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David D
CFP®, Series 63, Series 66
Overland Park, KS
Legacy Financial Strategies, LLC
David Dwyer is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Legacy Financial Strategies, LLC since 2017. Prior to this, he worked for Ameriprise Financial Services, Inc. for nine years. 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 using mutual funds, ETFs, and individual securities, offering discretionary and non-discretionary investment management alongside retirement and financial planning services through a multi-advisor team.
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.
James W
Series 65
North Kansas City, MO
Prosperity Planning
James Watts is a financial advisor with Prosperity Planning holding a Series 65 credential. His career includes over two decades of service in the US Army before transitioning to wealth management roles starting in 2026. He has worked with Dogwood Wealth Management and Kansas State University prior to joining Prosperity Planning. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages both discretionary and nondiscretionary portfolios using a long-term, broadly diversified investment approach across global asset classes, often implemented through index-based funds, and offers specialized services such as divorce financial planning and pension-plan participant education.
Eric R
Series 65
Overland Park, KS
Nova R Wealth, Inc.
Eric Rodgers is a financial advisor at Nova R Wealth, Inc. in Overland Park, Kansas, holding a Series 65 designation with eight years of industry experience. He has been with Nova R Wealth since 2015. Nova R Wealth, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $412 million for around 321 clients through a five-advisor team. The firm focuses on long-term investment strategies with diversified allocations to mutual funds and ETFs, supplemented by individual securities and selectively offered private investments for eligible clients.
Daniel G
Series 65
Overland Park, KS
Paragon Capital Management LLC
Daniel Green is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Paragon, he was a student athlete and briefly played in the Canadian Football League. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach is primarily based on fundamental analysis, utilizing a range of asset types tailored to client objectives.
Jon A
Series 66
Overland Park, KS
Fortune Financial Advisors, LLC
Jon Albarelli is a financial advisor at Fortune Financial Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Marine Corps Community Services. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages client accounts primarily on a discretionary basis using mutual funds, stocks, and ETFs, and operates with a small team of five advisors.
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 having 21 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. He is involved with the Johnson County Referral Group, a business owners referral group established in 2009. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach using quantitative analysis and offers a range of services, including discretionary portfolio management and access to affiliated CPA and accounting services.
Matthew S
CFP®, Series 66
Overland Park, KS
Sound Stewardship, LLC
Matthew Syverson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Sound Stewardship, LLC since 2004. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering a range of services including discretionary portfolio management and periodic financial updates. The firm emphasizes customized portfolios based on client objectives, tax-efficient ETFs, and provides educational seminars along with Biblically Responsible and Socially Responsible investment options.
Daniel R
CFP®, Series 66
North Kansas City, MO
Prosperity Planning
Daniel Reiter is a CFP®-designated financial advisor with 10 years of industry experience. He has worked at Prosperity Planning, Inc. since 2014, with additional experience at Creative Planning, Sound Stewardship, and Cetera Advisors LLC. Outside of advisory work, he serves as an adjunct instructor teaching personal financial planning at Kansas State University and is the owner of a tax preparation and consulting firm, DSR Tax and Consulting, LLC. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term, broad-based allocation across global asset classes using mostly index-based funds and incorporates tax considerations into portfolio design.
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.
Adrian K
CFP®, Series 63, Series 65
Overland Park, KS
Enlightnu Wealth LLC
Adrian Kennedy is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Enlightnu Wealth LLC. His prior work includes roles at firms such as Ally Invest Securities LLC and The Retirement Planning Group, LLC. Outside of financial advising, he is also involved with Allied Universal Event Services. Enlightnu Wealth LLC is a multi-advisor firm that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis to guide investment decisions and works with sub-advisors, offering financial planning at no additional cost as part of its services.
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.
Reed R
CFP®, Series 65
Shawnee, KS
Canvas Wealth Advisors, LLC
Reed Roney is a CFP® and holds a Series 65 license, currently serving as an advisor at Canvas Wealth Advisors, LLC with three years of industry experience. He has been with Canvas Wealth Advisors since 2023 and has a total of 19 years of professional background. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and provides project-oriented consulting, managing diversified portfolios that include mutual funds, ETFs, individual securities, and private fund interests.
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.
Leslie P
Series 63, Series 66
Lenexa, KS
DAI Wealth, LLC
Leslie Penka is a financial advisor at DAI Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Expand Financial, LPL Financial, NewEdge Advisors, and Purshe Kaplan Sterling Investments. DAI Wealth, LLC is a multi-advisor team managing approximately $330 million in assets, serving a diverse group of individual and institutional clients. The firm offers customized investment management through a range of account types and platforms, and it serves several uncommon institutional client types such as sovereign wealth funds and state or municipal government entities.
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.
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.
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.
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.
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.
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2,518 advisors near
64105
within the area shown on the map
Out of 400,000+ nationwide