Meghan Hein is a CFP® and Series 65-licensed financial advisor with three years of industry experience, currently with ClearPath Wealth Management, L.C. Prior to joining ClearPath, she held roles at Aspyre Wealth Partners and Carson Group. Outside of her advisory work, she is involved with TerraVox Winery as a Tasting Room Associate. ClearPath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $71 million across about 165 clients. The firm combines discretionary portfolio management, financial planning, and retirement plan services with a hybrid investment approach that includes mutual funds, ETFs, individual stocks, and third-party sub-advisors.

Kyle Savner is a Series 65-licensed financial advisor with Clearpath Wealth Management, L.C., based in Overland Park, KS. He has six years of advisory experience, including five years at Tucker Advisors and one year at Lockton Affinity before joining Clearpath Wealth Management. ClearPath Wealth Management serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan services. The firm combines buy-and-hold strategies with active management, utilizing mutual funds, ETFs, individual stocks, and third-party sub-advisors, while maintaining proprietary model portfolios and aggregated client order execution.

Keith Hanson is a financial advisor with Clearpath Wealth Management, L.C. in Overland Park, KS, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Butler, Lanz & Wagler, L.C., Legacy Advisory Group, and Realty Associates. Outside of his advisory role, Hanson is involved in several other business ventures, including managing residential real estate development and serving as a managing member of a product manufacturer's sales group. Clearpath Wealth Management serves individuals—including high-net-worth households—trusts, estates, corporations, and retirement plans, managing approximately $71 million for around 165 clients. The firm offers discretionary portfolio management, financial planning, and retirement-plan services, utilizing a combination of buy-and-hold and active management approaches with mutual funds, ETFs, and individual stocks.

Cory Lagerstrom is a financial advisor at ClearPath Wealth Management, L.C. in Overland Park, KS, holding a Series 66 designation with 19 years of industry experience. He has worked at several firms, including Frontier Capital Partners and Aspen Wealth Management, and is CEO and owner of Hydroland, a hydroelectric plant operation. ClearPath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans with discretionary portfolio management and financial planning. The firm combines buy-and-hold strategies with active management using mutual funds, ETFs, and individual stocks, supported by third-party sub-advisors and proprietary model portfolios.

Timothy Lanz is a financial advisor at Clearpath Wealth Management, L.C. with 28 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. Lanz is involved with several non-investment business ventures, including tax and accounting services, consulting, and insurance. Clearpath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, managing approximately $71 million for around 165 clients. The firm combines discretionary portfolio management, financial planning, and retirement-plan services with a buy-and-hold investment approach supplemented by active management when appropriate.