Top advisors focused on roth conversion strategy in Kansas

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 18 years of industry experience. He previously worked at Edward Jones for seven years and is the owner of Grant Capital, LLC, a private entity involved in securities, advisory, and insurance business. Grant also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

David Wentz is a financial advisor with TFB Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Ameritas entities for over 20 years and is involved in several related businesses, including serving as CEO of Tax Favored Benefits, a firm specializing in retirement plan administration. 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.

Ryan Wyatt is a financial advisor at Wyze Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at True Wealth Design, LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. Wyatt is also a licensed insurance agent. Wyze Wealth Advisors serves individual and business clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based investment approach focused on broad diversification, systematic rebalancing, and tax-efficient implementation, with distinctive use of private-market allocations and a proprietary direct-stock strategy.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Terry Thomason is a financial advisor with Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation and 11 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors. He also operates an insurance agency specializing in life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent firm providing financial planning, educational seminars, and access to investment management through third-party managers and sub-advisors. The firm focuses on non-discretionary client relationships, assisting with portfolio selection and ongoing monitoring rather than direct portfolio management.

Charleen Maune is a financial advisor with Foguth Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Strategic Investment Advisors, LLC, White Glove, and Hantz Financial Services, as well as eight years at Advance America. Foguth Wealth Management serves individuals, plan sponsors, and business clients with portfolio management, financial planning, and retirement and estate-planning services. The firm employs model portfolios constructed mainly from ETPs and ETFs, utilizing fundamental, technical, cyclical, and charting analyses alongside modern portfolio theory, and offers custom direct-indexing strategies with automated tax-loss harvesting.

Jason Holloway is a financial advisor at Ensourceful, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Nevada Technical Associates, Inc. since 2008. Outside of finance, he is president of Hollowhead, Inc., a small business focused on virtual reality, augmented reality, and AI software. Ensourceful, Inc. provides customized investment advice and comprehensive financial planning primarily for individual retail investors. The firm emphasizes a consultative approach with fundamental security analysis and scenario-based portfolio strategies, focusing on robustness and resilience rather than solely historical-model optimization.