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.

Nicholas Bloch is a financial advisor at EVP Capital Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with EVP Capital Advisors since 2015. Outside of his advisory role, he is a member of several investment holding companies based in Mission Woods, KS. EVP Capital Advisors offers portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, and pension/profit-sharing plans. The firm manages approximately $75 million in client assets and employs a globally diversified investment approach grounded in modern portfolio theory.

Frank Mall is a financial advisor at FinanciaLife Outfitters LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kovack Securities, Inc., Triad Advisors, Equity Services, Inc., and National Life of Vermont. Mall is the owner and managing member of FinanciaLife Outfitters LLC and also works as a licensed insurance agent. FinanciaLife Outfitters LLC provides investment management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm emphasizes diversified portfolios aligned with modern portfolio theory and utilizes a combination of mutual funds, ETFs, stocks, and bonds, offering both discretionary and non-discretionary services.

Larry Yeatman is a financial advisor at Sapphire Wealth Planning LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Farmers Financial Solutions and Farmers Insurance Group. Outside of his advisory role, he owns Yeatman Insurance, a property and casualty insurance business. Sapphire Wealth Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm employs a long-term investment approach using various analytical methods and manages portfolios in-house, offering educational seminars to clients at no charge.

Frank Shepard is a financial advisor at S&A Financial Services, Inc. in Overland Park, KS, with 48 years of industry experience. He has held a Series 63 designation and worked at Cambridge Investment Research, Inc. from 1998 to 2017. Outside of his advisory role, he is a partner in a non-investment related business property venture. S&A Financial Services provides investment advisory, portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes tailored investment strategies and maintains a high client-to-advisor ratio within its four-advisor team.

Gregory Shepard is a financial advisor at S&A Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research Inc. prior to his current role. S&A Financial Services provides investment advisory, portfolio management, financial planning, and pension consulting to individuals, pension plans, charitable organizations, and businesses. The firm employs both fundamental and technical analysis with discretionary portfolio management and emphasizes tailored recommendations based on each client's Investment Policy Statement.

Jonathan Moore is a financial advisor at Financial Avenues with a Series 65 credential and one year of industry experience. He previously worked at several firms, including FP Solutions RI and Ellevate Advisors. Financial Avenues is a fee-only advisory firm serving individuals, pension and profit-sharing plans, and businesses with financial planning, investment consultation, and portfolio management. The firm manages approximately $148 million across 94 client relationships and emphasizes diversified, cost-efficient index funds and ETFs with regular rebalancing.

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.

Stephen Small is a financial advisor at Aspen Wealth Management, Inc. in Overland Park, Kansas, holding a Series 65 designation with 19 years of industry experience. He has been with Aspen Wealth Management since 2007. Outside of his advisory role, he is the managing member of Swift Investments, LLC, where he oversees investment opportunities and tax return preparation for personal and family investing. Aspen Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, foundations, and other entities, managing approximately $83.4 million in client assets. The firm emphasizes asset allocation, fundamental and technical analysis, and multi-year investment horizons, using a range of investment vehicles and operating with discretionary trading authority.

Mychal Masterson is a financial advisor at Collaborative Portfolio Management with two years of industry experience. He holds the Series 65 designation and previously worked at Capital Portfolio Management LLC and Unum. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations by providing discretionary portfolio management, investment consulting, and participant-level 401(k) advice. The firm employs a relative strength and point-and-figure charting approach to build globally diversified portfolios using a variety of securities and regularly monitors accounts with formal quarterly reviews.

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.

Christopher Gaughan is a financial advisor with Gaughan & Connealy Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Gaughan & Connealy Wealth Management since 2017 and has been affiliated with Gaughan & Connealy, LLC since 2011. Gaughan is also a licensed attorney and insurance agent, occasionally providing clients with legal advice and insurance products outside his advisory role. Gaughan & Connealy Wealth Management serves individual and high-net-worth clients through a small advisory team, focusing on financial planning and investment advisory services. The firm emphasizes long-term investing and modern portfolio theory, directing clients to third-party managers for portfolio implementation while conducting due diligence and ongoing performance reviews.