John Williams is a financial advisor with M3Sixty Capital, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Aronson Asset Management and Kalos Capital Inc. He also owns a compliance consulting firm that provides services to independent broker-dealers and RIAs. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing pooled vehicles and institutional mandates rather than retail individual accounts. The firm employs a range of active strategies across equities, fixed income, cash management, and alternative investments, and serves as adviser to several SEC-registered mutual funds.

Matthew Ahrens is a financial advisor at MN Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrity Advisory, LLC from 2015 to 2023 before joining MN Wealth Advisors and its affiliated firm MarksNelson, LLC in 2023. MN Wealth Advisors serves individuals, trusts, estates, business entities, and retirement plans with portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including equities, fixed income, mutual funds, ETFs, structured products, and options, and is affiliated with a CPA firm that provides accounting and tax services to certain clients.

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.

Michael Porembski is a financial advisor at Titan Wealth Advisory, LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at BG Wealth Advisory, LLC. He is also involved with MRP Investment Advisory Services, LLC as an insurance agent specializing in fixed insurance sales. Titan Wealth Advisory provides co-advisor asset management by partnering clients with a third-party manager, Gradient Investments, and offers financial planning at no additional cost. The firm serves individuals, high-net-worth clients, and trusts or estates, focusing on model portfolios that include no-load mutual funds, ETFs, individual equities, and money market funds.

Tavis Holsinger is a financial advisor at Aspen Wealth Management, Inc. in Overland Park, KS, holding a Series 65 designation with two years of industry experience. He previously worked at Gearing Capital Partners, Inc. for thirteen years before joining Aspen Wealth Management. Aspen Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, foundations, and retirement plans. The firm manages approximately $79.5 million across about 90 clients, providing discretionary investment management and comprehensive financial planning with an emphasis on asset allocation and tailored portfolio strategies.

I once read that to find the work you were meant to do, you must satisfy three things: doing something you’re good at, feeling appreciated, and believing your work is making people’s lives better. I can truly say that as a financial planner and co-founder of Beyond Wealth, I have found my calling. My mission as a CERTIFIED FINANCIAL PLANNER™ is to empower my clients to take control of their financial lives by providing the guidance and education they need to make important financial decisions with confidence. I started my career in finance in 2005 and over the course of the last 15 years have been dedicated to continually learning everything I can about ways to help my clients achieve amazing things with their money. Early in my career, I was discouraged by the lack of engagement with our female clients. I decided I wanted to do something about it! I am passionate about working with female professionals, executives, and entrepreneurs, giving them the opportunity to fully engage with a trusted advisor who is as enthusiastic as they are about achieving their goals. Together with my partner, Andrew, we are committed to forging a long-lasting relationship with you and walking with you on your journey toward financial independence. When I’m not at the office, I enjoy spending time with my husband, Jon, and two kids, Alexa and Ethan. When we are not chauffeuring our children to sports and activities, my husband and I enjoy playing golf and love all forms of live entertainment—anything from rock concerts to Broadway musicals. I’m a major sports junky and especially love watching Oklahoma Sooner football along with our beloved Kanas City Chiefs. My lifelong dream is to live on the beach someday, but until then, I enjoy exploring new vacation destinations with my family whenever we can. If you’re looking for a wealth advisor in Kansas City who will work collaboratively with you and leaves you excited about the possibilities of your future, I’m your woman! Reach out to me anytime.

Reid Larson is a financial advisor with ViaWealth, LLC, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Virtix Investment Advisors, LLC and Cargill, as well as self-employment. ViaWealth provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic approach grounded in Modern Portfolio Theory and manages assets through direct accounts or sub-advisory arrangements.

Steven Cox Jr. is a financial advisor at Providence Financial Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Providence Financial Advisors since 2019 and previously at Prairie Capital from 2011 to 2020. Providence Financial Advisors, LLC provides individualized portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and defined contribution plans. The firm emphasizes globally diversified portfolios using fundamental security analysis and both discretionary and nondiscretionary management approaches.

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 designation and has worked at Insight since 2023. Prior to joining Insight, she spent nine years at Karl Storz and three years at Olympus. Insight Investment Advisers provides discretionary portfolio management, project-based financial planning, and specialized 1031 exchange/DST consulting to a range of clients including individuals, families, businesses, foundations, and pension or profit-sharing plans. The firm uses an evidence-based, momentum and trend-focused investment approach and delegates day-to-day trading to a sub-advisor while maintaining responsibility for strategy and allocation decisions.

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.

Walter Meierarend III is a financial advisor at Titan Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at BG Wealth Advisory, LLC for three years. Outside of his advisory role, Meierarend serves as a firefighter/EMT for the Unified Government of Wyandotte County and owns a seasonal lighting installation business, Hook and Ladder Lighting LLC. Titan Wealth Advisory, LLC, formed in 2026, provides co-advisor asset management by partnering with a third-party manager, Gradient Investments, and offers financial planning services at no additional charge. The firm serves individuals, high-net-worth clients, and trusts or estates, focusing on selecting model portfolios that include mutual funds, ETFs, equities, and money market funds, with client accounts reviewed quarterly.

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.

Trenton Swift is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Buffalo Run Wealth Advisors LLC. His career includes roles at Farm Bureau Financial Services and Country Financial. Buffalo Run Wealth Advisors LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, using ETF-focused, long-term strategies based on fundamental analysis and modern portfolio theory. The firm offers tailored portfolios and access to third-party model management platforms, with additional tax and accounting services through affiliated entities.

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.