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James C

ChFC®, Series 63

Overland Park, KS

Financial Partners Group, Inc.

James Claiborne is a financial advisor with Financial Partners Group, Inc., holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors. Claiborne serves on the board of the University of Central Missouri for public and non-public entities. 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 offers integrated tax planning and insurance services through affiliated entities.

Charitable giving & philanthropy Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Jonathan H

CFP®

Overland Park, KS

Sound Stewardship, LLC

Jonathan Harrison is a CFP® professional with 11 years of experience in financial advising. He has been with Sound Stewardship, LLC since 2015. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering services such as annual written financial plans, discretionary portfolio management, and third-party money-manager evaluation. The firm uses customized portfolios guided by client objectives and combines fundamental and quantitative analysis with both long- and short-term trading strategies.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Michael T

Series 63, Series 65, Series 66

Overland Park, KS

Freestate Advisors LLC

Michael Thomas is a financial advisor at Freestate Advisors LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SII Investments, Inc. and The Resource Group/Hrh/Willis. Outside of advising, he is involved in property acquisition and agriculture through M.E. Thomas Properties, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and tailor portfolios to client needs.

Wealth management Passive / index investing
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Jordan S

CFP®

Overland Park, KS

Sound Stewardship, LLC

Jordan Smith is a CFP® professional with five years of experience at Sound Stewardship, LLC. Prior to joining the firm in 2021, he worked for eScreen, Inc. for ten years. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers customized portfolios, tax-efficient ETFs, and portfolio overlays, along with educational seminars and public-speaking workshops.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Jack F

CFP®, Series 65

Leawood, KS

Kavar Capital Partners

Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.

Options & derivatives strategies Private / alternative investments Wealth management
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Bryan L

Series 65

Overland Park, KS

RPR Financial

Bryan Lerette is a financial advisor at RPR Financial in Overland Park, KS, holding a Series 65 designation and having one year of industry experience. His prior work includes roles at the City of Mission, Mercury Broadband, Cerner Corporation, and Mosaic Life Care. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach that integrates quantitative analysis, diversified asset classes, and model portfolios across various risk profiles.

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

Series 65

Overland Park, KS

Aspyre Wealth Partners

Melissa Ryan is a financial advisor at Aspyre Wealth Partners with 12 years of industry experience. She holds a Series 65 designation and has been with KHC Wealth Management since 2013. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management based on Modern Portfolio Theory and integrates in-house accounting and human capital consulting services alongside wealth management.

Wealth management General retirement planning
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Cory L

Series 66

Overland Park, KS

Clearpath Wealth Management, L.C.

Cory Lagerstrom is a financial advisor at ClearPath Wealth Management, L.C. in Overland Park, KS, holding a Series 66 designation with 19 years of industry experience. He has worked at several firms, including Frontier Capital Partners and Aspen Wealth Management, and is CEO and owner of Hydroland, a hydroelectric plant operation. ClearPath Wealth Management serves individuals, trusts, estates, corporations, and retirement plans with discretionary portfolio management and financial planning. The firm combines buy-and-hold strategies with active management using mutual funds, ETFs, and individual stocks, supported by third-party sub-advisors and proprietary model portfolios.

Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Annuities Private / alternative investments Active portfolio management
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Brandon K

CFP®, Series 63, Series 66

Overland Park, KS

Greenup Wealth

Brandon Kraus is a CFP® with 19 years of industry experience, currently serving at Greenup Wealth since 2021. His prior roles include positions at American Century Investment Services Inc. and American Century Investments. In addition to his advisory work, he is involved with Valet Waste, a business operating since 2014. 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, combining in-house management with selected external managers, and provides services including implementation and monitoring of assets outside its custody.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Richard R

CFP®, ChFC®, Series 63

Overland Park, KS

Midwest Financial Group LLC

Richard Ryan is a CFP® and ChFC® with 45 years of industry experience. He has been with Midwest Financial Group LLC since 2015 and previously worked at Alpha Asset Management from 2004 to 2019. Outside of his advisory role, he serves as treasurer and finance committee member of the Kansas Masonic Foundation, a charitable organization, and works as an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.

General retirement planning
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Samuel B

Series 65

Overland Park, KS

TFB Advisors, LLC

Samuel Boers is a Series 65-credentialed financial advisor at TFB Advisors, LLC with one year of industry experience. Prior to joining TFB Advisors, he held roles at Tax Favored Benefits and worked in business operations including Terrasi Living and Scandia Home, as well as managing a self-employed moving business. He has experience that spans financial services and entrepreneurial ventures. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and offers tailored portfolios across a range of investment vehicles, emphasizing ongoing monitoring and flexibility in managing held-away assets.

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

Series 63, Series 65

Overland Park, KS

Midwest Financial Group LLC

Allen Joy is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Midwest Financial Group since 2016 and previously operated Joy & Company from 1990 to 2023. Outside of advising, he is also licensed as an insurance agent involved in the sales of fixed insurance and annuities. Midwest Financial Group serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients’ risk profiles and investment objectives.

General retirement planning
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Stephen P

CFP®, Series 66

Overland Park, KS

Caliber Wealth Management, LLC

Stephen Phillips is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Caliber Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at Raymond James Financial Services and The Signatry. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and various strategies tailored to clients’ risk profiles.

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

CFP®, Series 65

Overland Park, KS

Keen Wealth Advisors

Noah Camfield is a CFP® professional at Keen Wealth Advisors with two years of industry experience. His background includes roles at Mariner Wealth Advisors and work with the Kansas State University Foundation. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, using a multi-method investment analysis framework and offers educational events alongside legacy third-party manager relationships.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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William S

Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

William Stapp is a financial advisor at TFB Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameritas Life Insurance Corp., Ameritas Advisory Services, and related Ameritas entities for over 20 years. Outside of his advisory role, Stapp serves on the Board of Trustees for Notre Dame de Sion High School. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm manages approximately $840 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, fixed income, equities, and alternative strategies, with ongoing portfolio monitoring and advisory services.

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

CFP®, Series 63, Series 65

Overland Park, KS

ONE Advisory Partners, LLC

Daniel Miller is a CFP® with 21 years of industry experience and currently works at ONE Advisory Partners, LLC. He has been with the firm since 2015 and previously worked at Origin Financial from 2021 to 2024. He is also licensed as an Independent Insurance Agent. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by offering financial planning and discretionary investment management. The firm provides comprehensive private client services, including written financial plans, portfolio monitoring, trade implementation, and a Virtual Family Office that coordinates financial planners, investment managers, tax professionals, and attorneys.

General retirement planning Retirement income strategy Wealth management
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Alexander F

Series 63, Series 66

Overland Park, KS

Greenup Wealth

Alexander Fishman is a financial advisor at Greenup Wealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at American Century Investments, Financial Engines, and Scottrade Investment Management. Fishman serves as a board member for Junior Achievement of Greater Kansas City. Greenup Wealth provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs diverse analytical methods and investment strategies, managing both discretionary and non-discretionary accounts.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Craig K

CFP®, Series 63, Series 65

Overland Park, KS

PCG Wealth Management

Craig Kurth is a financial advisor with PCG Wealth Management in Overland Park, KS, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long tenures at Waddell & Reed, Inc. and various insurance carriers, and has operated his own advisory business, Craig Kurth LLC, since 2015. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach utilizing diversified mutual funds and ETFs, with specialized retirement-plan fiduciary services.

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

Series 63, Series 65

Overland Park, KS

Insight Financial Services

Lawrence Broxterman is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 63 and Series 65 licenses with 25 years of industry experience. His career includes roles at Securities America, Inc., Securities Service Network, and National Planning Corporation, alongside long-term involvement with Insight Financial Services since 2006. He is also self-employed as an independent insurance agent and involved with Brox Capital Management, LLC. Insight Financial Services offers discretionary portfolio management, modular financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and estates. The firm manages approximately $213.8 million in assets and tailors advice to clients’ objectives using a combination of fundamental and technical analysis, along with modern portfolio theory.

Annuities
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John A

CFP®, Series 66

Overland Park, KS

Caliber Wealth Management, LLC

John Arndt is a CFP® professional with 17 years of industry experience. He currently serves as an advisor at Caliber Wealth Management, LLC, where he has worked since 2020. Prior to this, he spent nine years at Raymond James Financial Services Advisors Inc. and held a position at Compass Planning Group. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary investment advice, financial planning, and tax preparation services. The firm’s investment approach uses globally diversified portfolios based on modern portfolio theory, incorporating mutual funds, ETFs, and tailored strategies aligned with clients’ risk profiles.

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