental analysis with a focus on stocks, bonds, and mutual funds. The firm operates under a governance structure with a single supervisory principal and manages a relatively small number of accounts.

Trevor Harris is a CFP® with 17 years of industry experience, currently serving as an advisor at Sonas Financial Group, Inc. in Kansas City, MO, where he has worked since 2016. He also serves as president of Oak Grove Rental, an equipment rental business, where he contributes to strategic planning and bookkeeping outside of market hours. Sonas Financial Group provides investment management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, and nonprofit entities. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary portfolio management, combining individual wealth management with institutional ERISA 3(21) plan services.