TFB Advisors, LLC

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.

Vance Wentz is a CFP® professional with eight years of industry experience, currently serving as an Investment Adviser Representative at TFB Advisors, LLC. His background includes roles at Ameritas Advisory Services and extensive involvement with Tax Favored Benefits and The Bar Retirement Plan, where he provides advisory and 401(k) services to small and mid-sized law firms. He is also a partner in OCC Investors, LLC, a country club, with no operational duties. 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 management, and specialized retirement plan consulting, utilizing a range of investment vehicles and independent managers to tailor portfolios and actively monitor accounts.

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 at TFB Advisors, LLC in Overland Park, KS, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Ameritas Advisory Services, Ameritas Investment Company, and Tax Favored Benefits, Inc. Outside of advising, he is involved with Tax Favored Benefits, Inc. as an agent providing investment services. TFB Advisors serves a broad range of individual and institutional clients, offering financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting. The firm’s investment approach includes diversified portfolios using mutual funds, ETFs, equities, fixed income, and alternative strategies, with a focus on ongoing account monitoring and integration with affiliated retirement plan administration services.

Samuel Pedrotti is a financial advisor at TFB Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining TFB Advisors, he worked at Black & Veatch and several other organizations across various sectors. He is also involved with Tax Favored Benefits, an affiliated insurance agency and third-party administrator. 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 retirement plan consulting, managing approximately $859.6 million in client assets through a multi-advisor team.

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.

Barry Villaverde is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameritas entities since 2008 and has been with TFB Advisors since 2022. Outside of his advisory roles, he produces guitar tutorial content on his Barry Villaverde YouTube Channel and creates Bible study materials. 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, managing approximately $859.6 million in client assets across a multi-advisor team.

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.

Robert Shay is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes a role at Grinders KC Event Venue and nearly a decade at The Capital Grille. He is also associated with Tax Favored Benefits and Ameritas entities in capacities involving insurance and securities. 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, managing approximately $859.6 million in assets through a multi-advisor team.

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.

Samuel Boers is a financial advisor with TFB Advisors, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining TFB Advisors, he was involved with Tax Favored Benefits and has experience in various business ventures including moving services and hospitality. 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.

Ray Smith Jr. is a financial advisor with TFB Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been associated with Ameritas entities since 1974. He also owns and operates Ray Smith Wealth Management and Tax Favored Benefits, both established in 2016. Smith is a local affiliate member of NAIFA. 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.