Prosperity Planning

Colten Honigman is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Prosperity Planning, Inc. since 2018 and previously held positions at State Street and Goppert Financial Bank. Outside of financial advising, he has experience in entrepreneurial work through JDS Detailing and was homeschooled for ten years. Prosperity Planning, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and pension consulting, including specialized divorce financial planning. The firm uses a long-term, diversified asset allocation approach with discretionary portfolio management and serves clients through a ten-advisor team managing approximately $465 million.

Ryan Noble is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Prosperity Planning, Inc. since 2009 and was previously with Cetera Advisors LLC from 2013 to 2018. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, and pension consulting, including specialized divorce financial planning. The firm employs a long-term, diversified investment approach using mutual funds and ETFs with systematic tilts toward smaller-capitalization, value, and higher-profitability stocks.

Alyssa Hon is a CFP® and Series 65-registered financial advisor at Prosperity Planning with five years of industry experience. She has been with Prosperity Planning since 2019 and previously worked at K&E Flat Work and Missouri Western State University. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term, diversified investment approach with systematic tilts and offers specialized services such as divorce financial planning.

Justin Locke is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Prosperity Planning, Inc. since 2023 and previously was employed at ProMedica Hospice for eight years. Outside of financial advising, he was involved with Holden First Baptist Church from 2011 to 2017. Prosperity Planning, Inc. advises individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, broadly diversified investment approach using mutual funds and ETFs, with portfolio management focused on systematic tilts toward smaller-capitalization, value, and higher-profitability stocks.

Daniel Reiter is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. He is currently with Prosperity Planning, where he has worked since 2018, and previously held positions at Creative Planning, Sound Stewardship, and Cetera Advisors LLC. Outside of advising, he serves as an adjunct instructor at Kansas State University teaching personal financial planning and owns a tax preparation and consulting business. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm employs a long-term, broadly diversified investment approach and manages portfolios on a discretionary basis with an emphasis on asset allocation, tax placement, and specialized services such as divorce financial planning.

Lucinda Richey is a CFP® professional with 29 years of industry experience, currently serving at Prosperity Planning, Inc. since 2004. She previously worked at Cetera Advisors LLC from 2013 to 2018. Outside of her advisory role, she is a board member at large for the Townsend Place Homeowners Association in Kansas City, MO. Prosperity Planning, Inc. is a ten-adviser firm that provides portfolio management, financial planning, and pension consulting to individuals, plans, charitable organizations, and businesses. The firm follows a long-term, diversified investment approach and offers specialized services such as divorce financial planning.

Kenneth Borum is a financial advisor at Prosperity Planning with 21 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC from 2013 to 2018. He has been with Prosperity Planning since 2004. Prosperity Planning, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with portfolio management, financial planning, and pension consulting. The firm employs a long-term, broadly diversified investment approach and manages portfolios on a discretionary basis with periodic reviews and rebalancing.

Ryan Walker is a CFP® with three years of industry experience, currently serving as an advisor at Prosperity Planning, Inc. He has worked at Prosperity Planning since 2022 and previously held positions at New York Life Insurance Company, NYLIFE Securities LLC, and several other firms. Ryan is also an adjunct professor at Park University, where he teaches a financial planning course. Prosperity Planning, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering portfolio management, financial planning, pension consulting, and specialized divorce financial planning. The firm employs a long-term, broadly diversified investment approach and manages approximately $465 million across 357 client accounts as a ten-advisor team.

Travis Franks is a financial advisor at Prosperity Planning with a Series 65 credential and one year of industry experience. His background includes roles at the University of Missouri and MU Office for Financial Success prior to joining Prosperity Planning. Prosperity Planning advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a long-term, broadly diversified investment approach and manages portfolios on a discretionary basis with periodic reviews and rebalancing.