Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Geoffrey H

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Geoffrey Huber is a CFP® and ChFC® with 34 years of industry experience. He has been with Triune Financial Partners, LLC since 2009 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Huber is also an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, focusing on discretionary portfolio management and financial planning. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory and emphasizes client education and fiduciary compliance.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

John S

Series 65

Overland Park, KS

Triune Financial Partners, LLC

John Scherschligt is a Series 65-licensed financial advisor with Triune Financial Partners, LLC, based in Overland Park, KS. He has two years of industry experience and previously worked at Holy Family School of Faith and Flatco Telecommunications. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing accounts primarily with low-cost mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert C

CFP®, CFA®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Robert Crew is a CFP® and CFA® with 34 years of industry experience. He has worked at Triune Financial Partners, LLC since 2009 and previously spent seven years at Purshe Kaplan Sterling Investments, Inc. He serves on the investment committee for the Church of the Nazarene and is a co-trustee of a family member's irrevocable trust. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, managing approximately $1.3 billion in client assets across its team of 13 advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Erich O

Series 65

Overland Park, KS

Triune Financial Partners, LLC

Erich Oberle is a financial advisor at Triune Financial Partners, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Centroid, Sogeti, and Atos. Triune Financial Partners serves a broad range of clients including individuals, retirement plans, charities, and corporations, providing portfolio management, financial planning, and retirement consulting. The firm’s investment approach emphasizes Modern Portfolio Theory with passive, low-cost mutual funds and ETFs, supported by structured investment policies and regular reviews.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Anya G

Series 66

Overland Park, KS

Triune Financial Partners, LLC

Anya Grovenburg is a financial advisor at Triune Financial Partners, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Get Smarter Prep. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach based on Modern Portfolio Theory, managing portfolios primarily with low-cost mutual funds and ETFs under discretionary agreements.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Ashley D

Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Ashley Daly is a financial advisor at Triune Financial Partners, LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with six years of industry experience. Her prior work includes roles at ADP LLC and ADP Broker Dealer Inc since 2019, as well as at Sun Life Financial from 2012 to 2019. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds, providing portfolio management, financial planning, retirement plan consulting, and educational resources. The firm employs a Modern Portfolio Theory-based, passive investment approach with an emphasis on low-cost mutual funds and ETFs, including Dimensional Fund Advisors funds, and offers discretionary management guided by written investment policies.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Rece D

CFP®, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Rece Dawson is a CFP® with three years of industry experience and is currently an advisor at Triune Financial Partners, LLC. His prior roles include positions at Kompass Kapital Funding and Enterprise Bank. In addition to his advisory work, he serves as an Associate Director at Farmers and Merchants Bank and works as an independent insurance agent. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with services supported by written Investment Policy Statements, annual reviews, and discretionary execution.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Hal W

Series 65

Lenexa, KS

Triune Financial Partners, LLC

Hal Wood is a financial advisor at Triune Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Triune Financial Partners since 2016. In addition to his advisory role, Wood owns and operates H.F. Wood Consulting, an animal health management consulting practice that advises and teaches veterinarians and related companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Blaine C

CFP®

Overland Park, KS

Triune Financial Partners, LLC

Blaine Cline is a CFP® professional with one year of industry experience, currently serving at Triune Financial Partners, LLC. Prior to joining Triune, he was with Buttonwood Financial Group, LLC for two years. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, corporations, and endowments. The firm employs a Modern Portfolio Theory-based approach, favoring passive asset-class exposure through low-cost mutual funds and ETFs, and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Brandon B

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Brandon Blankenship is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Triune Financial Partners, LLC. His prior experience includes roles at Morgan Stanley, Bank of America, Merrill, LPL Financial, and Vectra Private Bank affiliated with Zions. Outside of his advisory work, he conducts occasional private sales of collectible items he personally owns. Triune Financial Partners serves a broad client base including high-net-worth individuals, retirement plans, charities, and corporations, providing discretionary portfolio management, planning, and consulting services. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing low-cost mutual funds and ETFs, with particular use of Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

J H

Series 66

Overland Park, KS

Triune Financial Partners, LLC

J Hartzler is a financial advisor with Triune Financial Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Triune Financial Partners since 2010, with a brief overlap working at Financial 20/20 since 2015. Outside of his advisory role, he operates a pro bono financial planning service providing planning and budgeting assistance to individuals and families at no charge. Triune Financial Partners serves a diverse client base including individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, focusing on passive asset-class exposure through low-cost mutual funds and ETFs, with an emphasis on institutional Dimensional Fund Advisors (DFA) funds, and offers a range of portfolio management and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Bryce M

Series 65

Overland Park, KS

Triune Financial Partners, LLC

Bryce Miller is a financial advisor at Triune Financial Partners, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Triune Financial Partners in 2018, he worked at Envista Credit Union from 2015 to 2018. Outside of his advisory role, he serves as a deacon and audio and visual volunteer at Redemption Hill Church and provides transaction bookkeeping assistance through Reformation, Revival and Renovations, LLC. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and a largely passive strategy using low-cost mutual funds and ETFs, with accounts managed according to written Investment Policy Statements and regular reviews.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Melissa F

Series 66

Overland Park, KS

Triune Financial Partners, LLC

Melissa Figeac Nanez is a financial advisor at Triune Financial Partners, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy based on Modern Portfolio Theory, managing accounts primarily through low-cost mutual funds and ETFs with discretionary oversight.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Robert S

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Robert Sparrow is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Triune Financial Partners, LLC since 2005. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as Vice President of the College Church of the Nazarene Foundation, focusing on opportunities related to estate planning and testamentary giving. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary management guided by written Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Kyle K

CFP®, Series 63

Overland Park, KS

Triune Financial Partners, LLC

Kyle Krull is a CFP® with 13 years of industry experience, currently serving at Triune Financial Partners, LLC since 2016. He is also president of the Law Offices of Kyle E. Krull, P.A., focusing on estate planning, and works as a legal editor for Blind Squirrel, Inc. Additionally, he is a certified instructor for Walk Thru the Bible. Triune Financial Partners serves a diverse client base including high-net-worth individuals, retirement plans, charities, and corporations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing passive, low-cost funds and tailored investment policy statements, with services including portfolio management, financial planning, and educational seminars.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Thomas E

CFP®, Series 66

Overland Park, KS

Triune Financial Partners, LLC

Thomas Elms is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. He has worked at Triune Financial Partners, LLC since 2024 and previously spent six years with LPL Financial. In addition to his advisory role, Elms is an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charities, corporations, endowments, and scholarship funds by offering portfolio management, financial planning, and consulting services. The firm’s investment approach is based on Modern Portfolio Theory, favoring passive asset-class exposure through low-cost mutual funds and ETFs, with a focus on institutional Dimensional Fund Advisors (DFA) funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Jefferey J

CFP®, Series 63, Series 65

Overland Park, KS

Triune Financial Partners, LLC

Jefferey Jaworski is a CFP® with 33 years of industry experience, currently serving at Triune Financial Partners, LLC. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as an advisory board member for Legacy of Faith, Inc., a ministry based in Overland Park, KS. Triune Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, using a primarily passive, asset-class investment approach grounded in Modern Portfolio Theory. The firm manages accounts on a discretionary basis and offers a range of services such as portfolio management, financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)