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Jonathan H

CFP®

Overland Park, KS

Sound Stewardship, LLC

Jonathan Harrison is a CFP® professional with 11 years of experience in financial advising. He has been with Sound Stewardship, LLC since 2015. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering services such as annual written financial plans, discretionary portfolio management, and third-party money-manager evaluation. The firm uses customized portfolios guided by client objectives and combines fundamental and quantitative analysis with both long- and short-term trading strategies.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Michael T

Series 63, Series 65, Series 66

Overland Park, KS

Freestate Advisors LLC

Michael Thomas is a financial advisor at Freestate Advisors LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SII Investments, Inc. and The Resource Group/Hrh/Willis. Outside of advising, he is involved in property acquisition and agriculture through M.E. Thomas Properties, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and tailor portfolios to client needs.

Wealth management Passive / index investing
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Jordan S

CFP®

Overland Park, KS

Sound Stewardship, LLC

Jordan Smith is a CFP® professional with five years of experience at Sound Stewardship, LLC. Prior to joining the firm in 2021, he worked for eScreen, Inc. for ten years. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers customized portfolios, tax-efficient ETFs, and portfolio overlays, along with educational seminars and public-speaking workshops.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Drew W

CFP®, Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Drew Waldron is a CFP® with 14 years of industry experience and has been with Canvas Wealth Advisors, LLC since 2019. He previously worked at Two West Capital Advisors LLC and Mariner Wealth Advisors. Outside of his advisory role, he serves as the LLC Manager of RFSPE LLC, a South Dakota dynasty trust, with primarily administrative duties. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and uses a diversified investment approach guided by modern portfolio theory.

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

CFP®, Series 65

Leawood, KS

Kavar Capital Partners

Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.

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

Series 65

Overland Park, KS

RPR Financial

Bryan Lerette is a financial advisor at RPR Financial with a Series 65 designation and one year of experience at the firm. His prior work includes roles at the City of Mission, Mercury Broadband, Cerner Corporation, and Mosaic Life Care. RPR Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary portfolio management, financial planning, and ERISA retirement-plan consulting, combining a value and quality investment approach with quantitative methods and third-party research.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
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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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John C

CFP®, Series 66

Kansas City, MO

Craft & Sage Wealth

John Christy is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He currently serves at Craft & Sage Wealth and has held prior roles at Royal Alliances Associates, Inc. and Premier Financial Partners, LLC. Outside of his advisory work, Christy is involved in a men's investment club at Lake Quivira Country Club. Craft & Sage Wealth provides investment management, financial planning, and investment analysis for individuals, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to align portfolios with clients’ goals and also advises on publicly traded and privately held real estate investments.

ESG / Sustainable investing Real estate investing Wealth management Founder/Business Owner
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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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Blake H

Series 65

Kansas City, MO

Windward Private Wealth Management Inc.

Blake Harris is a financial advisor at Windward Private Wealth Management Inc. in Kansas City, MO, holding a Series 65 credential with two years of industry experience. Prior to joining Windward, he founded and operated BH Flips LLC, an online eBay store specializing in buying and reselling items. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to individuals and pension/profit-sharing plans, managing approximately $309.6 million in assets for about 226 clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers tailored financial planning that includes tax, retirement, estate, and insurance advice.

General retirement planning General tax planning Charitable giving & philanthropy Debt management Cash flow / budgeting
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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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