Nicholas Romey is a CFA® charterholder and holds a Series 65 license with seven years of experience in the financial industry. He has been with ETF Portfolio Partners, Inc. since 2019. Prior to that, he spent three years at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily using globally diversified, balanced ETF portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and regularly monitors and rebalances model portfolios.

I founded my firm to help families and business owners make confident financial decisions, without the confusion, pressure, or one-size-fits-all advice that too often dominates this industry. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me how systems really work: cash flow, risk, tradeoffs, and the consequences of decisions made today that don’t show up until years later. That perspective still shapes how I approach financial planning: structured, consultative, and focused on solving real problems for my clients. We work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses. Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®), CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences, not just numbers on a page. When I’m not working, you’ll usually find me spending time with my family, supporting my kids’ activities, traveling, enjoying winter sports, or continuing to deepen my knowledge of finance, technology, and business. I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.

Dustin Irish is a financial advisor at Irish Capital LLC with a Series 66 designation and four years of industry experience. Prior to founding Irish Capital, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He serves as a board member for the nonprofit Friends of Infant Toddler Services and works as a stagehand for the Kansas City Chiefs. Irish Capital provides discretionary wealth management and financial planning to individual and high-net-worth clients, focusing on portfolios primarily composed of ETFs and low-cost mutual funds with occasional use of individual stocks and options. The firm employs a fundamental, long-term investment approach with strategic asset allocation adjusted as client needs or market conditions change.

John Sykora is a CFP® professional with 25 years of experience in financial advising. He has been the principal advisor at Monarch Wealth Management, LLC since 2008. Outside of his advisory role, he is the majority owner of Roar Investments, LLC, an executive suites office leasing business. Monarch Wealth Management provides financial planning and discretionary investment management to individual and high-net-worth clients, focusing on fundamental, valuation-driven analysis with a contrarian approach. The firm offers comprehensive and modular plans covering retirement, tax, estate, insurance, education, and employee benefits, managing approximately $50 million in discretionary assets.

Mark Januszewski is the principal advisor at Tax Advantage Advisors, Inc. in Overland Park, KS, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities Service Network, Inc. and M. S. Howells prior to his current role. Outside of advisory services, Januszewski is a licensed life and health insurance agent. Tax Advantage Advisors primarily serves individual "main street" clients, as well as businesses and trusts, offering fee-for-service financial planning and asset management. The firm uses model-based asset allocations with mutual funds and ETFs, emphasizing diversification and execution quality, and provides specialized portfolio management and qualified plan subaccount analysis uncommon among solo independent advisors.

Matthew Zolton is a Certified Financial Planner™ (CFP®) with 18 years of industry experience. He is the principal of Enclave Planning LLC, a firm he joined in 2025 after working at Creative Planning, Inc. and Charles Schwab. Enclave Planning LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses with wealth management and financial planning services. The firm combines modern portfolio theory and fundamental analysis, using both passive and active investment vehicles, and incorporates ESG and alternative investments when appropriate.

Ryan Kilkenny is a financial advisor at Atomic Planning LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Kilkenny served in the United States Marine Corps for nine years prior to his advisory career. Atomic Planning is an independent, single-advisor firm that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs diversified, risk-based portfolios using no-load mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis to guide trading and rebalancing decisions.

Bryon Brooks is a Series 65-registered advisor with Adaptive Advisory, LLC in Olathe, KS, bringing 11 years of industry experience. He also works as an operations consultant for small businesses, assisting with operational risk and strategic planning. Adaptive Advisory serves individual and high-net-worth clients with portfolio management and financial planning services. The firm’s investment approach incorporates fundamental, technical, and quantitative analysis focused on equities, fixed income, ETFs, and real estate funds, providing both discretionary and non-discretionary management.

Lisa Clements is a financial advisor at Clear Springs Wealth with four years of industry experience. She holds a Series 65 designation and has a background that includes entrepreneurial ventures and a position at Facebook. Clear Springs Wealth is an independent, fee-only advisory firm serving individual clients across the emerging affluent to high-net-worth spectrum. The firm employs a primarily passive, asset-allocation investment strategy based on Modern Portfolio Theory and provides ongoing financial planning services covering areas such as cash flow, retirement, estate planning, insurance, tax-aware investment analysis, and career planning.

Walter Hodgden is the sole advisor at Fiduciary Standard, LLC, an independent investment advisory firm based in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Hodgden has led Fiduciary Standard since 2013. Fiduciary Standard serves a limited client base including individual and high-net-worth clients, family-related trusts, and at least one banking institution. The firm offers tailored asset and portfolio management services focused on long-term capital appreciation and dividend income, managing accounts on a non-discretionary basis with direct client approval before trades.

Stephen Godfrey is a financial advisor with Financial Planning Partners in Leawood, Kansas, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Financial Planning Partners since 2005. Financial Planning Partners provides investment advisory and financial planning services primarily to individual clients, as well as trusts and charitable organizations. The firm offers portfolio management through individual portfolios and access to managed account solutions that include model asset-allocation portfolios and separately managed accounts, typically holding mutual funds or ETFs.

Matthew Davis is the sole advisor at Davis Financial Management, Inc., an independent firm based in Leawood, KS. He holds the PFS™ designation and Series 65 license and has 22 years of industry experience. He has led his firm since 2007. Davis Financial Management serves individual investors, high-net-worth clients, small businesses, and select pension/profit-sharing and institutional clients. The firm offers asset allocation, portfolio monitoring, written financial planning, and separate accounting and tax services through a CPA advisor. Portfolios primarily consist of no-load mutual funds and ETFs, with a focus on Dimensional Fund Advisors strategies, managed on a non-discretionary basis requiring client approval.

Kyle Hammerschmidt is a financial advisor at Mokan Wealth Management with nine years of industry experience and holds a Series 65 designation. He has previously worked at firms including CreativeOneWealth, Retirement Wealth Advisors, and Brookstone Capital Management. Hammerschmidt is also the owner of Retire Ready Academy, where he leads educational classes for retirees. Mokan Wealth Management serves individual and high-net-worth clients, offering financial plans, discretionary investment management, and ongoing planning. The firm creates individualized portfolios using equities, index mutual funds, ETFs, and U.S. Treasury securities, employing multiple analysis methods and tailoring portfolios through client investment policy statements.

Courtney Hicks is a financial advisor at ETF Portfolio Partners, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Creative Planning, LLC and UMB Bank. Outside of finance, she works as a Technical Assistant for Marsec Training Inc., providing online maritime security certifications. ETF Portfolio Partners offers discretionary portfolio management primarily through globally diversified, balanced ETF model portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, regular portfolio rebalancing, and detailed client communication.

Paul Wiederholt is a CFP® professional with 30 years of experience in financial advising. He is the sole advisor at Boulder Investment Group and previously worked at LPL Financial from 2008 to 2016. Wiederholt is also licensed to sell life, disability, long-term care insurance, and annuities, dedicating a portion of his time to these activities. Boulder Investment Group provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset-allocation approach using a core-and-satellite structure with mutual funds, ETFs, individual securities, and options, managing over $72 million in discretionary assets across approximately 144 client relationships.

Megan Ramshaw is a CFP® with three years of industry experience, currently serving as an advisor at MOKAN Wealth Management. She previously worked at Mariner Wealth Advisors and has experience with Vanguard and Kansas State University Athletics. MOKAN Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, offering financial planning and discretionary investment management. The firm constructs individualized portfolios using equities, index funds, ETFs, and U.S. Treasury securities with a multifaceted investment analysis approach.

Brenda Black is a financial advisor with Legacy Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Legacy Investment Partners since 2004. In addition to her advisory role, she is an independent insurance agent for various independent insurance companies. Legacy Investment Partners serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering investment supervisory services along with financial planning and 401(k) consulting. The firm employs active portfolio management based on fundamental analysis with additional cyclical and technical methods and provides ongoing monitoring and reallocation.

Todd Schick is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently affiliated with Aspire Wealth Management in Overland Park, KS, where he serves as President and Financial Advisor. His prior experience includes roles at Park Avenue Securities, Berthel Fisher & Company Financial Services, and Ameriprise. Aspire Wealth Management serves individual and high-net-worth clients, trusts, estates, and small businesses by providing portfolio management, financial planning, and insurance- and tax-related services through an affiliated tax practice. The firm employs a combined fundamental, technical, and portfolio-construction approach, including Modern Portfolio Theory, and utilizes both direct management and recommendations of independent managers.

David Baker is a financial advisor at Legacy Investment Partners, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Legacy Investment Partners since 2004. In addition to his advisory role, he is an independent insurance agent for various insurance companies. 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 employs active portfolio management based on fundamental analysis, supplemented by cyclical and technical techniques, and provides ongoing monitoring and reallocation tailored to client needs.

Catherine Hollingsworth is a financial advisor at Yukon Wealth Management, Inc. with 11 years of industry experience. She holds a Series 65 credential and also works part-time providing accounting services for a real estate developer and a home builder. Yukon Wealth Management offers discretionary portfolio management through a Manager-of-Managers program, pension and 401(k) consulting, and comprehensive financial planning for individuals and pension/profit-sharing plans. The firm focuses on selecting and monitoring independent asset managers and conducts formal quarterly reviews of client accounts.