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.

David Jacobberger is a financial advisor at Island Insight Wealth LLC in Lees Summit, MO. He holds a Series 65 designation and has seven years of industry experience, including prior roles at Precision Wealth Advisors and Producers Financial Network. Island Insight Wealth LLC provides discretionary portfolio management and integrated financial planning primarily for individuals, families, and retirees. The firm uses quantitative analysis and proprietary machine-learning models to guide investment decisions, managing accounts on a discretionary basis with a focus on ETFs, mutual funds, individual equities, and fixed-income securities.

Benjamin Krapu is a CFP® and ChFC® with five years of experience in the financial services industry. He is the sole advisor at QP Financial, an independent firm based in Lees Summit, MO. His prior roles include positions at Knights of Columbus Asset Advisors and Knights of Columbus Insurance. QP Financial is a state-registered investment adviser serving individuals, high-net-worth clients, and small businesses, offering modular financial planning and portfolio management. The firm applies Modern Portfolio Theory for asset allocation and incorporates scenario analysis and stress testing, with the ability to implement strategies directly or through institutional sub-advisers.

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.

Stephen Lyddon is a CFP® professional with 18 years of experience, serving clients through Opine Financial Advisors in Kansas City, MO. He has been the owner and general manager of a Jackson Hewitt Tax Service franchise since 1992. His roles include overseeing operations and client relations at the tax preparation business alongside his financial advisory work. Opine Financial Advisors provides fee-only, hourly financial planning and investment advice to individuals, families, and small tax-exempt organizations. The firm employs a strategic asset allocation approach using a core-and-satellite design and does not take custody of client assets, allowing clients to retain control of their investments.

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.

Jay Hedlund is a financial advisor at Financial Management Consultants LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Financial Management Consultants since 1979. Financial Management Consultants LLC advises individuals, couples, trusts, estates, businesses, and retirement plans on a wide range of personal financial matters, including investments, tax planning, estate planning, and retirement planning. The firm emphasizes a target allocation between fixed-income and equity investments, using a bond-ladder approach and no-load mutual funds, and operates on an hourly fee basis without discretionary authority or asset custody.

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.

James Kinyon is a CFP® professional with 32 years of experience in financial advising. He is the principal of Pioneer Financial Advisors, where he has worked since 1997, and has also been affiliated with Osaic Wealth, Inc. and Triad Advisors, LLC. Kinyon holds Series 63 and Series 65 licenses and is based in Prairie Village, Kansas. Pioneer Financial Advisors is an independent registered investment adviser serving primarily affluent individuals such as retirees, business owners, senior executives, and professionals. The firm provides written financial planning across estate, retirement, investment, and business succession topics, alongside personalized portfolio management with a focus on non-discretionary account management and regular client reviews.

Sandra Weaver is a CFP®, CFA®, and Series 65 credentialed advisor with 27 years of industry experience. She is the principal of Weaver Financial, an independent firm in Prairie Village, KS, where she has worked since 1995, including a prior role at Petrovic Weaver Financial Services. Outside of her advisory work, Weaver serves as vice-president and treasurer of G & E Farms, where she is involved in managing agricultural operations and financial decisions. Weaver Financial provides financial planning and investment management primarily for individual clients, as well as trusts, corporations, partnerships, and limited liability companies. The firm employs a fundamental, long-term investment approach focused on asset allocation, diversification, and risk management, utilizing no-load mutual funds, ETFs, stocks, bonds, and allocation funds.

John Sykora is a CFP® professional with 25 years of experience in financial advising. He has been the principal advisor at Monarch Wealth Management, LLC since 2008. Outside of his advisory role, he is the majority owner of Roar Investments, LLC, an executive suites office leasing business. Monarch Wealth Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental, valuation-driven analysis with a contrarian approach. The firm offers comprehensive and modular plans covering retirement, tax, estate, insurance, education, and employee benefits, managing approximately $50 million in discretionary assets.

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.

Dean Cherpitel is a financial advisor at Legacy Wealth Planning, LLC in Overland Park, KS, holding the ChFC® designation and Series 63 license with 37 years of industry experience. He has been with Legacy Wealth Planning since 2010 and previously worked at Legacy Wealth Partners, LLC and The Legacy Planning Group. Cherpitel is a minority owner of National Advisors Holding Co., which serves as custodian and trustee for some client accounts, though he holds no operational role. Legacy Wealth Planning provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, companies, and charitable organizations. The firm uses a diversified investment approach combining passive and active techniques, supported by proprietary technology and dual oversight, and also offers tax return preparation and estate planning services.

Jack Wheeler is a CFA charterholder with 13 years of industry experience. He has been with Kansas City Private Wealth Management, LLC since 2014, where he is the sole advisor. Outside of his advisory role, he is involved as a managing member and minority owner in several local Kansas City residential and commercial property holding companies. Kansas City Private Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth households, retirement plan sponsors, trusts, estates, charitable organizations, and corporations. The firm employs a top-down investment approach focused on diversification, fee and tax minimization, and risk-aware security selection, managing approximately $92 million across about 100 client relationships.

Regan Ervin is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Capital-E-Advisors since 2018 and has been involved with Sterneck Capital Management, LLC since 2008. Outside of advisory work, he provides expert witness consulting on industry topics through Investment Advisory Standards, LLC. Capital-E-Advisors is an independent, fee-only registered investment adviser serving individuals, families, trusts, businesses, and non-profit organizations. The firm uses an evidence-based investment approach, combining traditional and alternative asset classes, with tailored allocations and periodic rebalancing.

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.

Walter Hodgden is the sole advisor at Fiduciary Standard, LLC, an independent investment advisory firm based in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Hodgden has led Fiduciary Standard since 2013. Fiduciary Standard serves a limited client base including individual and high-net-worth clients, family-related trusts, and at least one banking institution. The firm offers tailored asset and portfolio management services focused on long-term capital appreciation and dividend income, managing accounts on a non-discretionary basis with direct client approval before trades.