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Christian D
Series 63, Series 65
Overland Park, KS
Financial Partners Group, Inc.
Christian Dunker is a financial advisor at Financial Partners Group, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Dunker has been with Financial Partners Group since 2020. Financial Partners Group provides investment advisory and wealth-planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages just over $1.1 billion across an eight-person advisory team and employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations.
Jonathan G
Series 66
Lee's Summit, MO
StrongBox Wealth, LLC
Jonathan Garlow is a financial advisor at StrongBox Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the board chair of the Lee's Summit Chamber Foundation. StrongBox Wealth serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning services, using a multi-method investment process with continuous portfolio monitoring and due diligence on external managers.
Ryan K
CFP®, Series 65
Overland Park, KS
Keen Wealth advisors
Ryan Kohr is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. Prior to joining Keen Wealth Advisors, he worked at Powercat Financial and has a background that includes roles at Kansas State University and Camp Wood YMCA. Keen Wealth Advisors primarily 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 offers comprehensive portfolio management and financial planning services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.
Bradley L
Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Bradley Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding a Series 66 license and 21 years of industry experience. He has worked at Prevail Strategies, LLC and Cambridge Investment Research, Inc., and previously operated Lawing Financial Inc. Lawing serves as vice president and a 15% owner of Prevail Strategies, LLC, an affiliated insurance agency, and is treasurer of the Lawing Family Foundation. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, high-net-worth clients, pension plans, trusts, and business owners. The firm customizes portfolios using fundamental, factor, and quantitative optimization methods overseen by an Investment Committee and offers integrated consulting and business-oriented planning services.
Steven M
CFA®
Overland Park, KS
Novadius Wealth Management
Steven Murray is a CFA® charterholder with seven years of industry experience. He is currently with Novadius Wealth Management and has previously worked at The ETF Store Inc., Creative Planning Inc., and Kansas City Life Insurance. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using exchange-traded funds, combining quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk tolerance.
Ashley D
Series 65, Series 63
Overland Park, KS
Triune Financial Partners, LLC
Ashley Daly is a financial advisor at Triune Financial Partners, LLC, based in Overland Park, KS, with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at ADP LLC and Sun Life Financial. 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, emphasizing low-cost mutual funds and ETFs, and provides a range of services including discretionary portfolio management, financial planning, and retirement plan consulting.
Paul A
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Paul Andres is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Prevail Innovative Wealth Advisors, LLC and Lf Wealth Advisors, LLC, and has been involved with Affinity Program Partners, LLC since 2010. Outside of his advisory roles, he is an owner and agent at Affinity Program Partners, which offers insurance products and services. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.
Matthew S
CFP®, Series 63, Series 65
Overland Park, KS
Aspyre Wealth Partners
Matthew Starkey is a CFP® professional with 28 years of experience in the financial services industry. He has worked at KoesTen Hirschmann & Crabtree, Inc. since 1998 and has been an insurance sales agent since 1997. He is based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, using a blend of active and passive investment management guided by an Investment Committee.
Andrew S
Series 63, Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Andrew Stafford is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lawing Financial, Inc and Cambridge Investment Research, Inc. Outside of his advisory role, he is president and a partial owner of Prevail Strategies LLC, where he also works as an independent insurance agent. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team 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 build customized, risk-based portfolios.
Dylan P
Series 63, Series 65
Overland Park, KS
RSG Investments LLC
Dylan Pollock is a financial advisor with RSG Investments LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Commerce Trust Company and American Century Investment Services, Inc. before joining RSG Investments. RSG Investments LLC manages approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm provides discretionary asset management using a combination of third-party model managers and direct portfolio management, along with financial planning and qualified plan consulting.
Barry V
Series 66
Overland Park, KS
TFB Advisors, LLC
Barry Villaverde is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameritas entities since 2008 and has been with TFB Advisors since 2022. Outside of his advisory roles, he produces guitar tutorial content on his Barry Villaverde YouTube Channel and creates Bible study materials. TFB Advisors serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.
David B
Series 66
Lenexa, KS
Private Client Advisor Group, LLC
David Bush is a financial advisor with Private Client Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. He is also licensed as an insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers discretionary portfolio management alongside financial planning and retirement plan services.
Brennen N
Series 63, Series 65
Overland Park, KS
Private Client Advisor Group, LLC
Brennen Newton is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at OWLFI, LLC, Woodbury Financial Services INC, Omada Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advising, he is a partner in a clothing resale business and a general business consulting firm, and operates a separate insurance business. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a modern portfolio theory approach, utilizing diversified portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client risk profiles.
Tracy M
Series 65
Overland Park, KS
Insight Financial Services
Tracy Mc Cormick is a financial advisor at Insight Financial Services with one year of industry experience. She holds a Series 65 designation and previously worked in orthodontics before joining the financial sector. Outside of advising, she is a commissioned Notary Public. Insight Financial Services provides discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, tailoring advice to client objectives and employing both fundamental and technical investment strategies.
Samuel M
Series 63, Series 65
Overland Park, KS
Financial Partners Group, Inc.
Samuel Mellinger is a financial advisor with Financial Partners Group, Inc. in Overland Park, Kansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Mutual Securities, Inc. and Cambridge Investment Research Advisors, Inc. prior to his current roles. In addition to his advisory work, he is also an independent insurance agent. Financial Partners Group provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and rebalancing to client objectives, and offers integrated tax planning and insurance services through affiliated entities.
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.
Stephen U
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Stephen Underwood is a Series 65-credentialed financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. Prior to joining Prevail in 2021, he worked at Riveron Consulting and EnLink Midstream. He holds a non-voting member role with PIWA-II, LLC, contributing limited time to this financial services activity. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.
Brett N
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Brett Nelson is a financial advisor at Prevail Innovative Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual, Ohio National, and Guardian Life, among other firms. Nelson also serves as Director and Treasurer on the Board of Directors for the Kansas City Pet Project, a nonprofit animal shelter. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios to clients’ objectives and risk tolerance, using a mix of fundamental, factor, and quantitative methods, and offers integrated consulting and business-oriented planning.
Tyler N
Series 65
Overland Park, KS
Paragon Capital Management LLC
Tyler Novorr is a financial advisor with Paragon Capital Management LLC, holding a Series 65 designation and beginning his career in 2026. Prior to joining Paragon, he held roles at the University of Kansas, Charles Schwab, and American Century Investments. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside comprehensive financial planning and estate-planning support. The firm employs fundamental analysis to manage portfolios tailored to client objectives and participates in the Schwab Advisor Network and Schwab Advisor Marketplace.
Brandy W
Series 65
Overland Park, KS
Windward Private Wealth Management Inc.
Brandy Ward is a financial advisor at Windward Private Wealth Management Inc. with seven years of industry experience. She holds a Series 65 designation and has worked at Windward since 2013. Outside of financial advising, she operated Brandy Ward Photography for two years. Windward Private Wealth Management provides discretionary wealth management and comprehensive financial planning primarily to individual clients and pension and profit-sharing plans. The firm’s investment approach is based on Modern Portfolio Theory and is implemented mainly through ETFs and mutual funds, with an emphasis on periodic rebalancing and adherence to written investment policy statements.
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