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.

John Ramshaw is a CFP® affiliated with StoryOne Family Office, with experience beginning in 2022. His background includes roles at Keel Point LLC and Family Investment Center, as well as service in the Kansas Air National Guard. Outside of finance, he has professional experience in the hospitality industry. StoryOne Family Office serves individuals, families, trusts, corporations, qualified retirement plans, and nonprofits, offering portfolio management, financial planning, and expanded family office services such as wealth design, trust administration, and philanthropic planning. The firm employs a range of investment strategies and emphasizes family education through coaching and workshops.

Matthew Waldman is a financial advisor with Divvi Wealth Management in Kansas City, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Distributors, and Colligo Group, where he also serves as a member of a consulting holding company. Additionally, he is a licensed insurance agent. Divvi Wealth Management provides discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services to individuals, high-net-worth clients, trusts, and business owners. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory to tailor portfolios and offers access to third-party managers and educational seminars.

James Brownfield is a Series 66-licensed advisor with 18 years of industry experience. He has been with Central States Capital Markets, LLC since 2011. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as various institutional clients. The firm employs a value-oriented investment approach that combines fundamental analysis with technical tools and economic research, managing portfolios for longer-term horizons and adjusting as market conditions or client needs evolve.

Mary Witwer is a financial advisor at Voyage Wealth Management LLC in Lenexa, KS, with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Voyage Wealth Management since 2017, following 16 years as a self-employed professional. Voyage Wealth Management primarily serves individual and high-net-worth clients, providing discretionary portfolio management alongside comprehensive financial planning and consulting on retirement, taxes, insurance, education funding, and estate matters. The firm typically constructs portfolios using exchange-traded funds and applies both fundamental and technical analysis in security selection.

Von Hampton is a financial advisor at First American Financial Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Great American Investors, Inc. since 2014. In addition to his advisory role, Hampton is president and owner of Hampton & Hampton PA, Inc., a public accounting firm specializing in tax accounting and life insurance. First American Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement accounts. The firm uses both technical and fundamental analysis and generally operates under full discretionary authority over client portfolios.

Brandon Bruckman is a financial advisor with Insight Investment Advisers LLC in Leawood, KS. He holds a Series 65 designation and has eight years of industry experience. Prior to Insight, he has worked at West Chapman & Co since 2011. Outside of advisory work, he is the sole owner of Blackbird Real Estate, LLC, a legal entity established for personal tax and accounting purposes. Insight Investment Advisers LLC provides discretionary investment management, financial planning, and consulting services to individuals, families, and businesses. The firm manages approximately $71.7 million and employs an evidence-based, momentum and trend-focused investment approach using diversified portfolios primarily composed of stocks, ETFs, and mutual funds.

Cory Lagerstrom is a financial advisor at ClearPath Wealth Management, L.C. with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Frontier Capital Partners and Change Path LLC. Outside of advisory work, he is the CEO and owner of Hydroland, a hydroelectric plant operation. ClearPath Wealth Management is a team-based firm serving individuals, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a blend of buy-and-hold and active management strategies with mutual funds, ETFs, and individual stocks.

John Cadena is a financial advisor with San Blas Advisory, Inc. in Independence, MO, holding Series 65 and Series 63 licenses and bringing 32 years of experience in the industry. He has previously operated as a self-employed securities consultant and managed Cadena Securities Services, LLC. He also owns JC Regulatory Consulting LLC, providing compliance consulting services to the securities industry. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across around 664 client accounts. The firm offers a combination of discretionary and non-discretionary portfolio management along with comprehensive and limited financial planning, using a range of investment strategies that include ETFs, mutual funds, individual equities, and options.

Joy Mall is a financial advisor at FinanciaLife Outfitters LLC in Overland Park, KS, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Kovack Securities, Inc., Triad Advisors, and State Farm. FinanciaLife provides investment management, financial planning, and retirement plan consulting services to individuals, families, and institutional clients. The firm focuses on building diversified portfolios based on modern portfolio theory, combining fundamental, market-trend, and economic-cycle analysis across various investment vehicles.

Evan Lange is a financial advisor at Providence Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for Servant Foundation (dba The Signatry) for ten years. He is also the owner of Five Star Legacy, LLC, a charitable consulting firm based in Lee's Summit, MO. Providence Financial Advisors provides portfolio management, investment advisory, and financial planning services to individuals, trusts, estates, businesses, and defined contribution plans. The firm employs a globally diversified investment strategy primarily using mutual funds and exchange-traded funds, with services tailored to clients’ risk profiles and objectives.

Trevor Harris is a CFP® with 17 years of industry experience, currently serving as an advisor at Sonas Financial Group, Inc. in Kansas City, MO, where he has worked since 2016. He also serves as president of Oak Grove Rental, an equipment rental business, where he contributes to strategic planning and bookkeeping outside of market hours. Sonas Financial Group provides investment management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, and nonprofit entities. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary portfolio management, combining individual wealth management with institutional ERISA 3(21) plan services.

Jack Kynion III is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Legacy Advisory Limited Company since 2019 and previously at Legacy Advisory Group LLC. In addition to his advisory role, he practices as an attorney providing legal services related to estate planning and manages direct investment entities separate from his investment activities. Legacy Advisory Limited Company offers discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as institutional clients such as trusts, foundations, and retirement plans. The firm uses an asset-allocation framework across seven major asset classes and manages accounts on a discretionary basis, incorporating various asset types including annuities and non-liquid holdings when appropriate.

Susanne Meyer is a financial advisor at Nicholson Meyer Capital Management, Inc. in Kansas City, MO, holding a Series 66 designation with 16 years of industry experience. She has been with Nicholson Capital Management, Inc. since 2009. Meyer serves on the investment committee of the Women’s Foundation of Greater Kansas City, contributing to investment oversight for the foundation benefiting women and girls in the area. Nicholson Meyer Capital Management provides discretionary investment management, retirement-plan advisory, and financial consulting to individuals, high-net-worth clients, and institutional entities. The firm specializes in globally diversified portfolios and offers services to pension and government entities, supported by Fidelity Institutional Wealth Services.

John Seitzer is a CFP® and CFA® at Everest Wealth Management in Leawood, KS, with 28 years of industry experience. He has worked at Everest Wealth Management since 2004. Everest Wealth Management provides integrated wealth management services to individual and high-net-worth clients, focusing on comprehensive financial planning and discretionary investment management. The firm employs an active, contrarian investment approach guided by client-specific Investment Policy Statements and emphasizes fee and tax efficiency.

David Goeglein is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Legacy Investment Partners, LLC since 2010, working at the Overland Park, KS firm which he helped develop over a 16-year tenure. Legacy Investment Partners primarily serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering discretionary and non-discretionary investment supervisory services along with financial planning and 401(k) plan consulting. The firm uses an active portfolio management approach grounded in fundamental analysis, supplemented by cyclical and technical techniques, and manages roughly $403 million in client assets across a three-advisor team.

Blake Stanley is a CFP® with 13 years of industry experience, currently serving at Legacy Advisory Limited Company since 2019. He previously worked at Legacy Advisory Group, LLC and has been self-employed since 2009. In addition to his advisory role, he is involved with Legacy Practice Transitions, LLC, consulting on mergers and acquisitions of dental practices. Legacy Advisory Limited Company provides discretionary investment supervisory services and financial planning primarily for individual clients, including high-net-worth individuals, as well as corporate pension plans, foundations, trusts, and private businesses. The firm constructs portfolios based on asset allocation across major asset classes and utilizes proprietary models and tools to monitor accounts.

Donald Hubbs is a financial advisor with Private Wealth Consulting, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Private Wealth Consulting since 2026 and has also been with Seacrest Wealth Management since 2012. Private Wealth Consulting provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tailored investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $259 million across 140 client relationships.

Jennifer Nicholson is a CFP® with 30 years of industry experience, currently serving as an advisor at Nicholson Meyer Capital Management, Inc. She has been with Nicholson Capital Management, Inc. since 1988. Nicholson is a member of the advisory board and investment committee for the Women’s Foundation of Greater Kansas City and chairs the finance committee for the Northwest Foundation supporting Northwest Missouri University. Nicholson Meyer Capital Management provides discretionary investment management, retirement-plan advisory, and financial consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and other entities. The firm constructs globally diversified portfolios using equities, bonds, mutual funds, and ETFs, and is notable for its work with pension and government clients alongside its formal retirement-plan program.

Augustus Konz is a CFP® professional with eight years of experience in the financial services industry. He is currently with Latticework Investment Management, where he has worked since 2026. Previously, he was affiliated with Werth Wealth Advisors and Werth Wealth Management, as well as Raymond James Financial Services. Latticework Investment Management is a small advisory firm offering fee-based wealth management, portfolio management, and financial planning services to individuals, trusts, estates, and business entities. The firm focuses on long-term equity participation, cost efficiency, tax sensitivity, and behavioral coaching, using a mix of low-cost funds, factor-tilted strategies, and selective alternative investments.