John Orindgreff is a financial advisor at Collaborative Portfolio Management with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Comprehensive Asset Management & Servicing, Inc. and Capital Portfolio Management, LLC. Outside of his advisory role, he is involved in fixed annuity sales as an insurance representative. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations by providing discretionary portfolio management, investment consulting, and participant-level 401(k) advice. The firm employs a relative strength and point-and-figure charting investment approach to construct globally diversified portfolios focused on capital preservation.

Julia Fritzlen is a financial advisor at Insight Investment Advisers LLC with three years of industry experience. She holds a Series 65 credential and previously worked at Karl Storz and Olympus. Insight Investment Advisers LLC provides discretionary investment management, project-based financial planning, and specialized 1031 exchange/Delaware Statutory Trust consulting for individuals, families, businesses, foundations, and retirement plans. The firm employs an evidence-based, momentum and trend-focused investment approach, primarily using stocks, ETFs, and mutual funds, with ongoing monitoring and tailored portfolio allocations.

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.

Dustin Johnson is a financial advisor at Heritage Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Heritage Financial Services LLC prior to his current role. Outside of advisory work, he is president of Johnson Investment Solutions, LLC, an S corporation for tax purposes. Heritage Asset Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm utilizes third-party strategist models through the Orion Portfolio Solutions platform and employs a combination of fundamental and technical analysis in managing client portfolios.

David Freisner is a financial advisor with Konza Global Wealth Group and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 12 years at Fortune Financial Advisors, LLC, before joining Konza Global Advisory, LLC. Konza Global Wealth Group serves individual clients, pension and profit-sharing plans, and charitable organizations. The firm provides portfolio management, financial planning, and pension consulting, employing a disciplined investment approach that includes modern portfolio theory, options strategies, and tax-sensitive management of concentrated equity positions.

Trevor Holsinger is a financial advisor with Aspen Wealth Management, Inc. in Overland Park, KS, holding a Series 63 designation and 25 years of industry experience. He has been with Aspen Wealth Management since 2000. Outside of his advisory role, he serves as trustee for a personal investment trust focused on evaluating investment opportunities. Aspen Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, foundations, and retirement plans, managing approximately $79.5 million for about 90 clients. The firm offers discretionary investment management and comprehensive financial planning, emphasizing asset allocation and using both fundamental and technical analysis to tailor portfolios with regular reviews and rebalancing.

Jenna Cairns is a financial advisor at Beacon Wealth Advisory with nine years of industry experience. She holds a Series 65 designation and has been associated with Beacon Wealth Advisory since 2017, as well as Gradient Investments, LLC since 2023. Cairns is also the owner of Beacon Wealth Services, an insurance sales business based in Overland Park, KS. Beacon Wealth Advisory provides referral-based investment services and complimentary financial planning to individual and high-net-worth clients. The firm acts as a liaison between clients and third-party money managers, offering services including onboarding assistance, quarterly statement reviews, and public educational seminars.

David Thompson is a financial advisor at Heritage Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC. Thompson is also involved with Heritage Financial Services LLC, where he sells life, health, disability insurance, annuities, and long-term care products. Heritage Asset Management provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm uses third-party strategist models and implements portfolios through the Orion Portfolio Solutions platform while maintaining a high client load per advisor.

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.

Jace Champlin is a financial advisor at RCA Wealth Strategies LLC with 18 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining RCA Wealth Strategies in 2021, Champlin worked at several financial firms including Securities America, Inc., Insight Insurance Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he is a licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, where he educates federal employees on their benefits. RCA Wealth Strategies LLC is a small advisory firm serving individuals, business entities, and retirement-plan sponsors, managing approximately $54.7 million for about 221 clients. The firm combines fundamental analysis and modern portfolio theory with a core passive allocation and tactical active management, offering financial planning, discretionary and non-discretionary portfolio management, and access to insurance and annuity products.

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.

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.

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.

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.

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.

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.