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Timothy R
CFP®, Series 63
Overland Park, KS
Nova R Wealth, Inc.
Timothy Rodgers is a CFP® with 44 years of experience in the financial industry. He has been with Nova R Wealth, Inc. since 2014 and holds a Series 63 license. Outside of his advisory role, he serves as Vice Chairman and Investment Committee Board Member for Advent Hospital Shawnee Mission and is a Director and Investment Committee Board Member for the Advent Hospital Foundation Shawnee Mission. Nova R Wealth, Inc. is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers wealth and investment management services with a primarily long-term investment approach, utilizing diversified allocations to mutual funds, ETFs, individual securities, and selectively, privately-offered securities for eligible investors.
Neal G
CFP®, Series 63, Series 65
Overland Park, KS
Insight Financial Services
Neal Gudiseva is a CFP® professional with five years of experience in financial advising. He is currently with Insight Financial Services and has worked at firms including Commonwealth Financial Network and Raymond James Financial Services. Insight Financial Services offers discretionary portfolio management and modular financial planning to individuals, retirement plans, trusts, and other entities, managing approximately $213.8 million in assets as of December 31, 2025. The firm combines fundamental and technical analysis with modern portfolio theory and may employ strategies such as short-term trading and options, tailoring advice to each client’s objectives and risk tolerance.
Landon F
Series 65
Shawnee, KS
Canvas Wealth Advisors, LLC
Landon Fisher is a financial advisor at Canvas Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Canvas Wealth Advisors, he worked at The After School Program for one year. Canvas Wealth Advisors serves individuals and families, trusts, estates, charitable organizations, business clients, and retirement plans. The firm offers financial planning, discretionary portfolio management, and administrative management for private pooled real estate investment vehicles, implementing diversified portfolios based on modern portfolio theory.
Antonio M
CFP®, Series 63, Series 65
Overland Park, KS
Greenup Wealth
Antonio Marquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Greenup Wealth. He previously worked at American Century Investment Services, Inc. for six years before joining Greenup Street Wealth Management LLC in 2021. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, including fundamental and quantitative analysis, and integrates affiliated services such as insurance and tax resources into its business model.
James F
Series 65
Overland Park, KS
Keen Wealth Advisors
James Forsyth is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation with no prior industry experience. Before joining the firm, he served 20 years in the United States Army and was a military retiree from 2022 to 2024. He also has experience working at Open Petal Farm. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and portfolio management. The firm offers discretionary management using ETFs, mutual funds, individual securities, and employs a multi-method investment analysis framework.
Jeffrey W
Series 66
Overland Park, KS
Quantum Financial Partners LLC
Jeffrey White is a financial advisor with Quantum Financial Partners LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. He has been with Quantum Financial Partners since 2006. Outside of advising, he is an independent insurance agent and owner of Quantum Holdings, LLC, which has a partial passive ownership in AHI Insurance Group, a property and casualty insurance agency. Quantum Financial Partners provides discretionary portfolio management for individuals, family trusts, corporations, small businesses, and foundations. The firm employs a combination of fundamental, quantitative, and technical analysis to manage publicly traded equities, bonds, ETFs, and limited partnerships, and acts as a private fund adviser with a pooled investment vehicle under its management.
Bryce M
Series 65
Overland Park, KS
Triune Financial Partners, LLC
Bryce Miller is a financial advisor at Triune Financial Partners, LLC with a Series 65 designation and eight years of industry experience. Prior to joining Triune Financial Partners in 2018, he worked at Envista Credit Union from 2015 to 2018. Outside of his advisory role, he serves as a deacon and audio and visual volunteer at Redemption Hill Church and provides transaction bookkeeping assistance through Reformation, Revival and Renovations, LLC. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach emphasizes Modern Portfolio Theory and a largely passive strategy using low-cost mutual funds and ETFs, with accounts managed according to written Investment Policy Statements and regular reviews.
Bradley S
CFP®, Series 63
Overland Park, KS
Greenup Wealth
Bradley Skluzacek is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Greenup Wealth, where he has worked since 2022, following eight years at American Century Investments Services Inc. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies and provides services that include management of non-custodial assets through tax-efficient asset location and rebalancing.
Robert W
CFP®, Series 63, Series 65
Overland Park, KS
PCG Wealth Management
Robert Wright is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with PCG Wealth Management and has prior experience at firms including Waddell & Reed, Inc. and Farmers Insurance. Wright has served as a board member for Gama and has been involved in various insurance and investment-related business activities throughout his career. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is long-term and customized, typically utilizing low-cost, diversified mutual funds and ETFs while incorporating other investment vehicles as appropriate.
Michele G
CFP®, Series 65
Overland Park, KS
ONE Advisory Partners, LLC
Michele Gawthrop is a CFP® with six years of industry experience and has been with ONE Advisory Partners, LLC since 2013. She holds a Series 65 license and works out of Overland Park, Kansas. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm offers globally diversified portfolios based on modern portfolio theory and integrates a Virtual Family Office model coordinating financial, tax, and legal professionals.
Michael W
CFP®, Series 63, Series 66
Overland Park, KS
Legacy Financial Strategies, LLC
Michael Wren is a CFP® professional with 17 years of industry experience. He has been with Legacy Financial Strategies, LLC since 2014. Legacy Financial Strategies, LLC manages approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary and non-discretionary investment management, retirement plan services, and financial planning through a multi-advisor team, using globally diversified portfolios primarily constructed with mutual funds and ETFs.
Melissa F
Series 66
Overland Park, KS
Triune Financial Partners, LLC
Melissa Figeac Nanez is a financial advisor at Triune Financial Partners, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy based on Modern Portfolio Theory, managing accounts primarily through low-cost mutual funds and ETFs with discretionary oversight.
Richard S
CFP®, CFA®, Series 63
Lenexa, KS
Family Investment Center
Richard Salmen is a CFP® and CFA® with 10 years of experience in the financial industry. He has worked at Family Investment Center since 2017 and previously spent time at Northern Financial Advisors, Inc. He also operates a pilot services business outside of his advisory work. Family Investment Center is a multi-advisor registered investment advisory firm that serves individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a focus on fundamental security analysis and a primarily long-term investment approach.
Dennis W
Series 63, Series 65
Overland Park, KS
Fortune Financial Advisors, LLC
Dennis Wallace is a financial advisor at Fortune Financial Advisors, LLC in Overland Park, KS, with 26 years of industry experience. He has been with Fortune Financial Advisors since 2007. In addition to his advisory role, he is also an insurance agent. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans, managing approximately $202.4 million for about 178 clients through a team of five advisors.
Ryan C
ChFC®, Series 63
Overland Park, KS
One Wealth Capital Management, LLC
Ryan Cleary is a financial advisor at One Wealth Capital Management, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Guardian Life Insurance Company of America, Park Avenue Securities, and Mass Mutual. Outside of advising, he is a silent partner in a nutritional supplement business and has a private investment in an oil production site. One Wealth Capital Management serves individual and high-net-worth clients, foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary services along with ongoing coordinated planning programs.
Matthew M
CFP®, Series 65
Overland Park, KS
Keen Wealth Advisors
Matthew Miller is a CFP® with three years of industry experience, currently serving as an advisor at Keen Wealth Advisors. He has worked at Keen Wealth Advisors since 2021 and has prior experience in various roles including at You Move Me and MCCARTHY CHEVROLET. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework with diversified portfolios including ETFs, mutual funds, and individual securities.
Parker M
CFP®, PFS™, Series 65
Overland Park, KS
Centerpoint Advisory Group, LLC
Parker Moeder is a CFP® and holds a Series 65 license with two years of experience in financial advising at Centerpoint Advisory Group, LLC. He has also worked since 2012 at Eric J Moeder CPA & Associate. 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 multi-faceted investment approach that includes fundamental, technical, quantitative, and cyclical analyses, along with options strategies and third-party manager referrals.
Michael M
Series 65
Overland Park, KS
Greenup Wealth
Michael Mercer is a Series 65-licensed financial advisor with two years of industry experience, currently with Greenup Wealth. His prior roles include positions at Gateway First Bank, Wyndham Capital, Farmers Bank and Trust, and Lockton Investment Securities. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, including fundamental and quantitative analysis, and offers services that extend to non-custodial accounts such as 401(k)s and HSAs.
Robert S
CFP®, Series 66
Overland Park, KS
Triune Financial Partners, LLC
Robert Sparrow is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Triune Financial Partners, LLC since 2005. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as Vice President of the College Church of the Nazarene Foundation, focusing on opportunities related to estate planning and testamentary giving. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary management guided by written Investment Policy Statements.
Randall C
Series 63, Series 65
Overland Park, KS
WealthPlan Investment Management LLC
Randall Coble is a financial advisor at WealthPlan Investment Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc., and LPL Financial, LLC. Outside of his advisory work, he volunteers with the Jim Kincaid Memorial Foundation and serves on the board of the Manhattan Fiji Chapter House Association, a fraternity house corporation. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, and institutional investors, employing model-based strategies and a variety of investment vehicles including pooled funds and third-party sub-advisers.
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1,957 advisors near
66012
within the area shown on the map
Out of 400,000+ nationwide