Benjamin Krapu is a financial advisor at QP Financial with five years of industry experience. He holds the CFP® and ChFC® designations and has worked at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC. He is also licensed as an insurance agent and remains actively involved in insurance sales alongside his advisory work. QP Financial provides financial planning and portfolio management services to individuals, high-net-worth households, and small businesses. The firm employs an investment approach based on Modern Portfolio Theory with emphasis on scenario analysis and stress testing, implementing portfolios through third-party sub-advisers and offering both comprehensive and modular planning solutions.

Holmes Osborne is the sole advisor at Osborne Global Investors, Inc. in Lee's Summit, MO. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to founding Osborne Global Investments in 2004, he has spent his entire advisory career at this firm. He also writes financial articles for Seeking Alpha and Gurufocus.com. Osborne Global Investors provides fee-based investment management and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach is based on fundamental analysis and typically involves limited discretion, with portfolios monitored daily and reviewed weekly to ensure alignment with client goals.

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

James Hargrave is a CFP® with six years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior experience includes roles at My Financial Coach and LearnLux, where he provides financial wellness coaching to employees through digital tools and personalized education. Pillar Financial Planning is an independent, fee-only fiduciary adviser that offers financial planning and discretionary investment management to individuals and small businesses without requiring a minimum investable-asset threshold. The firm emphasizes long-term, passive portfolios based on Modern Portfolio Theory and provides tailored planning options, including services designed for young physicians and business owners.

Clint Haynes is a Certified Financial Planner® with 20 years of industry experience, currently serving as the sole advisor at NextGen Wealth, LLC since 2014. He is based in Lee’s Summit, Missouri, and holds a Series 66 license. Outside of his advisory work, Haynes serves as Treasurer and Board Member of the Lee’s Summit Educational Foundation, a nonprofit organization. NextGen Wealth provides financial planning, discretionary investment advisory, and manager selection services to individuals, corporations, and retirement plans. The firm employs fundamental analysis and modern portfolio theory, typically allocating assets to third-party advisers, and serves a client base that includes high-net-worth individuals and institutional accounts.

Jessy Stoecklein is a financial advisor at Lakeshore Wealth Management LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Beyond Wealth Advisors and Raymond James Financial Services, Inc. Outside of advisory roles, her background includes positions in banking and refrigeration. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across a range of products. The firm uses asset allocation, dollar-cost averaging, technical analysis, and a combination of long- and short-term strategies, frequently employing unaffiliated sub-advisors for portions of client portfolios.

Michael Murff is a financial advisor at Oak Road Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at Shepard Wealth Management, Commonwealth Financial Network, and Friedline Financial, among other firms. Murff is also co-owner of Luminare Aesthetics and Wellness, a med spa providing facials and aesthetic injectable services. Oak Road Wealth Management serves individual clients, including high-net-worth households, and pension/401(k) plan sponsors. The firm manages approximately $80 million in assets using a customized approach based on modern portfolio theory, primarily recommending ETFs and focusing on both ongoing wealth management and defined-scope planning engagements.

Perry Woolard is a financial advisor with First American Financial Advisors, Inc. in Lee's Summit, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including 38 years running Woolard & Associates. In addition to advising, he is the owner of Woolard and Associates Financial Services, an insurance business offering life, health, and disability products on a commission basis. First American Financial Advisors provides discretionary portfolio management and periodic financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm uses both technical and fundamental analysis and typically manages portfolios with full discretionary authority.

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 Series 65-credentialed financial advisor with two years of industry experience, currently affiliated with Java Wealth Planning and Vallenwood Financial Services LLC. Prior to his financial advisory career, he has been involved in martial arts instruction through New Star Martial Arts LLC for over a decade and serves as Worship Arts Director and Executive Director of Finance at Lakeland Community Church. Java Wealth Planning provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, emphasizing passive, tax-aware investment strategies using index funds and ETFs. The firm offers a range of services from full financial planning to educational options and operates with a fixed and tiered flat-dollar fee model.

Sara Stiles is a CFP® with 17 years of industry experience currently serving at Rise Retirement, LLC in Lee's Summit, MO. Her prior roles include positions at Two West Capital Advisors LLC, The Leaders Group Inc, and Principal Securities, Inc. In addition to her advisory work, she is involved in ownership and management roles at several affiliated entities, including RISE CPAS LLC and RISE RISK MANAGEMENT LLC, which provide tax, accounting, and insurance services. Rise Retirement, LLC offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan fiduciary services to high-net-worth individuals and business clients. The firm employs fundamental and technical investment methods tailored to client goals and maintains a small team focused on retirement-plan and individual advisory services.

Jonathan Dold is a financial advisor at Lakeshore Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Banc of America, Merrill, Wise Wealth, and PRUCO Securities. In addition to his advisory role, he is a licensed insurance agent involved in life, accidental, and health insurance sales. Lakeshore Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and consulting services. The firm employs various investment strategies tailored to clients’ goals and risk tolerances and manages approximately $77 million in client assets.

Do you have stock options at a private company & want to be prepared for a potential IPO/liquidity event? Or do you have RSUs & an ESPP at a public company and need help with cash flow & tax planning? Buying a home? Taking care of kids as well as aging parents? These decisions can be heavy, and your time, energy & talents are extremely valuable. Let's collaborate and free you up to focus on what you really care about. A little about me: I am a former software engineer, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam. After 20 years in tech, I decided to walk away from the corporate life to follow my passion. I established Java Wealth Planning to be THE source for helping tech professionals (& those who love them) navigate their financial lives.

Dustin Johnson is a financial advisor at Heritage Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Heritage Financial Services LLC prior to his current role. Outside of advisory work, he is president of Johnson Investment Solutions, LLC, an S corporation for tax purposes. Heritage Asset Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm utilizes third-party strategist models through the Orion Portfolio Solutions platform and employs a combination of fundamental and technical analysis in managing client portfolios.

David Thompson is a financial advisor at Heritage Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC. Thompson is also involved with Heritage Financial Services LLC, where he sells life, health, disability insurance, annuities, and long-term care products. Heritage Asset Management provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm uses third-party strategist models and implements portfolios through the Orion Portfolio Solutions platform while maintaining a high client load per advisor.

Steven Strader is a financial advisor at Lakeshore Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Beyond Wealth Advisors, Inc. Prior to joining Lakeshore Wealth Management in 2024, he spent eight years across these firms. Lakeshore Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and consulting services. The firm employs a variety of investment strategies tailored to clients’ objectives and risk tolerances and manages approximately $77 million in client assets through a team of three advisors.

Daniel Shepard is a financial advisor at Oak Road Wealth Management with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oak Road Wealth Management since 2016, following a brief tenure at Capital Investment Management, Inc. Shepard operates under the DBAs Oak Road Wealth Management and Oak Road Wealth for his activities with Shepard Wealth Management. Oak Road Wealth Management serves individual clients, including high-net-worth households, as well as pension and 401(k) plan sponsors. The firm offers portfolio management, financial planning, and pension consulting, emphasizing customized Investment Policy Statements, modern portfolio theory, and primarily ETF-based portfolios, with a focus on non-discretionary management and 3(21) co-fiduciary retirement plan services.

Grant Stiles is a CFP® with 17 years of industry experience, currently serving as an advisor at Rise Retirement, LLC. His prior roles include positions at Creative Planning, The Leaders Group, Inc., and Waddell & Reed. In addition to his advisory work, he is Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees firm compliance. Rise Retirement, LLC provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan fiduciary services primarily to high-net-worth individuals and business clients. The firm combines fundamental and technical analysis to tailor investment strategies and supports clients with a range of operational and educational resources.

Steve Williams is a Series 65-licensed advisor with Freedom Wealth Advisors, LLC, where he has worked for seven years. He also has 18 years of experience at Peritus Benefits and Investments Inc, which operates as a Retirement Plan Third Party Administrator and has a small life and health insurance practice. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized tactical allocation strategy that includes both long-term core positions and short-term trading techniques, and manages a private pooled investment vehicle as part of its services.

Richard Dwyer Jr. is a financial advisor at Tactive Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which sells fixed insurance products. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach and combines a robo-advisor platform with advisor-led services, managing assets on both discretionary and non-discretionary bases.