Canvas Wealth Advisors, LLC

Reed Roney is a financial advisor with Canvas Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. He has been with Canvas Wealth Advisors since 2023. Canvas Wealth Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and private real estate funds. The firm manages approximately $713 million in assets and utilizes a diversified investment approach consistent with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Joseph Morrow is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Canvas Wealth Advisors, LLC since 2021 and previously spent three years at KPMG LLP. Canvas Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and private real estate funds. The firm manages approximately $713 million in assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

Joshua Zach is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Canvas Wealth Advisors, LLC since 2020 and previously worked at Edward Jones and Cognizant. Outside of his advisory work, he was involved with the Natural Baseball Academy for six years. 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 manages approximately $713 million in assets and emphasizes diversified portfolios aligned with modern portfolio theory, often delegating investment authority to outside managers while maintaining oversight.

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.

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.

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.

Drew Waldron is a CFP® with 13 years of experience in the financial advisory industry. He has worked at Canvas Wealth Advisors, LLC since 2019, following prior roles at Two West Capital Advisors LLC and Mariner Wealth Advisors. Outside of his advisory work, he serves as the LLC Manager of RFSPE LLC, a non-investment related South Dakota dynasty trust. 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 charitable organizations. The firm manages approximately $713 million in client assets and is noted for its administrative role in private real estate funds and use of diversified portfolios consistent with modern portfolio theory.