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Michael A

Series 63, Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Michael Armour is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of financial advising, he operates a seasonal lawn care business and serves as co-trustee of the Dorothy L. Armour Trust. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm’s investment approach integrates multiple analytical methods and offers strategies ranging from long-term allocation to shorter-term trading, with services delivered via a network of independent advisers.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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James W

Series 65

North Kansas City, MO

Prosperity Planning

James Watts is a financial advisor at Prosperity Planning with a Series 65 credential. He has one year of industry experience, including prior roles at Dogwood Wealth Management and a 21-year career in the US Army. Prosperity Planning serves individuals and families, high-net-worth clients, retirement plans, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm emphasizes long-term, broad-based global allocations using low-cost mutual funds and ETFs, incorporating strategic tilts toward smaller-cap, value, and higher-profitability companies.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning College savings (529s, UTMA, etc.) General retirement planning Self-Employed Founder/Business Owner Dual Income Family
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Craig F

Series 63, Series 66

Overland Park, KS

RPR Financial

Craig Fisch is a financial advisor with RPR Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, and Personal Financial Group. Outside of his advisory work, he is involved with the Johnson County Referral Group, a business owners referral network. RPR Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary portfolio management, financial planning, and ERISA retirement-plan consulting, combining a value and quality investment approach with quantitative methods and third-party research.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
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Daniel R

CFP®, Series 66

North Kansas City, MO

Prosperity Planning

Daniel Reiter is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with Prosperity Planning, where he has worked since 2018, and previously held positions at Creative Planning, Sound Stewardship, and Cetera Advisors LLC. Outside of advising, he serves as an adjunct instructor at Kansas State University teaching personal financial planning and owns a tax preparation and consulting business. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term, broadly diversified investment approach and manages portfolios on a discretionary basis with an emphasis on asset allocation, tax placement, and specialized services such as divorce financial planning.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning College savings (529s, UTMA, etc.) General retirement planning Self-Employed Founder/Business Owner Dual Income Family
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Samuel M

Series 65

Overland Park, KS

Legacy Financial Strategies, LLC

Samuel Murray II is a financial advisor with Legacy Financial Strategies, LLC in Overland Park, KS. He holds a Series 65 designation and has 11 years of industry experience, all with Legacy Financial Strategies since 2014. Legacy Financial Strategies, LLC is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to build globally diversified portfolios and offers both discretionary and non-discretionary investment management alongside retirement plan services and financial planning through a multi-advisor team.

Wealth management Real estate investing Private / alternative investments
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Matthew B

Series 65

Lees Summit, MO

Freedom Wealth Advisors, LLC

Matthew Bickley is a financial advisor at Freedom Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Triune Financial Partners and Barrier Technologies. Outside of advisory services, he serves as Director of Operations for Apollo Insurance Group, a health insurance brokerage. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy combining fundamental, technical, and cyclical analysis, offering both discretionary separately managed accounts and non-discretionary financial planning.

Active portfolio management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Pedro M

Series 63, Series 65

Overland Park, KS

Insight Financial Services

Pedro Martinez is a financial advisor at Insight Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America, Inc., and National Planning Corporation. Martinez has been affiliated with Insight Financial Services in various capacities since 2006. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, estates, and other entities. The firm combines fundamental and technical analysis with modern portfolio theory and tailors its advice to client objectives and risk tolerance.

Annuities
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Philip K

CFA®

Leawood, KS

Mitchell Capital Management Co

Philip Kernen is a CFA® charterholder with 16 years of industry experience. He has been with Mitchell Capital Management Co since 2005, where he works as part of a six-advisor team based in Leawood, KS. Mitchell Capital Management Co is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in assets, offering customized investment strategies and a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income approaches.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
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Michael M

Series 66

Overland Park, KS

Greenup Wealth

Michael Mitchell is a financial advisor at Greenup Wealth with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Spotlight Asset Group, Inc. and Creative Planning. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements its management with selected third-party managers when appropriate.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Peyton A

Series 65

Independence, MO

Equity Wealth Partners, LLC

Peyton Anderson is a financial advisor with Equity Wealth Partners, LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Equity Wealth Partners, he worked for the Kansas City Royals for one year. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses, offering integrated wealth management through discretionary portfolio management alongside financial planning services. The firm serves approximately 900 households with a team of eight advisors managing over $250 million in assets.

Wealth management
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David B

Series 65

Overland Park, KS

Freestate Advisors LLC

David Barth is a financial advisor at Freestate Advisors LLC with a Series 65 designation and four years of industry experience. He has been with Freestate Advisors since 2021 and also operates Barth Financial Services, LLC, which he founded in 2015. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a research-driven investment approach centered on macroeconomic and risk modeling.

Wealth management Passive / index investing
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Mitchell G

CFP®

Kansas City, MO

Buttonwood Financial Group, LLC

Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. Prior to joining Buttonwood in 2024, he worked at JMG Financial Group and has experience as a part-time baseball instructor and coach for Mac N Seitz Baseball. Buttonwood Financial Group is an independent SEC-registered advisory firm offering comprehensive wealth management services to individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm uses individualized Investment Policy Statements and globally diversified model portfolios with integrated tax management and ongoing monitoring.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
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Craig H

CFA®, Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

Craig Hallier is a CFA® charterholder with 24 years of industry experience. He is currently an advisor at TFB Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., Ameritas Investment Company, and Tax Favored Benefits, Inc. Hallier is also a licensed independent insurance agent involved with Tax Favored Benefits, Inc., assisting in investment-related activities and retirement plan administration. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets through a multi-advisor team.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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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.)
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William S

Series 65

Overland Park, KS

TFB Advisors, LLC

William Stapp is a Series 65-licensed advisor with TFB Advisors, LLC, based in Overland Park, KS. He has one year of industry experience, including prior roles at Dimensional Innovations and Jayhawk Cafe. TFB Advisors serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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Herman L

Series 63, Series 65

Overland Park, KS

PCG Wealth Management

Herman Lall is a financial advisor with PCG Wealth Management in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as LPL Financial and V Wealth Advisors. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using diversified funds and tailored strategies, with a notable focus on retirement-plan services including fiduciary advisory and participant education.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Vincent P

Series 63, Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
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Michael W

Series 66

Overland Park, KS

Caliber Wealth Management, LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Adam M

Series 63, Series 66

Overland Park, KS

Quantum Financial Partners LLC

Adam Musfeldt is a financial advisor at Quantum Financial Partners LLC in Omaha, NE, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TDAmeritrade, Inc. from 2014 to 2018. Outside of his advisory role, he is involved in non-investment related real estate businesses through ownership interests in Musfeldt Companies, LLC and Graves Development Resources, LLC. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to manage discretionary accounts, including a private pooled investment vehicle that charges performance-based fees.

Active portfolio management Founder/Business Owner
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Greg L

Series 63, Series 66

Gladstone, MO

Convergence Financial

Greg Lebold is a financial advisor at Convergence Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors for 21 years. Outside of his advisory role, he volunteers as a core team leader for the “This Man Is You!” program and serves as treasurer and board member for the Transitions Family Visitation Center. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios and offers a range of asset management and retirement plan consulting services across multiple offices.

Retirement income strategy General retirement planning Equity compensation tax strategy Planning for children with special needs College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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