Anthony Moeller is a financial advisor at MN Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Advisory, LLC and Sunflower Asset Management Inc. Outside of advisory work, he is a member of MOBROS, LLC, a real estate rental business. MN Wealth Advisors, LLC provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, trusts, and pension plans. The firm manages diversified portfolios and employs customized asset allocations, offering services that include financial planning and retirement plan consulting.

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.

James De Julio is a financial advisor with Collaborative Portfolio Management, L.L.C., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Raymond James Financial Services Advisors Inc. and First National Bank. De Julio has been with Collaborative Portfolio Management since 2024. 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 uses relative strength analysis and point-and-figure charting to construct globally diversified portfolios that seek to allocate into stronger market areas while emphasizing capital preservation.

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.

Herman Joseph Esry is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Family Legacy Advisors, LLC and has previously worked at Epiphany Financial Coaching, Parman and Associates, and Kozeny and McCubbin. Outside of advising, he co-owns Waypoint Coffee Co in Kansas City, KS, and practices law at a law firm. Family Legacy Advisors provides ongoing portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory approach and uses model allocations across various asset classes, offering both discretionary and non-discretionary management.

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 14 years of industry experience, currently serving as an advisor at BLDR Wealth LLC. His prior roles include positions at Cetera Advisor Networks, Cantor Fitzgerald, and Jackson National Life Distributors. BLDR Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and corporate plan sponsors. The firm focuses on fundamental analysis and a long-term investment approach, incorporating ETFs, individual securities, and alternative instruments, while also offering integrated tax, estate, and business-owner planning through its affiliation with an accounting and insurance practice.

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.

Catherine Hollingsworth is a financial advisor at Yukon Wealth Management, Inc. with 11 years of industry experience. She holds a Series 65 credential and also works part-time providing accounting services for a real estate developer and a home builder. Yukon Wealth Management offers discretionary portfolio management through a Manager-of-Managers program, pension and 401(k) consulting, and comprehensive financial planning for individuals and pension/profit-sharing plans. The firm focuses on selecting and monitoring independent asset managers and conducts formal quarterly reviews of client accounts.

Brian Truxaw is a financial advisor at Elevation Advisory Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Commerce Bank for thirteen years. Elevation Advisory Partners provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, estates, trusts, partnerships, and plan sponsors. The firm utilizes a combined fundamental and technical analysis approach across various asset classes, including equities, fixed income, mutual funds, ETFs, and alternative investments, and offers ESG/SIS alignment upon client request.

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.

Craig Richards is a financial advisor with S&A Financial Services, Inc. in Scott City, KS, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at S&A Financial Services since 2009 and previously at Cambridge Investment Research, Inc. from 2005 to 2017. Richards serves as a city councilman in Scott City, dedicating several hours monthly to this role. S&A Financial Services provides investment advisory and portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers tailored investment strategies and financial planning services with discretionary portfolio management and regular client reporting.

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.

Matthew Ahrens is a financial advisor at MN Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory, LLC from 2015 to 2023 before joining MN Wealth Advisors and its affiliated firm MarksNelson, LLC in 2023. MN Wealth Advisors serves individuals, trusts, estates, business entities, and retirement plans with portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including equities, fixed income, mutual funds, ETFs, structured products, and options, and is affiliated with a CPA firm that provides accounting and tax services to certain clients.