David is an award-winning human resources and health insurance expert who has built his career on measurable successes in areas such as budget savings; reduced employee turnover rates; and HR software implementation and utilization. In addition to serving as CEO of a company providing innovative healthcare solutions to businesses, David has created leadership development programs and has worked closely with executives managing a wide range of organizational changes. He has a master’s degree in human resources management and sits on the Board of Directors for Literacy KC.

Bryan Sarff is president of a wealth management firm that provides investment strategies, retirement planning, risk management, estate conservation, and insurance planning. A certified financial planner, Bryan has helped countless clients achieve their goals since 2003 using his proprietary Work Optional Formula. He also frequently shares his expertise on a financial talk radio program and at wealth management workshops.

Kenny is portfolio manager at a wealth management firm handling assets for business owners, professionals, and retirees/pre-retirees. He co-designed the firm’s investment methodology that identifies superior investments and protects against market volatility. Kenny was previously a client service manager for one of the world’s leading providers of financial services to institutional investors, where he led a team handling 170 clients. He made the change from corporate America to private wealth management to have more personal relationships with his clients.