John Dittrich is a financial advisor with Dittrich Financial Group LLC in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has held roles at multiple firms including Strategic Wealth Group Registered Investment Advisor and Premier Choice Accounting. In addition to his advisory work, Dittrich serves as a Tax & Accounting Manager at Family Tax Service. Dittrich Financial Group LLC provides discretionary and non-discretionary asset management and hourly financial planning primarily for individual and high-net-worth clients. The firm employs individualized investment strategies incorporating fundamental analysis, charting, and Modern Portfolio Theory, with services that include portfolio construction, retirement and estate planning, and tax-reduction analysis.

I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.

John Gill is the sole advisor at Greystone Investment Advisors, Inc. in Springfield, Missouri, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has led Greystone Investment Advisors since 1996. Outside of his advisory role, Mr. Gill is a co-member of Suiter and Gill Enterprises, L.L.C., a business involved in property management. Greystone Investment Advisors is an independent, single-advisor firm providing discretionary investment management to individuals, families, small business owners, retirement plan trustees, trusts, corporations, and charitable organizations. The firm employs a long-term, macro-oriented investment approach across three management styles—Aggressive, Growth over Income, and Income over Growth—using mutual funds, ETFs, and listed equities custodied at Charles Schwab.

I’m John Davis, and I founded JKD Financial to bridge the gap between two worlds that should never have been separated: financial planning and proactive tax strategy. Springfield, Missouri is my home, I'm a dad to two boys, and a firm believer that financial advice should be honest, transparent, and easy to understand. I’ve spent my career—since 2016—learning this industry from the ground up. I started in the back office of an independent firm, eventually moving into a lead advisor role before spent time at a large CPA firm. Along the way, I noticed a problem: most "wealth management" is missing a microscope. Advisors look at the big picture, and tax preparers look at the past, but very few people sit in the middle to look at the future impact of every dollar. As both a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent (EA), I provide that missing link. I don’t just build a portfolio; I audit the plan for tax efficiency—managing IRMAA thresholds, executing Roth conversions, and ensuring your retirement "buckets" are optimized for what you actually keep. I’ve built an intentionally small practice. I’m not interested in scaling a giant empire or managing a call center. I limit the number of families I serve so that I can provide the deep-dive service my clients deserve. I took the leap to start my own firm because I wanted to build something I’d be proud to show my sons. I wanted to prove that you can provide elite-level financial advice without hidden fees, confusing jargon, or the conflicts of interest found in traditional AUM models. How I Work: Flat-Fee: My pricing is transparent and based on the complexity of your life, not the size of your portfolio. Tax-Forward: We plan for April 15th all year long, not just in the spring. High-Touch: When you have a question, you get a direct line to me—not an associate or a generic inbox. If you’re a diligent saver looking for a proactive partner to navigate the transition into retirement, I’d love to see if we’re a good fit. Learn more at jkdfinancial.com

Shuyang Balazi is a financial advisor at Capital360Financial in Springfield, MO, with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of finance, he is a part owner and occasional office manager of Springfield Tint Company LLC, a family-owned window tinting business. Capital360Financial is an independent firm serving individual investors and a small number of institutional clients with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical allocation approach with discretionary, custom portfolio management across a broad range of securities.

Michael Sharp is a CFP® with 10 years of industry experience. He is the sole advisor at Sharp Wealth Management, an independent firm he founded in 2025. Prior to establishing his firm, he worked at Mercer Global Advisors Inc and Heim, Young & Associates, Inc. Michael also held roles at Intuit, Inc. and TechMasters, Inc. earlier in his career. Sharp Wealth Management serves individuals, estates, charitable organizations, and business entities with discretionary wealth management and planning services. The firm constructs individualized portfolios using a range of investment vehicles and employs diverse analytical methods and strategies tailored to client objectives.

Troy Kennedy is a financial advisor with ITI Financial Management in Springfield, MO, holding a Series 65 designation and 16 years of industry experience. He has been with ITI Financial Management since 2009. In addition to his work at ITI, he is an investment adviser representative with SignalPoint Asset Management LLC, occasionally offering clients advice or products through that affiliation. ITI Financial Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as select corporations and business entities. The firm follows a long-term, modern portfolio theory-based investment approach, primarily using passive mutual funds and index ETFs, and manages client assets on a discretionary basis within a wrap fee program.

Ian Starkel is a financial advisor with Starkel Wealth Advisors, LLC, an independent firm based in Springfield, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including roles at Fidelity Brokerage Services, TD Ameritrade, and Wells Fargo Advisors. Starkel Wealth Advisors LLC provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, estates, and businesses. The firm employs fundamental analysis and a long-term strategic asset-allocation approach, while maintaining flexibility for rebalancing and tactical trades, serving a client base that notably includes corporate and business clients in addition to individuals.

Kelly Clift is a financial advisor at Trend Management, Inc. in Springfield, MO, holding a Series 65 designation with 18 years of industry experience. He has been with Trend Management since 2007. Trend Management, Inc. advises individuals, trusts, retirement accounts, and small-business 401(k) trusts, managing approximately $83 million across about 160 client accounts. The firm employs a research-driven, concentrated equity approach with discretionary portfolio management in stocks, bonds, mutual funds, ETFs, and money market instruments.

We have five core beliefs that drive our advice services and business decisions: 1. A person's value is not measured by their net worth. 2. People should expect, and get, the whole truth. 3. We believe your life should be interesting and your investments boring. 4. We believe transparency is critical to improving our profession and advice options for clients. 5. We explore the spectrum of financial planning (tax, estate, insurance, investments) because there is more to your life than your investment portfolio.