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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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Henry R

Series 65

Shawnee, KS

Canvas Wealth Advisors, LLC

Henry Reeg is a financial advisor with Canvas Wealth Advisors, LLC in Shawnee, KS. He holds a Series 65 designation and has been in the industry since 2026. Prior to joining Canvas Wealth Advisors, he worked at Prime Capital Financial. 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 employs 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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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 at GreenLeaf Financial Network, LLC with two years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining GreenLeaf, she worked at Hutchinson Income Tax Services and the First National Bank of Hutchinson. She is also the managing member of Armour Lawn Care, LLC, a lawn care business in Hutchinson, KS. 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 uses multiple methods of analysis and a range of strategies tailored to client objectives, delivering services primarily through a 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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Ryan W

CFP®, Series 65

North Kansas City, MO

Prosperity Planning

Ryan Walker is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has been with Prosperity Planning, Inc. since 2022 and has prior experience at New York Life Insurance Company and NYLIFE Securities LLC. Outside of advising, he serves as an adjunct professor at Park University, teaching a financial planning course. Prosperity Planning, Inc. is an SEC-registered advisory firm that manages approximately $543 million in assets and provides portfolio management, comprehensive financial planning, pension consulting, and retirement-plan rollover guidance to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach primarily through index-based funds and offers specialized services such as targeted divorce financial planning and pension-plan participant education.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General tax planning Founder/Business Owner Self-Employed
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William K

Series 66

Liberty, MO

White Sand Wealth Management

William Kopek is a financial advisor at White Sand Wealth Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Cetera and Cetera Wealth Services, LLC. Outside of financial advising, he has been affiliated with Shadow Glen Golf Club for two years. White Sand Wealth Management is a five-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and other businesses. The firm uses a blend of passive and active management with both fundamental and technical analysis to create portfolios aligned with clients' objectives and tax considerations.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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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 bringing 23 years of industry experience. He has worked at Private Client Services, LLC and VSR Financial Services, Inc. Over his career, he has also maintained a role as a registered representative, earning commissions on certain transactions separate from his advisory services. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and corporate clients. The firm employs a variety of analytical methods and investment strategies tailored to client goals, delivering services through an extensive network of independent advisors.

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

Series 63, Series 66

Lee's Summit, MO

StrongBox Wealth, LLC

Kathy Postoak is a financial advisor at StrongBox Wealth, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at StrongBox Wealth since 2019, with prior experience at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. StrongBox Wealth serves individuals, trusts, pension and profit-sharing plans, and corporate clients with a range of investment and wealth management services. The firm manages approximately $562 million in assets and employs a multi-method investment approach that includes fundamental, technical, and quantitative analysis, with oversight of third-party managers and customized portfolio construction.

Options & derivatives strategies Private / alternative investments
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John C

Series 65, Series 63

Independence, MO

SB Advisory, LLC

John Cadena is a financial advisor at SB Advisory, LLC with 32 years of industry experience. He holds the Series 65 and Series 63 designations and has worked as a self-employed securities consultant since 2018. He also owns JC Regulatory Consulting LLC, a compliance consulting business established in 2024. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, employing a mix of fundamental, technical, and qualitative analysis across mutual funds, ETFs, individual equities, and third-party managers.

General retirement planning College savings (529s, UTMA, etc.) Wealth management Tax strategies for small businesses General estate planning guidance Founder/Business Owner Executive
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John C

CFP®, Series 66

Kansas City, MO

Craft & Sage Wealth

John Christy is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He currently serves at Craft & Sage Wealth and has held prior roles at Royal Alliances Associates, Inc. and Premier Financial Partners, LLC. Outside of his advisory work, Christy is involved in a men's investment club at Lake Quivira Country Club. Craft & Sage Wealth provides investment management, financial planning, and investment analysis for individuals, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative, fundamental, technical, and economic analysis to align portfolios with clients’ goals and also advises on publicly traded and privately held real estate investments.

ESG / Sustainable investing Real estate investing Wealth management Founder/Business Owner
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Travis F

CFP®, Series 65

North Kansas City, MO

Prosperity Planning

Travis Franks is a CFP® professional with Series 65 registration and one year of industry experience. He currently works at Prosperity Planning in North Kansas City, MO, where he has held roles since 2023. Prior to joining the firm, his background includes positions in financial success coaching and various educational institutions. Prosperity Planning, Inc. is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets using a long-term, diversified investment approach focused on global asset allocation with an emphasis on index-based funds and systematic strategy tilts.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General tax planning Founder/Business Owner Self-Employed
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Paul M

Series 63, Series 65

Lee's Summit, MO

Freedom Wealth Advisors, LLC

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.

Active portfolio management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Blake H

Series 65

Kansas City, MO

Windward Private Wealth Management Inc.

Blake Harris is a financial advisor at Windward Private Wealth Management Inc. in Kansas City, MO, holding a Series 65 credential with two years of industry experience. Prior to joining Windward, he founded and operated BH Flips LLC, an online eBay store specializing in buying and reselling items. Windward Private Wealth Management provides wealth management and comprehensive financial planning services to individuals and pension/profit-sharing plans, managing approximately $309.6 million in assets for about 226 clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified allocations and offers tailored financial planning that includes tax, retirement, estate, and insurance advice.

General retirement planning General tax planning Charitable giving & philanthropy Debt management Cash flow / budgeting
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Joshua F

Series 65

Kansas City, MO

Mid-American Wealth Advisory Group

Joshua Falter is a Series 65-licensed advisor with Mid-American Wealth Advisory Group in Kansas City, MO, where he has worked since 2016. He has eight years of industry experience and is involved in fixed insurance and fixed annuity sales through Mid American Wealth Advisory Group Inc. since 2019. Mid-American Wealth Advisory Group serves a broad client base including both non‑high‑net‑worth and high‑net‑worth individuals, managing approximately $335.6 million in assets. The firm offers tailored investment portfolios, discretionary and non‑discretionary management, third-party asset manager access, and additional services such as retirement plan guidance and in‑house tax preparation.

Annuities
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James M

ChFC®, Series 63, Series 65

Kansas City, MO

Mader & Shannon Wealth Management

James Mader is a ChFC® credentialed financial advisor with 27 years of industry experience. He is the owner of MADER Financial Group, where he provides advanced insurance services for life, health, and disability. Mader has been with Mader Financial Advisors since 2005 and has a long-standing association with Great American Investors, Inc. since 1995. Mader & Shannon Wealth Management offers discretionary portfolio management and financial planning to individual clients, corporations, and retirement plans. The firm employs an active management strategy focused on individual securities traded on major U.S. exchanges and also provides expert witness services related to securities.

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

CFP®, Series 66

Kansas City, MO

Buttonwood Financial Group, LLC

Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.

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

Series 66

Overland Park, KS

Cornerstone Securities LLC

Russell Fieger is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Crown Capital Securities, Lp, Blue River Capital LLC, LPL Financial, and Colorado Financial Service Corporation. Cornerstone Securities LLC offers investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm emphasizes advisor-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.

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