Nicholas Romey is a CFA® charterholder and holds a Series 65 license with seven years of experience in the financial industry. He has been with ETF Portfolio Partners, Inc. since 2019. Prior to that, he spent three years at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily using globally diversified, balanced ETF portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and regularly monitors and rebalances model portfolios.

Courtney Hicks is a financial advisor at ETF Portfolio Partners, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Creative Planning, LLC and UMB Bank. Outside of finance, she works as a Technical Assistant for Marsec Training Inc., providing online maritime security certifications. ETF Portfolio Partners offers discretionary portfolio management primarily through globally diversified, balanced ETF model portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, regular portfolio rebalancing, and detailed client communication.

William Romey is a financial advisor with ETF Portfolio Partners, Inc. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he was a student at the University of Kansas from 2017 to 2021. ETF Portfolio Partners, Inc. provides discretionary portfolio management primarily using exchange-traded funds for individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and globally diversified, balanced ETF portfolios that are regularly monitored and rebalanced.

Richard Romey is a financial advisor at ETF Portfolio Partners, Inc. with 37 years of industry experience. He has been with ETF Portfolio Partners since 2004 and holds Series 63 and Series 65 designations. ETF Portfolio Partners provides discretionary portfolio management primarily using exchange-traded funds (ETFs) for individuals, retirement plan participants, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and globally diversified, balanced ETF portfolios that are regularly reviewed and rebalanced.