Anthony Castelluccio is a financial advisor with First Class Capital in Liberty, MO, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been associated with Cambridge Investment Research Advisors, Inc. since 2012. Castelluccio also serves as a FINRA arbitrator. First Class Capital provides financial planning and discretionary portfolio management for individual and institutional clients, including pension and profit-sharing plans, family offices, and corporations. The firm employs a modern portfolio theory-based approach with diversification strategies and alternative option hedging, and offers elective performance-based fee arrangements with fee collection through custodians.

Ryan Bargfrede is a financial advisor at The Jamison Edward Group with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in multiple roles including at Thrivent Financial and Transamerica Financial Advisors. Outside of his advisory work, he is an outside sales representative for Brown Industrial Parts Services. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm focuses on non–high-net-worth clients, offering tailored investment advice and conducting public seminars and workshops.

James Werner is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Snider Talbot Financial Planning LLC since 2014 and previously worked for the City of Parkville from 2011 to 2017. 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, with most managed accounts handled on a non-discretionary basis.

Tomas Jacobsen is a financial advisor with Snider Talbot Financial Planning LLC, holding a Series 65 designation and six years of industry experience. He has a long tenure with the Lawson R-XIV School District, where he has worked since 1997. Snider Talbot Financial Planning serves primarily individuals and couples, as well as groups and small businesses through tailored financial-education sessions. The firm offers fee-only financial planning and ongoing asset management with a focus on low-cost, no-load mutual funds and ETFs within a long-term buy-and-hold approach, requiring client approval before executing transactions.

Julia Newton is a financial advisor at The Jamison Edward Group with Series 65 and Series 66 credentials and four years of industry experience. Her prior roles include positions at FOUNDATIONS INVESTMENT ADVISORS, Market Advisory Group, and Dustin Keesler Insurance. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, focusing primarily on non–high-net-worth clients. The firm provides discretionary and non-discretionary asset management, financial planning, and educational programs tailored to clients' objectives, with approximately $12.45 million in discretionary assets under management.

Lee Taylor is a financial advisor at The Jamison Edward Group with 22 years of industry experience. He holds a Series 66 designation and has worked at The Jamison Edward Group since 2019, following three years with St. Bernard Financial Services. In addition, he is the owner and insurance agent of Green Tree Heart, LLC d/b/a Integrated Financial Solutions of Kansas City. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, primarily those who are not high-net-worth. The firm provides discretionary and non-discretionary asset management, financial planning, and educational programming tailored to clients’ objectives, time horizons, and risk tolerance.

Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has operated Cagle Insurance, a sole proprietorship focused on Medicare and health insurance products, since 2011. DMK Advisor Group, Inc. manages approximately $84.5 million in assets and offers discretionary and non-discretionary portfolio management along with financial planning to individuals, small businesses, trusts, and retirement plans. The firm utilizes mutual funds and ETFs with a combination of technical and fundamental analysis and operates as both a registered investment adviser and an independent broker-dealer.

Michael Blackmore is a financial advisor at DMK Advisor Group, Inc. with 28 years of industry experience. He previously worked at Parkland Securities and Stephen A. Kohn & Associates, Ltd. Blackmore holds Series 63 and Series 65 designations and serves on the board of directors for the East Clay Rotary Club. He is also involved in managing fixed life insurance, annuities, long-term care and health insurance, and Medicare supplement products. DMK Advisor Group, Inc. manages approximately $84.5 million in client assets and offers discretionary and non-discretionary portfolio management along with financial planning services to individuals, small businesses, trusts, and retirement plans. The firm uses mutual funds and ETFs with a combination of technical and fundamental analysis, and operates both as a registered investment adviser and an independent broker-dealer.

Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.

David Evans is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Premier Financial Partners, Royal Alliance, and Premier Network, where he currently serves as a client executive and practice leader. Evans is also a board member and shareholder of HCF, Inc., where he provides strategic guidance. Optima Capital LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.

Karen Burris is a Series 65-licensed advisor with White Sand Wealth Management in Liberty, MO, where she has worked since 2019. She has 10 years of industry experience, including eight years at BOK Financial Securities and Bokf, Na. White Sand Wealth Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans. The firm combines passive and active investment approaches, develops individualized investment policy statements, and manages discretionary portfolios with oversight of third-party managers under a fiduciary code of ethics.

Kelly Kariker is a CFP® professional with four years of experience in financial advising. She has worked at White Sand Wealth Management since 2022 and previously held roles at BOK Financial Securities, Inc., Bokf, Na, and Commerce Bank. White Sand Wealth Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans. The firm combines passive and active investment approaches, develops individualized investment policy statements, and manages discretionary portfolios with oversight of third-party managers under a fiduciary code of ethics.

Samuel Huet is a CFP® professional at White Sand Wealth Management with seven years at the firm. Prior to joining the firm, he spent four years at Robert Morris University. White Sand Wealth Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans. The firm combines passive and active investment strategies, manages discretionary portfolios, and maintains oversight when using third-party managers, operating under a fiduciary code of ethics.

Joel Huet is a CFP® professional with 13 years of industry experience. He has worked at White Sand Wealth Management since 2019 and previously held roles at Open Road Wealth Management and MoBank Private Wealth. He serves as a council member at the Children's Mercy Hospital Planned Giving Council. White Sand Wealth Management serves individual and institutional clients, including high-net-worth households and pension plans. The firm develops individualized investment policies and manages discretionary portfolios using a mix of passive and active strategies, often employing third-party managers while maintaining fiduciary oversight.

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in contract positions with Serco and Northrop Grumman, and held operational roles at Kansas City Structural Steel and Mid America Roofing. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a disciplined investment process that includes fundamental, quantitative, and technical analyses, managing accounts primarily on a discretionary basis using model and customized strategies.

William Kopek is a financial advisor at White Sand Wealth Management with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he held positions at Cetera and Cetera Wealth Services. Outside of finance, he has worked at Shadow Glen Golf Club since 2024. White Sand Wealth Management serves individual clients, including high-net-worth households, as well as institutional clients such as pension and profit-sharing plans. The firm employs a mix of passive and active investment strategies, manages discretionary portfolios, and retains oversight when delegating management to third-party managers.

Kari Jo Bear is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Continuum Advisory, LLC and has held previous roles at Triad Advisors, Inc. and Signator Investors, Inc. Kari Jo also owns Thomann Financial Services, Inc., through which she conducts fixed insurance sales. She serves as an honorary board member of the Liberty Hospital Foundation. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates multiple professional services among its advisors and offers retirement plan consulting and ERISA fiduciary roles.

Suzanne Wallace is a financial advisor at Copper Financial with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Boulder Wealth Management, Edward Jones, and Abbott Laboratories. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third‑party referrals, model-based wrap programs, and online Guided Investing. The firm works with both individual and institutional clients and operates with a dual broker‑dealer and SEC-registered investment adviser registration.

Bryan Smith is a financial advisor with Good Life Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has been with Good Life Advisors and LPL Financial LLC since 2016. Good Life Advisors is an enterprise-scale registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers. Their investment process includes fundamental, technical, and cyclical analysis, with execution through direct management, model portfolios, and sponsored advisory programs.

Ronald Yount is a Certified Financial Planner® with 22 years of industry experience, currently serving at Copper Financial Network LLC since 2014. He holds the Series 63 and Series 65 licenses and is based in Kansas City, MO. Copper Financial primarily serves credit union members, including those of CommunityAmerica Federal Credit Union and affiliated entities, offering financial planning, brokerage services, discretionary portfolio management through third-party referrals, model-based wrap programs, and online Guided Investing. The firm serves both individual and institutional clients and operates with a fiduciary advisory model that includes due diligence on third-party managers.