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Michael M
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Michael Miller is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at Global Atlantic Financial Group from 2013 to 2017. He is also President and CEO of CreativeOne, an insurance marketing and brokerage firm. 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 mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
Matthew S
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Matthew Schuller is a financial advisor at Creativeone Wealth, LLC with eight years of industry experience. He holds a Series 65 credential and has been involved with Change Path LLC since 2018 and Creative One Solutions LLC since 2012. Outside of his advisory role, Schuller serves as president and owner of a business focused on the sale of annuities, long-term care, and life insurance products. 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 various investment methods including modern portfolio theory and quantitative analysis.
Heath H
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Heath Hancock is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. Prior to entering the financial industry, he owned and operated Hancock Chiropractic for 16 years. He is also involved in Hancock Investments LLC, a family-owned business that manages rental properties in Salina, Kansas. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party model portfolios, employing various investment strategies including ETFs, mutual funds, and select private investments.
Andrew K
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. 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 without directly investing client assets in most accounts.
Logan D
Series 66
Kansas City, MO
Modern Wealth Management, LLC
Logan Degraeve is a Series 66 licensed advisor at Modern Wealth Management, LLC with 11 years of industry experience. He worked at Barber Financial Group for eight years before joining Modern Wealth Management in 2023. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and modular services.
John L
ChFC®, Series 63, Series 65
Overland Park, KS
Royal Fund Management, LLC
John Link is a financial advisor with Royal Fund Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience and has worked at firms including Nexus Financial Group and Link Retirement & Financial Services. In addition to his advisory work, he provides trust and estate planning advice through a separate entity, Link Financial LLC. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerances and manages approximately $1.55 billion in assets with a team of 83 advisors.
Curtis K
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. 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, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.
Elliott D
Series 66
Overland Park, KS
Convergence Financial
Elliott Decker is a financial advisor with Convergence Financial in Overland Park, KS. He holds a Series 66 designation and has been in the industry since 2025. Prior to entering the financial services field, his work experience includes roles at FedEx Ground and University of Missouri Kansas City. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis in portfolio construction and offers retirement plan consulting, fiduciary services, and access to third-party asset managers, operating across multiple offices and managing significant client assets.
Ryan A
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.
Joshua P
Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. with eight years of industry experience. He holds the Series 65 designation and has previously worked at Royal Blue Capital and Missouri State University. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm uses a customized asset-allocation approach with a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.
Harrison D
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Harrison Dill is a financial advisor at American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and is based in Kansas City, MO. Dill has no prior industry experience. Outside of his advisory role, he has worked for companies including Uber Eats, DoorDash, and Chipotle Mexican Grill. American Century Investments Private Client Group offers 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, primarily employing proprietary mutual funds and ETFs, and serves clients with modest asset thresholds.
Risdan K
CFP®, Series 63
Lees Summit, MO
Modern Wealth Management, LLC
Risdan Kasper is a CFP® with 42 years of industry experience, currently with Modern Wealth Management, LLC since 2023. His prior roles include positions at Barber Financial Group and Life Strategies Analytics, where he has also maintained an ownership interest. Kasper co-hosts a weekly wealth management radio show. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized investment committee and uses model portfolios, third-party managers, and various tools to guide investment decisions.
John M
CFP®, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
John Mcdonald is a CFP® with 15 years of experience and is currently affiliated with FAS Wealth Partners, Inc. He has worked with Financial Advisory Service, Inc. and FAS Corp. for over a decade. Outside of his advisory role, he oversees financial plan development and portfolio management at Financial Advisory Service, Inc., the parent company of FAS Corp. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments when appropriate.
Julie R
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.
Elizabeth B
Series 65
Leawood, KS
49 Financial
Elizabeth Boswell is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation. Outside of her advisory role, Boswell serves as an associate at Financial Independence Group, where she is involved in selling fixed annuities and life insurance policies. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.
Kenneth H
Series 63, Series 65
Overland Park, KS
Mutual Of Omaha Investor Services, Inc.
Kenneth Haughney is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2012 and with Mutual of Omaha since 2011. Outside of advisory services, he is appointed with Blue Cross/Blue Shield of Kansas City, selling major medical and dental insurance to individuals and small businesses on a limited basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, supporting both non‑HNW and high‑net‑worth clients with access to third‑party money managers and model portfolios.
Kevin A
CFP®, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
Kevin Amey is a CFP® professional with 17 years of industry experience, currently advising at FAS Wealth Partners, Inc. His career includes roles at Financial Advisory Service, Inc., Koesten, Hirschmann & Crabtree, Inc., Securian Financial Services, Inc., and Merrill. FAS Wealth Partners serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach centers on customized asset-allocation strategies using a variety of investment vehicles and discretionary trading when authorized.
Francis S
Series 66
Kansas City, MO
UMB Financial Services, Inc.
Francis Scheuerman is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.
Connor A
CFP®, Series 66
Kansas City, MO
Facet
Connor Anderson is a CFP® professional with 11 years of experience in financial services. He is currently with Facet, having joined the firm after roles at Aspyre Wealth Partners, Charles Schwab Bank, Edward Jones, and Wells Fargo Advisors. Anderson holds a Series 66 license and is based in Kansas City, MO. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, serving both non-high-net-worth and high-net-worth households. The firm uses model-based asset allocations with a technology-driven approach and offers a flat subscription planning model that integrates investment management with comprehensive financial planning services.
Christopher H
Series 63, Series 65
Lee's Summit, MO
ON Investment Management CO
Christopher Heckadon is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ON Investment Management Company and affiliated entities since 2014, and previously worked at OneAmerica Securities, Mass Mutual Investors Services, and New England Securities. He serves on the University of Central Missouri Alumni Foundation Board. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.
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