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.

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.

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.

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.

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.

Timothy Lanz is a financial advisor at Clearpath Wealth Management, L.C. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler, Lanz & Wagler, L.C. since 1998 and Blue River Capital LLC from 2014 to 2019. Outside of advising, he is involved with several related business ventures including ClearPath Tax & Accounting and ClearPath Consulting & Insurance. 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, using a blend of mutual funds, ETFs, individual stocks, and third-party sub-advisors, with an investment approach that combines buy-and-hold strategies and active management informed by technical and fundamental analysis.

Joshua Wright is a financial advisor with Insight Investment Advisers LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He worked at World Class Financial, Inc. for 10 years before joining Insight Investment Advisers in 2017. Outside of his advisory role, he provides consulting services for a chiropractic business and is a licensed independent insurance agent. Insight Investment Advisers LLC offers discretionary investment management, ongoing financial planning, and project-based consulting to individuals, families, and businesses. The firm employs an evidence-based, momentum and trend-focused investment approach and maintains a three-advisor team managing approximately $71.7 million for about 145 clients.

Michael Decker is a Series 65-licensed advisor with Kedrec LLC in Overland Park, KS, and has three years of industry experience. He is involved in multiple business activities including serving as president of The Advisor Suite, a company focused on coaching operations and marketing, and developing a personal budgeting app through Cash Flow and Capital LLC. Kedrec LLC serves individual clients, trusts, estates, and business entities with comprehensive wealth planning and management. The firm distinguishes itself by offering a subscription-style wealth management model, integrating insurance services, and providing access to a range of alternative and private investments.

David Cox is a financial advisor at Beacon Wealth Advisory with 17 years of industry experience. He holds the Series 65 designation and has worked at firms including Brookstone Capital Management and Creativeone Wealth, LLC. Beacon Wealth Advisory provides referral-based investment services and complimentary financial planning primarily to individual and high-net-worth clients. The firm does not directly manage assets but coordinates with third-party money managers and offers free public seminars and workshops.

David Wentz is a financial advisor with TFB Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has held various roles within Ameritas companies since 2006 and is involved in retirement plan administration through Tax Favored Benefits, which he has led since 2002. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm manages approximately $840 million in assets and offers customized portfolios across a range of investment vehicles, with a specialization in institutional retirement plan services.

Luke Dandar is a financial advisor at Keen Wealth Advisors in Overland Park, KS. He holds a Series 65 designation and has under one year of industry experience. Prior to joining Keen, he held roles at Stepp & Rothwell, Central Trust, and Central Bank of the Midwest. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm employs a multi-method investment analysis framework and manages approximately $1.23 billion in assets, primarily on a discretionary basis.

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.

Vance Wentz is a CFP® with 8 years of industry experience, currently serving as an Investment Adviser Representative at TFB Advisors, LLC. He has previously worked at Ameritas Advisory Services, LLC and has been involved with Tax Favored Benefits and The Bar Retirement Plan, providing advisory and 401(k) services. Outside of his advisory roles, he is a partner in OCC Investors, LLC, a country club. TFB Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Charles Koch is a CFP® professional with 22 years of industry experience. He is currently an advisor at Quantum Financial Partners LLC and has previously worked at Aprio Advisory Group, Aprio Wealth Management, Prism Financial Group, L.L.C., and Cambridge Investment Research Inc. Quantum Financial Partners offers discretionary portfolio management for individuals, family trusts, corporations, small businesses, and foundations. The firm employs a combination of fundamental, quantitative, and technical analysis to manage publicly traded equities, bonds, ETFs, and limited partnerships, and acts as a private fund adviser operating a pooled investment vehicle with performance-based fees.