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Joslyn B

Series 65

Overland Park, KS

Aspyre Wealth Partners

Joslyn Boyd is a financial advisor at Aspyre Wealth Partners with a Series 65 credential and two years of industry experience. Prior to joining Aspyre Wealth Partners in 2026, Boyd held roles at Raymond James and Associates, LPL Financial, LLC, and UBS Financial Services. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive management aligned with 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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Angelina S

Series 63, Series 65

Overland Park, KS

Aspyre Wealth Partners

Angelina Schuman is a financial advisor with Aspyre Wealth Partners in Overland Park, KS, holding Series 63 and Series 65 credentials and two years of industry experience. Her prior experience includes roles at intellicents investment solutions, Mutual Securities, Inc., and J.P. Morgan Securities LLC. She has also been involved with Liquidbread Brewing Company LLC. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management with comprehensive planning and offers human capital services and accounting support alongside wealth management.

Wealth management General retirement planning
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Richard K

Series 65

Overland Park, KS

Black Knight Wealth Management, LLC

Richard Kagy is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and over 13 years of industry experience. He has worked at several firms, including Vision, Optivise Advisory Services, Foresight Investment Advisors, and OnPointe Advisory and Financial Services, and has operated Kagy Financial since 2006. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of legal, tax, insurance, and banking services. The firm employs a diversified investment approach using fundamental, quantitative, and technical analysis combined with modern portfolio theory, managing accounts through discretionary, asset-based models tailored to client needs.

Concentrated stock management Retirement income strategy Annuities Private / alternative investments Founder/Business Owner Executive
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Joel R

CFP®, Series 65

Overland Park, KS

Sound Stewardship, LLC

Joel Reimer is a CFP® with 12 years of industry experience, currently serving at Sound Stewardship, LLC since 2013. He holds a Series 65 license and is based in Overland Park, KS. Sound Stewardship, LLC provides comprehensive financial planning and wealth management to individual and high-net-worth clients, utilizing a service model focused on annual planning, discretionary portfolio management, and periodic reviews. The firm implements customized portfolios guided by client objectives and emphasizes tax-efficient strategies, educational seminars, and Biblically and Socially Responsible investment options.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Timothy M

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

Financial Partners Group, Inc.

Timothy Mcdermott is a CFP® and ChFC® with 27 years of industry experience. He has been with Financial Partners Group, Inc. since 2017 and has prior experience with Mutual Securities, Inc., MML Investors Services, LLC, and Metlife Securities Inc. Outside of his advisory role, he operates as an independent insurance agent and owns McDermott Advisory Services, LLC, which provides risk management solutions. 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’s investment approach integrates fundamental, tactical, and technical analysis, offering tailored portfolio management and financial planning services, with a formal affiliation to tax and accounting as well as insurance practices.

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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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.

General retirement planning Retirement income strategy Founder/Business Owner Retired
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Timothy R

CFP®, Series 63

Overland Park, KS

Nova R Wealth, Inc.

Timothy Rodgers is a CFP® with 44 years of experience in the financial industry. He has been with Nova R Wealth, Inc. since 2014 and holds a Series 63 license. Outside of his advisory role, he serves as Vice Chairman and Investment Committee Board Member for Advent Hospital Shawnee Mission and is a Director and Investment Committee Board Member for the Advent Hospital Foundation Shawnee Mission. Nova R Wealth, Inc. is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers wealth and investment management services with a primarily long-term investment approach, utilizing diversified allocations to mutual funds, ETFs, individual securities, and selectively, privately-offered securities for eligible investors.

Private / alternative investments Wealth management Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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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.

Annuities
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Craig G

Series 63, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Craig Gordon is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked with related firms including Prevail Real Estate Opportunities and Prevail Strategies, where he is involved in reviewing potential real estate transactions and offering insurance products. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers customized, risk-based portfolios managed through a combination of quantitative and fundamental analysis, and integrates advisory services with affiliated insurance and private investment ventures.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Haley H

Series 66

Olathe, KS

Skybound Wealth USA

Haley Hazem is a financial advisor at Skybound Wealth USA with eight years of industry experience. She holds a Series 66 designation and has worked previously at Private Client Services, Prime Capital Investment Advisors, LLC, and Equitable Advisors. Skybound Wealth USA provides investment management and financial planning services to individuals, families, retirees, and internationally mobile clients. The firm specializes in UK pension transfer advisory and estate-planning coordination, employing a centralized investment governance approach with model portfolios composed of institutional-grade ETFs, selective active funds, and structured product diversifiers.

General retirement planning Retired Expats
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Megan J

CFP®, Series 63

Kansas City, MO

Craft & Sage Wealth

Megan Brenner is a CFP® with 10 years of industry experience currently serving at Craft & Sage Wealth since 2023. She previously worked at Royal Alliance Associates and Premier Financial Partners. Outside of her advisory role, she works as a Game Day Assistant and Instant Replay Field Technician for the NFL. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a multi-faceted investment process combining quantitative, fundamental, technical, cyclical, and economic analysis to support model-driven portfolio management and financial planning.

ESG / Sustainable investing Real estate investing Wealth management Founder/Business Owner
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Antonio M

CFP®, Series 63, Series 65

Overland Park, KS

Greenup Wealth

Antonio Marquez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Greenup Wealth. He previously worked at American Century Investment Services, Inc. for six years before joining Greenup Street Wealth Management LLC in 2021. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, 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 integrates affiliated services such as insurance and tax resources into its business model.

Options & derivatives strategies Active portfolio management Private / alternative investments
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James F

Series 65

Overland Park, KS

Keen Wealth advisors

James Forsyth is a financial advisor with Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential. He has recently transitioned to the financial industry following a 20-year career in the United States Army and two years as a military retiree. Forsyth also has experience operating Open Petal Farm. Keen Wealth Advisors serves individuals, including high-net-worth households, trusts, and business entities, focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis framework and offers discretionary portfolio management combined with financial planning.

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

Series 66

Overland Park, KS

Quantum Financial Partners LLC

Jeffrey White is a financial advisor with Quantum Financial Partners LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. He has been with Quantum Financial Partners since 2006. Outside of advising, he is an independent insurance agent and owner of Quantum Holdings, LLC, which has a partial passive ownership in AHI Insurance Group, a property and casualty insurance agency. Quantum Financial Partners provides discretionary portfolio management for individuals, family trusts, corporations, small businesses, and foundations. The firm employs a combination of fundamental, quantitative, and technical analysis to manage publicly traded equities, bonds, ETFs, and limited partnerships, and acts as a private fund adviser with a pooled investment vehicle under its management.

Active portfolio management Founder/Business Owner
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Ryan T

Series 65

Leawood, KS

Normandy Investment Advisors

Ryan Tudas is a financial advisor at Normandy Investment Advisors with a Series 65 designation and four years of industry experience. Prior to joining the firm, he served nine years in the U.S. Marine Corps. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities, providing personalized wealth management, financial planning, and discretionary portfolio management using a blended active/passive approach within an asset-allocation framework. The firm employs equities, fixed income, mutual funds, ETFs, and options strategies for income and hedging, and operates from multiple offices with a distinctive approach to compensation disclosures and held-away retirement plan management.

Retirement income strategy Social Security optimization Income planning Active portfolio management Options & derivatives strategies
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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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