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.

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.

Kelly Kariker is a CFP® professional with four years of experience in financial advising. She has worked at White Sand Wealth Management since 2022 and previously held roles at BOK Financial Securities, Inc., Bokf, Na, and Commerce Bank. 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.

Samuel Huet is a CFP® professional at White Sand Wealth Management with seven years at the firm. Prior to joining the firm, he spent four years at Robert Morris University. 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 strategies, manages discretionary portfolios, and maintains oversight when using third-party managers, operating under a fiduciary code of ethics.

Joel Huet is a CFP® professional with 13 years of industry experience. He has worked at White Sand Wealth Management since 2019 and previously held roles at Open Road Wealth Management and MoBank Private Wealth. He serves as a council member at the Children's Mercy Hospital Planned Giving Council. White Sand Wealth Management serves individual and institutional clients, including high-net-worth households and pension plans. The firm develops individualized investment policies and manages discretionary portfolios using a mix of passive and active strategies, often employing third-party managers while maintaining fiduciary oversight.

Tomas Jacobsen is a financial advisor at Snider Talbot Financial Planning LLC with five years of industry experience and holds a Series 65 designation. He has been employed at the Lawson R-XIV School District since 1997. 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 approach focusing on strategic asset allocation and low-cost mutual funds and ETFs, typically managing accounts on a non-discretionary basis.

Julia Newton is a financial advisor at The Jamison Edward Group with Series 65 and Series 66 licenses and four years of industry experience. She previously worked at FOUNDATIONS INVESTMENT ADVISORS, Market Advisory Group, and Dustin Keesler Insurance. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm primarily works with non–high-net-worth clients and employs a range of analytical methods tailored to client objectives, offering both traditional asset management and financial consulting services.

Lee Taylor is a financial advisor at The Jamison Edward Group with 21 years of industry experience. He holds a Series 66 designation and has worked at The Jamison Edward Group since 2019, following roles at St. Bernard Financial Services and Cetera Advisors. In addition to his advisory work, Taylor is an insurance agent and owner of Green Tree Heart, LLC, operating as Integrated Financial Solutions of Kansas City. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, offering discretionary and non-discretionary asset management, financial planning, and educational programming. The firm tailors investment advice to clients’ objectives and risk tolerance using various analytical methods and provides public seminars and workshops alongside its advisory services.

Michael Blackmore is a financial advisor at DMK Advisor Group, Inc. with 28 years of industry experience. He previously worked at Parkland Securities and Stephen A. Kohn & Associates, Ltd. Blackmore holds Series 63 and Series 65 designations and serves on the board of directors for the East Clay Rotary Club. He is also involved in managing fixed life insurance, annuities, long-term care and health insurance, and Medicare supplement products. DMK Advisor Group, Inc. manages approximately $84.5 million in client assets and offers discretionary and non-discretionary portfolio management along with financial planning services to individuals, small businesses, trusts, and retirement plans. The firm uses mutual funds and ETFs with a combination of technical and fundamental analysis, and operates both as a registered investment adviser and an independent broker-dealer.

Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.

David Evans is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Premier Financial Partners, Royal Alliance, and Premier Network, where he currently serves as a client executive and practice leader. Evans is also a board member and shareholder of HCF, Inc., where he provides strategic guidance. Optima Capital LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.

Victoria Cannon is a financial advisor at Optima Capital LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Oracle for 25 years. In addition to her advisory role, she serves as a client executive with Premier Network, focusing on taxes and insurance. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm’s investment approach includes ETF and mutual fund strategies, model portfolios, and a range of analytical methods, and it is affiliated with Premier Network, which offers CPA, tax planning, insurance, and employee-benefit services.

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of experience in advisory services. His prior work includes contracts with Northrop Grumman and Serco, as well as roles in structural steel and roofing industries. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis.

Stephen Spear is a financial advisor with MissionSquare Retirement in Excelsior Springs, MO, holding Series 63 and Series 65 credentials. He is part of a multi-team advisory structure serving state and local government employers, their employees, and certain nonprofit entities. MissionSquare Retirement administers deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways offers discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, serving more than 40,000 participants.

Kari Jo Bear is a Certified Financial Planner® with 20 years of industry experience, currently serving at Continuum Advisory, LLC. Her prior experience includes roles at Osaic Wealth, Inc., Triad Advisors, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. She is also president and owner of Thomann Financial Services, Inc., where she is involved in fixed insurance sales. Kari Jo participates as an honorary board member of the Liberty Hospital Foundation. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored investment solutions through a network of independent advisors and integrates institutional services including licensed attorneys and tax professionals within its team.

Suzanne Wallace is a financial advisor at Copper Financial with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Boulder Wealth Management and Edward Jones. Before entering the financial sector, she spent four years at Abbott Laboratories. Copper Financial primarily serves credit union members, including those affiliated with its parent organization CommunityAmerica, offering financial planning, discretionary portfolio management, and brokerage and insurance products. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, serving a range of individual and institutional clients.

Bryan Smith is a financial advisor with Good Life Advisors, LLC in Kearney, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Good Life Advisors and affiliated with LPL Financial since 2016 and previously worked at U.S. Bancorp Investments, Inc. from 2011 to 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers access to a range of programmatic investment solutions alongside educational seminars and ongoing planning services.

Ronald Yount is a CFP® with 21 years of industry experience and has been with Copper Financial since 2014. He holds Series 63 and Series 65 licenses and is based in Kansas City, MO. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica, as well as individual and institutional clients. The firm offers financial planning, discretionary portfolio management through approved third-party managers, an in-house wrap fee asset allocation portfolio, and an online Guided Investing program.