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Juliann Smith Juliann F. Smith has been in the financial planning industry since 1984. She is the president and founder of the independent investment and risk management firm, Advanced Financial Solutions, LLC. WHAT SHE DOES Advanced Financial Solutions, LLC provides a wide selection of investment and risk management services with an emphasis on the areas of retirement planning, qualified plan rollovers, account consolidation and diversification, and risk management. NOTABLE SUCCESS Juliann has consistently met and continues to meet the production standards of the Million Dollar Round Table. As founder of the Women’s Alliance for Financial Education, Inc., Juliann provides financial education to the public. She has served as a director and board member of various local associations, including American Business Women’s Association (ABWA), Women’s Life Underwriters Conference (WLUC), and is a past president of Kansas City Association of Insurance & Financial Advisors. She is an alumnus of the Greater Missouri Women’s Leadership Challenge, serving as a Regional Coordinator since 2005. Juliann is a Registered Representative of Moloney Securities Co, Inc. MAKING A DIFFERENCE Ms. Smith has been involved in continuous fundraising efforts for the American Heart Association, the Leukemia Society, Harvesters, and Canine Companions for Independence.
Christina Lomas
Christina is beginning her 18th year in the financial industry. She is Vice President of the independent investment and risk management firm of Advanced Financial Solutions, LLC. There are three locations to serve clients: Country Club Plaza in Kansas City, MO, Overland Park, KS and Estes Park, CO.  In the area of financial planning, Lomas is dedicated to matching strategy with the client’s goals and objectives. She enjoys the analysis and detail that goes into structuring the portfolios of her clients. Christina studied economics at the University of Missouri Kansas City.  Lomas holds a series 63, 65, 66, 7. As Chartered Financial Analyst Candidate, she is proud to be held to the absolute highest standards of Ethical and Professionals Practices. She is co-author of the book “Who Wears the Financial Pants: 12 ½ Ways for Women to Get a Leg Up On Their Finances”, co-authored the Financial Column in Flourish Magazine, co- hosted “Unlocking the Secrets to your Small Business” on Hot Talk 1510 and Recipient of the 2006 International Emerging Leaders Award for the Kansas City Chapter of the e-Women Foundation.  She is a member of the Kansas City Chamber of Commerce, Better Business Bureau, flourish! Connections Club, Power Chics and e-Women Network. Ms. Lomas is an active volunteer for the American Heart Association Heart & Stroke Ball. She supports organizations such as Women’s Employment Network, WIN, The Boys and Girls Club of Kansas City, KC Free Health Clinic, No More Homeless Pets and Canine Companions for Independence.  Christina is the mother of two beautiful children, Kevin Michael, age 17 and Hunter Marie, age 11. They are active in school and sports activities. As a family, they enjoy traveling, exploring, horseback riding, camping, canoing and spending time with close extended family. Ms. Lomas is an avid runner and enjoys golf as a member of Leawood South Country Club and Executive Women’s Golf Association.
816-931-2668    866-931-2668   800 W. 47th Street Suite 510, Kansas City, MO 64112
Securities offered through Moloney Securities Co.,  Inc., Registered Broker/Dear, Member FINRA/SIPC Investment Advisory Services offered through Moloney Investment Advisory, LLC, Registered Investment Adviser