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Angela R
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Angela Robertson is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 20 years of industry experience. She has been with Prairie Capital in its various forms since 2007. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles, using a multi-manager, multi-strategy approach that includes developing investment policies, asset allocation plans, and monitoring third-party managers. The firm offers both discretionary and non-discretionary portfolio management and is affiliated with several entities that provide specialized financial solutions.
Benjamin J
Series 66, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Benjamin Jolles is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. His background includes roles at American Century Investment Services, the University of Kansas, and various other organizations. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams and focuses on households typically starting at $50,000 in assets.
Michael G
Series 63, Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.
Jack C
Series 66
Mission, KS
Integrity Alliance, LLC
Jack Curtis is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Alliance since 2025 and has been involved with Lion Street Financial and Curtis & Associates since 2018. Outside of his advisory role, Curtis is engaged in providing financial services, including insurance, retirement plans, and investment advisory through Curtis & Associates. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and consulting through a large network of independent advisers. The firm employs a variety of portfolio management approaches and utilizes multiple custodial platforms and program sponsors to support client services.
Michael K
Series 63, Series 65
Mission, KS
Integrity Alliance, LLC
Michael Kimbell is a financial advisor at Integrity Alliance, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lion Street Advisors and Lion Street Financial for 10 years. Outside of advising, he serves as a board member of Saint George Serbian Orthodox Church and is involved in managing several family trusts. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers various investment management and consulting services, utilizing both advisor-managed and model-based portfolios with a range of asset allocation strategies.
Tracy S
ChFC®, Series 63, Series 65
Shawnee, KS
Guardian Life
Tracy Shinn is a financial advisor with Guardian Life in Shawnee, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party platforms.
Mark P
CFP®, Series 63
Shawnee, KS
Creative Planning
Mark Pratt is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. His prior experience includes roles at GWFS Equities, Inc., AAA Life Insurance Company, and Power Quality Improvement. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.
Shaun D
Series 63, Series 66
Shawnee, KS
Empower Advisory Group
Shaun Dwyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including GWFS Equities, Inc. and HinzJJ, LLC. 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 account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within client plan lineups, supported by Empower’s recordkeeping and administrative platforms.
Dante W
Series 66, Series 63
Kansas City, KS
Empower Advisory Group
Dante Webb is a financial advisor with Empower Advisory Group in Kansas City, KS, holding Series 66 and Series 63 designations and five years of industry experience. He has worked at Empower Retirement since 2015. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Chase C
CFP®, Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Sean D
Series 66, Series 63
Kansas City, MO
Empower Advisory Group
Sean Day is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower, he worked at companies including Sunrun and Golden Oak Lending. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.
Mark A
CFP®, Series 63, Series 65
Overland Park, KS
Commonwealth Financial Network
Mark Agre is a CFP® professional with 33 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2014. He is also co-owner of Clever Works, LLC, a private entity created to hold and sell patents under the business name SleepElevation.com. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support.
Michael G
CFP®, Series 66
Leawood, KS
Commonwealth Financial Network
Michael Goostree is a CFP®-designated financial advisor with 20 years of industry experience, currently with Commonwealth Financial Network since 2015. He owns Goostree Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Outside of finance, he is the author of an article titled "But There's So Much DIY in IVF That We Can't Be Sure." Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Herbert K
CFP®, Series 65, Series 63
Overland Park, KS
Farther
Herbert Kyles is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at Farther and previously held positions at Charles Schwab, Santander Investment Services, and AspenCross Wealth Management. Outside of advisory work, he serves as an Advisor Council Member for Bizora, providing strategic feedback on tax research and scenario analysis. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.
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.
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 credentials and six years of industry experience. He previously worked at GWFS Equities, Inc. and Reveal Management Services. Outside of his advisory role, he serves as a youth soccer referee for the Heartland Soccer Association and works part-time as a DoorDash delivery driver. 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 are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.
Angela R
Series 66
Shawnee, KS
First Command Advisory Services
Angela Remington is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and previously worked for USD 469 for nine years. Remington is also the owner of AJ Remington LLC, an independent contracting business, and a partner in Pony Express Advisors, LLC, which manages branch-related business expenses. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized investment management team and prescreened third-party managers.
Vincent C
Series 65
Kansas City, MO
Creative Planning
Vincent Clark is a Series 65 licensed advisor at Creative Planning with 10 years of industry experience, having been with the firm since 2015. He serves on multiple nonprofit boards, including Park University’s Board of Trustees and Foundation Board, Children’s Mercy Hospital, Kansas City Ballet, and American Public Square, contributing to fiduciary oversight and organizational governance. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.
Matthew N
Series 66
Mission Woods, KS
Hightower Advisors
Matthew Navickas is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities LLC since 2019. Outside of finance, he owns and operates M&M Mowing LLC, a lawn maintenance business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager investment solutions, utilizing both affiliated and third-party managers across various asset classes and strategies.
Michael P
Series 63, Series 66
Kansas City, MO
GWN Securities Inc.
Michael Pollakowski is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at Lincoln Investment for eight years before joining GWN Securities in 2009. Outside of his advisory role, he serves on the boards of Mackenzie Bay and Clean Green Energy, and he has owned farmland since 1990. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, model-based allocations, and both tactical and momentum-based investment strategies.
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