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Jonathan B
CFP®, Series 63, Series 65
Overland Park, KS
ONE Advisory Partners, LLC
Jonathan Booze is a CFP® professional with 23 years of industry experience, currently serving at ONE Advisory Partners, LLC. He has worked at Sanders Booze & Co since 2003 and co-founded Sanders Booze Capital Advisors, LLC in 2008. In addition to his advisory role, Mr. Booze serves as an of-counsel attorney for a law firm in Johnson County, KS, providing legal analysis and support since 2016. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm offers written financial plans, portfolio monitoring, trade implementation, and a Virtual Family Office that coordinates financial, tax, and legal professionals.
Alex M
CFP®, Series 65
Shawnee, KS
Canvas Wealth Advisors, LLC
Alex Miller is a CFP® with three years of industry experience and currently serves as an advisor at Canvas Wealth Advisors, LLC. Prior to joining Canvas Wealth Advisors in 2025, he worked at Creative Planning, LLC from 2022 to 2025. His background includes a variety of roles outside finance, including work at Scissors & Scotch and involvement with Kansas State University. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, families, trusts, charitable organizations, and private real estate funds. The firm manages approximately $713 million in client assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.
Ryan B
CFP®, ChFC®, Series 65
Overland Park, KS
Searcy Financial Services, Inc.
Ryan Brooke is a CFP®, ChFC®, and Series 65-licensed financial advisor with 11 years of industry experience. He is affiliated with Searcy Financial Services, Inc. and Allos Investment Advisors, LLC, where he has held roles since 2016. Ryan is based in Overland Park, KS. Searcy Financial Services, Inc. offers integrated wealth management services to individuals, retirement plans, corporations, and foundations, managing approximately $514 million in discretionary assets. The firm employs a risk-based, diversified investment approach using model portfolios and provides portfolio management and operational support to affiliated and other adviser clients.
Cynthia W
Series 66
Overland Park, KS
BCWM
Cynthia Wysong is a Series 66-licensed financial advisor with 16 years of industry experience, currently serving at BCWM. She has worked at Boyer & Corporon Wealth Management since 2012 and was previously with Equitable Advisors from 2009 to 2012. Outside of advising, she works as an auctioneer assistant several times a year. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balance between portfolio management and financial planning, utilizing multiple analysis techniques and a range of investment strategies tailored to client objectives.
Peter S
CFA®, Series 66
Kansas City, MO
Atwood & Palmer, Inc.
Peter Sowden is a CFA® charterholder with 22 years of industry experience. He has been with Atwood & Palmer, Inc. in Kansas City, MO since 2006. Atwood & Palmer provides investment management, comprehensive financial planning, and concierge services to high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients. The firm manages discretionary accounts with individualized investment policies and applies both fundamental and technical analysis across various asset classes.
Nathan M
Series 63, Series 65
Overland Park, KS
Midwest Financial Group LLC
Nathan Mikoleit is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Midwest Financial Group since 2021 and has prior experience with Gradient Advisors LLC, Security Benefit, and Washburn University. Outside of advising, Mikoleit is involved in several business ventures, including serving as Managing Member and President of Mikoleit Agency, LLC, and owning businesses in marketing, automobile accessories, and the restaurant industry. Midwest Financial Group serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients' risk profiles and objectives.
Kelly H
Series 65
Overland Park, KS
Freestate Advisors LLC
Kelly Holloway is a financial advisor at Freestate Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at North Pointe Wealth Advisors, Lumia Wealth, and Cornerstone CPA Group. Outside of his advisory role, Holloway provides accounting and tax services as a Certified Public Accountant. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a research-driven investment approach focused on macro-level asset allocation and risk modeling, utilizing ETFs and model portfolios with options for both benchmark-aligned and tactical strategies.
John N
Series 65
Leawood, KS
Kavar Capital Partners
John Nagle is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Kavar Capital Partners since 2014 and currently works at Kavar Capital Partners Group, LLC as part of a four-advisor team. 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 a range of investment strategies and vehicles, including equities, fixed income, mutual funds, ETFs, structured products, and options.
Ralph W
ChFC®, Series 63, Series 65
Overland Park, KS
TFB Advisors, LLC
Ralph Wentz is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, and ownership of Tax Favored Benefits Inc, a pension administration firm he has chaired since 1978. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $860 million in client assets across a multi-advisor team.
Ross L
Series 65
Overland Park, KS
Stepp & Rothwell Inc
Ross Lehman is a financial advisor at Stepp & Rothwell Inc. with seven years of industry experience. He holds a Series 65 designation and has been with Stepp & Rothwell since 2018. Prior to joining the firm, he worked at Notre Dame from 2015 to 2017. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, fixed income securities, options, and margin transactions, and offers both discretionary and non-discretionary client arrangements.
Joshua B
Series 65, Series 63
Overland Park, KS
Financial Partners Group, Inc.
Joshua Britton is a financial advisor with Financial Partners Group, Inc. He holds Series 65 and Series 63 licenses and has 17 years of industry experience. His previous roles include positions at Cambridge Investment Research, Fisher Investments, Financial Engines Advisor Center, and Waddell & Reed. Outside of his advisory work, he is the owner of Britton Farms, Inc., a farming operation with oil and gas leases. 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 employs a mix of fundamental, tactical, technical, and thematic analysis to tailor asset allocations and offers integrated tax and insurance services through affiliated practices.
Joslyn B
Series 65
Overland Park, KS
Aspyre Wealth Partners
Joslyn Boyd is a financial advisor with Aspyre Wealth Partners in Overland Park, KS, holding a Series 65 designation and three years of industry experience. Prior to joining Aspyre Wealth Partners in 2026, Boyd worked at Raymond James and Associates and LPL Financial, and spent six years at UBS Financial Services. Aspyre Wealth Partners provides financial planning, consulting, and discretionary investment management services to individuals, high net worth clients, trusts, estates, and business entities. The firm also offers human capital services and accounting support, employing a combination of active and passive investment strategies within a Modern Portfolio Theory framework.
Richard K
Series 65
Overland Park, KS
Black Knight Wealth Management, LLC
Richard Kagy is a Series 65 licensed advisor with 13 years of industry experience. He has worked at Black Knight Wealth Management, LLC since 2021 and has held positions at Vision, Optivise Advisory Services, Foresight Investment Advisors, and OnPointe Advisory and Financial Services. He also operates Kagy Financial, a separate advisory practice, since 2006. Black Knight Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, integrating coordination with clients’ legal and tax advisors. The firm manages discretionary accounts using a combination of fundamental, quantitative, and technical analyses, and offers access to a variety of investment vehicles including affiliated private funds.
Joel R
CFP®, Series 65
Overland Park, KS
Sound Stewardship, LLC
Joel Reimer is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Sound Stewardship, LLC since 2013. He is based in Overland Park, KS, and holds a Series 65 license. Sound Stewardship serves individual and high-net-worth clients, as well as trusts, charitable organizations, and business owners, offering comprehensive financial planning and discretionary investment management. The firm emphasizes customized portfolios with tax-efficient ETFs and portfolio overlays, and provides educational seminars and public-speaking workshops as part of its client service model.
Timothy M
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Financial Partners Group, Inc.
Timothy McDermott is a CFP® and ChFC® with 28 years of industry experience. He is a member of Financial Partners Group, Inc., where he has worked since 2017. His prior experience includes roles at Mutual Securities, Inc., Mass Mutual Investors Services, Metlife Securities Inc., and New England Securities. Outside of advisory work, he operates as an independent insurance agent and owns McDermott Advisory Services, LLC, which places risk management solutions. 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 uses a tailored asset allocation strategy across multiple asset classes and offers an integrated advisory, tax, and insurance model supported by affiliated tax and accounting services.
Christopher S
CFP®, Series 63, Series 66
Overland Park, KS
Steffes Financial, Ltd
Christopher Stakley is a CFP® professional with 16 years of experience in financial advising. He has been with Steffes Financial, Ltd. since 2014 and previously worked at Cambridge Investment Research, Inc. He is also an independent insurance agent for various insurance companies. Steffes Financial, Ltd. serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate entities, providing discretionary portfolio management, retirement-account consulting, qualified retirement plan advisory, and hourly financial planning. The firm manages over $537 million in client assets and employs both strategic rebalancing and tactical asset-allocation adjustments based on multiple analysis methods.
Troy S
CFP®, Series 63, Series 65
Lee's Summit, MO
Capital Investment Management, Inc
Troy Schuster is a CFP® professional with 26 years of experience in financial advising. He has been with Capital Investment Management, Inc. since 2003 and has worked with Cambridge Investment Research, Inc. for the past 15 years. Outside of finance, he is active as a percussionist and serves as president of the Choral Guild of Kansas City. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm utilizes model portfolios and outside strategists within managed-account programs and supplements investment services with tax planning and estate document offerings for larger households.
Timothy R
CFP®, Series 63
Overland Park, KS
Nova R Wealth, Inc.
Timothy Rodgers is a CFP® credentialed financial advisor with 45 years of industry experience. He has worked at Nova R Wealth, Inc. since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as Vice Chairman and Investment Committee Board Member at Advent Hospital Shawnee Mission and holds a director position on the Advent Hospital Foundation Shawnee Mission's Investment Committee. Nova R Wealth is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing approximately $452.6 million for about 323 clients. The firm employs a long-term investment approach, utilizing diversified portfolios composed of mutual funds, ETFs, individual stocks and bonds, and selectively incorporates third-party managers for separately managed account strategies.
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.
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3,296 advisors near
66211
within the area shown on the map
Out of 400,000+ nationwide