Matthew Waldman is a financial advisor with Divvi Wealth Management in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Waddell & Reed, Inc., Ivy Distributors, Inc., and Raymond James & Associates. He is also a licensed insurance agent and a member of Colligo Group LLC, a holding company involved in general consulting services. Divvi Wealth Management serves individuals, high-net-worth clients, trusts, and business owners with discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) plan services. The firm builds portfolios using a blend of fundamental and technical analysis alongside modern portfolio theory, offering both direct management and third-party manager options tailored to client goals and risk tolerance.

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.

Elliot Omanson is a financial advisor at Sphinx Investments LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at OWLFI RIA LLC, Motiv8 Investments LLC, and USA Financial Securities. Outside of his advisory role, he is a co-owner of a property and casualty insurance agency in Lenexa, KS. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and an interval closed-end investment company. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and serves clients through customized investment strategies and documented Investment Policy Statements.

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 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Great American Investors, Inc. since 2014 and at Hampton & Hampton PA, Inc. since 1990, where he is president. Beyond financial advising, he is involved in public accounting as president of Hampton & Hampton PA, Inc. First American Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional accounts, employing both technical and fundamental analysis with a focus on stocks, bonds, and mutual funds. The firm operates under a governance structure with a single supervisory principal and manages a relatively small number of accounts.

Brandon Bruckman is a financial advisor at Insight Investment Advisers LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Insight since 2018, while also maintaining a role at West Chapman & Co since 2011. Outside of advising, he is the sole owner of Blackbird Real Estate, LLC, established for personal tax and accounting purposes. Insight Investment Advisers LLC provides discretionary investment management, financial planning, and specialized 1031 exchange and Delaware Statutory Trust consulting for individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach, primarily employing stocks, ETFs, and mutual funds, with alternatives for certain portfolios, and partners with a sub-advisor for trade execution.

Joy Mall is a financial advisor at FinanciaLife Outfitters LLC with four years of industry experience. She holds a Series 66 designation and has worked at Kovack Securities, Inc., Triad Advisors, and State Farm. FinanciaLife Outfitters LLC provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, and institutional clients. The firm employs a diversified investment approach based on modern portfolio theory and tailors portfolios to client objectives and risk tolerance with ongoing monitoring.

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 financial advisor at Legacy Advisory Limited Company with 13 years of industry experience. He holds a Series 65 designation and has worked at Legacy Advisory Limited Company since 2019, following prior roles at Legacy Advisory Group LLC and Lewer Financial Advisors, LLC. In addition to his advisory work, Kynion is a licensed attorney providing legal services on a limited basis and manages liability companies involved in operating businesses. Legacy Advisory Limited Company offers discretionary portfolio management and financial planning services to individual and institutional clients. The firm utilizes a seven-asset-class allocation framework tailored to client goals and risk tolerance, incorporating both marketable securities and illiquid assets into customized investment strategies.

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.

Daniel Shepard is a financial advisor with Oak Road Wealth Management in Lee's Summit, MO, holding Series 66 and Series 65 licenses and having 22 years of industry experience. He has been with Oak Road Wealth Management since 2016 and previously worked at Capital Investment Management, Inc. for one year. Oak Road Wealth Management serves individual clients, including high-net-worth households, and pension/401(k) plan sponsors with portfolio management, financial planning, and pension consulting. The firm employs a long-term trading approach grounded in modern portfolio theory, primarily recommends ETFs, and manages most assets on a non-discretionary basis.

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.

Grant Stiles is a CFP® with 17 years of industry experience, currently serving as an advisor at Rise Retirement, LLC. His prior roles include positions at Creative Planning, The Leaders Group, Inc., and Waddell & Reed. In addition to his advisory work, he is Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees firm compliance. Rise Retirement, LLC provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan fiduciary services primarily to high-net-worth individuals and business clients. The firm combines fundamental and technical analysis to tailor investment strategies and supports clients with a range of operational and educational resources.

Donald Hubbs is a financial advisor at Private Wealth Consulting, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at SeaCrest Wealth Management, LLC, LPL Financial, and M&I Investment Management Corp. 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 integrating fundamental, technical, charting, and cyclical analysis, managing roughly $259 million across about 140 client relationships.

Jennifer Nicholson is a CFP® with 31 years of industry experience and has been with Nicholson Capital Management, Inc. since 1988. She is currently affiliated with Nicholson Meyer Capital Management, Inc. in Kansas City, MO. Nicholson serves on 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, corporate retirement plan advisory, and financial consulting to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business and government entities. The firm employs globally diversified portfolios with a focus on long-term holdings, and it is notable for offering services to state and municipal government clients as well as plan sponsors.

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.

Joshua Wright is a financial advisor with Insight Investment Advisers LLC in Leawood, KS, holding Series 65 and Series 66 licenses and having 23 years of industry experience. He previously worked at World Class Financial, Inc. for 10 years and has served as a licensed independent insurance agent throughout his career. Outside of finance, he provides consulting services for accounting, marketing, and business management to a chiropractic practice. Insight Investment Advisers LLC offers discretionary investment management, financial planning, and 1031 exchange consulting to individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused approach across stocks, ETFs, mutual funds, and alternative vehicles, tailoring portfolios to client risk profiles and providing ongoing monitoring and reporting.