Bryson Slater is a CFP® with 12 years of industry experience. He is currently with Caliber Wealth Management, LLC, where he has worked since 2025. Prior to that, he spent eight years at Petrovic Financial Services and three years at Gwfs Equities, Inc. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates in-house tax preparation and consulting with its investment approach, which emphasizes globally diversified portfolios tailored to client risk profiles.

Cole Dimond is a financial advisor with Caliber Wealth Management, LLC in Overland Park, KS, holding a Series 66 designation and having 21 years of industry experience. He has worked at several firms, including Raymond James Financial Services and Ameriprise Financial, before joining Caliber Wealth Management. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and retirement-plan services. The firm offers in-house tax preparation and consulting, emphasizes globally diversified portfolios based on modern portfolio theory, and manages roughly $1.76 billion in assets under management.

Michael Ward is a financial advisor at Caliber Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 15 years and Raymond James Financial Services for four years. Ward is the chair of the board and founder of New Life Christian Academy, a nonprofit organization. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with a focus on discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory. The firm uses globally diversified portfolios aligned with modern portfolio theory and offers integrated in-house tax preparation and consulting services.

Tyson Sprick is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked with Caliber Wealth Management, LLC since 2024 and previously spent 14 years at Equitable Advisors. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm combines investment management with in-house tax preparation and consulting, focusing on globally diversified portfolios tailored to clients’ risk profiles.

Mark Albright is a CFP® professional with 24 years of industry experience. He has worked with Ameriprise Financial Services, Inc. for 19 years and held roles at Raymond James Financial Services from 2020 to 2024 before joining Caliber Wealth Management, LLC in 2020. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and tax preparation services. The firm emphasizes globally diversified portfolios aligned with clients’ risk profiles and integrates in-house tax consulting staffed by licensed accountants.

Joseph Gravino Jr. is a CFP® professional with 32 years of industry experience. He is currently with Caliber Wealth Management, LLC and has previously worked at Keating Financial Advisory Services, Inc., KeatingKC, Keating & Associates, Financial Solutions, LLC, and Raymond James Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary investment advice, financial planning, and retirement-plan services. The firm combines globally diversified portfolios with in-house tax preparation and consulting, managing approximately $1.76 billion in assets.

Alexander Petrovic III is a CFP® professional with 16 years of industry experience, currently serving at Caliber Wealth Management, LLC. He has been involved with Petrovic Financial Services and Raymond James Financial Services in various capacities over the past two decades. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with services including discretionary portfolio management, financial planning, and in-house tax preparation and consulting. The firm’s investment approach focuses on globally diversified portfolios using mutual funds and ETFs, tailored to clients’ risk profiles and informed by fundamental and economic cycle analysis.

James Kelley is a CFA® charterholder with 10 years of industry experience. He currently works at Caliber Wealth Management, LLC and previously held roles at Creative Financial Designs and Lighthouse Financial. Outside of his advisory work, he is a minority owner of Mavs LLC, a club sports business in Lenexa, KS. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with a range of portfolio management, investment advisory, financial planning, and retirement-plan services. The firm emphasizes globally diversified portfolios based on modern portfolio theory and integrates in-house tax preparation and consulting, managing approximately $1.76 billion in assets since its founding in 2024.

Brent Bloomer is a financial advisor at Caliber Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked with Ameriprise Financial Services, Inc. and Raymond James Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and in-house tax preparation and consulting. The firm emphasizes globally diversified portfolios tailored to clients’ risk profiles and integrates tax services alongside its investment and retirement-plan advisory offerings.

Zachary Zarda is a CFP® with seven years of industry experience currently serving at Caliber Wealth Management, LLC. His prior experience includes roles at Raymond James Financial Services and UBS Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services. The firm combines investment management with in-house tax preparation and consulting, offering globally diversified portfolios tailored to clients’ risk profiles.

Jeffrey Ostrander is a CFP® with 35 years of industry experience. He has worked at Caliber Wealth Management, LLC since 2020 and previously held roles at Raymond James Financial Services Advisors Inc. and Spectrum Wealth Advisors. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach, tailoring portfolios to client risk profiles and integrating in-house tax preparation staffed by licensed accountants.

Stephen Phillips is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Caliber Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at Raymond James Financial Services and The Signatry. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and various strategies tailored to clients’ risk profiles.

John Arndt is a CFP® professional with 17 years of industry experience. He currently serves as an advisor at Caliber Wealth Management, LLC, where he has worked since 2020. Prior to this, he spent nine years at Raymond James Financial Services Advisors Inc. and held a position at Compass Planning Group. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary investment advice, financial planning, and tax preparation services. The firm’s investment approach uses globally diversified portfolios based on modern portfolio theory, incorporating mutual funds, ETFs, and tailored strategies aligned with clients’ risk profiles.

Andrew Dibble is a financial advisor at Caliber Wealth Management, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Ameriprise Financial Services, among others. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary and non-discretionary investment advice, financial planning, and retirement-plan management. The firm offers a globally diversified investment approach based on modern portfolio theory and incorporates in-house tax preparation and consulting services staffed by licensed accountants.