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Jaxon H

Series 66

Leawood, KS

The Wealth Consulting Group

Jaxon Hyatt is a financial advisor with The Wealth Consulting Group in Leawood, KS. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held positions at several firms including LPL Financial LLC, WCG Wealth Advisors, IHT Wealth Management, and Tall Oaks Advisors. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, employing both active and passive investments, model portfolios, and advisor-enhanced automated services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Brooks E

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Brooks Elder is a CFP® professional with five years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2021 through affiliated entities. Prior to that, he was with Morgan Stanley for two years. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services including portfolio management, financial planning, and ERISA consulting. The firm uses customized asset-allocation strategies and a range of investment vehicles, including mutual funds, ETFs, and individual securities, with discretionary trading authorized as appropriate.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Brittany A

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Brittany Ashcraft is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with Harvest Financial Group since 2012. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm provides financial planning, consulting, portfolio management, and fiduciary services, utilizing a combination of project-based planning, asset management, and access to third-party manager programs.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Bryce G

Series 65

Overland Park, KS

Lexaurum Advisors

Bryce Grahn is a financial advisor at LexAurum Advisors with three years of industry experience and a Series 65 credential. Prior to joining LexAurum in 2023, he has held positions at Herring Bank and worked in construction and education-related roles. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutions, and other advisory firms as a sub-adviser. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jason L

Series 63, Series 66

Overland Park, KS

UMB Financial Services, Inc.

Jason Lewis is a financial advisor at UMB Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, TD Ameritrade, Merrill, and Bank of America. His current tenure at UMB Financial Services and UMB Bank began in 2026. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and integrates a documented suitability review and risk-tolerance questionnaire to tailor model-based investment strategies.

ESG / Sustainable investing Wealth management Active portfolio management
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Jack O

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Jack O'Brien is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and six years of industry experience. His work history includes roles at ChangePath, LLC, Creative One, and the University of Missouri Columbia. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Jaydon C

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jaydon Collichio is a financial advisor at Prevail Innovative Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes a year at Bankers Life and nine years with Ben Keech LawnsCaping. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to a range of clients including individuals, pension plans, trusts, and business owners. The firm emphasizes customized portfolio management overseen by an Investment Committee and offers integrated consulting and business-oriented planning alongside discretionary asset management.

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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Lance S

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Lance Sparks is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Market Synergy Group since 2014 and Creative One Marketing Corporation since 2013, serving in leadership and strategic roles. Outside of advisory work, he is an investor in Dakota Shy Winery in Napa, California. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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David R

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

David Raetz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012 and is also an owner and advisor at Benchmark Financial Group. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through its network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management using both proprietary and external resources.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Todd Z

ChFC®, Series 63

Overland Park, KS

Creativeone Wealth, LLC

Todd Zimlich is a financial advisor at CreativeOne Wealth, LLC with 29 years of industry experience. He holds the ChFC® designation and has worked previously at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as board treasurer for Grace Point Church in Topeka, KS. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, incorporating a range of investment strategies including ETFs, mutual funds, and options.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Grace S

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Grace Smith is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes positions at GWFS Equities, Elite Human Capital, Cosentino's Market, and Price Chopper. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and savings rates, delivered within a framework closely tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Charlotte T

Series 63, Series 65

Leawood, KS

Cetera Planning Partners

Charlotte Teruya Westcott is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. She also operated Charlotte Teruya CPA for six years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Jeffrey N

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Jeffrey Needham is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kayla D

Series 66

Leawood, KS

Cetera Planning Partners

Kayla Droege is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Her background also includes roles at Skywest Airlines and Cultural Exchange Network. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, and retirement-related advice, alongside tax planning, bookkeeping, and estate-planning services through a third-party provider.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Carolina D

Series 66

Overland Park, KS

Valic Financial Advisors

Carolina Duin is a financial advisor at VALIC Financial Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and VALIC Financial Advisors. Outside of her advisory role, she is involved with Agia as a non-securities insurance agent. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Greggory G

Series 66

Overland Park, KS

Ameritas Advisory Services, LLC

Greggory Glass is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Overland Park, KS, with 13 years of industry experience. He has worked at Ameritas Investment Corp since 2013 and joined Ameritas Advisory Services in 2021. Glass is also an employee of Walla Street Wealth Management, Inc., where he provides financial planning, investment management, and risk management services to individuals and businesses. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, and incorporates third-party technology and managers to provide customizable investment solutions.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Brandon S

CFP®, Series 63, Series 66

Leawood, KS

Cetera Planning Partners

Brandon Stegall is a CFP® professional with 22 years of industry experience. He has worked at Cetera Planning Partners since 2020 and previously spent six years at TD Ameritrade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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John D

Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

John Diederich is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at Benjamin F. Edwards since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he maintains a 16.66% ownership interest in DK Farm and Ranch, LLC, which operates farm and ranch land in Kansas. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, and institutions through over 500 advisors. The firm offers a range of services including investment management, financial planning, retirement consulting, and brokerage, combining proprietary and third-party investment strategies with an internal trading desk and custody services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Brian D

Series 66

Leawood, KS

Cetera Planning Partners

Brian Dightman is a financial advisor at Cetera Planning Partners with 24 years of industry experience. He holds a Series 66 credential and previously worked at Dightman Capital Group, Inc. for 17 years before joining Cetera Planning Partners in 2024. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process focuses on diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll, and estate planning through a third-party provider.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Alexis B

Series 65

Leawood, KS

Cetera Planning Partners

Alexis Barling is a Series 65 licensed advisor with 11 years of industry experience. She has worked at Cetera Planning Partners since 2019 and previously held roles at Creative Planning and Umb. Outside of financial advising, she serves as Vice President and handles bookkeeping for Brian Barling Painting Inc., an interior decorative painting company. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a document-driven planning process with diversified portfolios aligned to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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