Freedom Wealth Advisors, LLC

Steve Williams is a financial advisor at Freedom Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Freedom Wealth Advisors since 2019. He is also involved with Peritus Benefits and Investments Inc, a retirement plan third-party administrator. Freedom Wealth Advisors, LLC provides fee-based portfolio management and financial planning to individuals, institutions, retirement plans, and other entities. The firm uses a tactical allocation approach that combines long-term investing with shorter-term trading, employing various analytical methods to tailor portfolios to clients’ objectives and risk tolerance.

Matthew Bickley is a financial advisor with Freedom Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Freedom Wealth Advisors in 2024, he worked at Triune Financial Partners, LLC and has been the Director of Operations at Apollo Insurance Group since 2020, overseeing the operations department. Freedom Wealth Advisors, LLC offers fee-based portfolio management and financial planning services to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation strategy that integrates long-term investing with shorter-term trading, using various analytical methods to tailor portfolios to client objectives and risk tolerance.

Kurt Johnson is a financial advisor with Freedom Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Freedom Wealth Advisors since 2016 and previously spent eight years at Monticello Investment Services, Inc. In addition to his advisory role, he is involved in fixed insurance sales. Freedom Wealth Advisors, LLC provides fee-based portfolio management and financial planning to individuals, institutions, retirement plans, and other entities. The firm employs a tactical allocation approach that combines long-term investing with shorter-term trading, utilizing various analytical methods to tailor portfolios to client objectives and risk tolerance.

Joshua Johnson is a financial advisor at Freedom Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cogent Communications for 11 years before joining his current firm. Freedom Wealth Advisors, LLC provides fee-based portfolio management and financial planning services to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation strategy that integrates long-term investing with shorter-term trading, utilizing various analytical methods to customize portfolios according to client objectives and risk tolerance.

Martin Brooks is a financial advisor with Freedom Wealth Advisors, LLC in Lee's Summit, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Freedom Wealth Advisors in 2019, he worked at Troutman and Associates and United Planners. Outside of his advisory role, Brooks is involved in insurance as an independent agent. Freedom Wealth Advisors, LLC provides fee-based portfolio management and financial planning to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation strategy combining long-term investing with shorter-term trading, utilizing fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives and risk tolerance.

Paul Mcclain is a financial advisor with Freedom Wealth Advisors, LLC in Lee's Summit, Missouri. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2010, he has been with Freedom Wealth Advisors and is also involved with Supreme Athletic Complex, LLC, a gymnasium where he performs bookkeeping tasks. Freedom Wealth Advisors provides fee-based portfolio management and financial planning to individuals, institutions, and retirement plans, managing approximately $97 million in assets. The firm employs a tactical allocation approach combining long-term investing with shorter-term trading, using various analytical methods to tailor portfolios to client objectives and risk tolerance.