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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® 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.

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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Sean E

CFP®, Series 66

Overland Park, KS

BCWM

Sean Easterly is a CFP® professional with 11 years of industry experience. He has been with Boyer & Corporon Wealth Management since 2016. He holds the Series 66 designation and is based in Overland Park, KS. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balanced approach combining discretionary portfolio management and financial planning, serving clients through a seven-advisor team managing approximately $665 million in assets.

Active portfolio management Options & derivatives strategies Wealth management
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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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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® 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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