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.

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.

Theodore Perez is a financial advisor with Tax Favored Retirement in Kansas City, MO, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at APS Ventures, LLC, Cetera Advisor Networks LLC, and SCOTTRADE. Outside of his advisory work, he owns TP3 Holdings Inc, a holding company. 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 seeking to increase returns through portfolios primarily composed of stocks and bonds, employing both fundamental and technical analysis.

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.

Ashley Dickson is a CFP® with seven years of industry experience and is currently an advisor at Next Bloom Wealth. Prior to joining Next Bloom Wealth in 2022, she worked at Copper Financial Network LLC and CommunityAmerica Credit Union. Next Bloom Wealth serves individual and high-net-worth clients with investment management and financial planning, employing a primarily passive asset allocation approach supplemented by active strategies through outside managers and model portfolios. The firm offers additional services such as tax preparation and estate-planning support, managing approximately $28.5 million for 37 clients.

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.

Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.

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.

Joseph St George is a financial advisor with Dominion Portfolio Management, Inc. based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Calton & Associates, Inc., TIAA-Cref Individual & Institutional Services, LLC, and GWFS Equities, Inc. He also operates STG Financial, a financial consulting business. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, providing fee-based portfolio management with customized strategies based on client goals, time horizons, and risk tolerance. The firm employs a range of investment approaches including fundamental and technical analysis and manages portfolios using individual securities, ETFs, mutual funds, and third-party money managers.

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.