Joshua Miller is the sole advisor at Monarch Fiduciary, LLC, an independent SEC-registered investment adviser based in Kansas City, MO. He holds a Series 65 designation and has eight years of experience in information security, working at Jack Henry since 2018 and RiskIQ from 2016 to 2018. Monarch Fiduciary offers discretionary portfolio management and comprehensive financial planning to individuals, business owners, trusts, and retirement plan participants, utilizing a low-cost, evidence-based approach focused on long-term, diversified ETF and index fund portfolios enhanced by quantitative analysis and tax-efficiency considerations.

James Byrne is a financial advisor at Grand Street Advisors, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Grand Street Advisors since 2004 and has been affiliated with Sanwa Universal Securities Co., LLC since 1991. Grand Street Advisors is a small, independent advisory firm serving individuals, retirement plans, trusts, banks, and other business entities. The firm manages approximately $9 million across about 16 clients, providing non-discretionary portfolio management, one-time advisory consulting, and pension consulting services with customized asset allocations based on fundamental, technical, and charting analysis.

Most people don't need another investment salesperson—they need a trusted guide to help them make smart financial decisions. Many of the families I work with are doing a lot of things right. They're earning a good income, saving for retirement, investing consistently, and building a life they love. Yet they still wonder: Am I paying more in taxes than necessary? Are we making the most of our opportunities? Are we actually on track for retirement? That's where comprehensive financial planning can make a difference. As a CFP® professional and fee-only fiduciary, I help individuals and families create a coordinated strategy around taxes, retirement, investments, insurance, estate planning, and cash flow. While many advisors focus primarily on investments, I believe some of the biggest opportunities often come from proactive tax planning and making sure every financial decision works together toward your goals. My goal isn't simply to help you build wealth. It's to help you keep more of what you've worked hard to earn and use it intentionally to support the life you want to live. Outside of financial planning, I'm a husband, father of three, and youth baseball coach. Like many of my clients, my family spends plenty of evenings and weekends at practices, games, tournaments, and other activities. Because of that, I have a special appreciation for the financial decisions parents face as they balance retirement goals, family priorities, and opportunities for their children. Whether you're raising competitive athletes, preparing for retirement, navigating a career transition, or simply looking for a trusted partner to help you make sense of it all, my goal is to provide clear advice, thoughtful planning, and ongoing guidance every step of the way.

Andrew Flattery is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at Flattery Wealth Management LLC in North Kansas City, MO. His prior experience includes roles at Simple Wealth Planning LLC and Cambridge Investment Research Advisors, Inc. Outside of financial advising, he serves on the board of a Catholic young adult ministry and has appeared on the "Catholic Money Mastermind" podcast. Flattery Wealth Management serves individual and high-net-worth households by providing comprehensive financial planning and discretionary investment management. The firm follows a fundamental value, buy-and-hold investment approach and customizes portfolios primarily with individual stocks, ETFs, and actively managed mutual funds.

Tyler Landes is the President and Chief Compliance Officer of Tandem Financial Guidance, LLC in Kansas City, MO. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, he is President of Tandem Tax & Accounting, LLC, a tax preparation and bookkeeping service. Tandem Financial Guidance serves individuals, high-net-worth clients, charitable organizations, and businesses with financial planning, discretionary investment management, and educational seminars. The firm uses a primarily passive investment approach focused on diversified portfolios of index mutual funds and ETFs, offering both project-based and ongoing planning tailored to clients’ objectives and risk tolerances.

Wesley Hagens is the sole advisor at Westwood Asset Management, LLC, based in Kansas City, MO, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has led Westwood Asset Management since 2006. Outside of his advisory role, he is also an independent insurance agent. Westwood Asset Management serves approximately 15 individual and high-net-worth clients, managing about $11.6 million. The firm provides ongoing portfolio management using a variety of analysis techniques and incorporates both long-term strategies and options trading, managing accounts on a discretionary or non-discretionary basis.

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.

Christopher Maglich is a financial advisor at In The Game Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, Woodbury Financial Services, and several other firms. In The Game Wealth Management is a state-registered investment adviser offering holistic financial planning, investment management, retirement plan consulting, educational seminars, and tax services. The firm serves a diverse client base including individuals, high-net-worth clients, businesses, and charitable organizations, employing a combination of fundamental analysis and Modern Portfolio Theory with both active and passive strategies.

David Gourley is a financial advisor at K-12 Planning with four years of industry experience. He holds the Series 66 designation and has previously worked at An Exceptional Life Financial, GWN Securities, Inc., and has operated The Gourley Group, LLC since 2018. Outside of his advisory role, he is the owner and CEO of The Gourley Group LLC, which provides financial coaching and student loan consultation services to school districts and individuals. K-12 Planning serves individual clients by offering investment management, comprehensive financial planning, student-loan planning, and tax preparation services. The firm emphasizes asset allocation and modern portfolio theory, combining passive mutual funds and ETFs with fundamental analysis and periodic rebalancing, and provides educational seminars focused on student-loan issues and education-sector client needs.

Jared Fears is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Freedom Financial Advisors, LLC since 2001. Prior to founding his firm, he was employed by Community of Christ from 1997 to 2021. Freedom Financial Advisors, LLC provides financial planning and investment advisory services primarily to individuals and families, as well as revocable living trusts, a small 401(k) plan, and a not-for-profit organization. The firm follows CFP Board practice standards, using client questionnaires and investment policies to tailor recommendations, and manages accounts on a non-discretionary basis with a flat-fee compensation model.

Chase Dalton is the principal of Chase Wealth Management in Kansas City, MO. He holds a Series 66 designation and has four years of industry experience, including prior roles at Copper Financial Network LLC and CommunityAmerica Credit Union. Dalton is an advisor and committee member at Northland Christian School and serves as president of its alumni association. Chase Wealth Management, established in 2026, provides wealth management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm’s investment approach combines passive and active strategies guided by Modern Portfolio Theory, offering discretionary investment management alongside one-time fixed-fee planning engagements.

Douglas Mottet is the principal advisor of Mottet Wealth, an independent registered investment adviser based in Parkville, MO, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has operated Doug Mottet Enterprises, Inc. since 1992. Outside of financial advising, he works as an independent contractor and district sales representative for Stine Seed Company, a non-investment related business. Mottet Wealth manages approximately $68 million for around 130 clients, offering portfolio management and comprehensive financial planning for individuals as well as retirement plans and institutional accounts, including pension consulting. The firm uses the AssetMark platform to implement client strategies through model portfolios, individually managed accounts, mutual funds, and ETFs, and provides discretionary portfolio management along with tax-aware and guided-income options.

Thomas Dobesh is a CFA® charterholder based in Kansas City, MO, and has one year of industry experience. He currently leads CrossPath Capital, an independent advisory firm he founded in 2026. His prior experience includes roles at Palmer Square Capital and the State of Wisconsin Investment Board. Outside of advisory work, he is involved with Liquidators R Us. CrossPath Capital provides fee-based investment advisory services and comprehensive financial planning to a diverse client base, including individuals, trusts, charitable organizations, corporations, and other investment managers. The firm focuses on tactical asset allocation with an emphasis on alternative and private-market securities, using a non-discretionary approach with client transaction approval.

Jason Webster is the principal advisor at Webster Wealth Management in Kansas City, MO, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mutual of Omaha, Heartland Financial Group, and Vigilant Group Services. Outside of his advisory role, he is a sales director for Medicare supplements and manages an insurance services company. Webster Wealth Management provides discretionary portfolio management and comprehensive financial planning for individual and high-net-worth clients. The firm utilizes a combination of technical, fundamental, and cyclical investment analysis and offers financial planning services covering retirement, insurance, college savings, cash flow, estate planning, and investment analysis.

Kristine Mckinley is a CFP® professional with 24 years of experience and the principal advisor at Beacon Financial Advisors, LLC in Independence, MO. She has led Beacon since 2002 and also produces educational ebooks, reports, and teleseminars on personal finance topics through a separate business entity, KAM Financial Publishing, LLC. Beacon Financial Advisors provides financial planning, consultations, and tax preparation services to individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on written evaluations and recommendations without custody of client assets, emphasizing comprehensive planning and hourly billing rather than asset-based fees.

Henry Lane is the sole advisor at Design Asset Management, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses with 16 years of industry experience. He has led Design Asset Management since 2014. The firm provides fee-based discretionary investment management and financial planning to a range of clients including individuals, pension plans, trusts, corporations, and charitable organizations. It employs a combination of fundamental, technical, and cyclical analysis and uses borrowing, derivatives, short sales, options, and other hedging techniques in portfolio management, which is uncommon for firms of its size.

Jose Castillo is a financial advisor at Weatherby Capital, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience with firms including LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Brokerage Services. Castillo served in the United States Marine Corps for 19 years before entering the financial industry. Weatherby Capital provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach across a broad range of instruments and also offers non-securities consulting services and third-party managed account platforms.

Mathew Dahlberg is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at Main Street Investments, an independent firm he has led since 2014. In addition to financial advisory services, Dahlberg prepares tax returns and represents clients before tax authorities. Main Street Investments provides investment advisory and financial planning services primarily to small businesses, individuals, and entrepreneurs. The firm integrates tax and accounting services with portfolio management, using model allocations based on clients’ risk tolerance and goals, typically implemented with low-cost global ETFs and individual securities.

Andrew Surber is a financial advisor at Tax Favored Retirement in Kansas City, MO, holding a Series 66 designation with 14 years of industry experience. His career includes roles at Cambridge Investment Research, Lawing Financial, Prime Capital Investment Advisors, and Private Client Services. Outside of his advisory work, he serves as managing member of Options Algos, LLC, an investment research business. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes reducing risk and volatility while aiming to increase returns through portfolios that use stocks, bonds, mutual funds, ETFs, and a combination of fundamental and technical analysis.

Jane Dansby is a financial advisor at Mike Wolters & Associates, Ltd. in Kansas City, MO, holding a Series 65 designation with 17 years of industry experience. She has been with Mike Wolters & Associates since 2000. Mike Wolters & Associates provides discretionary asset management to individuals, charitable organizations, and retirement-plan participants, managing approximately $21 million across about 84 client accounts. The firm offers three management strategies focused primarily on ETFs and selected individual stocks, combining fundamental and technical analysis with tax-aware trading.