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Kevin K
Series 63, Series 65
Lees Summit, MO
ON Investment Management CO
Kevin Kemmerer is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with ON Investment Management Company and its affiliates since 2014. Outside of his advisory role, Kemmerer is also involved in life and health insurance sales through Summit Pointe Financial Group. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs and maintaining a dual-registration model that integrates advisory and broker-dealer activities.
Tyler E
CFP®, Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Tyler Eckert is a CFP® with five years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. in Leawood, KS since 2024. He previously worked at Aspyre Wealth Partners from 2021 to 2024 and has held roles at several other firms and companies including Third Coast Advisors and Jamf Software. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm uses customized asset-allocation strategies and discretionary trading authority, implementing portfolios through mutual funds, ETFs, individual securities, and occasionally alternative investments.
Maxwell B
Series 63, Series 65
Leawood, KS
American Century Investments Private Client Group, Inc.
Maxwell Brown is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at Sunflower Bank and the University of Kansas. Outside of finance, he is involved with Good Mood Prints, a business venture he began in 2026. American Century Investments Private Client Group provides discretionary investment management and financial planning services primarily to individuals, trusts, and charitable organizations with modest asset levels. The firm employs a model portfolio approach using proprietary mutual funds and ETFs, with oversight from an in-house Investment Committee.
Adam D
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Adam Doran is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including MassMutual/Charter Oak Financial and Penn Mutual/PS&G Financial Partners. Outside of his advisory role, he manages insurance sales through Prevail Strategies, LLC. 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, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.
Daniel S
Series 63, Series 65
Overland Park, KS
UMB Financial Services, Inc.
Daniel Shearman is a financial advisor with UMB Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Financial Engines Advisors, Mariner Wealth Advisors, Creative Planning, and Waddell & Reed. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.
Brian P
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Brian Pfannenstiel is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Commerce Bank from 1999 to 2018 and at LF Wealth Advisors, LLC since 2018. 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, utilizing a mix of quantitative and fundamental analysis overseen by an Investment Committee.
Michael O
Series 63, Series 65
Overland Park, KS
IHT Wealth Management LLC
Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.
Steve M
CFP®, Series 63
Overland Park, KS
Regal Investment Advisors LLC
Steve Mankameyer is a CFP®-designated financial advisor with 43 years of industry experience. He has been with Regal Investment Advisors LLC since 2014 and also operates his own financial service business, Security Financial Service. Mankameyer provides financial and insurance services through multiple affiliated entities. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies within a sub-advisory platform.
Lee M
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC holding a Series 65 credential and five years of industry experience. He has worked at ChangePath, LLC since 2021 and Guardian Retirement Strategies since 2020. Outside of finance, he serves as a firefighter and paramedic with West Metro Fire Rescue and works as a CPR trainer. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary and third-party models that include ETFs, mutual funds, individual equity managers, options strategies, and select private investments.
Jered H
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Jered Hunt is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Prevail since 2020, and concurrently serves as an Executive Program Administrator and Corporate Secretary for the American Academy of Family Physicians Insurance Services, Inc., where he oversees insurance operations and client consulting. Prior to Prevail, he held roles at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business owners. The firm offers discretionary asset management and customized portfolios using a mix of fundamental, factor, and quantitative optimization methods, with oversight from an Investment Committee.
Giacomo M
Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.
Jason C
Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Jason Calkins is a financial advisor with FAS Wealth Partners, Inc., holding a Series 65 designation and seven years of industry experience. He previously worked at DST Systems from 2001 to 2018 before joining Financial Advisory Service, Inc. in 2018. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored plans, offering fee-based advisory services including portfolio management, financial planning, and ERISA consulting. The firm employs customized asset-allocation strategies and uses a combination of mutual funds, ETFs, individual securities, and occasionally alternative investments, supported by multiple corporate affiliations and institutional custodians.
Dylan S
Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Dylan Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Vintage Financial Group. Outside of advising, he is a non-voting member of PIWA-II, LLC, involved in certain financial services related to life and health insurance. 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.
Fredric G
ChFC®, Series 63
Overland Park, KS
CreativeOne Securities, LLC
Fredric Goodman is a financial advisor at CreativeOne Securities, LLC with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and his own firm, Fredric E. Goodman Company, where he served as president for 27 years. Outside of advisory work, he has been involved in fixed insurance and annuity sales and serves as an independent insurance consultant. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis and a proprietary advisory platform.
Trisha M
Series 65
Overland Park, KS
Merit Financial Advisors
Trisha Mc Clanahan is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Merit Financial Advisors. Her prior experience includes roles at Commonwealth Financial Network, Prime Capital Investment Advisors, and Private Client Services. She also worked in senior living management at Travanse Senior Living for four years. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors managing approximately $23.9 billion in client assets across 66 offices. The firm provides coordinated wealth-management services, including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, employing a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.
Shawn T
ChFC®, Series 63
Overland Park, KS
Creativeone Wealth, LLC
Shawn Tipping is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, with 22 years of industry experience. His career includes roles at GWFS Equities, Inc., LPL Financial, and Fiserv. Outside of advising, he owns several small businesses unrelated to investments, including Zero Stop Optics LLC and AK's Guns and Ammo LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using diversified investment strategies, including proprietary models and third-party managers, and serves as a sub-adviser for external advisory programs and an ETF.
Robin L
Series 66
Overland Park, KS
Creative Financial Designs, Inc.
Robin Lee is a financial advisor with Creative Financial Designs, Inc. in Overland Park, KS, holding a Series 66 designation and 27 years of industry experience. Lee has been with Creative Financial Designs and cfd Investments, Inc. since 2008 and has also worked with Best Financial Services Inc. since 2006. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs an asset-class model allocation approach informed by third-party research and offers strategies including passive ETFs, tactically managed portfolios, and Biblical Responsible Investing options.
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.
Scott H
ChFC®, Series 63
Overland Park, KS
Creativeone Wealth, LLC
Scott Hunsicker is a ChFC® with 31 years of industry experience, currently affiliated with CreativeOne Wealth, LLC. His prior work includes roles at Securities America Advisors, Inc., Securities America, Inc., and Sunset Financial Services, Inc. He serves on the board of Go Topeka and Silver Lake Bank. CreativeOne Wealth, LLC offers fee-based asset management and financial planning to individuals, corporations, and plan sponsors, managing primarily discretionary accounts with a blend of proprietary models and third-party managers using modern portfolio theory and other analytical methods.
Parker W
Series 65
Leawood, KS
49 Financial
Parker Worley is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, he held various positions including roles at The Green Lady Lounge, The Jayhawk Club, and The Slice of History. He is also active as an insurance agent for the Financial Independence Group. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with an approach based on diversified asset allocation and a combination of fundamental, cyclical, technical, and behavioral analysis. The firm offers tiered fractional family office services and utilizes proprietary and third-party model portfolios, emphasizing client behavioral coaching and periodic rebalancing.
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