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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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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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.

Options & derivatives strategies Active portfolio management Private / alternative investments
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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.

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

CFA®, Series 65

Leawood, KS

Mitchell Capital Management Co

Kenneth Green is a CFA® charterholder and holds a Series 65 license with 35 years of industry experience. He has been with Mitchell Capital Management Co. since 1990. 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 and offers customized investment guidelines using a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.

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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Michele G

CFP®, Series 65

Overland Park, KS

One Advisory Partners, LLC

Michele Gawthrop is a CFP® and holds a Series 65 license, with six years of experience in the financial advisory industry. She has been with One Advisory Partners, LLC since 2013. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm applies modern portfolio theory principles, combining fundamental and technical analysis to construct globally diversified portfolios, typically managed on a discretionary basis with regular oversight and reviews.

General retirement planning Retirement income strategy Wealth management
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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.

Wealth management Real estate investing Private / alternative investments
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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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Matthew S

Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

Matthew Stevens is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Mader & Shannon since 2014 and previously worked at Cadena Securities Services, LLC. Outside of his advisory role, he is involved in managing residential real estate investments through Patriot USA Properties, LLC and Bonner Ridge, LLC. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges, combining fundamental and technical analyses with third-party research.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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Christopher W

CFP®, Series 66, Series 63

Lee's Summit, MO

Capital Investment Management, Inc

Christopher Wolff is a CFP® professional with 16 years of industry experience. He is currently with Capital Investment Management, Inc. in Lee's Summit, MO, where he has worked since 2025. His prior experience includes roles at Country Club Trust Company, Tower Wealth Managers, and American Century Investment Services, Inc. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations with discretionary asset management, financial planning, and retirement plans. The firm manages approximately $558.9 million in discretionary assets and utilizes multiple co‑advisory and managed account platforms to provide scaled portfolio management and strategy reviews.

General retirement planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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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® and Series 63 designations. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Mass Mutual Life Insurance Company. Outside of his advisory work, 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 individuals, high-net-worth clients, foundations, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a top-down, macro-environmental approach focused on tactical asset allocation with sector rotation, combining various investment vehicles to build growth and income portfolios.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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Evan L

CFA®

Kansas City, MO

Atwood & Palmer, Inc.

Evan Lang is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Atwood & Palmer, Inc., having previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm integrates fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to manage complex financial relationships.

Charitable giving & philanthropy Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Retired
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Matthew M

CFP®, Series 65

Overland Park, KS

Keen Wealth advisors

Matthew Miller is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Keen Wealth Advisors with two years of industry experience. His prior work includes roles outside of finance, such as positions at You Move Me and MCCARTHY CHEVROLET. 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 provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical investment analysis.

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

Options & derivatives strategies Active portfolio management Private / alternative investments
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Faith H

CFP®, Series 66

Lee's Summit, MO

Capital Investment Management, Inc

Faith Hutchins is a CFP® and Series 66 registered advisor with Capital Investment Management, Inc., based in Lee's Summit, MO. She has one year of industry experience and prior work includes roles at Cambridge Investment Research, Inc. and positions in the restaurant industry. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations, offering discretionary asset management, financial planning, and retirement plans. The firm manages approximately $558.9 million in discretionary assets and employs program-based portfolio management solutions with an emphasis on co-advisory and managed account platforms.

General retirement planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.)
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Martin B

Series 63, Series 66

Lee's Summit, MO

Freedom Wealth Advisors, LLC

Martin Brooks is a financial advisor at Freedom Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Freedom Wealth Advisors since 2019. His prior experience includes roles at Troutman and Associates and United Planners. Brooks is also involved in independent insurance sales and is the founder of Heritage Financial. 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 that combines long-term core orientation with flexible trading tactics and utilizes third-party advisers for portfolio and tax-mitigation trading.

Active portfolio management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Jeffrey H

CFP®, Series 66

Overland Park, KS

Legacy Financial Strategies, LLC

Jeffrey Hrabe is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Legacy Financial Strategies, LLC since 2022 and previously held positions at Cavanal Hill Distributors, Inc., Cavanal Hill Investment Management, Inc., and BOK Financial entities. 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, individual securities, and alternative investments, serving around 635 client relationships through a multi-advisor team.

Wealth management Real estate investing Private / alternative investments
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Nathan G

Series 65

Overland Park, KS

Novadius Wealth Management

Nathan Geraci is a financial advisor with Novadius Wealth Management in Overland Park, KS, holding a Series 65 designation and 17 years of industry experience. He has been with The ETF Store since 2008 and is involved in several related business activities, including serving as president of The ETF Institute Inc., a professional ETF education and certification website, and owning OTR Media LLC, a media company producing podcasts, blogs, and videos. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm applies a global strategic asset allocation approach primarily using ETFs and combines quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk profiles.

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Private / alternative investments
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Brian L

Series 63, Series 66

Kansas City, MO

United Advisors America

Brian Lamone is a financial advisor with United Advisors America and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at Waddell & Reed Inc and The ETF Store, Inc. In addition to his advisory work, he is an insurance agent offering life and health insurance and fixed annuities through Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning.

Annuities Long-term care insurance Social Security optimization Retirement income strategy Retired
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Gregory K

Series 63

Overland Park, KS

Insight Financial Services

Gregory Keal is a financial advisor with Insight Financial Services in Overland Park, KS, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes positions with Securities America, Inc. and Securities Service Network. Outside of advising, he volunteers for the Center for Recorded Music. Insight Financial Services offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, estates, and other entities. The firm customizes its investment approach based on client objectives and risk tolerance, utilizing fundamental and technical analysis alongside modern portfolio theory.

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