TFB Advisors, LLC

David Wentz is a financial advisor at TFB Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Ameritas and Carillon Investments, among others. Outside of his advisory work, he is licensed as an independent insurance agent and is involved in the administration of qualified retirement plans. 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 employs a diversified investment approach tailored to clients’ risk tolerance and time horizon.

Vance Wentz is a CFP® with 8 years of industry experience, currently serving as an Investment Adviser Representative at TFB Advisors, LLC. He has previously worked at Ameritas Advisory Services, LLC and has been involved with Tax Favored Benefits and The Bar Retirement Plan, providing advisory and 401(k) services. Outside of his advisory roles, he is a partner in OCC Investors, LLC, a country club. TFB Advisors offers financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and tailors portfolios based on clients’ risk tolerance and time horizon, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

Gordon Thorn is a financial advisor at TFB Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked with firms including Ameritas Advisory Services, LLC and Foundational Financial Partners, LLC. Outside of advising, he is the owner of Via Visione, LLC, a holding company with interests in a jazz club. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement plan consulting using a range of investment vehicles and independent managers.

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.

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.

Craig Hallier is a CFA® charterholder with 24 years of industry experience. He is currently an advisor at TFB Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Ameritas Advisory Services, Ameritas Life Insurance Corp., Ameritas Investment Company, and Tax Favored Benefits, Inc. Hallier is also a licensed independent insurance agent involved with Tax Favored Benefits, Inc., assisting in investment-related activities and 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 through a multi-advisor team.

William Stapp is a Series 65-licensed advisor with TFB Advisors, LLC, based in Overland Park, KS. He has one year of industry experience, including prior roles at Dimensional Innovations and Jayhawk Cafe. TFB Advisors serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement 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.

Jennifer Robinson is a financial advisor with TFB Advisors, LLC in Overland Park, KS, holding Series 63 and Series 65 credentials. She has four years of industry experience, including prior roles at Nicholson Capital Management and Wells Fargo Advisors. TFB Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm manages approximately $840 million in assets and typically utilizes a range of investments tailored to clients’ risk tolerance and time horizon.

Barry Villaverde is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameritas Investment Company, Ameritas Life Insurance Corp., and Ameritas Advisory Services. In addition to his advisory role, Barry produces Bible study materials through The Scripture Student LLC and creates guitar tutorial content on his YouTube channel. TFB Advisors provides financial planning, consulting, and discretionary investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets, tailoring portfolios to clients’ risk tolerance and time horizon across various investment vehicles.

Dee James is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameritas Advisory Services, Ameritas Life Insurance Corp., and Ameritas Investment Company, and he owns 3J Financial LLC, which focuses on the sale and servicing of 401(k) plans. 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.

Jeffrey Pytlinski is a financial advisor with TFB Advisors, LLC, holding 26 years of industry experience. He has worked extensively with Ameritas entities and serves as president of Tax Favored Benefits, a financial services firm focused on full financial planning for individuals and providing group benefits to companies and their employees. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement 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.

Robert Shay is a financial advisor at TFB Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Ameritas Investment Company, LLC and Grinders KC Event Venue. Outside of his advisory role, he is involved in insurance product sales through Tax Favored Benefits. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement 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 ongoing portfolio monitoring.

William Male is a financial advisor at TFB Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas Advisory Services, Foundational Financial Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he develops and implements packaged insurance products through his involvement with Tax Favored Benefits. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio management, and specialized retirement consulting, utilizing a range of investment vehicles and independent managers while overseeing approximately $860 million in client assets.

Thomas Mullinix is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Ameritas Advisory Services, Foundational Financial Partners, and C & R Brokerage, Inc. Outside of advisory work, he is involved in real estate sales and leasing through C & R Brokerage, Inc. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $860 million in client assets across a multi-advisor team.

Ralph Wentz is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, and ownership of Tax Favored Benefits Inc, a pension administration firm he has chaired since 1978. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $860 million in client assets across a multi-advisor team.