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Dennus B
Series 63, Series 65, Series 66
Overland Park, KS
Cornerstone Securities LLC
Dennus Bradley Cooper is a financial advisor with Cornerstone Securities LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. His previous roles include positions at Dominion Investor Services, Inc., National Planning Corporation, and Geneos Wealth Management, Inc. Outside of his advisory work, he occasionally places life insurance and annuities through The Cooper Group, where he also manages his business overhead expenses. Cornerstone Securities LLC provides investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of investment adviser representatives. The firm emphasizes IAR-directed asset management, use of third-party advisory programs, and does not sponsor proprietary products, with approximately $210 million in discretionary assets under management.
David G
CFP®, Series 63, Series 65
Lee's Summit, MO
Capital Investment Management, Inc
David Garrison is a CFP® professional with 37 years of experience in the financial services industry. He has worked at Capital Investment Management, Inc. since 1998 and has been associated with Cambridge Investment Research, Inc. since 2011. Garrison is a member of Capital Tax Consulting, LLC, a related tax and consulting entity, though he is not involved in its day-to-day operations. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios and outside strategists within managed-account platforms to build customized portfolios and supplements investment services with tax planning and estate-document offerings.
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.
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.
Jeffrey O
CFP®, Series 63, Series 65
Overland Park, KS
Caliber Wealth Management, LLC
Jeffrey Ostrander is a CFP® with 35 years of industry experience. He has worked at Caliber Wealth Management, LLC since 2020 and previously held roles at Raymond James Financial Services Advisors Inc. and Spectrum Wealth Advisors. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and tax consulting services. The firm employs a globally diversified investment approach, tailoring portfolios to client risk profiles and integrating in-house tax preparation staffed by licensed accountants.
Douglas M
Series 65
Overland Park, KS
RSG Investments LLC
Douglas Miller is a financial advisor at RSG Investments LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Market Investment Group, Market Advisory Group, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent affiliated with Market Advisory Group, LLC. RSG Investments LLC is an SEC-registered investment adviser managing approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm employs a combination of third-party model managers and direct asset management, using fundamental, technical, and tactical/strategic asset allocation approaches, typically managing accounts on a discretionary basis.
Raquel W
CFP®, Series 66
Overland Park, KS
Keen Wealth Advisors
Raquel Wheeler is a CFP® and holds a Series 66 license with three years of industry experience. She has worked at Keen Wealth Advisors since 2026 and previously held roles at Northwestern Mutual Wealth Management Company and several other financial firms. Outside of finance, her background includes work at Taqueria Habana and the University of Central Missouri. Keen Wealth Advisors serves clients planning for and living in retirement, including high-net-worth individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, utilizing a multi-method investment analysis framework and discretionary portfolio management primarily through a wrap-fee program.
James S
Series 66
Overland Park, KS
PCG Wealth Management
James Schank is a financial advisor with PCG Wealth Management in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at V Wealth Management, LPL Financial, Craig Kurth, Phillip Fine, and Waddell & Reed. Outside of his advisory work, he has been a principal percussionist since 1976. PCG Wealth Advisors manages approximately $931 million across about 1,800 clients, offering services to individuals, charitable organizations, corporations, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing low-cost mutual funds and ETFs, with additional strategies including individual securities and tax-loss harvesting, and provides both discretionary and non-discretionary portfolio management.
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.
Mitch C
Series 66
Overland Park, KS
RPR Financial
Mitch Carlson is a financial advisor at RPR Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates services from its affiliated CPA practice, offering a range of discretionary and non-discretionary fiduciary solutions.
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.
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.
Jennifer A
Series 63, Series 65
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 63 and Series 65 licenses and has prior work experience at Hutchinson Income Tax Services and First National Bank of Hutchinson. Outside of finance, she manages Armour Lawn Care, LLC, a lawn care business based in Hutchinson, KS. GreenLeaf Financial Network provides investment advisory, portfolio management, and financial planning services to individuals, families, trusts, estates, retirement accounts, and certain corporate clients. The firm employs multiple analytical methods and offers a range of strategies tailored to client goals through a decentralized network of independent Investment Adviser Representatives.
Paige G
Series 65
Overland Park, KS
Legacy Financial Strategies, LLC
Paige Gordon is a financial advisor at Legacy Financial Strategies, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CGN Advisors, LLC and Sabatka & Company. Legacy Financial Strategies is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-advisor team approach and utilizes fundamental analysis to construct globally diversified portfolios, typically using mutual funds, ETFs, and individual securities.
James C
ChFC®, Series 63
Overland Park, KS
Financial Partners Group, Inc.
James Claiborne is a financial advisor with Financial Partners Group, Inc., holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors. Claiborne serves on the board of the University of Central Missouri for public and non-public entities. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and offers integrated tax planning and insurance services through affiliated entities.
Michael T
Series 63, Series 65, Series 66
Overland Park, KS
Freestate Advisors LLC
Michael Thomas is a financial advisor at Freestate Advisors LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SII Investments, Inc. and The Resource Group/Hrh/Willis. Outside of advising, he is involved in property acquisition and agriculture through M.E. Thomas Properties, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and tailor portfolios to client needs.
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.
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.
Jack F
CFP®, Series 65
Leawood, KS
Kavar Capital Partners
Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.
Bryan L
Series 65
Overland Park, KS
RPR Financial
Bryan Lerette is a financial advisor at RPR Financial in Overland Park, KS, holding a Series 65 designation and having one year of industry experience. His prior work includes roles at the City of Mission, Mercury Broadband, Cerner Corporation, and Mosaic Life Care. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach that integrates quantitative analysis, diversified asset classes, and model portfolios across various risk profiles.
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