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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.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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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.

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

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Scott H

ChFC®, Series 63

Overland Park, KS

Creativeone Wealth, LLC

Scott Hunsicker is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience and has worked with firms including Securities America Advisors, Inc. and Changepath, LLC. He serves on the board of the Go Topeka Chamber of Commerce and is involved with Silver Lake Bank as a board member. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and retainer services to individuals, corporations, and other advisers. The firm manages primarily discretionary accounts using proprietary and third-party model portfolios, incorporating strategies such as modern portfolio theory and ESG considerations.

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

Series 65

Leawood, KS

49 Financial

Parker Worley is a Series 65-licensed advisor with 1 year of industry experience, currently with 49 Financial. His prior work includes roles outside the financial sector, such as positions at The Green Lady Lounge and The Jayhawk Club. Worley is also involved as an insurance agent with the Financial Independence Group. 49 Financial serves a varied client base, including individuals, high-net-worth clients, trusts, and corporations, providing financial planning, investment management, and family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary and third-party model portfolios.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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Mark H

Series 63, Series 65

Lees Summit, MO

CreativeOne Securities, LLC

Mark Hugunin is a financial advisor at CreativeOne Securities, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at VOYA Financial Advisors for 10 years. Since 1982, he has also been involved with Creative Wealth KC, where he is an owner and provides insurance sales and services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs using a combination of project-based planning and ongoing asset management.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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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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William W

ChFC®, Series 63

Leawood, KS

M Holdings Securities, INC.

William Webster is a ChFC®-designated financial advisor with 41 years of industry experience. He is affiliated with M Holdings Securities, Inc. and Greenberg Wexler & EIG LLC, where he engages in insurance sales. Webster has a background that includes self-employment as an insurance broker since 2007. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Kevin C

Series 63, Series 65

Leawood, KS

Cetera Planning Partners

Kevin Conard is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Blooom, Inc. from 2013 to 2018 and has been with The Retirement Planning Group, Inc. since 2004. Outside of his advisory role, he is a partner in GRISWOLD LLC, a real estate investment business. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm emphasizes a structured planning process with personalized financial plans and diversified portfolios, alongside supplementary services such as tax planning and estate-planning support.

General retirement planning Social Security optimization Retirement income strategy Retired
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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 with nine years of industry experience. He is currently with Intellicents Investment Solutions Inc, joining the firm in 2026. Prior to this, he worked at Arvest Bank and Arvest Wealth Management for nine years and spent three years at DeMarche Associates. He serves as a board member of the Society of Financial Service Professionals (Kansas City Chapter). Intellicents Investment Solutions Inc. provides retirement plan and wealth management services to a range of clients including plan sponsors, individuals, charitable institutions, and municipalities. The firm employs a long-term, buy-and-hold investment approach led by a CFA chief investment officer and manages approximately $9.92 billion in assets across multiple offices.

Founder/Business Owner Retired
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Brannon W

Series 66, Series 65, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Brannon Wilds is a financial advisor with CreativeOne Securities, LLC who holds Series 66, Series 65, and Series 63 licenses and has 14 years of industry experience. He has been with CreativeOne Securities and Foote Financial Group, Inc. since 2015. Outside of his advisory roles, Wilds serves as Vice Chair of the Elder Board at TRU Community Church, where he is involved in 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 provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

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

CFA®, Series 65, Series 66, Series 63

Overland Park, KS

LexAurum Advisors

Peter Hughes is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LexAurum Advisors since 2016. He holds Series 65, 66, and 63 licenses and is based in Overland Park, KS. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutions, and other advisory firms. The firm employs a multi-advisor team approach and uses diversified portfolios based on modern portfolio theory combined with fundamental 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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Jacquelyn G

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jacquelyn Glenn is a financial advisor with FAS Wealth Partners, Inc. in Leawood, Kansas, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Waddell & Reed Inc. for 12 years and has been involved with the American Kennel Club as a delegate since 2016. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing a research-driven investment approach with tax-aware strategies and third-party managers.

Tax-loss harvesting Retirement income strategy Debt management
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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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Andrew T

Series 63, Series 65

Leawood, KS

Cetera Planning Partners

Andrew Thomas is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Blooom Inc. Andrew has been with Cetera Planning Partners since 2024. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on those approaching or in retirement. The firm employs a structured planning process with personalized financial plans, diversified portfolio management, and supplementary services such as tax planning and estate-planning support.

General retirement planning Social Security optimization Retirement income strategy Retired
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