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Christian C

ChFC®, Series 63

Overland Park, KS

Eagle Strategies (NY Life)

Christian Crumpacker is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with Eagle Strategies (NY Life) since 2025. He has been associated with New York Life and Nylife Securities LLC since 2009. Outside of his advisory role, Crumpacker volunteers as a committee member for Scouting America’s Heart of America Council. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Tammy T

Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Tammy Tetzlaff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Commonwealth Financial Network and Trinity Planning Group, LLC, and is the owner of Infinitas Retirement Plan Solutions, LLC, which focuses on qualified plan business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering a range of discretionary model portfolios and program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brennan M

Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Brennan Masterson is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Infinitas, Wells Fargo Advisors, and FCS Family Office. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios using a broad range of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Herbert K

CFP®, Series 65, Series 63

Overland Park, KS

Farther

Herbert Kyles is a CFP® with 11 years of industry experience, currently serving at Farther Finance Advisors since 2024. His previous roles include positions at Charles Schwab, Santander Investment Services, and AspenCross Wealth Management. He is also an Independent Insurance Agent and serves as an Advisor Council Member for Bizora, a tax research and scenario analysis business. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs algorithmic rebalancing with a focus on exchange-traded funds, mutual funds, equities, and fixed income, supplemented by AI tools under internal controls.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Angela H

Series 65

Overland Park, KS

Creative Planning

Angela Hankins is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, where she has worked since 2016. She has seven years of industry experience. Outside of her advisory role, she is also a real estate agent with Platinum Realty. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Julie K

Series 66

Overland Park, KS

VOYA Financial Advisors, Inc.

Julie Kurland is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. She has 12 years of industry experience, including her current roles at VOYA and Simmons Wealth Management. Outside of her advisory work, she serves as a volunteer city council member for the City of Lake Quivira. VOYA Financial Advisors serves a diverse client base that includes individual and institutional investors, providing services such as financial planning, portfolio management, and retirement plan consulting through various program structures and a mix of discretionary and non-discretionary management.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Steven L

Series 66, Series 63

Overland Park, KS

Empower Advisory Group

Steven Ledgerwood is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at GWFS Equities and Reveal Management Services prior to joining Empower Advisory Group. Outside of his advisory role, he is active as a delivery driver for DoorDash and serves as a youth soccer referee with the Heartland Soccer Association. 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 certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through a point-in-time financial planning model.

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

Series 66, Series 63

Olathe, KS

Empower Advisory Group

Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Waddell & Reed, Inc. and Kansas State Recreational Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers point-in-time financial plans and optional managed account solutions through a model integrated with 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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Alec B

Series 63, Series 65

Overland Park, KS

Newedge Advisors

Alec Bethurum is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Sterneck Capital Management for eleven years before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support clients and advisers.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John G

Series 63, Series 65

Overland Park, KS

Ameritas Advisory Services, LLC

John Goodwin is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and has operated The Goodwin Group since 2002. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Shawn S

Series 66, Series 63

Overland Park, KS

Empower Advisory Group

Shawn Staab is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. Shawn has worked at Gwfs Equities, Inc. since 2014 and has been affiliated with JPMorgan Retirement Plan Services LLC and J.P. Morgan Institutional Investments Inc. since 2012. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s approach includes an integrated financial planning model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

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

Series 66

Olathe, KS

Commonwealth Financial Network

Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Chad B

Series 66

Overland Park, KS

Commonwealth Financial Network

Chad Berg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Infinitas, Cambridge Investment Research Inc., Premier Income Partners, Securities America, and Security National Bank. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bradley C

Series 66

Overland Park, KS

Principal Financial Services

Bradley Cure is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Aspire Wealth Management, and FSC Securities Corporation. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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John F

Series 63, Series 65

Overland Park, KS

OSAIC Institutions, INC.

John Freeman is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 designations and over 41 years of experience in the industry. He has held roles at several firms, including Raymond James Financial and LPL Financial, and has operated his own advisory firm, Freeman Financial Concepts, since 2010. Freeman also serves as an insurance agent through Virtue Financial Advisors, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisors. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model, providing clients with access to alternative investments, lending solutions, and a mix of discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Kara W

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Kara Walters is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her work history includes roles at GWFS Equities, Prudential Investment Management Services, Mutual Securities, and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, using an integrated model linked 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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Scott B

Series 63, Series 65

Overland Park, KS

TIAA-CREF

Scott Baltuska is a financial advisor with TIAA-CREF in Overland Park, KS, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he manages a rental property through an LLC he established for personal liability purposes. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides both point-in-time planning and ongoing discretionary management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised funds.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Jeffrey D

Series 65, Series 63

Overland Park, KS

TIAA-CREF

Jeffrey Daniels is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Advised Assets Group, AE Wealth Management, and Miller Retirement Group. Daniels is based in Overland Park, KS. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services separating point-in-time planning from ongoing management and acts as adviser to the TIAA Donor Advised Fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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John W

Series 63, Series 65

Lenexa, KS

Bankers Life Advisory Services, Inc.

John Williams is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory role, he worked in education with Camdenton R3 Schools and currently serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., where he recruits and trains insurance agents specializing in life, long-term care, and health insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Wealth management Retired
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Jensen B

Series 66

Overland Park, KS

Valic Financial Advisors

Jensen Bryan is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has a background that includes roles in education and healthcare. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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