Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients align their finances with what’s most important in their lives. Whether it be tax planning, identifying & reducing risks to your wealth, cash flow planning, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas. Oread Wealth Partners is a fiduciary financial planning and wealth management firm serving physicians and business owners nationwide, helping them navigate financial decisions & prepare for the retirement they want.

John Clark is a CFP® and CFA® with two years of experience as a financial advisor at Wolf Bay Wealth Partners. He is also an Associate Professor of Finance at the University of Missouri - Kansas City, where he has taught since 2009 and serves as a faculty supervisor for the university’s Student Fund. Wolf Bay Wealth Partners is an independent firm offering investment management, financial planning, and educational seminars to a diverse client base including institutions, nonprofits, corporations, and individuals. The firm uses both passive and active strategies, applying analytical methods such as fundamental and technical analysis, factor modeling, and modern portfolio theory to design client-specific investment policies.

Benjamin Krapu is a CFP® and ChFC® with five years of industry experience, currently serving as the sole advisor at QP Financial. His background includes roles at Knights of Columbus Insurance and related asset advisory firms, as well as experience at New York Life and NYLIFE Securities. Outside of investment advising, he remains active as an insurance agent with Knights of Columbus Insurance. QP Financial provides financial planning and portfolio management services to individuals, high-net-worth households, and small businesses, offering modular and comprehensive planning across multiple areas including retirement, education, and estate planning. The firm employs Modern Portfolio Theory and fundamental analysis, with additional focus on scenario analysis and portfolio stress-testing, and manages portfolios through discretionary or non-discretionary approaches using a variety of institutional and third-party investment resources.

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.

Jonathan Fink is a financial advisor with Satya Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He is also the author and president of Polo Grounds Publishing LLC, a book publishing business unrelated to his advisory work. Satya Investment Management serves individual and high-net-worth clients by providing portfolio management and customized Investment Policy Statements. The firm employs a global macro investment strategy using a combination of fundamental, technical, charting, and cyclical analysis across a range of asset classes.

After working in the financial services industry for over 20 years, I launched Focal Point Financial Group to help, equip, and guide people to be good stewards of their God-given resources. Focal Point Financial Group is a fee-only financial planning firm located in the Kansas City area who works with individuals and families delivering financial planning and investment advice. We believe that everyone should have a financial plan. We call it your “focal point” and we help you identify yours. It’s your focal point or plan that guides your day-to-day (and long-term) money decisions and brings clarity and confidence to your choices. We work with our clients on an ongoing basis to not only set up an initial plan with specific goals and action steps, but also help them along their journey to implement and keep the plan up to date as life events and circumstances change. Focal Point Financial Group believes in keeping things simple. The more moving parts to something, the greater the risk of something getting overlooked or underutilized. We help our clients simplify their financial lives in order to obtain greater peace of mind and create financial breathing room. Because we believe people need affordable access to qualified financial planning, we charge our financial planning clients a monthly fee based on the complexity of their situation...not based on how much money they have or how many things they own. Our ideal clients are those that: - are open to getting holistic help with their finances - communicate openly and freely - believe in the benefit of having a long-term plan in place - are wanting a trusted partner to help them on their journey to being a good steward Although we call Kansas home, we are also willing to work with clients outside of our area. In addition to being a financial planner, I’m also a husband and a dad. I’m blessed with a wonderful family. I enjoy being outside, playing sports, cooking new things and exploring new places.

Regan Ervin is a Series 65 licensed advisor with 17 years of industry experience. He has worked at Capital-E-Advisors since 2018 and previously spent 10 years at Sterneck Capital Management, LLC. Outside of advisory work, Ervin serves as an expert witness on industry topics through a consulting business. Capital-E-Advisors is an independent, fee-only registered investment adviser managing approximately $76 million for individuals, families, trusts, businesses, and nonprofit organizations. The firm provides integrated financial planning and discretionary investment management using an evidence-based approach that includes traditional and alternative asset classes, employing strategies such as borrowing and derivatives to tailor risk exposures.

Zachary Emslie is a CFP®-certified financial advisor with 20 years of industry experience, currently serving as the sole advisor at BlueVine Advice in Kansas City, MO. He previously worked at Sterneck Capital Management, LLC, and Capital-E-Advisors, LLC before founding BlueVine Advisors, LLC in 2020. BlueVine Advice is an independent investment adviser that serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm combines passive, index-based allocations with active investment techniques within a Modern Portfolio Theory framework and offers unique employee benefit plan consulting alongside integrated tax preparation services.

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.

Dana Williams is a financial advisor at EQUINET, Inc. in Kansas City, MO, with 38 years of industry experience. He has been with EQUINET since 1987 and holds a Series 63 designation. EQUINET, Inc. provides portfolio management and advisory services to pooled vehicles, institutional clients, and separately managed accounts. The firm manages assets primarily on a non-discretionary basis, serving individuals beyond the high-net-worth segment, and maintains a portfolio allocation that includes a significant proportion of cash and annuities.

Stephen Godfrey is a financial advisor with Financial Planning Partners in Leawood, Kansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Financial Planning Partners since 2005. Financial Planning Partners provides investment advisory and financial planning services primarily to individual clients, as well as trusts and charitable organizations. The firm offers portfolio management through individual portfolios and access to managed account solutions that include model asset-allocation portfolios and separately managed accounts, typically holding mutual funds or ETFs.

Douglas Stehl is the sole advisor at Crossroads Asset Management LLC in Leawood, Kansas, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has led Crossroads Asset Management since 2007. Crossroads Asset Management LLC offers discretionary wealth and portfolio management services to individuals, high-net-worth clients, and fiduciary entities such as foundations, corporations, trusts, and estates. The firm employs a bottom-up, Growth-at-a-Reasonable-Price approach for equity selection combined with conservative fixed-income strategies, serving a small client base that includes corporate and institutional clients.

Andrew Mitchell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at Critical Capital LLC, where he has worked since 2020. His prior experience includes roles at UBS Financial Services Inc. and TLG Advisors, Inc. Mitchell also engages in business consulting and conducts life insurance reviews as an independent insurance agent. Critical Capital LLC provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis, including options and alternative strategies, and offers performance-based fee arrangements alongside an affiliated insurance practice.

David Larson is a financial advisor at ViaWealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at ViaWealth since 2018, following a tenure at Lake Street Partners, LLC. Outside of his advisory role, he is involved with Larson Building Company, LLC, which he has been associated with since 2013, and BenchMark KC, LLC since 2009. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic investment approach grounded in Modern Portfolio Theory and manages over $241 million in discretionary assets across 91 client relationships.

Ron Dietz is a financial advisor at Sarver Vrooman Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sarver Vrooman in 2025, he worked at Wells Fargo Advisors and Calamos Financial Services LLC. He has ownership in R3D3, LLC, a holding company. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employs a variety of analytical methods, and serves plan sponsors through investment policy support and participant education.

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.

Jessica Estes Fleischmann is a financial advisor at Sarver Vrooman Wealth Advisors LLC in Kansas City, MO, with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. 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’s investment process is guided by client objectives and includes regular account reviews and rebalancing, offering services without account minimums or charges for financial planning.

Ryan Derks is a financial advisor with Derks Financial, LLC and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Berthel Fisher & Company Financial Services and RHF Blockchain Investments. In addition to advising, Derks owns and oversees operations at Derks Tax & Accounting, providing tax and accounting services. Derks Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $80 million across roughly 275 clients. The firm employs a combination of fundamental and technical analysis with both long- and short-term trading strategies, offering discretionary and non-discretionary management across a range of investment types.