Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Richard D
Series 63, Series 65
Lee's Summit, MO
Tactive Advisors, LLC
Richard Dwyer Jr. is a financial advisor at Tactive Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., Camarda Wealth Advisory Group, SGL Financial, LLC, and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which is involved in the sale of fixed insurance products. Tactive Advisors provides portfolio management services to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm offers a blend of robo-advisor and advisor-led programs, using a tactical asset allocation approach based on the Black-Litterman model framework.
Mark A
Series 63, Series 65
Overland Park, KS
Cabin Advisors, LLC
Mark Atchity is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with Kingsmont Capital, Inc. since 2026 and has been involved with Cabin Advisors and affiliated entities such as Cabin Securities and JCC Capital Markets for over a decade. Atchity also serves as CEO of JCC Capital Markets, focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and monitoring of variable annuities, utilizing a multi-faceted investment approach that includes fundamental, technical, and asset-allocation analysis.
Tyler J
Series 65
Overland Park, KS
Keen Wealth advisors
Tyler Jouret is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at AGI Suretrack and PrairieStone. Jouret serves as a Staff Sergeant in the Kansas Army National Guard, where he trains and supervises a High Mobility Artillery Rocket System (HIMARS) crew. Keen Wealth Advisors provides comprehensive portfolio management and financial planning services primarily to individuals, trusts, and retirement plans. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis framework and discretionary portfolio management.
Jaxson W
Series 66
Overland Park, KS
TFB Advisors, LLC
Jaxson Wentworth is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TFB Advisors, he worked at Ameritas Advisory Services, LLC, and Ameritas Investment Company, LLC. He has also been involved with Tax Favored Benefits, Inc., which operates in investment services. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and customizes portfolios based on client risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.
Abraham F
Series 66
Overland Park, KS
EnlightnU Wealth LLC
Abraham Fitzpatrick is a financial advisor with EnlightnU Wealth LLC in Overland Park, KS. He holds a Series 66 designation and has been in the industry for approximately one year. His prior experience includes roles at Bankers Life Securities, Inc., Bankers Life and Casualty Company, and Ray Peel Inc., as well as positions outside finance at Portland Community College and Oregon Public Broadcasting. EnlightnU Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach to investment selection, offers quarterly account reviews, and may use sub-advisors to implement investment models.
Quinton V
Series 65
Overland Park, KS
Keen Wealth advisors
Quinton Vlach is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Powercat Financial and Prosperity Planning Inc., as well as leading V&C Travel, LLC since 2026. He also managed Vlach's Lawn Care for six years. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment approach using ETFs, mutual funds, individual securities, and periodic portfolio rebalancing.
Cole D
Series 66
Overland Park, KS
Caliber Wealth Management, LLC
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.
Adam D
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Adam Doran is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including MassMutual/Charter Oak Financial and Penn Mutual/PS&G Financial Partners. Outside of his advisory role, he manages insurance sales through Prevail Strategies, LLC. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.
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.
Samuel P
Series 65
Overland Park, KS
TFB Advisors, LLC
Samuel Pedrotti is a financial advisor at TFB Advisors, LLC in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Prior to joining TFB Advisors, he worked at Black & Veatch and has experience in various roles including at Tax Favored Benefits. TFB Advisors provides financial planning, consulting, and discretionary investment management to individual clients, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a range of investment vehicles and model portfolios.
Brian P
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Brian Pfannenstiel is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Commerce Bank from 1999 to 2018 and at LF Wealth Advisors, LLC since 2018. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a mix of quantitative and fundamental analysis overseen by an Investment Committee.
William F
Series 66
Overland Park, KS
Novadius Wealth Management
William Fisher is a financial advisor at Novadius Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has been affiliated with The ETF Store, Inc. since 2013. In addition to his advisory role, Mr. Fisher operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan clients with discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs and manages approximately $148 million in client assets.
Dione R
Series 65
Overland Park, KS
Keen Wealth advisors
Dione Ramos is a Series 65-credentialed advisor with Keen Wealth Advisors, based in Overland Park, KS, with experience spanning several roles since 2014, including positions in financial services and education. Prior to joining Keen Wealth Advisors, Ramos worked at Crosspoint Wealth Partners and Meritrust Credit Union and has been involved with Powercat Financial at Kansas State University. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities primarily focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis approach and offers discretionary portfolio management integrated with written financial planning.
Monte G
Series 65
Overland Park, KS
Waterfront Wealth Inc.
Monte Grissom is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and seven years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2018 and previously held positions at Taylor Corporation and CalTech. Waterfront Wealth, Inc. manages approximately $890 million for around 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services with a tailored investment approach.
Jered H
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Jered Hunt is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Prevail since 2020, and concurrently serves as an Executive Program Administrator and Corporate Secretary for the American Academy of Family Physicians Insurance Services, Inc., where he oversees insurance operations and client consulting. Prior to Prevail, he held roles at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business owners. The firm offers discretionary asset management and customized portfolios using a mix of fundamental, factor, and quantitative optimization methods, with oversight from an Investment Committee.
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.
Elliott H
Series 65
Overland Park, KS
Novadius Wealth Management
Elliott Homan is a financial advisor with Novadius Wealth Management, holding a Series 65 credential and bringing 12 years of industry experience. He has worked at The ETF Store, Inc. since 2013 and serves concurrently in the United States Marine Corps. Outside of advising, he operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan clients with discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, offering both model and customized portfolios tailored to client objectives and risk tolerance.
Dylan S
Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Dylan Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Vintage Financial Group. Outside of advising, he is a non-voting member of PIWA-II, LLC, involved in certain financial services related to life and health insurance. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.
William K
Series 63, Series 65
Overland Park, KS
Keen Wealth advisors
William Keen is a financial advisor with Keen Wealth Advisors in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Keen Wealth Advisors in 2014, he worked elsewhere in the financial sector. Outside of his advisory role, Keen is an author and volunteers as a pilot for the nonprofit Angel Flight, where he also serves as treasurer. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.
James F
CFP®, Series 63, Series 66
Overland Park, KS
Centerpoint Advisory Group, LLC
James Flanagan is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Centerpoint Advisory Group, LLC and has previously worked at Personal Financial Group. Outside of his advisory role, he serves as a volunteer board member for the Lee's Summit Girls Softball Association. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach, combining fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and typically manages accounts on a discretionary basis with ongoing monitoring and regular reviews.
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
Out of 400,000+ nationwide