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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.

General retirement planning Income planning Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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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.

Options & derivatives strategies Wealth management Founder/Business Owner
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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® 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.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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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.

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

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Active portfolio management
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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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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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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.

Private / alternative investments Options & derivatives strategies
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William P

Series 63, Series 65

Overland Park, KS

Centerpoint Advisory Group, LLC

William Padek is a financial advisor at Centerpoint Advisory Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2002, Personal Financial Group from 2011 to 2019, and joined Centerpoint Advisory Group in 2022. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and referrals to third-party managers. The firm uses a combination of fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses and employs various trading strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and regular reporting.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Active portfolio management
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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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Brady H

Series 65

Overland Park, KS

Paragon Capital Management LLC

Brady Hogan is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at American Century Investments and Alan George, LLC, as well as experience in retail operations. Paragon Capital Management serves individual and high-net-worth clients, foundations, trusts, and estates by providing discretionary portfolio management and integrated financial planning. The firm’s investment approach centers on fundamental analysis and includes a range of asset types, with portfolios tailored to varying client objectives and leveraging third-party sub-advisors for specialist strategies.

Wealth management Active portfolio management Private / alternative investments Retirement income strategy
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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.

Annuities
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Jacob W

CFP®, Series 63, Series 66

Overland Park, KS

Legacy Financial Strategies, LLC

Jacob Watts is a CFP® professional affiliated with Legacy Financial Strategies, LLC in Overland Park, KS, with 20 years of industry experience. He worked at Ameriprise Financial Services, Inc. for nine years before joining Legacy Financial Strategies in 2017, where he is part of a multi-advisor team. Legacy Financial Strategies, LLC manages approximately $952 million across about 635 client relationships, serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis and globally diversified portfolios using mutual funds, ETFs, and individual securities, offering tailored services including a lower-cost ETF model for smaller accounts and alternative investments.

Wealth management Real estate investing Private / alternative investments
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Brent B

Series 66

Overland Park, KS

Caliber Wealth Management, LLC

Brent Bloomer is a financial advisor at Caliber Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked with Ameriprise Financial Services, Inc. and Raymond James Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and in-house tax preparation and consulting. The firm emphasizes globally diversified portfolios tailored to clients’ risk profiles and integrates tax services alongside its investment and retirement-plan advisory offerings.

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

CFP®, Series 63, Series 65

Overland Park, KS

Keen Wealth Advisors

Lisa Brummett is a CFP® practitioner with seven years of industry experience, currently serving as an advisor at Keen Wealth Advisors. She previously worked at Northwest Missouri Psychiatric and Rehabilitation Center and contributed 15 years at the Kansas City YMCA. In addition to her advisory role, she is a licensed real estate agent with Keller Williams, The Edlin Team, where she occasionally shows open houses on weekends. Keen Wealth Advisors is a team of 22 professionals focusing on comprehensive portfolio management and financial planning for clients planning for and living in retirement, including high-net-worth individuals, trusts, and pension plans. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework alongside institutional technology platforms to support client services.

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

Series 63, Series 65

Leawood, KS

Kavar Capital Partners

Douglas Ciocca is a financial advisor at Kavar Capital Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kavar Capital Partners and its predecessor entities since 2011. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using both fundamental and technical analysis across a broad range of investment products and strategies.

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

Series 63, Series 65

Overland Park, KS

Private Client Advisor Group, LLC

Bryan Newton is a financial advisor at Private Client Advisor Group, LLC with 10 years of industry experience. His prior roles include positions at OWLFI and Woodbury Financial Services. Outside of advising, he owns BSN BRIONI LLC, a business that consigns used menswear for sale on eBay. Private Client Advisor Group serves individuals, families, businesses, and retirement plans with discretionary portfolio management and financial planning. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and other securities tailored to client risk profiles.

General retirement planning
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Jonn W

CFA®

Leawood, KS

Mitchell Capital Management Co

Jonn Wullschleger is a CFA® charterholder with 24 years of industry experience. He has been with Mitchell Capital Management Co. since 2000. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. Mitchell Capital Management customizes investment guidelines for each client and employs 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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Andrew W

Series 66

Overland Park, KS

PCG Wealth Management

Andrew Warner is a financial advisor at PCG Wealth Management in Overland Park, KS, with five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cetera Advisors, Fiser Group, and KeyBank Real Estate Capital. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, and it has a notable focus on retirement-plan fiduciary services.

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