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Daniel G

Series 63, Series 66

Overland Park, KS

Creativeone Wealth, LLC

Daniel Gould is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Blue Valley Commodities and Financial Partners Group. Outside of advisory services, he is involved with Blue Valley Commodities, a wholesaler of agricultural products, and serves as a Medicare representative for American Republic Insurance Services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to deliver customized portfolio solutions.

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

CFP®, Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Kenrick Thompson is a CFP®-certified financial advisor with 11 years of industry experience, currently with American Century Investments Private Client Group, Inc. He has worked at firms including LPL Financial and Waddell & Reed, and is also involved in several outside business ventures such as owning a flooring sales company and serving as a real estate agent and property owner. 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 utilizes model portfolios emphasizing strategic asset allocation and diversification, primarily through affiliated mutual funds and ETFs.

Tax-loss harvesting
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Ryan W

CFP®, Series 66

Overland Park, KS

The Wealth Consulting Group

Ryan Wilkerson is a CFP®-certified financial advisor with 10 years of industry experience, currently with The Wealth Consulting Group. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. He is also an at-large member of the Overland Park South Rotary nonprofit board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, corporations, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.

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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Kevin K

Series 63, Series 65

Lees Summit, MO

On Investment Management CO

Kevin Kemmerer is a financial advisor at On Investment Management Company with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with On Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services since 2014. Outside of his advisory work, he is also involved in life and health insurance sales through Summit Pointe Financial Group. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based planning, access to third-party investment programs, and managed account options, serving both non-discretionary and discretionary client relationships.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Michael Q

Series 65

Kansas City, MO

Gradient Advisors, Llc

Michael Quarles is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2021. In addition to his role at Gradient, Quarles is the owner and independent insurance agent of Financial Longevity Advisory, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that integrates client approval for transactions and uses various analytical tools to inform portfolio management.

Retirement income strategy General tax planning
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Maxwell B

Series 63, Series 65

Leawood, KS

American Century Investments Private Client Group, Inc.

Maxwell Brown is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining his current firm, he worked at Sunflower Bank and held positions at the University of Kansas and Emporia Recreation Center. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with a minimum relationship threshold of $50,000. The firm offers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs.

Tax-loss harvesting
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Daniel S

Series 63, Series 65

Leawood, KS

UMB Financial Services, Inc.

Daniel Shearman is a financial advisor with UMB Financial Services, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Mariner Wealth Advisors, and Waddell & Reed Inc. He is also affiliated with UMB Bank, n.a. in an investment-related capacity. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various wrap-fee programs. The firm employs both model-based and manager-driven investment approaches and maintains a unique structure as a registered municipal advisor, FINRA-member broker-dealer, and affiliate of UMB Bank and UMB Investment Management.

ESG / Sustainable investing Wealth management Active portfolio management
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Jennifer B

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. 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 monitoring independent portfolio managers without directly investing client assets for most multi-manager accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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James H

Series 66

Overland Park, KS

Advisory Solutions Group

James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Options & derivatives strategies Passive / index investing Active portfolio management
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Kristi L

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. 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 its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.

Tax-loss harvesting
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Michael O

Series 63, Series 65

Overland Park, KS

IHT Wealth Management LLC

Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Lee M

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 designation. He has four years of industry experience and concurrently serves as a firefighter and paramedic with West Metro Fire Rescue. Maulsby also works as a CPR trainer through Partners in CPR. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored portfolio management.

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

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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Addison T

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at American Century Investment Services, Inc. since 2017 and previously held roles at Rye KC, Northwestern Mutual, and Kansas State University. 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 portfolio diversification through preconstructed model portfolios managed by an internal Investment Committee.

Tax-loss harvesting
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Brian T

Series 66

Leawood, KS

Cetera Planning Partners

Brian Thomas is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds the Series 66 designation and previously worked at The Retirement Planning Group, Bank of America, Merrill, and SelectQuote Insurance Services. 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 employs a structured planning process that results in personalized financial plans and emphasizes diversified allocations using mutual funds and ETFs aligned to client risk tolerance.

General retirement planning Social Security optimization Retirement income strategy Retired
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Tyler D

Series 65

Kansas City, MO

Prairie Capital Management Group, LLC

Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Nancy L

Series 65

Leawood, KS

Cetera Planning Partners

Nancy Luther is a financial advisor at Cetera Planning Partners with 15 years of industry experience. She holds a Series 65 designation and previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. 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 uses a structured planning process that results in personalized financial plans and emphasizes diversified allocations through mutual funds and ETFs aligned to client risk tolerance.

General retirement planning Social Security optimization Retirement income strategy Retired
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Fredric G

ChFC®, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Fredric Goodman is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and a Series 63 license, and has 49 years of industry experience. His career includes 48 years running the Fredric E. Goodman Company and previous roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He also serves as president of his own firm, the Fredric E. Goodman Company, which is involved in fixed insurance and annuity sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charities, 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, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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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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Kenzie P

Series 65

Overland Park, KS

Root Financial Partners

Kenzie Passino is a financial advisor with Root Financial Partners in Overland Park, KS, holding a Series 65 designation and three years of industry experience. Prior to joining Root Financial Partners, Passino worked at Keen Wealth Advisors and has diverse experience including roles at Goodwill Industries of Kansas and Kansas State University. Root Financial Partners provides investment management and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming and online academies in addition to its advisory services.

Long-term care insurance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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