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Andrew M

CFP®, Series 66

Leawood, KS

Critical Capital LLC

Andrew Mitchell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at Critical Capital LLC, where he has worked since 2020. His prior experience includes roles at UBS Financial Services Inc. and TLG Advisors, Inc. Mitchell also engages in business consulting and conducts life insurance reviews as an independent insurance agent. Critical Capital LLC provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis, including options and alternative strategies, and offers performance-based fee arrangements alongside an affiliated insurance practice.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Active portfolio management Tax-loss harvesting Founder/Business Owner Executive
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Clay B

CFA®, Series 63, Series 65

Lenexa, KS

Maclura Investments

Clay Brethour is a CFA® charterholder with six years of experience at Maclura Investments and 20 years at Kornitzer Capital Management. He operates as the sole advisor at Maclura Investments, an independent firm based in Lenexa, KS. Maclura Investments provides discretionary portfolio management to individuals, families, businesses, and retirement plans, focusing on customized portfolios primarily composed of exchange-traded funds, mutual funds, and individual securities. The firm emphasizes tax efficiency and regular account reviews while serving a diverse client base that includes business clients and plan sponsors.

Wealth management
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Aaron P

Series 63, Series 66

Independence, MO

Stewardship Capital

Aaron Pickert is a financial advisor with Stewardship Capital in Independence, MO, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with Stewardship Capital since 2016. In addition to his advisory role, he is involved in selling and servicing fixed insurance products, including term life, disability, long-term care, and critical illness insurance. Stewardship Capital serves individual investors, retirement and profit-sharing plans, corporations, trusts, and estates with discretionary portfolio management and financial planning. The firm utilizes a range of investment strategies, including fundamental and technical analysis, and employs derivatives and options writing within separately managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management General retirement planning General tax planning
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Resa T

Series 65

Overland Park, KS

Collaborative Portfolio Management

Resa Thomas is a financial advisor at Collaborative Portfolio Management with 15 years of industry experience. She holds a Series 65 designation and previously worked at Capital Portfolio Management for 14 years before joining her current firm. Collaborative Portfolio Management serves individuals, families, businesses, trusts, estates, and charitable organizations by providing discretionary portfolio management, investment consulting, and participant-level 401(k) advice. The firm employs a globally diversified investment approach that uses relative strength analysis and point-and-figure charting to allocate across various asset types while emphasizing capital preservation.

General retirement planning Annuities Wealth management
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Vicki H

CFA®

Lenexa, KS

Freedom Value Partners, LLC

Vicki Hohenstein is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Freedom Value Partners, LLC. Her prior experience includes roles at Country Club Trust Company and Tower Wealth Managers, Inc. In addition to her advisory work, she is director and secretary/treasurer of a family farm, Cottonwood Flats, Inc. Freedom Value Partners advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, limited non-discretionary advisement, and financial planning. The firm employs a fundamental, bottom-up investment approach that incorporates equity, fixed income, and selective use of derivatives within a two-advisor team where both principals hold the CFA designation.

Retirement income strategy Social Security optimization Retirement withdrawal strategies Tax-loss harvesting
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David L

Series 65

Leawood, KS

ViaWealth, LLC

David Larson is a financial advisor at ViaWealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked at ViaWealth since 2018, following a tenure at Lake Street Partners, LLC. Outside of his advisory role, he is involved with Larson Building Company, LLC, which he has been associated with since 2013, and BenchMark KC, LLC since 2009. ViaWealth provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term strategic investment approach grounded in Modern Portfolio Theory and manages over $241 million in discretionary assets across 91 client relationships.

General retirement planning Tax strategies for small businesses Wealth management Retirement plans for business owners (SEP, solo 401k)
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Johnathan B

Series 65

Overland Park, KS

Family Legacy Advisors, LLC

Johnathan Brown is a financial advisor at Family Legacy Advisors, LLC with one year of industry experience. He holds a Series 65 credential and also practices as an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Prior to his current roles, he worked at JPMorgan Chase, Stonex Inc., and Synchrony Financial, among others. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory-based investment approach and offers both discretionary and non-discretionary management, often utilizing model allocations across a range of asset classes.

Passive / index investing Real estate investing
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Vincent D

Series 63, Series 66

Fairway, KS

M3Sixty Capital, LLC

Vincent Duvigneaud is a financial advisor at M3Sixty Capital, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including FinTrust Capital Advisors and Thesis Fund Management. Outside of his advisory role, he serves as an advisory board member for a medical device company focused on laser spine surgery. M3Sixty Capital advises investment companies and institutional clients, managing several SEC-registered mutual funds and providing separately managed accounts primarily for institutional and high-net-worth investors. The firm employs a variety of investment strategies across equities, fixed income, and alternatives, emphasizing active security selection and tailored portfolio management.

Active portfolio management Private / alternative investments Options & derivatives strategies
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Madeline B

CFP®, Series 66

Overland Park, KS

Storyone Family Office

Madeline Bayne is a CFP® and holds a Series 66 license with six years of industry experience. She is currently an advisor at StoryOne Family Office and has previously worked at Keel Point, Raymond James Financial Services Advisors, and Kooman & Associates. StoryOne Family Office serves high-net-worth individuals, families, trusts, estates, corporations, qualified retirement plans, and nonprofit organizations. The firm offers portfolio management, financial planning, and comprehensive family office services, including wealth design, trust administration, philanthropic planning, and lifestyle management.

Private / alternative investments Real estate investing Family Business
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Ron D

Series 63, Series 65

Kansas City, MO

Sarver Vrooman Wealth Advisors LLC

Ron Dietz is a financial advisor at Sarver Vrooman Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Sarver Vrooman in 2025, he worked at Wells Fargo Advisors and Calamos Financial Services LLC. He has ownership in R3D3, LLC, a holding company. Sarver Vrooman Wealth Advisors provides discretionary and non-discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employs a variety of analytical methods, and serves plan sponsors through investment policy support and participant education.

Retired Founder/Business Owner
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Matthew W

CFA®

Mission, KS

Buffalo Run Wealth Advisors LLC

Matthew Weglarz is a CFA® charterholder currently with Buffalo Run Wealth Advisors LLC. He has over 16 years of industry experience, including roles at Tortoise Capital Advisors, Mariner Wealth Advisors, Triad Wealth Partners, and WealthCrossing. He also serves as Director of Operations at another investment adviser firm, WealthCrossing, where he does not provide advisory services. Buffalo Run Wealth Advisors LLC offers portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm emphasizes ETF-focused, long-term investment strategies grounded in fundamental analysis and modern portfolio theory, tailoring portfolios to client goals and risk tolerances.

Options & derivatives strategies Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis
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Hannah C

CFP®

Overland Park, KS

Beyond Wealth

Hannah Casteel is a CFP® professional with two years of experience in financial advising. She currently works at Beyond Wealth and previously held roles at Keen Wealth Advisors and Balanced Financial Planning, Inc. Prior to her advisory career, she spent several years in various positions at Kansas State University and other organizations. Beyond Wealth offers comprehensive financial planning combined with ongoing investment management for individuals, charitable institutions, foundations, and businesses. The firm uses a strategic asset-allocation approach focusing on lower-risk equities and provides portfolio customization options including socially responsible investment screening.

General retirement planning Income planning Active portfolio management
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Kyle H

Series 65

Overland Park, KS

Mokan Wealth Management

Kyle Hammerschmidt is a financial advisor at Mokan Wealth Management with nine years of industry experience and holds a Series 65 designation. He has previously worked at firms including CreativeOneWealth, Retirement Wealth Advisors, and Brookstone Capital Management. Hammerschmidt is also the owner of Retire Ready Academy, where he leads educational classes for retirees. Mokan Wealth Management serves individual and high-net-worth clients, offering financial plans, discretionary investment management, and ongoing planning. The firm creates individualized portfolios using equities, index mutual funds, ETFs, and U.S. Treasury securities, employing multiple analysis methods and tailoring portfolios through client investment policy statements.

General retirement planning Income planning
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Jane D

Series 65

Kansas City, MO

Mike Wolters & Associates, Ltd.

Jane Dansby is a financial advisor at Mike Wolters & Associates, Ltd. in Kansas City, MO, holding a Series 65 designation with 17 years of industry experience. She has been with Mike Wolters & Associates since 2000. Mike Wolters & Associates provides discretionary asset management to individuals, charitable organizations, and retirement-plan participants, managing approximately $21 million across about 84 client accounts. The firm offers three management strategies focused primarily on ETFs and selected individual stocks, combining fundamental and technical analysis with tax-aware trading.

Active portfolio management Passive / index investing Tax-loss harvesting
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Christopher W

CFP®, Series 63, Series 65

Independence, MO

Stewardship Capital

Christopher Walden is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stewardship Capital since 2024 and previously spent 15 years with Heartland Capital Advisors LC. Outside of his advisory role, he is involved in fixed insurance sales through MO-KAN Insurance. Stewardship Capital serves individual investors, retirement plans, corporations, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and utilizes derivatives and options writing within separately managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management General retirement planning General tax planning
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Christopher N

Series 65

Kansas City, MO

Private Wealth Consulting, LLC

Christopher Nelson is a financial advisor at Private Wealth Consulting, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at SeaCrest Wealth Management, LLC and Enterprise Trust Company. Nelson serves as a board member for Palmer Square Capital BDC Inc., attending quarterly meetings in that role. Private Wealth Consulting provides discretionary asset management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $259 million across around 140 client relationships, using a tailored investment approach that incorporates multiple analysis methods and strategies, with accounts managed on a discretionary basis and reviewed quarterly.

Options & derivatives strategies Tax-loss harvesting General retirement planning Income planning Wealth management
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Christopher H

Series 63, Series 65

Kansas City, KS

Fiduciary Trust Private Wealth Counsel LLC

Christopher Halford is a financial advisor at Fiduciary Trust Private Wealth Counsel LLC with Series 63 and Series 65 designations and two years of industry experience. He has held roles at Fiduciary Trust Private Wealth Counsel LLC since 2021 and has a background that includes work at Virtue Financial Advisors and Service Corporation International. Outside of his advisory work, he is also an actor involved in theater and commercial advertising. Fiduciary Trust Private Wealth Counsel LLC offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, pensions, charitable organizations, trusts, and estates. The firm manages portfolios based on a range of analytical methods and coordinates clients’ broader wealth teams including tax and legal professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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David W

CFP®

Overland Park, KS

Overland Park Wealth Management LLC

David Walsh is a CFP® professional with 10 years of industry experience. He is currently with Overland Park Wealth Management LLC and has previously worked at Dynamic Wealth LLC, Creative Planning, and Sunrise Advisors, Inc. In addition to his financial advisory roles, Walsh operates Walsh Law LLC, a legal practice providing business and estate planning services. Overland Park Wealth Management provides asset management and advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and private businesses. The firm uses fundamental and cyclical analysis with a focus on long-term investments and tailors advisory services to accommodate clients’ specific tax and legacy considerations.

Concentrated stock management
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James Z

CFP®, Series 65, Series 66

Mission, KS

Mission Financial Planning, Inc.

James Zenk is a financial advisor at Mission Financial Planning, Inc. with three years of industry experience. He holds the CFP® designation and Series 65 and Series 66 licenses. Prior to joining Mission Financial Planning, he worked at Cetera Advisors LLC and Hinrichszenk+Pesavento LLC. Outside of financial advising, he serves as president of Trident CPA Services, LLC, which focuses on business and tax planning, and is involved as a board member and treasurer with several charitable organizations. Mission Financial Planning, Inc. serves individual and small-business clients, including business owners and plan sponsors, offering comprehensive financial planning, pension consulting, Social Security strategy, and estate planning support. The firm operates on a fee-only, advice-only basis, providing personalized guidance and monitoring investments on a non-discretionary, consultative basis without managing assets directly.

General retirement planning Retirement income strategy Social Security optimization Cash flow / budgeting General estate planning guidance Founder/Business Owner Dentist Mid-Career Professionals
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Anna B

Series 65

Kansas City, MO

Financial Avenues

Anna Brewer is a financial advisor at Financial Avenues in Kearney, MO. She holds a Series 65 designation and began her advisory role in 2023. Her prior work experience includes positions at the University of Missouri, QuickTrip, Bath & Body Works, and Fun Run. Financial Avenues serves individual clients—including high-net-worth individuals—as well as pension and profit-sharing plans and small businesses, offering fee-only financial planning, investment consultation, and ongoing portfolio management. The firm focuses on diversified, tax-conscious portfolios built mainly with passively managed index funds and ETFs and provides public financial education workshops on an as-announced basis.

Retirement income strategy General retirement planning Income planning Cash flow / budgeting General estate planning guidance
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