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.

Do you have stock options at a private company & want to be prepared for a potential IPO/liquidity event? Or do you have RSUs & an ESPP at a public company and need help with cash flow & tax planning? Buying a home? Taking care of kids as well as aging parents? These decisions can be heavy, and your time, energy & talents are extremely valuable. Let's collaborate and free you up to focus on what you really care about. A little about me: I am a former software engineer, a die-hard Liverpool soccer fan, and a Peacemaker on the Enneagram. I am married to my wife, Sarah, who works in special education. We have two kids, Anna and Sam. After 20 years in tech, I decided to walk away from the corporate life to follow my passion. I established Java Wealth Planning to be THE source for helping tech professionals (& those who love them) navigate their financial lives.

Rory Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Dogwood Wealth Management, LLC since 2024. Prior to this, he worked at Modern Wealth Management, LLC and Barber Financial Group. Dogwood Wealth Management is an SEC-registered advisory firm managing approximately $257 million in discretionary assets for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamental analysis-driven investment approach, offering diversified portfolios primarily consisting of ETFs and mutual funds alongside financial planning and retirement plan advisory services.

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.

Joel Hamilton is a CFP® and CFA® with nine years of industry experience. He has been with Glass Lakes Capital Management LLC since 2017, following a year at Keen Wealth Advisors. Glass Lakes Capital Management serves individual and high-net-worth clients as well as charitable organizations, offering financial planning, portfolio management, and related implementation services. The firm uses a Core + Satellite allocation approach combining passive indexed core holdings with active satellite positions and provides complimentary educational seminars on personal finance and investing.

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.

Damion Bissonnette is a financial advisor at Proactive Planning Wealth Advisory in Overland Park, KS. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he has worked at PetSmart for over 15 years. Proactive Planning Wealth Advisory provides financial planning and portfolio management services for individual clients, offering both discretionary and nondiscretionary managed accounts. The firm employs individualized investment strategies and conducts at least quarterly account reviews, incorporating tax-management tools and third-party model portfolios.

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.

Thomas King is a financial advisor at Sarver Vrooman Wealth Advisors LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, Foreside Fund Services, LGT Capital Partners, and Hatteras Capital. King served in the 82nd Airborne Division of the US Army from 2016 to 2018. He is also the owner of TPK, LLC, a holding company for a financial practice. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm bases its investment process on client objectives, using various analytical methods, and offers services without account minimums or charges for financial planning.

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.

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.