Jacob Hoffman

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.

Andrew Surber is a financial advisor with Tax Favored Retirement in Kansas City, MO, holding a Series 66 designation and 14 years of industry experience. He has worked at APS Ventures, LLC, Private Client Services, Prime Capital Investment Advisors, LLC, Lawing Financial, Inc., and Cambridge Investment Research, Inc. Surber is the managing member of Options Algos, LLC, an investment research business. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on reducing risk and volatility while seeking to increase returns through portfolios primarily composed of stocks and bonds, using both fundamental and technical analysis.

Douglas Garrett is a Series 65 licensed financial advisor with six years of industry experience. He is currently affiliated with Tax Favored Retirement and has been involved with APS Ventures, LLC since 2019 as well as Garrett Enterprises, Inc. since 1983. Tax Favored Retirement serves individuals, families, businesses, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan advisory services. The firm focuses on reducing risk and volatility while aiming to increase returns through portfolios primarily composed of stocks and bonds, employing both fundamental and technical analysis.

Ryan Bargfrede is a financial advisor with The Jamison Edward Group, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including Thrivent Financial and Transamerica Financial Advisors. Outside of his advisory role, he is an outside sales representative for Brown Industrial Parts Services. The Jamison Edward Group provides asset management, financial planning, and educational services to individual investors, trusts, estates, and business entities. The firm serves primarily non–high-net-worth clients and employs a range of analytical methods with regular portfolio reviews, alongside offering staged planning and periodic consulting programs.

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.

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.