David Jacobberger is a Series 65-licensed financial advisor with seven years of experience at Precision Wealth Advisors and six years at Producers Financial Network. He is currently affiliated with Island Insight Wealth LLC, a newly formed state-registered investment adviser based in Lees Summit, MO. Island Insight Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily to individuals, families, and retirees. The firm employs a quantitative, model-driven investment process using proprietary machine learning models to customize asset allocation, security selection, and rebalancing for each client.

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.

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.

Kristine Mckinley is a CFP® with 23 years of experience in financial advisory services. She founded Beacon Financial Advisors, LLC in 2002, where she serves as the sole advisor. In addition to her advisory work, she 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 for individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on comprehensive planning and written recommendations without managing client assets, operating with an hourly billing model rather than asset-based fees.

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.

Aaron Pickert is a financial advisor with Stewardship Capital in Independence, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Stewardship Capital since 2016. In addition to his advisory role, he is involved in selling and servicing fixed insurance products, including term life, disability, long-term care, and critical illness insurance. Stewardship Capital serves individual investors, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary portfolio management and financial planning. The firm utilizes a range of investment strategies, including fundamental and technical analysis, and employs derivatives and options writing within separately managed accounts.

Christopher Walden is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stewardship Capital since 2024 and previously spent 15 years with Heartland Capital Advisors LC. Outside of his advisory role, he is involved in fixed insurance sales through MO-KAN Insurance. Stewardship Capital serves individual investors, retirement plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and utilizes derivatives and options writing within separately managed 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.

Taylor Black is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Black Capital Management, LLC since 2013. He holds the Series 65 license and is based in Grain Valley, MO. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios with a focus on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis, leaving trading authority and proxy voting with clients.

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.

Michael Murff is a financial advisor at Oak Road Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Shepard Wealth Management, Commonwealth Financial Network, and Friedline Financial. Outside of his advisory work, Murff is co-owner of Luminare Aesthetics and Wellness, a medical spa offering facials and aesthetic injectables. Oak Road Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, along with pension and profit-sharing plan consulting. The firm employs a Modern Portfolio Theory approach with a long-term orientation, utilizing ETFs, model portfolios, and Monte Carlo analysis to tailor plans to client risk tolerances.

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 in Lee's Summit, MO, holding a Series 65 credential. He has one year of industry experience, with previous roles at Cypress Point Wealth Management and Spire Outsourcing. Prior to his advisory career, he was a student at Texas Tech University and worked within the Sedalia 200 School District. Oak Road Wealth Management provides portfolio management and financial planning primarily to individual and high-net-worth clients, along with pension and profit-sharing plan consulting. The firm employs a long-term investment approach based on Modern Portfolio Theory, using ETFs, model portfolios, and Monte Carlo analysis to tailor plans to client risk tolerances.

Christopher Lea is a financial advisor at Java Wealth Planning with one year of industry experience. He holds a Series 65 designation and has previously worked at Vallenwood Financial Services LLC. Outside of finance, he is involved in martial arts instruction through New Star Martial Arts LLC and serves as Worship Arts Director and Executive Director of Finance at Lakeland Community Church. Java Wealth Planning serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a passive, model-portfolio approach using Vanguard and BlackRock funds and emphasizes fixed fee structures alongside educational seminars and client teaching engagements.

Sara Stiles is a CFP® with 17 years of industry experience, currently serving at Rise Retirement, LLC. Her prior roles include positions at Two West Capital Advisors LLC and The Leaders Group Inc. She is also involved in several business ventures related to tax, accounting, and insurance services. Rise Retirement, LLC provides portfolio management, financial planning, and retirement-plan services to individual and employer-sponsored clients, including high-net-worth individuals. The firm employs a range of investment strategies and maintains a high client load per advisor, supported by affiliated accounting and insurance services as well as educational seminars.

Terry Black is a CFA® charterholder and principal at Black Capital Management, LLC, with 37 years of industry experience. He has been with Black Capital Management since 1987. Black Capital Management provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations, employee benefit plans, and corporate investment funds. The firm manages balanced and equity portfolios focusing on equities, fixed income, and cash equivalents, primarily on a non-discretionary basis.

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 at Wise Wealth, LLC, Banc of America, N.A., and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life, accidental, and health insurance. Lakeshore Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and investment recommendations across various asset classes. The firm uses a tailored approach that includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies, often employing unaffiliated sub-advisors to manage specialized portions of client portfolios.

Chelsea Hatchel is a financial advisor at Derks Financial, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Derks Financial since 2021. Her prior experience includes a role at Berthel Fisher & Company Financial Services, Inc. beginning in 2015. Derks Financial serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management and financial planning. The firm employs both fundamental and technical analysis, offering discretionary and non-discretionary management across a range of investment types.

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.