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Jebtha G

Series 66

Overland Park, KS

The Wealth Consulting Group

Jebtha Graham is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at V Wealth Management, LLC and LPL Financial, LLC. Graham is based in Overland Park, KS. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers both direct management and access to third-party programs.

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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Donald T

ChFC®, Series 63, Series 66

Leawood, KS

American Century Investments Private Client Group, Inc.

Donald Thomas is a financial advisor at American Century Investments Private Client Group, Inc. He holds the ChFC® designation and has 29 years of experience in the industry. His prior work includes roles at Mutual of Omaha Investor Services, U.S. Bancorp Investments, and Farm Bureau Financial Services. Outside of advising, he manages a family farming partnership in Emporia, Kansas. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams and focuses on proprietary mutual funds and ETFs, serving clients with typically modest asset levels.

Tax-loss harvesting
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Jacob C

Series 66

Overland Park, KS

IHT Wealth Management LLC

Jacob Cummings is a financial advisor at IHT Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at IHT Wealth Management since 2017. Prior to this, he was associated with NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools to manage diversified portfolios that include ETFs, mutual funds, fixed income, and option strategies, while also offering ERISA fiduciary services and integrated custodial solutions.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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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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Timothy P

Series 63, Series 65, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Timothy Phares is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2015. Outside of his advisory work, Phares serves as Committee Chair for BSA Troop 515 in Wichita, KS. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Alexander J

CFA®, Series 65

Overland Park, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Alexander Jantsch is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is currently with Intellicents Investment Solutions Inc., having joined in 2026, and previously worked at Arvest Bank and Arvest Wealth Management from 2017 to 2026, as well as DeMarche Associates from 2013 to 2016. Jantsch serves on the board of the Kansas City Chapter of the Society of Financial Service Professionals, where he participates in governance and member engagement activities. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers ERISA retirement plan consulting, HSA consulting, sub-advisory arrangements, wealth management, and a wrap fee program, with an investment approach emphasizing long-term buy-and-hold strategies overseen by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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Brannon W

Series 63, Series 65, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Brannon Wilds is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has been with CreativeOne Securities and Foote Financial Group since 2015 and had a prior role at SII Investments, Inc. Outside of advisory work, he serves as Vice Chair of the Elder Board at TRU Community Church, contributing to both spiritual and business governance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and third-party manager programs.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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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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Peter H

CFA®, Series 63, Series 65, Series 66

Overland Park, KS

Lexaurum Advisors

Peter Hughes is a CFA® charterholder with 19 years of industry experience. He has worked at LexAurum Advisors since 2016 and previously held roles at VSR Financial Services, Inc. and Check Capital Management Inc. Hughes holds Series 63, 65, and 66 licenses. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients, as well as sub-advisory services to other advisory firms. The firm manages approximately $1.27 billion and operates with a multi-advisor team, utilizing diversified portfolios based on modern portfolio theory and integrating 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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Ethan H

Series 66

Overland Park, KS

The Wealth Consulting Group

Ethan Hutcheson is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 11 years of industry experience, having previously worked at firms including Mariner Wealth Advisors, LPL Financial, and V Wealth Management. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers services through various custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory capabilities.

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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Molly P

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Molly Pfannenstiel is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Oracle (formerly Cerner) for twelve years. Prior to her current role, she was a homemaker for two years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, employing a range of investment strategies including ETFs, mutual funds, options, and select private investments.

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

Series 66

Olathe, KS

American Century Investments Private Client Group, Inc.

Samuel Davis is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to his current role, he worked at Waddell & Reed, Inc., Focus Lending Solutions, and SCOTTRADE, Inc. Outside of finance, he owns and designs websites for churches and ministries through his business, Truth Lighthouse. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and diversification, offering portfolio personalization and access to mutual funds and ETFs, including affiliated American Century and Avantis funds.

Tax-loss harvesting
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Jacquelyn G

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jacquelyn Glenn is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Waddell & Reed Inc and Ameriprise. Outside of her advisory role, she serves as a delegate for the American Kennel Club, a position she has held since 2016. 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 employs customized asset allocation strategies and a variety of investment vehicles, with discretionary trading authorized as agreed with clients.

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

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group

David Vos is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 designations and eight years of industry experience. He previously worked at Creative Planning from 2018 to 2024. 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 alongside algorithmic portfolio management and legal support 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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Brendon C

Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Brendon Christy is a financial advisor at Creativeone Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horter Investment Management, BK Financial, and Personalized Brokerage Services. He also serves as president of Christy Financial Services, LLC, which provides insurance solutions and business consulting. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies, including proprietary ETF-based models and third-party managers, supported by quantitative and fundamental analysis.

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

Series 63, Series 65

Leawood, KS

American Century Investments Private Client Group, Inc.

Jordan Mc Gee is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at American Century Investment Services since 2020 and Basys Processing from 2017 to 2020. Prior to his professional career, he was involved with Theta Chi Fraternity. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach managed by internal asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Tax-loss harvesting
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Jared A

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Jared Anderson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has served as Vice President of Sales at Market Synergy Group since 2014, where he is also a part owner involved in fixed insurance products. CreativeOne Securities is a multi-advisor firm with 127 advisors that provides financial planning, portfolio management, and retirement-plan fiduciary services for individuals, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers access to third-party managers and a proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Bryan H

Series 63, Series 65

Overland Park, KS

IHT Wealth Management LLC

Bryan Hays is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals—including high-net-worth clients—corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Michael C

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Michael Cajthaml Jr. is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Cy Financial, LLC and AE Wealth Management, LLC. In addition to his advisory work, he serves as a business consultant with Pareto Systems, providing practice management consulting to other financial advisors. CreativeOne Wealth, LLC offers fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing diverse 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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