John Clark is a CFP® and CFA® with three years of experience at Wolf Bay Wealth Partners, where he is the sole advisor. He also serves as an Associate Professor of Finance at the University of Missouri - Kansas City and supervises the university's Student Fund. Wolf Bay Wealth Partners provides investment management, financial planning, and educational seminars to institutions, pooled vehicles, nonprofit and corporate clients, as well as individual investors. The firm combines modern portfolio theory with fundamental, technical, cyclical, and factor analysis, offering discretionary portfolio management and periodic reviews, and is notable for its academic leadership and focus on client education.

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.

Stephen Lyddon is a CFP® professional with 18 years of experience, serving clients through Opine Financial Advisors in Kansas City, MO. He has been the owner and general manager of a Jackson Hewitt Tax Service franchise since 1992. His roles include overseeing operations and client relations at the tax preparation business alongside his financial advisory work. Opine Financial Advisors provides fee-only, hourly financial planning and investment advice to individuals, families, and small tax-exempt organizations. The firm employs a strategic asset allocation approach using a core-and-satellite design and does not take custody of client assets, allowing clients to retain control of their investments.

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.

Jay Hedlund is a financial advisor at Financial Management Consultants LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Financial Management Consultants since 1979. Financial Management Consultants LLC advises individuals, couples, trusts, estates, businesses, and retirement plans on a wide range of personal financial matters, including investments, tax planning, estate planning, and retirement planning. The firm emphasizes a target allocation between fixed-income and equity investments, using a bond-ladder approach and no-load mutual funds, and operates on an hourly fee basis without discretionary authority or asset custody.

James Hargrave is a CFP® with five years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior roles include positions at LearnLux, My Financial Coach, Northwestern Mutual, Learnvest, and The Vanguard Group. In addition to his advisory work, he provides financial coaching focused on employee financial wellness through LearnLux. Pillar Financial Planning is a fee-only, state-registered investment adviser that offers investment management and financial planning services primarily to individuals and small businesses, specializing in young physicians and business owners. The firm employs a long-term, passive investment approach based on Modern Portfolio Theory and provides both discretionary portfolio management and flexible planning options.

Jonathan Fink is a financial advisor with Satya Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He is also the author and president of Polo Grounds Publishing LLC, a book publishing business unrelated to his advisory work. Satya Investment Management serves individual and high-net-worth clients by providing portfolio management and customized Investment Policy Statements. The firm employs a global macro investment strategy using a combination of fundamental, technical, charting, and cyclical analysis across a range of asset classes.

James Kinyon is a CFP® professional with 32 years of experience in financial advising. He is the principal of Pioneer Financial Advisors, where he has worked since 1997, and has also been affiliated with Osaic Wealth, Inc. and Triad Advisors, LLC. Kinyon holds Series 63 and Series 65 licenses and is based in Prairie Village, Kansas. Pioneer Financial Advisors is an independent registered investment adviser serving primarily affluent individuals such as retirees, business owners, senior executives, and professionals. The firm provides written financial planning across estate, retirement, investment, and business succession topics, alongside personalized portfolio management with a focus on non-discretionary account management and regular client reviews.

Sandra Weaver is a CFP®, CFA®, and Series 65 credentialed advisor with 27 years of industry experience. She is the principal of Weaver Financial, an independent firm in Prairie Village, KS, where she has worked since 1995, including a prior role at Petrovic Weaver Financial Services. Outside of her advisory work, Weaver serves as vice-president and treasurer of G & E Farms, where she is involved in managing agricultural operations and financial decisions. Weaver Financial provides financial planning and investment management primarily for individual clients, as well as trusts, corporations, partnerships, and limited liability companies. The firm employs a fundamental, long-term investment approach focused on asset allocation, diversification, and risk management, utilizing no-load mutual funds, ETFs, stocks, bonds, and allocation funds.

John Sykora is a CFP® professional with 25 years of experience in financial advising. He has been the principal advisor at Monarch Wealth Management, LLC since 2008. Outside of his advisory role, he is the majority owner of Roar Investments, LLC, an executive suites office leasing business. Monarch Wealth Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental, valuation-driven analysis with a contrarian approach. The firm offers comprehensive and modular plans covering retirement, tax, estate, insurance, education, and employee benefits, managing approximately $50 million in discretionary assets.