Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Scott D
Series 65
Prairie Village, KS
Elevated Capital Advisors, LLC
Scott Dougan is a financial advisor with Elevated Capital Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked with Elevated Capital Advisors since 2017 and previously spent three years at Global Financial Private Capital. Outside of his primary advisory role, he is the owner of Global Plains Advisory Group, where he recommends annuity and life insurance products, and he is a partner at Emerging Advisor, providing training and consulting to other advisors. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis in its investment process and provides a range of portfolio management and consulting services.
Bryce C
CFP®, Series 66
Overland Park, KS
Legacy Financial Strategies, LLC
Bryce Coy is a CFP® with four years of experience in the financial services industry, currently serving as an advisor at Legacy Financial Strategies, LLC. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he is a co-owner and partner in CSBC LLC, a real estate development and capital investment venture. Legacy Financial Strategies, LLC is an SEC-registered firm managing approximately $952 million across a diversified client base that includes individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis and globally diversified portfolios, utilizing mutual funds, ETFs, and individual securities, and offers a lower-cost ETF model program, Legacy Next, for smaller accounts.
Brenda R
CFP®, Series 66, Series 65
Overland Park, KS
Nova R Wealth, Inc.
Brenda Richman is a financial advisor with Nova R Wealth, Inc. in Overland Park, KS, holding CFP®, Series 66, and Series 65 credentials and 14 years of industry experience. She worked previously at Legacy Financial Strategies, LLC for three years before joining Nova R Wealth in 2017. Outside of advisory work, she spends time as an independent insurance agent focused on continuing education. Nova R Wealth is a registered investment adviser serving individuals, trusts, estates, charitable organizations, pension plans, and business entities with wealth management, investment management, financial planning, and pension consulting. The firm employs diversified mutual funds, ETFs, individual securities, and third-party managers to build client-specific, long-term oriented portfolios.
Geoffrey H
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Triune Financial Partners, LLC
Geoffrey Huber is a CFP® and ChFC® with 34 years of industry experience. He has been with Triune Financial Partners, LLC since 2009 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Huber is also an independent insurance agent for various companies. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, focusing on discretionary portfolio management and financial planning. The firm employs a largely passive, asset-class investment strategy grounded in Modern Portfolio Theory and emphasizes client education and fiduciary compliance.
Ronald S
Series 63, Series 65
Overland Park, KS
One Advisory Partners, LLC
Ronald Sanders is an advisor at One Advisory Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with One Advisory Partners since 2012. Sanders is also associated with Sanders Booze Capital Advisors, LLC and Sanders Booze & Company, reflecting a long tenure in advisory roles. One Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and discretionary investment management. The firm offers a Virtual Family Office that coordinates financial planners, investment managers, tax professionals, and attorneys, and employs globally diversified portfolios using both fundamental and technical analysis.
Christopher P
Series 63, Series 66
Overland Park, KS
Legacy Financial Strategies, LLC
Christopher Proctor is a financial advisor with Legacy Financial Strategies, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Legacy Financial Strategies since 2018 and previously spent 10 years at New York Life Investment Management LLC. Legacy Financial Strategies, LLC is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to construct globally diversified portfolios using mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary investment management along with retirement plan services and financial planning through a multi-advisor team.
Steven R
Series 66
Overland Park, KS
Midwest Financial Group LLC
Steven Reichle is a Series 66–licensed financial advisor with Midwest Financial Group LLC in Overland Park, KS, where he has worked since 2015. He has 21 years of industry experience. Outside of advising, he serves as a director of Vision Banking, is a board member of the Highland Community College Foundation, and holds the position of treasurer at Susanna Wesley United Methodist Church. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management and financial planning. The firm follows modern portfolio theory, focusing on globally diversified portfolios primarily using mutual funds and ETFs, and manages client assets through a multi-advisor team structure.
Heather H
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Heather Heckadon is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Advisors since 2021, following roles at Prevail Strategies LLC, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of her advisory work, she is a minority owner and vice president of Prevail Strategies LLC and serves as an independent insurance agent. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.
Tom B
CFP®, Series 66
Leawood, KS
Kavar Capital Partners
Tom Boling is a CFP® with 22 years of industry experience and currently serves at Kavar Capital Partners. He has been with the Kavar Capital Partners organization since 2013, including its predecessor entity, and holds a Series 66 license. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management, utilizing both fundamental and technical analysis across various asset classes and employs a range of investment strategies tailored to client needs.
Lucas B
CFP®
Overland Park, KS
Aspyre Wealth Partners
Lucas Bucl is a CFP® professional with 15 years of industry experience. He has been with Koesten, Hirschman & Crabtree, Inc. since 2010. Bucl is based in Overland Park, KS, and is part of a nine-advisor team at Aspyre Wealth Partners. Aspyre Wealth Partners offers financial planning, consulting, and investment management services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm integrates in-house accounting and human capital consulting with its advisory services, employing a mix of active and passive investment management grounded in Modern Portfolio Theory.
Richard D
Series 63, Series 65
Lee's Summit, MO
Tactive Advisors, LLC
Richard Dwyer Jr. is a financial advisor at Tactive Advisors, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Strategy Marketplace LLC, Capital Management Services, Inc., Camarda Wealth Advisory Group, SGL Financial, LLC, and Argallus Financial Group Inc. He is also the owner of Argallus Financial Group, Inc., which is involved in the sale of fixed insurance products. Tactive Advisors provides portfolio management services to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm offers a blend of robo-advisor and advisor-led programs, using a tactical asset allocation approach based on the Black-Litterman model framework.
Mark A
Series 63, Series 65
Overland Park, KS
Cabin Advisors, LLC
Mark Atchity is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with Kingsmont Capital, Inc. since 2026 and has been involved with Cabin Advisors and affiliated entities such as Cabin Securities and JCC Capital Markets for over a decade. Atchity also serves as CEO of JCC Capital Markets, focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and monitoring of variable annuities, utilizing a multi-faceted investment approach that includes fundamental, technical, and asset-allocation analysis.
Tyler J
Series 65
Overland Park, KS
Keen Wealth advisors
Tyler Jouret is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at AGI Suretrack and PrairieStone. Jouret serves as a Staff Sergeant in the Kansas Army National Guard, where he trains and supervises a High Mobility Artillery Rocket System (HIMARS) crew. Keen Wealth Advisors provides comprehensive portfolio management and financial planning services primarily to individuals, trusts, and retirement plans. The firm manages approximately $1.23 billion in assets using a multi-method investment analysis framework and discretionary portfolio management.
Jaxson W
Series 66
Overland Park, KS
TFB Advisors, LLC
Jaxson Wentworth is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TFB Advisors, he worked at Ameritas Advisory Services, LLC, and Ameritas Investment Company, LLC. He has also been involved with Tax Favored Benefits, Inc., which operates in investment services. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans. The firm manages approximately $840 million in assets and customizes portfolios based on client risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.
Abraham F
Series 66
Overland Park, KS
EnlightnU Wealth LLC
Abraham Fitzpatrick is a financial advisor with EnlightnU Wealth LLC in Overland Park, KS. He holds a Series 66 designation and has been in the industry for approximately one year. His prior experience includes roles at Bankers Life Securities, Inc., Bankers Life and Casualty Company, and Ray Peel Inc., as well as positions outside finance at Portland Community College and Oregon Public Broadcasting. EnlightnU Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach to investment selection, offers quarterly account reviews, and may use sub-advisors to implement investment models.
Quinton V
Series 65
Overland Park, KS
Keen Wealth advisors
Quinton Vlach is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Powercat Financial and Prosperity Planning Inc., as well as leading V&C Travel, LLC since 2026. He also managed Vlach's Lawn Care for six years. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment approach using ETFs, mutual funds, individual securities, and periodic portfolio rebalancing.
Cole D
Series 66
Overland Park, KS
Caliber Wealth Management, LLC
Cole Dimond is a financial advisor with Caliber Wealth Management, LLC in Overland Park, KS, holding a Series 66 designation and having 21 years of industry experience. He has worked at several firms, including Raymond James Financial Services and Ameriprise Financial, before joining Caliber Wealth Management. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and retirement-plan services. The firm offers in-house tax preparation and consulting, emphasizes globally diversified portfolios based on modern portfolio theory, and manages roughly $1.76 billion in assets under management.
Adam D
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Adam Doran is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including MassMutual/Charter Oak Financial and Penn Mutual/PS&G Financial Partners. Outside of his advisory role, he manages insurance sales through Prevail Strategies, LLC. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.
John S
Series 65
Overland Park, KS
Triune Financial Partners, LLC
John Scherschligt is a Series 65-licensed financial advisor with Triune Financial Partners, LLC, based in Overland Park, KS. He has two years of industry experience and previously worked at Holy Family School of Faith and Flatco Telecommunications. 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, managing accounts primarily with low-cost mutual funds and ETFs, including Dimensional Fund Advisors (DFA) funds.
Samuel P
Series 65
Overland Park, KS
TFB Advisors, LLC
Samuel Pedrotti is a financial advisor at TFB Advisors, LLC in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Prior to joining TFB Advisors, he worked at Black & Veatch and has experience in various roles including at Tax Favored Benefits. TFB Advisors provides financial planning, consulting, and discretionary investment management to individual clients, 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, utilizing a range of investment vehicles and model portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide