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Matthew S
CFP®, Series 63, Series 65
Overland Park, KS
Aspyre Wealth Partners
Matthew Starkey is a CFP® professional with 28 years of experience in the financial services industry. He has worked at KoesTen Hirschmann & Crabtree, Inc. since 1998 and has been an insurance sales agent since 1997. He is based in Overland Park, KS. Aspyre Wealth Partners provides financial planning, consulting, and investment management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates traditional advisory services with in-house accounting and human capital consulting, using a blend of active and passive investment management guided by an Investment Committee.
David B
Series 66
Lenexa, KS
Private Client Advisor Group, LLC
David Bush is a financial advisor with Private Client Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Owlfi Ria, LLC, Motiv8 Investments LLC, Allos Investment Advisors, LLC, and Searcy Financial Services, Inc. He is also licensed as an insurance agent. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach grounded in modern portfolio theory and offers discretionary portfolio management alongside financial planning and retirement plan services.
Lawrence H
Series 66
Overland Park, KS
Fortune Financial Advisors, LLC
Lawrence Hamtil is a financial advisor with Fortune Financial Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Fortune Financial Advisors since 2007. In addition to his advisory role, he is a licensed insurance independent agent for life, variable annuities, and health insurance in Kansas and Missouri, dedicating approximately two hours per month to this activity. Fortune Financial Advisors serves individuals, businesses, and retirement plans, managing approximately $322.6 million in client assets across about 206 relationships. The firm provides discretionary investment management, financial planning, and consulting services, often utilizing mutual funds, ETFs, and individual securities, and may engage outside managers to implement client strategies.
Hal W
Series 65
Lenexa, KS
Triune Financial Partners, LLC
Hal Wood is a financial advisor at Triune Financial Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Triune Financial Partners since 2016. In addition to his advisory role, Wood owns and operates H.F. Wood Consulting, an animal health management consulting practice that advises and teaches veterinarians and related companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary portfolio management tailored to client objectives.
Scott W
Series 63, Series 65
Shawnee, KS
Canvas Wealth Advisors, LLC
Scott Wesley is a financial advisor at Canvas Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Two West Capital Advisors LLC and Msec, LLC. Outside of his advisory role, he is a minority member of Arrived Outdoors LLC, an outdoor sports and recreational club for executives. Canvas Wealth Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and private real estate funds. The firm manages approximately $713 million in client assets and employs a diversified investment approach aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.
Stanley S
Series 63, Series 65
Overland Park, KS
Fortune Financial Advisors, LLC
Stanley Stark is a financial advisor at Fortune Financial Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently in roles including tax preparation and consulting at Arbor Creek Tax Service since 2014, CPA exam instruction with Becker Professional Education since 2008, and service as a Chief Petty Officer in the United States Navy Reserve since 1999. Fortune Financial Advisors is a small team-based firm managing approximately $202.4 million for around 178 clients. The firm provides fee-based investment management, financial planning, and consulting primarily for individuals, businesses, and retirement plans, utilizing discretionary portfolio management with mutual funds, stocks, ETFs, and other strategies.
Tanner G
CFP®
Lenexa, KS
Family Investment Center
Tanner Garrett is a CFP® professional at Family Investment Center with two years of industry experience. His prior work includes roles at HyVee, Amazon Fulfillment, and Academy Sports & Outdoors. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning that includes tax preparation, insurance review, retirement and estate planning, and investment planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across over 800 client relationships through a multi-advisor team.
Stewart K
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Aspyre Wealth Partners
Stewart Koesten is a financial advisor with Aspyre Wealth Partners in Overland Park, KS, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 29 years of industry experience and has worked at KoesTen Hirschmann & Crabtree, Inc. since 1997. Outside of advisory work, he serves as president of Executive Agents, Inc., which offers evaluation and negotiation services for executive compensation agreements, and owns a coffee house in Kansas City. 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 guided by Modern Portfolio Theory and integrates accounting and human capital consulting services alongside its wealth management offerings.
James H
Series 63, Series 65
Lenexa, KS
First Affirmative Financial Network LLC
James Horlacher is a financial advisor with First Affirmative Financial Network LLC in Lenexa, KS. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, having been with First Affirmative since 1999. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide network of 14 advisors, managing approximately $956 million in assets. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.
Kelli H
Series 65
Overland Park, KS
Fortune Financial Advisors, LLC
Kelli Harpe is a financial advisor at Fortune Financial Advisors, LLC with a Series 65 designation and four years of industry experience. Prior to joining Fortune Financial Advisors in 2024, she worked at Open Road Wealth Management, LLC from 2021 to 2024 and has a background that includes nearly three decades at the Federal Bureau of Prisons. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages approximately $202.4 million for about 178 clients and operates with a team of five advisors.
Connie P
Series 63, Series 65
De Soto, KS
Values First Advisors, Inc.
Connie Pearson is a financial advisor with Values First Advisors, Inc. in De Soto, KS, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Values First Advisors since 2010. Values First Advisors, Inc. is an independent, SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm integrates Biblically Responsible Investing overlays with long-term, fundamentally driven equity and fixed-income strategies, managing approximately $215 million for nearly 1,000 clients through a team of seven advisors.
Luke R
CFP®, Series 65
Shawnee, KS
Canvas Wealth Advisors, LLC
Luke Ross is a CFP® with five years of industry experience, currently serving as an advisor at Canvas Wealth Advisors, LLC since 2020. Prior to his advisory role, he was a full-time student for sixteen years. Outside of his advisory work, he is a minority member of RW Capital LLC, a bookkeeping business in Overland Park, KS. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and private real estate funds. The firm emphasizes diversified portfolios aligned with modern portfolio theory and acts as Administrative Manager for private real estate funds, managing investments and administrative tasks for qualified clients.
Matthew R
CFA®, Series 66
Overland Park, KS
Nova R Wealth, Inc.
Matthew Rodgers is a CFA® charterholder with 8 years of industry experience. He has worked at Nova R Wealth, Inc. since 2018 and previously spent one year at Stephens Inc. before starting his career at the University of Arkansas. He holds the Series 66 designation. Nova R Wealth, Inc. serves individuals, trusts, estates, charitable organizations, pension plans, and business entities with wealth management, investment management, financial planning, and pension consulting. The firm uses diversified mutual funds, ETFs, individual securities, and third-party managers to construct client-specific portfolios guided by goals, risk tolerance, and liquidity needs.
Douglas M
CFP®, Series 63, Series 66
Lawrence, KS
Chief Advisors Corp
Douglas Miller is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at Chief Advisors Corp, where he has worked since 2021, following a 24-year tenure at Charles Schwab. Miller holds Series 63 and Series 66 licenses. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages client portfolios using a discretionary approach and combines fundamental, technical, and behavioral analysis across a wide range of securities.
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.
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.
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.
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.
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 the Series 66 designation and has worked previously at Private Client Services, Prime Capital Investment Advisors, and Equitable Advisors. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.
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.
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Finding advisors...
436 advisors near
66018
within the area shown on the map
Out of 400,000+ nationwide