Preston Werth is a CFA® charterholder with nine years of industry experience. He is currently with Latticework Investment Management and previously worked at Werth Wealth Advisors and Raymond James Financial Services. Werth serves as Director of Research for Werth Wealth Management LLC. Latticework Investment Management is a small, fee-based registered investment adviser that provides wealth management, portfolio management, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm’s approach focuses on long-term equity participation, cost minimization, tax sensitivity, and behavioral coaching, utilizing a blend of low-cost and factor-tilted funds along with selective fundamental analysis and alternative strategies.

John Hanahan is a financial advisor at Yukon Wealth Management, Inc. in Overland Park, KS, with 31 years of industry experience. He has been with Yukon Wealth Management, formerly Yukon Capital Management, since 1994. Outside of his advisory role, he is the managing member of Blue Valley Foundations LLC, a residential construction business. Yukon Wealth Management provides discretionary portfolio management through a Manager-of-Managers program, pension and 401(k) consulting, and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on selecting and monitoring third-party asset managers and employs a mix of fundamental, technical, quantitative, and qualitative analysis.

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.

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.

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.

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.

Cole Reichle is a financial advisor at Midwest Financial Group LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Midwest Financial Group since 2015, also affiliated with Midwest Financial Partners since 2012. Outside of advising, Reichle owns CTrain LLC, a non-investment related tax entity, and is a self-employed independent insurance agent. Midwest Financial Group serves individuals, families, businesses, and retirement plans by offering portfolio management, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using mutual funds and ETFs, and tailors strategies to clients’ documented risk profiles and objectives.

Mitzi Swaffar is a CFP® with 19 years of industry experience, currently serving as an advisor at Midwest Financial Group LLC since 2019. She previously worked at Client One Securities, LLC for eight years. Outside of her advisory role, she owns and operates MS Financial Resources, specializing in the sales of fixed and life insurance as well as long-term care insurance. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs.

Steven Reichle is a Series 66–licensed financial advisor with Midwest Financial Group LLC in Overland Park, KS, where he has worked since 2015. He has 21 years of industry experience. Outside of advising, he serves as a director of Vision Banking, is a board member of the Highland Community College Foundation, and holds the position of treasurer at Susanna Wesley United Methodist Church. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management and financial planning. The firm follows modern portfolio theory, focusing on globally diversified portfolios primarily using mutual funds and ETFs, and manages client assets through a multi-advisor team structure.

Mark Atchity is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with Kingsmont Capital, Inc. since 2026 and has been involved with Cabin Advisors and affiliated entities such as Cabin Securities and JCC Capital Markets for over a decade. Atchity also serves as CEO of JCC Capital Markets, focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and monitoring of variable annuities, utilizing a multi-faceted investment approach that includes fundamental, technical, and asset-allocation analysis.

Monte Grissom is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and seven years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2018 and previously held positions at Taylor Corporation and CalTech. Waterfront Wealth, Inc. manages approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a tailored investment approach.

James Flanagan is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Centerpoint Advisory Group, LLC and has previously worked at Personal Financial Group. Outside of his advisory role, he serves as a volunteer board member for the Lee's Summit Girls Softball Association. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach, combining fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and typically manages accounts on a discretionary basis with ongoing monitoring and regular reviews.

Melinda Corporon is a financial advisor with BCWM in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Boyer & Corporon Wealth Management since 2007. BCWM provides discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm emphasizes asset allocation, diversification, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis to guide portfolio construction and rebalancing.

Laura Carley is a CFP® professional with 13 years of industry experience. She has worked at Boyer & Corporon Wealth Management, LLC since 2008. BCWM provides discretionary investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm’s investment approach focuses on asset allocation, diversification, market evaluation, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis.

Marcus Shaffer is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Allos Investment Advisors, LLC since 2010 and also has experience with Searcy Financial Services, Inc. Outside of his advisory role, he serves as Chair Couple for the Wabash Cannonball Steering Committee, helping the Kansas State University Alumni Association organize their annual event. Allos Investment Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses through discretionary investment management and financial planning. The firm’s long-term, fundamentals-based approach includes customized portfolio construction and ongoing supervision, often utilizing mutual funds and ETFs after thorough due diligence.

Roger Ratzlaff Jr. is a financial advisor with Waterfront Wealth Inc. located in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His prior work includes positions at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also co-owns an investment-related LLC focused on farmland real estate. Waterfront Wealth, Inc. serves individuals, families, trusts, foundations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan advisory services. The firm customizes portfolios based on client goals, time horizon, and risk tolerance, employing a mix of active mutual funds, ETFs, Dimensional fund approaches, individual securities, and custom strategies.

Pamela Vasquez is a financial advisor at Waterfront Wealth Inc. in Overland Park, KS, with 18 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network and U.S. Bancorp Investments. Waterfront Wealth Inc. manages approximately $890 million for about 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Brent Caswell is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Normandy Investment Advisors, where he has worked since 2021, following six years at Commonwealth Financial Network. Caswell is also the owner of Caswell & Associates, a private entity involved in securities, advisory, and insurance business operations. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across multiple asset classes and incorporating derivatives in separately managed accounts.

Tori Herrig is a Series 65-licensed advisor with Searcy Financial Services, Inc. in Overland Park, KS. She joined the firm in 2026 and has prior work experience in healthcare and consulting roles. Searcy Financial Services, Inc. provides integrated wealth management services to individuals, retirement plans, corporations, foundations, and other financial firms, managing approximately $514 million in discretionary assets. The firm employs a risk-based investment approach using diversified model portfolios with ongoing monitoring and tiered service levels.