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Melissa R

Series 65

Overland Park, KS

Aspyre Wealth Partners

Melissa Ryan is a financial advisor at Aspyre Wealth Partners with 12 years of industry experience. She holds a Series 65 designation and has been with KHC Wealth Management since 2013. Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm combines active and passive investment management based on 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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Michael B

Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Michael Beary is a financial advisor with GreenLeaf Financial Network, LLC, holding a Series 66 designation and over 22 years of industry experience. He has been affiliated with GreenLeaf Financial Network and Private Client Services, LLC since 2016. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary account management through a decentralized network of independent Investment Adviser Representatives.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Brandon K

CFP®, Series 63, Series 66

Overland Park, KS

Greenup Wealth

Brandon Kraus is a CFP® with 19 years of industry experience, currently serving at Greenup Wealth since 2021. His prior roles include positions at American Century Investment Services Inc. and American Century Investments. In addition to his advisory work, he is involved with Valet Waste, a business operating since 2014. 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, combining in-house management with selected external managers, and provides services including implementation and monitoring of assets outside its custody.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Richard R

CFP®, ChFC®, Series 63

Overland Park, KS

Midwest Financial Group LLC

Richard Ryan is a CFP® and ChFC® with 45 years of industry experience. He has been with Midwest Financial Group LLC since 2015 and previously worked at Alpha Asset Management from 2004 to 2019. Outside of his advisory role, he serves as treasurer and finance committee member of the Kansas Masonic Foundation, a charitable organization, and works as an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.

General retirement planning
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Samuel B

Series 65

Overland Park, KS

TFB Advisors, LLC

Samuel Boers is a financial advisor with TFB Advisors, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining TFB Advisors, he was involved with Tax Favored Benefits and has experience in various business ventures including moving services and hospitality. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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Allen J

Series 63, Series 65

Overland Park, KS

Midwest Financial Group LLC

Allen Joy is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Midwest Financial Group since 2016 and previously operated Joy & Company from 1990 to 2023. Outside of advising, he is also licensed as an insurance agent involved in the sales of fixed insurance and annuities. Midwest Financial Group serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients’ risk profiles and investment objectives.

General retirement planning
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Stephen P

CFP®, Series 66

Overland Park, KS

Caliber Wealth Management, LLC

Stephen Phillips is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Caliber Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at Raymond James Financial Services and The Signatry. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing mutual funds, ETFs, and various strategies tailored to clients’ risk profiles.

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

ChFC®, Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

James Mader is a ChFC® credentialed financial advisor with 27 years of industry experience. He is the owner of MADER Financial Group, where he provides advanced insurance services for life, health, and disability. Mader has been with Mader Financial Advisors since 2005 and has a long-standing association with Great American Investors, Inc. since 1995. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management strategy focused on individual securities traded on major U.S. exchanges and also provides expert witness services related to securities.

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

CFP®, Series 65

Overland Park, KS

Keen Wealth advisors

Noah Camfield is a CFP® with two years of experience in financial advising, currently serving at Keen Wealth Advisors. His prior experience includes roles at Mariner Wealth Advisors and various positions at Kansas State University and other organizations. Keen Wealth Advisors provides comprehensive financial planning and portfolio management primarily to individuals planning for or living in retirement, including high-net-worth households, trusts, and business entities. The firm manages approximately $1.23 billion in assets, employing a multi-method investment analysis framework and discretionary portfolio management that incorporates written financial plans for clients.

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

Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

William Stapp is a financial advisor with TFB Advisors, LLC, holding Series 63 and Series 65 credentials and more than 30 years of industry experience. He has previously worked at Ameritas Advisory Services, Ameritas Life Insurance Corp of New York, Ameritas Life Insurance Corp., and Ameritas Investment Company, LLC. Outside of his advisory role, he serves on the Board of Trustees for Notre Dame de Sion High School. TFB Advisors provides financial planning, consulting, and discretionary investment management services to a diverse clientele, including individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, often incorporating mutual funds, ETFs, individual securities, and model portfolios.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Real estate investing Founder/Business Owner Executive
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Daniel M

CFP®, Series 63, Series 65

Overland Park, KS

One Advisory Partners, LLC

Daniel Miller is a CFP® with 21 years of industry experience, currently serving as an advisor at One Advisory Partners, LLC. He has worked at One Advisory Partners since 2015 and previously spent three years at Origin Financial. In addition to his advisory role, he is an independent insurance agent. 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 employs a globally diversified approach based on modern portfolio theory and uses both fundamental and technical analysis to guide portfolio allocations.

General retirement planning Retirement income strategy Wealth management
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Alexander F

Series 63, Series 66

Overland Park, KS

Greenup Wealth

Alexander Fishman is a financial advisor with Greenup Wealth who holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at American Century Investment Services, Financial Engines, and Scottrade. He serves as a board member for Junior Achievement of Greater Kansas City. Greenup Wealth 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 range of analytical methods and investment strategies and offers affiliated insurance and tax services alongside its investment management.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Craig K

CFP®, Series 63, Series 65

Overland Park, KS

PCG Wealth Management

Craig Kurth is a financial advisor with PCG Wealth Management in Overland Park, KS, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long tenures at Waddell & Reed, Inc. and various insurance carriers, and has operated his own advisory business, Craig Kurth LLC, since 2015. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach utilizing diversified mutual funds and ETFs, with specialized retirement-plan fiduciary services.

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

Series 63, Series 65

Overland Park, KS

Insight Financial Services

Lawrence Broxterman is a financial advisor with Insight Financial Services in Overland Park, KS, holding Series 63 and Series 65 licenses with 25 years of industry experience. His career includes roles at Securities America, Inc., Securities Service Network, and National Planning Corporation, alongside long-term involvement with Insight Financial Services since 2006. He is also self-employed as an independent insurance agent and involved with Brox Capital Management, LLC. Insight Financial Services offers discretionary portfolio management, modular financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, and estates. The firm manages approximately $213.8 million in assets and tailors advice to clients’ objectives using a combination of fundamental and technical analysis, along with modern portfolio theory.

Annuities
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John A

CFP®, Series 66

Overland Park, KS

Caliber Wealth Management, LLC

John Arndt is a CFP® professional with 17 years of industry experience. He currently serves as an advisor at Caliber Wealth Management, LLC, where he has worked since 2020. Prior to this, he spent nine years at Raymond James Financial Services Advisors Inc. and held a position at Compass Planning Group. Caliber Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary investment advice, financial planning, and tax preparation services. The firm’s investment approach uses globally diversified portfolios based on modern portfolio theory, incorporating mutual funds, ETFs, and tailored strategies aligned with clients’ risk profiles.

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

CFP®, Series 66

Kansas City, MO

Buttonwood Financial Group, LLC

Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
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Ellea S

CFP®, Series 65

Overland Park, KS

Legacy Financial Strategies, LLC

Ellea Starkel is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Legacy Financial Strategies, LLC since 2025 and previously spent three years at SJHL Financial Group. Before entering the financial industry, she was employed in education at Fort Hays State University and McPherson School District. Legacy Financial Strategies, LLC manages approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis and constructs globally diversified portfolios, offering discretionary and non-discretionary investment management along with retirement plan services and financial planning through a multi-advisor team.

Wealth management Real estate investing Private / alternative investments
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Michael S

Series 65

Overland Park, KS

Financial Partners Group, Inc.

Michael Strouse is a Series 65-credentialed financial advisor with Financial Partners Group, Inc., based in Overland Park, KS. He has four years of industry experience and has held roles at Financial Partners Group since 2022 as well as positions at the University of Arkansas and Kansas State University. 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 manages just over $1.1 billion through a team of eight advisors, applying a mix of fundamental, tactical, technical, and thematic analysis across mutual funds, ETFs, equities, and fixed income with disciplined rebalancing and defensive adjustments.

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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Miles G

CFA®

Leawood, KS

Mitchell Capital Management Co

Miles Green is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Mitchell Capital Management Co since 2017. His prior work includes roles at Texas Christian University and a brief period of unemployment. Mitchell Capital Management Co is an SEC-registered investment adviser managing approximately $861 million in client assets. The firm provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations, utilizing 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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Emma G

Series 65

Overland Park, KS

Keen Wealth advisors

Emma Gustin is a financial advisor at Keen Wealth Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Stifel and Clayton Wealth Partners, as well as multiple roles associated with Kansas State University. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with retirement-focused portfolio management and financial planning. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and uses a multi-method investment analysis framework implemented through ETFs, mutual funds, individual stocks, and bonds.

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