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Brian B

Series 63, Series 65

Overland Park, KS

First Heartland Consultants, Inc.

Brian Boedicker is a financial advisor at First Heartland Consultants, Inc. with 32 years of industry experience. He has been with First Heartland Capital Inc. since 2003. In addition to his advisory role, Boedicker is involved in the sale and distribution of insurance products as an agent and broker. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based brokerage account programs, delivering discretionary portfolio management through independent representatives using various analytical and asset allocation techniques.

Annuities Income planning Cash flow / budgeting
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Joseph L

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Joseph Lauritsen is a financial advisor at CreativeOne Securities, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at American Century Investment Services, Inc. He is also a self-employed musician. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical security analysis and offers both discretionary and non-discretionary portfolio management through a network of 127 advisors.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Bryan G

Series 66

Overland Park, KS

Creativeone Wealth, LLC

Bryan Gurss is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors and PlanMember Securities Corporation. Outside of advisory work, he has worked as a delivery driver for DoorDash. 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 a combination of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

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

Series 65

Overland Park, KS

Arvest Wealth management

Joshua Warner is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 65 credential and six years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2019 and previously at American Century Investments and Demarche Associates. Warner splits his time evenly between Arvest Bank’s Trust Department and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Hanna W

Series 65

Leawood, KS

49 Financial

Hanna Wroblewski is a financial advisor at 49 Financial with two years of industry experience. She holds the Series 65 designation and has previous work experience with Friendship Village, World Wide Technology, and the University of Kansas. Outside of her advisory role, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-related organizations. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with a focus on long-term diversified asset allocation. The firm offers tiered fractional family office services and combines fundamental, cyclical, technical, and behavioral analysis in its investment approach.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Michael A

Series 66

Overland Park, KS

CreativeOne Securities, LLC

Michael Andries is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 27 years of industry experience and has worked with firms including Client One Securities, LLC and Securities America Advisors, Inc. Outside of his advisory role, he is involved in insurance sales through Funds Management, Inc and provides counseling at St Luke's Catholic Church. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, 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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John M

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

John Manry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2014. Outside of his advisory role, Manry is an independent insurance agent specializing in fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

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

Series 66

Overland Park, KS

IHT Wealth Management LLC

Randall Powell is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2019, and previously at Waterfront Wealth, Inc. and Wells Fargo Advisors. Powell volunteers with Modern Day Missions, contributing approximately eight hours per month. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a combination of fundamental value screening and quantitative optimization in its investment process and operates through a network of advisers tailoring portfolios to client objectives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Elizabeth T

Series 65

Overland Park, KS

Mariner Independent

Elizabeth Trimble is a Series 65 licensed advisor with three years of industry experience. She is currently with Mariner Independent and has prior experience at firms including Trimble Wealth Advisors, CWM, LLC, and V Wealth Advisors LLC. Outside of her advisory work, she is a commissioned notary. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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Shaymond J

Series 65

Overland Park, KS

Simplicity wealth

Shaymond Janes is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Private Advisor Group and Two West Capital Advisors. Outside of advising, he serves as a Business Development Consultant for insurance professionals and manages life insurance and fixed annuity sales through his own firms. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Eric H

CFP®, Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Eric Hunsicker is a CFP® with 19 years of industry experience, currently serving at CreativeOne Wealth, LLC. He has previously worked with Securities America, Inc. and Securities America Advisors. Alongside his advisory work, he is involved in fixed insurance sales through Kansas Financial Resources and provides investment advisory services via Changepath, 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 proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and 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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Amanda W

Series 66

Overland Park, KS

BOK Financial Securities, Inc.

Amanda Wittiger is a financial advisor at BOK Financial Securities, Inc. with three years of industry experience and holds a Series 66 designation. She previously worked at Truist Investment Services, Inc. and Jay Gemes State Farm. BOK Financial Advisors serves individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting. The firm combines advisor-led client contact with research and asset allocation by its Strategic Investment Advisors.

Wealth management Retirement income strategy Income planning Real estate investing
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Theodore J

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Theodore Johnson is a financial advisor at CreativeOne Securities, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at CreativeOne Securities since 2018. Additionally, he serves as Sales Vice President and Account Manager at Market Synergy Group, where he is involved in the design and distribution of life and fixed annuity products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, and retirement-plan fiduciary services through a network of 128 advisors and utilizes a combination of fundamental and cyclical security analysis along with a proprietary advisory platform.

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

Series 66

Lenexa, KS

Modern Wealth Management, LLC

Colter Heckman is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Copper Financial Network, LLC and CommunityAmerica Credit Union. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of portfolio management tools.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Brian P

Series 66

Overland Park, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Brian Paulsen is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at True Wealth & Company LLC and positions at True Exit Solutions and TRUEINSURANCE.LIFE. He serves as an advisory board member for HPad, Inc and owns Paulsen Consulting, Inc, a separate investment-related business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with a Chief Investment Officer who holds a CFA, offering services that include retirement plan consulting, individual wealth management, and a wrap fee program.

Founder/Business Owner Retired
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Robert O

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Robert Olvera is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Raymond James Financial Services, and AllState Financial Services. Olvera serves as a board member and on the investment committee of the National Association of Insurance and Financial Advisors (NAIFA). 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 combines project-based planning and ongoing asset management using fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Rick O

Series 63, Series 65

Olathe, KS

Madison Avenue Securities, LLC

Rick O'Neal is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Madison Avenue Securities since 2019 and previously at Client One Securities, LLC. Outside of his advisory role, O'Neal owns businesses involved in annuities and insurance sales and serves as treasurer for a start-up credit union providing banking services in the Greater Kansas City area. He also presents educational workshops on taxes in retirement and Social Security and holds leadership roles including board chair of a nonprofit and president of a homeowners association. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting and charitable institution support. The firm employs a multi-team approach using discretionary and non-discretionary portfolio management with a range of investment options and works through multiple custodial and platform relationships.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Luis L

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Luis Lovato is a Series 65-licensed advisor with Creativeone Wealth, LLC, where he has worked since 2024. He has two years of experience in the financial industry, including roles at L&L Advisors and prior work with GBA Builders and CRB Builders. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a blend of proprietary model portfolios and third-party managers, 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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Jace E

Series 63, Series 65

Leawood, KS

49 Financial

Jace Engel is a financial advisor with 49 Financial in Leawood, KS, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation supported by a combination of fundamental, cyclical, technical, and behavioral analysis.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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Zornitsa C

Series 66

Overland Park, KS

International Assets Investment Management, LLC

Zornitsa Carlson is a Series 66-licensed advisor with International Assets Investment Management, LLC, based in Overland Park, KS. She has 15 years of industry experience, including a 15-year tenure at Edward Jones prior to joining her current firm. Outside of her advisory role, Carlson serves as a Supervisory Election Judge for the Platte County Board of Elections. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party money managers and wrap programs as part of its comprehensive offerings.

Retirement income strategy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Founder/Business Owner LGBTQIA Intergenerational Families Divorced
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