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Gary B

Series 63, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Gary Bratton is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Strategies since 2017 and Netstreet Brokerage since 2008. Bratton also serves as an insurance agent affiliated with Prevail Innovative Wealth Strategies and Netstreet Brokerage. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis supported by third-party technology platforms.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Elijah F

Series 65

Overland Park, KS

Keen Wealth advisors

Elijah Fleming is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation. He has recently started his career in the industry and has prior experience working at the University of Missouri - Columbia and in concessions roles at state parks. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a focus on discretionary account management and a blend of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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Alan B

Series 65

Overland Park, KS

RSG Investments LLC

Alan Becker is a Series 65 licensed advisor with RSG Investments LLC, based in Overland Park, KS, and has 10 years of industry experience. He has worked at AE Wealth Management, LLC, Global Financial Private Capital, LLC, and has been involved with several related entities including RSG Holdings and Retirement Solutions Group. Becker is also the author and publisher of a book. RSG Investments provides discretionary asset management and investment advice primarily to individual clients, trusts, retirement and profit-sharing plans, and other business entities. The firm employs a combination of fundamental, technical, and charting analysis and offers tactical and strategic asset allocation along with value-oriented strategies through model portfolios and direct management.

Annuities Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Retired
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David D

CFP®, Series 63, Series 66

Overland Park, KS

Legacy Financial Strategies, LLC

David Dwyer is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Legacy Financial Strategies, LLC since 2017. Prior to this, he worked for Ameriprise Financial Services, Inc. for nine years. Legacy Financial Strategies, LLC is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to build globally diversified portfolios using mutual funds, ETFs, and individual securities, offering discretionary and non-discretionary investment management alongside retirement and financial planning services through a multi-advisor team.

Wealth management Real estate investing Private / alternative investments
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Michael G

Series 66

Overland Park, KS

PCG Wealth Management

Michael Garden is a financial advisor with PCG Wealth Management in Overland Park, KS, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. Outside of his advisory work, he is involved in professional golf. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with flexibility to include other securities as appropriate, and emphasizes retirement-plan services including fiduciary management and participant education.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Melinda C

Series 63, Series 65

Overland Park, KS

BCWM

Melinda Corporon is a financial advisor with BCWM in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Boyer & Corporon Wealth Management since 2007. BCWM provides discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm emphasizes asset allocation, diversification, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis to guide portfolio construction and rebalancing.

Active portfolio management Options & derivatives strategies Wealth management
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Michael A

Series 63, Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Michael Armour is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of financial advising, he operates a seasonal lawn care business and serves as co-trustee of the Dorothy L. Armour Trust. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm’s investment approach integrates multiple analytical methods and offers strategies ranging from long-term allocation to shorter-term trading, with services delivered via a network of independent advisers.

Stock option exercise strategy Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Eric R

Series 65

Overland Park, KS

Nova R Wealth, Inc.

Eric Rodgers is a financial advisor at Nova R Wealth, Inc. in Overland Park, Kansas, holding a Series 65 designation with eight years of industry experience. He has been with Nova R Wealth since 2015. Nova R Wealth, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $412 million for around 321 clients through a five-advisor team. The firm focuses on long-term investment strategies with diversified allocations to mutual funds and ETFs, supplemented by individual securities and selectively offered private investments for eligible clients.

Private / alternative investments Wealth management Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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Daniel G

Series 65

Overland Park, KS

Paragon Capital Management LLC

Daniel Green is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Paragon, he was a student athlete and briefly played in the Canadian Football League. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach is primarily based on fundamental analysis, utilizing a range of asset types tailored to client objectives.

Wealth management Active portfolio management Private / alternative investments Retirement income strategy
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Wade K

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Wade Kotarba is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Prevail, he has worked at City Lifestyle, Interventional Specialty Group, Siemens Healthineers, GE Healthcare, Cardiva, and Phillips Healthcare. He also holds a life and health insurance license. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing fundamental, factor, and quantitative optimization methods, and offers integrated consulting and business-oriented planning through its multi-team structure.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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James M

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

James Meyer is a Series 65-licensed advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. Prior to joining Prevail in 2024, he worked at Capitol Federal Savings Bank for eight years and has been a sales associate at Johnston & Murphy since 2022. Outside of financial advising, he holds an insurance license for life and health products. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Jon A

Series 66

Overland Park, KS

Fortune Financial Advisors, LLC

Jon Albarelli is a financial advisor at Fortune Financial Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Marine Corps Community Services. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages client accounts primarily on a discretionary basis using mutual funds, stocks, and ETFs, and operates with a small team of five advisors.

Options & derivatives strategies Wealth management Founder/Business Owner
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Lillian S

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Lillian Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously with Omaha Public Schools and the University of Nebraska Omaha. Outside of her advisory role, she is a non-voting member with limited interest in PIWA-II, LLC, representing the entity for certain financial services. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Craig F

Series 63, Series 66

Overland Park, KS

RPR Financial

Craig Fisch is a financial advisor with RPR Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, and Personal Financial Group. Outside of his advisory work, he is involved with the Johnson County Referral Group, a business owners referral network. RPR Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and trusts. The firm provides discretionary portfolio management, financial planning, and ERISA retirement-plan consulting, combining a value and quality investment approach with quantitative methods and third-party research.

Concentrated stock management Options & derivatives strategies Executive Founder/Business Owner
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Matthew S

CFP®, Series 66

Overland Park, KS

Sound Stewardship, LLC

Matthew Syverson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Sound Stewardship, LLC since 2004. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering a range of services including discretionary portfolio management and periodic financial updates. The firm emphasizes customized portfolios based on client objectives, tax-efficient ETFs, and provides educational seminars along with Biblically Responsible and Socially Responsible investment options.

Charitable giving & philanthropy Debt management Cash flow / budgeting Wealth management
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Samuel M

Series 65

Overland Park, KS

Legacy Financial Strategies, LLC

Samuel Murray II is a financial advisor with Legacy Financial Strategies, LLC in Overland Park, KS. He holds a Series 65 designation and has 11 years of industry experience, all with Legacy Financial Strategies since 2014. Legacy Financial Strategies, LLC is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to build globally diversified portfolios and offers both discretionary and non-discretionary investment management alongside retirement plan services and financial planning through a multi-advisor team.

Wealth management Real estate investing Private / alternative investments
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Adrian K

CFP®, Series 63, Series 65

Overland Park, KS

EnlightnU Wealth LLC

Adrian Kennedy is a CFP® professional with three years of industry experience, currently serving as the sole advisor at EnlightnU Wealth LLC in Overland Park, KS. His prior roles include positions at Ally Invest Securities LLC and The Retirement Planning Group, LLC. In addition to his financial advisory work, he is employed with Allied Universal Event Services. EnlightnU Wealth LLC offers discretionary asset management and financial planning primarily to individual and high-net-worth clients, managing portfolios using fundamental analysis and sub-advisors under discretionary authority. The firm operates with no minimum account balance requirement and reviews accounts at least quarterly.

Wealth management Cash flow / budgeting
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Matthew B

Series 65

Lees Summit, MO

Freedom Wealth Advisors, LLC

Matthew Bickley is a financial advisor at Freedom Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Triune Financial Partners and Barrier Technologies. Outside of advisory services, he serves as Director of Operations for Apollo Insurance Group, a health insurance brokerage. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy combining fundamental, technical, and cyclical analysis, offering both discretionary separately managed accounts and non-discretionary financial planning.

Active portfolio management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Pedro M

Series 63, Series 65

Overland Park, KS

Insight Financial Services

Pedro Martinez is a financial advisor at Insight Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America, Inc., and National Planning Corporation. Martinez has been affiliated with Insight Financial Services in various capacities since 2006. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, estates, and other entities. The firm combines fundamental and technical analysis with modern portfolio theory and tailors its advice to client objectives and risk tolerance.

Annuities
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Philip K

CFA®

Leawood, KS

Mitchell Capital Management Co

Philip Kernen is a CFA® charterholder with 16 years of industry experience. He has been with Mitchell Capital Management Co since 2005, where he works as part of a six-advisor team based in Leawood, KS. Mitchell Capital Management Co is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in assets, offering customized investment strategies and a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income approaches.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Founder/Business Owner
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