Patrick Kirwan is the sole advisor at Kirwan Capital in St. Joseph, Missouri, holding Series 63, 65, and 66 licenses with 22 years of industry experience. He serves as director of K Plus Angus Ranch, Inc. and K & K Farming, Inc., family-owned farming and land management companies. Kirwan Capital provides discretionary portfolio management and financial planning services to individuals, high net worth clients, charitable institutions, corporations, and other businesses. The firm employs an intrinsic value investment philosophy for individual stock accounts and a low-cost asset allocation approach for ETF accounts, with a long-term holding orientation and individualized tax considerations.

Max Nelson is the sole advisor at BN Investment, LLC, an independent firm based in Amazonia, Missouri. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Nelson has led BN Investment since 2012. BN Investment, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on U.S.-listed equities, ETFs, and related derivatives. The firm employs a combination of fundamental and technical analysis, routinely uses options and derivatives for income generation and risk management, and applies margin and intraday trading techniques within managed accounts.

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Michael Jones is a financial advisor at Jones & Co. Wealth Advisory in St. Joseph, MO, holding a Series 65 designation with two years of industry experience. Prior to his work in financial advising, he has held roles at the Social Security Administration since 2021 and has experience in various other positions including at Express Flight, Inc. from 2013 to 2019. Jones & Co. Wealth Advisory is an independent investment adviser serving institutional and pooled-vehicle clients such as pension plans, foundations, and charities. The firm employs a discretionary, goal-oriented investment approach focused primarily on value investing, supplemented by fixed-income, high-dividend, defensive, and growth allocations.

Greater Than Financial is a fee-only, fiduciary financial planning firm built to serve families in Savannah & St. Joseph, Missouri at every stage of life. We stand as a beacon of trust for pre-retirees who are wary of traditional financial advisors. With over 16 years of experience, our founder Wakefield has crafted a firm that prioritizes your financial well-being without the influence of commissions or conflicts of interest. Our approach is simple yet profound: we believe that finance is not just about growing wealth, but about enriching life. We're here to help you navigate the complexities of financial planning with the wisdom and care that only a dedicated fiduciary can provide. Whether you're planning for college expenses, career transitions, or the nuances of retirement, Greater Than Financial is your partner in creating a strategy that reflects your aspirations. Understanding the unique values of folks in St. Joseph and Savannah, we're committed to helping you discover the 'greater than' life you deserve. Our firm is your resource for transparent, tailored advice that aligns with your unique journey. If you're looking for a financial advisor who truly understands the needs of families and pre-retirees in St. Joseph or Savannah, Missouri, look no further than Greater Than Financial. Let's embark on this journey together, crafting a future that's not just secure, but truly greater.

Sidney Davis is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with four years of industry experience. Prior to joining Family Investment Center, Davis worked at Goetz Credit Union and Kohl’s Department Store. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with a focus on tax preparation, insurance review, and retirement and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across more than 800 clients through a multi-advisor team.

Paul Albright is a financial advisor at Family Investment Center in Lenexa, KS, holding a Series 65 designation. He joined the firm in 2025 after a ten-year tenure at Oracle. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with an emphasis on tax, insurance, retirement, and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across 842 client relationships through a multi-advisor team.

Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with seven years of industry experience. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate plan assessments, and investment planning. The firm emphasizes fundamental security analysis with a long-term orientation and manages approximately $596 million across about 842 client relationships through a multi-advisor team.

Thaddus "Dan" Danford is a CFP® professional with 27 years of industry experience, currently serving at Family Investment Center since 1998. He holds positions on the boards of National Advisors Trust Company, National Advisors Holdings, Inc., and National Advisors Trust of South Dakota, Inc. Family Investment Center provides portfolio management and comprehensive financial planning to individuals, families, charitable organizations, and businesses. The firm emphasizes fundamental security analysis and long-term investment strategies, managing approximately $596 million across over 800 client relationships through a multi-advisor team.

Ward Brooks is a financial advisor at Quility Financial Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Lincoln Heritage Life Insurance Co. Outside of his advisory role, he has involvement with Symmetry Financial Group in insurance sales and has been employed by Breeze Coach Leasing, Inc. Quility Financial Advisors serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses model-based strategies and sub-advisers to tailor portfolios based on client objectives, employing a range of investment instruments and combining fundamental and technical analysis.