Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Adam D
Series 65
Kansas City, MO
Focus Partners Wealth, LLC
Adam Dunavant is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC. Outside of finance, he has experience in the food industry with Bare Bones Smokin' BBQ and has been involved with the YMCA of Greater Kansas City. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies and offering a variety of proprietary and legacy investment programs.
Claire S
CFP®, Series 63
Kansas City, MO
Focus Partners Wealth, LLC
Claire Schulte is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. She previously worked at Sharkey, Howes and Javer, Inc. from 2018 to 2024 and OppenheimerFunds from 2014 to 2018. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters