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Zachary P

Series 66

Overland Park, KS

First Command Advisory Services

Zachary Pruitt is a financial advisor with First Command Advisory Services, holding a Series 66 designation and bringing 13 years of industry experience. He has been with First Command in various capacities since 2014. Outside of his advisory role, he operates a personal sales business on eBay. First Command Advisory Services serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Michael R

Series 65

Overland Park, KS

Creative Planning

Michael Rogers is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2018. Prior to his advisory role, he was employed at Brewer Science Inc. from 2011 to 2017. Outside of financial advising, he owns and operates an e-commerce business called Micro Collective LLC. 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 with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Colleen C

CFP®, Series 65

Mission Wood, KS

Moneta Group Investment Advisors, LLC

Colleen Carmitchel is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at North Pointe CPA Group, North Pointe Wealth Advisors, and Cornerstone CPA Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations along with ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Professional Athlete Executive
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Thomas J

Series 63, Series 65

Kansas City, MO

Principal Financial Services

Thomas Johnson is a financial advisor with Principal Financial Services in Kansas City, MO. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. Since 2011, he has worked with Principal Securities Inc and Principal Financial. In addition to his advisory role, Johnson serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust platforms. 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 under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Donald L

CFP®, Series 63, Series 65

Kansas City, MO

AE Wealth Management, LLC

Donald Lueke is a CFP® credentialed financial advisor with 29 years of industry experience, currently affiliated with AE Wealth Management, LLC. He has served in various leadership roles at Heritage First, Inc. since 2005 and has been with AE Wealth Management since 2020. His outside activities include teaching educational workshops at the PREPARE Institute and involvement with the Society for Financial Awareness, a nonprofit promoting financial literacy. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion in assets across a large client network.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Jennifer C

Series 63, Series 65

Overland Park, KS

Creative Planning

Jennifer Cavanaugh is a financial advisor at Creative Planning with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors and Lockton Companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Michael T

Series 63, Series 65

Kansas City, MO

Integrity Alliance, LLC

Michael Tibbles is a financial advisor with Integrity Alliance, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Gladstone Wealth Partners and Regulus, LLC. Outside of advisory work, he is involved in fixed insurance sales and agency management as president of T&T Senior Specialists, LLC, and serves as an insurance agent with American Senior Benefits. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services utilizing various portfolio approaches and third-party platforms.

Annuities ESG / Sustainable investing
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Matthew G

CFP®, Series 63, Series 65

Lenexa, KS

Commonwealth Financial Network

Matthew Gazaway is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and co-owns BridgeQuest Wealth Strategies, a private entity that facilitates securities, advisory, and insurance business. His career includes prior roles at LPL Financial, llc and Bridgepoint Wealth Strategies. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services, providing clients with a range of portfolio implementation options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Denise C

Series 65, Series 63

Kansas City, MO

Valic Financial Advisors

Denise Crawford is a financial advisor with Valic Financial Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses and having eight years of industry experience. Her prior work includes positions at Icma Rc and Porsch Financial. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, and operates at scale with a large network of advisors and centralized technology solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Ryan H

Series 65

Kansas City, MO

AE Wealth Management, LLC

Ryan Hurr is a Series 65 licensed financial advisor with six years of industry experience, currently with AE Wealth Management, LLC. He previously worked with Missouri Higher Education Loan Authority and is also involved with Heritage First entities, including advisory, insurance sales, tax preparation, and facilitating estate planning document services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, relying on discretionary model portfolios and a platform-focused approach that serves a high volume of clients per advisor.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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.

Retired Founder/Business Owner
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Tariq B

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Tariq Butt is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. and multiple divisions of J.P. Morgan since 2005. Outside of advising, he has a role as a co-owner managing financial decisions related to 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 clients. The firm uses an integrated model tied to Empower’s platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Daniel B

Series 66, Series 63

Overland Park, KS

Empower Advisory Group

Daniel Bishop is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and 14 years of industry experience. He previously worked at Gwfs Equities, Inc. for 12 years before joining Empower Advisory Group in 2025. 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 services are integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Lars R

Series 66

North Kansas City, MO

Independent Financial Group, LLC

Lars Ragan is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, he works as a bartender at Applebee’s. Independent Financial Group is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors with a variety of brokerage, portfolio management, financial planning, and retirement services.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kristopher O

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Kristopher Osborn is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes roles at GWFS Equities, Inc. since 2014 and multiple positions at J.P. Morgan entities dating back to 2003. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning services and serves a large participant base relative to its advisor headcount.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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