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Nicholas R
Series 63, Series 65
Kansas City, KS
Empower Advisory Group
Nicholas Rawlings is a financial advisor with Empower Advisory Group based in Kansas City, KS. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investment Services Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Evan F
Series 66
Leawood, KS
Principal Financial Services
Evan Federman is a financial advisor with Principal Financial Services in Leawood, KS, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is also a partner in a non-investment-related business partnership. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
Tariq B
Series 63, Series 65
Overland Park, KS
Empower Advisory Group
Tariq Butt is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 designations and possessing 26 years of industry experience. His prior roles include positions at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., J.P. Morgan Retirement Plan Services, LLC, and Carillon Investments, Inc. Outside of his advisory work, he has involvement in the ownership and financial management of rental properties. 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’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, with services linked closely to Empower’s recordkeeping and administrative platforms.
Cory B
Series 66
Mission Woods, KS
Hightower Advisors
Cory Bittner is a financial advisor at Hightower Advisors with 14 years of industry experience. He has held roles at Hightower Advisors and HighTower Securities, LLC since 2016 and previously worked at UBS Financial Services INC from 2013 to 2016. He holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering a variety of investment strategies including mutual funds, ETFs, alternative investments, and custom indexing.
David B
Series 63, Series 65
Gladstone, MO
Brookstone Capital Management LLC
David Blickhan is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked concurrently at JC Grason of Kansas City, Inc. and Brookstone Capital Management since 2008. Outside of his advisory roles, he serves as president of the board of directors for a Catholic family credit union. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios and separately managed accounts.
Daniel B
Series 63, Series 66
Overland Park, KS
Empower Advisory Group
Daniel Bishop is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied 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.
Lars R
Series 66
North Kansas City, MO
Independent Financial Group, LLC
Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.
Janet F
Series 66
Overland Park, KS
Empower Advisory Group
Janet Fitzgerald is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds the Series 66 designation and has a work history that includes Empower Financial and Security Distributors, Inc., as well as self-employment since 1991. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and savings rates, delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.
Brian N
Series 63, Series 65
Overland Park, KS
Empower Advisory Group
Brian Nowak is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Kristopher O
Series 63, Series 65
Overland Park, KS
Empower Advisory Group
Kristopher Osborn is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and 26 years of industry experience. His work history includes roles at GWFS Equities, Inc. since 2014 and J.P. Morgan Retirement Plan Services LLC since 2007, as well as prior experience with J.P. Morgan Institutional Investments Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.
John M
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
John Meyers is a financial advisor at Empower Advisory Group in Kansas City, MO, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GWFS Equities, Prydes Old Westport, Inside Ventures, Southwind Enterprises, and the University of Missouri. Empower Advisory Group provides financial planning and investment management 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 account solutions.
Drew V
Series 66
Mission Woods, KS
Hightower Advisors
Drew Van Scyoc is a Series 66-licensed financial advisor with Hightower Advisors, based in Mission Woods, Kansas. He has three years of industry experience, including roles at Hightower Securities and Hightower Advisors. Prior to his advisory career, he worked in the golf club industry for eight years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a manager selection approach that incorporates affiliated and third-party managers, offering multi-manager solutions with a focus on discretionary and non-discretionary portfolio management.
Antwaine B
Series 63, Series 66
Shawnee, KS
Empower Advisory Group
Antwaine Barnett is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services. Outside of his advisory work, he is the owner of A&R Enterprises, LLC, a rental property management business. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in their planning approach.
Daniel D
Series 63, Series 65
Overland Park, KS
Creative Planning
Daniel Donegan Jr. is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2015. 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 client assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.
Elizabeth H
Series 63, Series 65
Prairie Village, KS
Kestra Advisory
Elizabeth Haynes is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at Edward Jones and UMB Financial Services. She serves as finance chairman on the Board of Trustees for BOTAR, where she oversees the organization’s budget and supports its leadership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets under management.
Alexander M
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
Alexander Montanez is a financial advisor with Empower Advisory Group based in Kansas City, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Montanez has worked at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and disciplined rebalancing.
Kai S
Series 63, Series 65
Kansas City, MO
Planmember Securities Corporation
Kai Sewell is a financial advisor at PlanMember Securities Corporation with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently at Forrest T. Jones & Co. and Fidelity Security Life Insurance Company. Sewell has a background that includes college studies and sales experience at Vector Marketing. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and supports plan sponsors and participants through education, service centers, seminars, and personalized retirement planning, using a top-down strategic asset allocation approach with risk-based mutual fund portfolios.
Christopher B
Series 66
Overland Park, KS
Independent Financial Partners
Christopher Brooks is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 23 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked at Waddell & Reed Inc for nine years and has been self-employed for 15 years. Outside of advising, he is the owner of an investment property in Overland Park, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is notable for its retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, as well as its partnerships for directed trustee services.
Leonard L
Series 63, Series 65
Kansas City, MO
Empower Advisory Group
Leonard Lehmann is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials and 24 years of industry experience. His work history includes roles at GWFS Equities, Inc., J.P. Morgan Retirement Plan Services LLC, J.P. Morgan Institutional Investments Inc., American Century Advisory Services, Inc., and Equitable Advisors. Outside of his advisory work, he engages in freelance photography for Park Hill High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm utilizes an integrated service model linked to Empower’s administrative platforms, focusing on long-term portfolio management and serving a large participant base relative to advisor count.
Steven D
CFP®
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Steven Diederich is a CFP® professional with seven years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors in various capacities since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.
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