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Kenneth B

Series 66

North Kansas City, MO

Prosperity 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.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning College savings (529s, UTMA, etc.) General retirement planning Self-Employed Founder/Business Owner Dual Income Family
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Landon F

Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Landon Fisher is a financial advisor at Canvas Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Canvas Wealth Advisors, he worked at The After School Program for one year. Canvas Wealth Advisors serves individuals and families, trusts, estates, charitable organizations, business clients, and retirement plans. The firm offers financial planning, discretionary portfolio management, and administrative management for private pooled real estate investment vehicles, implementing diversified portfolios based on modern portfolio theory.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Megan J

CFP®, Series 63

Kansas City, MO

Craft & Sage Wealth

Megan Brenner is a CFP® with 10 years of industry experience currently serving at Craft & Sage Wealth since 2023. She previously worked at Royal Alliance Associates and Premier Financial Partners. Outside of her advisory role, she works as a Game Day Assistant and Instant Replay Field Technician for the NFL. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a multi-faceted investment process combining quantitative, fundamental, technical, cyclical, and economic analysis to support model-driven portfolio management and financial planning.

ESG / Sustainable investing Real estate investing Wealth management Founder/Business Owner
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Andrew B

CFP®, Series 63

Lee's Summit, MO

StrongBox Wealth, LLC

Andrew Beil is a CFP® with 12 years of industry experience, currently serving as an advisor at StrongBox Wealth, LLC since 2021. His prior roles include positions at Prime Capital Investment Advisors, Private Client Services, and American Century Investment Services. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate entities, managing approximately $562 million in assets across 474 accounts. The firm uses a multi-method investment process and offers customized portfolios with various asset types, along with ongoing monitoring and periodic rebalancing.

Options & derivatives strategies Private / alternative investments
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Matthew S

Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

Matthew Stevens is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Mader & Shannon since 2014 and previously worked at Cadena Securities Services, LLC. Outside of his advisory role, he is involved in managing residential real estate investments through Patriot USA Properties, LLC and Bonner Ridge, LLC. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges, combining fundamental and technical analyses with third-party research.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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Ryan C

ChFC®, Series 63

Overland Park, KS

One Wealth Capital Management, LLC

Ryan Cleary is a financial advisor at One Wealth Capital Management, LLC with 15 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Mass Mutual Life Insurance Company. Outside of his advisory work, he is a silent partner in a nutritional supplement business and has a private investment in an oil production site. One Wealth Capital Management serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a top-down, macro-environmental approach focused on tactical asset allocation with sector rotation, combining various investment vehicles to build growth and income portfolios.

General retirement planning Retirement income strategy Wealth management Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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Evan L

CFA®

Kansas City, MO

Atwood & Palmer, Inc.

Evan Lang is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Atwood & Palmer, Inc., having previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm integrates fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to manage complex financial relationships.

Charitable giving & philanthropy Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Retired
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Brian L

Series 63, Series 66

Kansas City, MO

United Advisors America

Brian Lamone is a financial advisor with United Advisors America and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at Waddell & Reed Inc and The ETF Store, Inc. In addition to his advisory work, he is an insurance agent offering life and health insurance and fixed annuities through Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, using a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios. The firm manages approximately $353.7 million in assets and offers both discretionary and non-discretionary portfolio management along with complimentary financial planning.

Annuities Long-term care insurance Social Security optimization Retirement income strategy Retired
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John M

Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

John Martin is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with The Leaders Group Inc, Mader & Shannon Wealth Management, and JMC Group LLC. Outside of his advisory roles, he is the managing member of JMA Group, LLC, which sells life, disability, and long-term care insurance to retail customers and wholesale fixed insurance products to other agents. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and retirement plans, managing approximately $221 million in client assets. The firm employs an active management approach focusing on individual securities with a blend of fundamental and technical analysis and also serves as a sub-adviser to other investment advisers.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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Dustin P

CFP®, Series 66

Kansas City, MO

Craft & Sage Wealth

Dustin Palmer is a CFP® with 11 years of experience in the financial services industry. He is currently with Craft & Sage Wealth, where he has worked since 2023. His prior experience includes roles at Royal Alliance Associates, Lockton Financial Advisors, MyLo, LF Wealth Advisors, Waddell & Reed, and Cambridge Investment Research. Palmer serves as a board member for the Amber Meadows/Lakes HOA, where he reviews financial statements and oversees neighborhood maintenance and volunteer activities. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment approach that incorporates multiple analytical methods and offers discretionary portfolio management, including the use of third-party and ESG-focused managers.

ESG / Sustainable investing Real estate investing Wealth management Founder/Business Owner
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Dennus B

Series 66, Series 63, Series 65

Overland Park, KS

Cornerstone Securities LLC

Dennus Bradley Cooper is a financial advisor at Cornerstone Securities LLC with 26 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has previously worked at Dominion Investor Services, Inc. Cooper is also involved with The Cooper Group, where he places life insurance and annuities and manages overhead expenses related to his business. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of IARs. The firm offers IAR-directed asset management, third-party advisory program selection, and financial planning, with investment decisions made at the individual advisor level.

General retirement planning General tax planning Annuities Long-term care insurance
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Peter M

ChFC®, Series 63, Series 66

Overland Park, KS

Chief Advisors Corp

Peter McGee is a financial advisor with Chief Advisors Corp in Overland Park, KS, holding the ChFC® designation and Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Chief Advisors Corp since 2011. Outside of his advisory role, McGee is engaged in selling various insurance products through a separate entity and serves as a FINRA arbitrator. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm employs a combined fundamental, technical, and behavioral investment approach and typically operates with discretionary authority across multiple accounts and custodians.

General retirement planning
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Andrea W

Series 63, Series 65

Kansas City, MO

Craft & Sage Wealth

Andrea Wilt is a financial advisor with Craft & Sage Wealth in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Premier Financial Partners and Royal Alliance from 2014 to 2023. Wilt is a principal and member of an insurance agency, Your Medicare Helpers, and serves on the board of the Northeast Kansas City Chamber of Commerce. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, offering discretionary portfolio management and oversight of third-party managers.

ESG / Sustainable investing Real estate investing Wealth management Founder/Business Owner
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Frederick T

Series 63, Series 65

Kansas City, MO

Craft & Sage Wealth

Frederick Tromans is a financial advisor at Craft & Sage Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Premier Financial Partners and Royal Alliance Associates, Inc. He is also involved in selling and servicing life, annuity, health, and long-term care insurance products through an ownership role in Premier Financial Partners. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, and offers portfolio management, financial planning, and oversight of third-party managers.

ESG / Sustainable investing Real estate investing Wealth management Founder/Business Owner
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Kevin E

Series 65

Overland Park, KS

Solyco Wealth LLC

Kevin Ellis Rutherford is a financial advisor at Solyco Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Busey Bank and the PGA/Korn Ferry Tour. His background also includes roles with Major League Soccer (MLS) and various wealth advisory firms. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis to construct portfolios from a range of investments, including mutual funds, ETFs, individual securities, and alternative assets.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Kaden L

Series 65

Kansas City, MO

Buttonwood Financial Group, LLC

Kaden Ludlow is a financial advisor at Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has recently begun his advisory career in 2025. Prior to joining Buttonwood Financial Group, he gained experience at CSGI and Sevita, as well as completing a year at Brigham Young University. Buttonwood Financial Group is an independent SEC-registered advisory firm that serves individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services including Family CFO planning, investment management, ERISA plan services, and family-office style support, utilizing globally diversified model portfolios supported by BlackRock’s analytics.

Wealth management Tax-loss harvesting Long-term care insurance Retirement income strategy Private / alternative investments Founder/Business Owner Retired
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Jennifer A

Series 65, Series 63

Leawood, KS

GreenLeaf Financial Network, LLC

Jennifer Armour is a financial advisor with GreenLeaf Financial Network, LLC. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining GreenLeaf Financial Network, she worked at Hutchinson Income Tax Services and First National Bank of Hutchinson. Jennifer is also the managing member of Armour Lawn Care, LLC, a lawn care business based in Hutchinson, KS. GreenLeaf Financial Network offers investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm utilizes a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, employing a variety of strategies tailored to client objectives.

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

CFP®, Series 65

North Kansas City, MO

Prosperity Planning

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.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning College savings (529s, UTMA, etc.) General retirement planning Self-Employed Founder/Business Owner Dual Income Family
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Drew W

CFP®, Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Drew Waldron is a CFP® with 14 years of industry experience and has been with Canvas Wealth Advisors, LLC since 2019. He previously worked at Two West Capital Advisors LLC and Mariner Wealth Advisors. Outside of his advisory role, he serves as the LLC Manager of RFSPE LLC, a South Dakota dynasty trust, with primarily administrative duties. Canvas Wealth Advisors serves individuals, families, trusts, estates, charitable organizations, and business clients, offering financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm also acts as an administrative manager for private pooled real estate investment vehicles and uses a diversified investment approach guided by modern portfolio theory.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael B

Series 66

Leawood, KS

GreenLeaf Financial Network, LLC

Michael Beary is a financial advisor with GreenLeaf Financial Network, LLC, holding a Series 66 designation and over 22 years of industry experience. He has been affiliated with GreenLeaf Financial Network and Private Client Services, LLC since 2016. 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 employs a multi-method investment approach and offers both discretionary and non-discretionary account management through a decentralized network of independent Investment Adviser Representatives.

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