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James F
CFP®, Series 63, Series 66
Overland Park, KS
Centerpoint Advisory Group, LLC
James Flanagan is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Centerpoint Advisory Group, LLC and has previously worked at Personal Financial Group. Outside of his advisory role, he serves as a volunteer board member for the Lee's Summit Girls Softball Association. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach, combining fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and typically manages accounts on a discretionary basis with ongoing monitoring and regular reviews.
Gary B
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Gary Bratton is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Strategies since 2017 and Netstreet Brokerage since 2008. Bratton also serves as an insurance agent affiliated with Prevail Innovative Wealth Strategies and Netstreet Brokerage. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis supported by third-party technology platforms.
Melinda C
Series 63, Series 65
Overland Park, KS
BCWM
Melinda Corporon is a financial advisor with BCWM in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Boyer & Corporon Wealth Management since 2007. BCWM provides discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm emphasizes asset allocation, diversification, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis to guide portfolio construction and rebalancing.
Wade K
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Wade Kotarba is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Prevail, he has worked at City Lifestyle, Interventional Specialty Group, Siemens Healthineers, GE Healthcare, Cardiva, and Phillips Healthcare. He also holds a life and health insurance license. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing fundamental, factor, and quantitative optimization methods, and offers integrated consulting and business-oriented planning through its multi-team structure.
James M
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
James Meyer is a Series 65-licensed advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. Prior to joining Prevail in 2024, he worked at Capitol Federal Savings Bank for eight years and has been a sales associate at Johnston & Murphy since 2022. Outside of financial advising, he holds an insurance license for life and health products. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.
Lillian S
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Lillian Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously with Omaha Public Schools and the University of Nebraska Omaha. Outside of her advisory role, she is a non-voting member with limited interest in PIWA-II, LLC, representing the entity for certain financial services. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.
Jay H
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Jay Haffley is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BMO Bank NA and LPL Financial LLC. Haffley is also licensed in life and health insurance. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.
Roger I
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Roger Irie is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott Rapid Diagnostics in the cardiometabolic division for eleven years. Outside of his advisory role, he serves as Chief Operative Officer of Bluebird Oxygen LLC, a company involved in oxygen concentrator rentals and operations. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.
Madison P
CFP®, Series 63
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Madison Parker is a CFP® with eight years of industry experience, currently serving at Prevail Innovative Wealth Advisors, LLC. She previously worked at USA Financial Securities Corporation, Cornerstone Securities, and Parker Financial Group, where she also maintains an independent consulting and coaching practice focused on operations advice. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to a range of clients, including high-net-worth individuals and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.
Laura C
CFP®
Overland Park, KS
BCWM
Laura Carley is a CFP® professional with 13 years of industry experience. She has worked at Boyer & Corporon Wealth Management, LLC since 2008. BCWM provides discretionary investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm’s investment approach focuses on asset allocation, diversification, market evaluation, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis.
Marcus S
CFP®, Series 65, Series 66
Overland Park, KS
Searcy Financial Services, Inc.
Marcus Shaffer is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Allos Investment Advisors, LLC since 2010 and also has experience with Searcy Financial Services, Inc. Outside of his advisory role, he serves as Chair Couple for the Wabash Cannonball Steering Committee, helping the Kansas State University Alumni Association organize their annual event. Allos Investment Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses through discretionary investment management and financial planning. The firm’s long-term, fundamentals-based approach includes customized portfolio construction and ongoing supervision, often utilizing mutual funds and ETFs after thorough due diligence.
Brent C
Series 66
Leawood, KS
Normandy Investment Advisors
Brent Caswell is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Normandy Investment Advisors, where he has worked since 2021, following six years at Commonwealth Financial Network. Caswell is also the owner of Caswell & Associates, a private entity involved in securities, advisory, and insurance business operations. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across multiple asset classes and incorporating derivatives in separately managed accounts.
Kerry L
Series 63, Series 66, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked with firms including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory role, Lawing serves as president of the Lawing Family Foundation and is a managing member of Seabreeze One, a holding company that operates an airplane under dry lease arrangements. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.
Bradley L
Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Bradley Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding a Series 66 license and 21 years of industry experience. He has worked at Prevail Strategies, LLC and Cambridge Investment Research, Inc., and previously operated Lawing Financial Inc. Lawing serves as vice president and a 15% owner of Prevail Strategies, LLC, an affiliated insurance agency, and is treasurer of the Lawing Family Foundation. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, high-net-worth clients, pension plans, trusts, and business owners. The firm customizes portfolios using fundamental, factor, and quantitative optimization methods overseen by an Investment Committee and offers integrated consulting and business-oriented planning services.
Paul A
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Paul Andres is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Prevail Innovative Wealth Advisors, LLC and Lf Wealth Advisors, LLC, and has been involved with Affinity Program Partners, LLC since 2010. Outside of his advisory roles, he is an owner and agent at Affinity Program Partners, which offers insurance products and services. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.
Andrew S
Series 63, Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Andrew Stafford is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lawing Financial, Inc and Cambridge Investment Research, Inc. Outside of his advisory role, he is president and a partial owner of Prevail Strategies LLC, where he also works as an independent insurance agent. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.
Stephen U
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Stephen Underwood is a Series 65-credentialed financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. Prior to joining Prevail in 2021, he worked at Riveron Consulting and EnLink Midstream. He holds a non-voting member role with PIWA-II, LLC, contributing limited time to this financial services activity. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.
Brett N
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Brett Nelson is a financial advisor at Prevail Innovative Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual, Ohio National, and Guardian Life, among other firms. Nelson also serves as Director and Treasurer on the Board of Directors for the Kansas City Pet Project, a nonprofit animal shelter. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios to clients’ objectives and risk tolerance, using a mix of fundamental, factor, and quantitative methods, and offers integrated consulting and business-oriented planning.
Leigha S
Series 63, Series 65
Overland Park, KS
Midwest Financial Group LLC
Leigha Shepard is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Midwest Financial Group since 2015 and also owns Midwest Financial Partners, Inc., a non-investment-related tax entity. Shepard is self-employed as an independent insurance agent, providing insurance products and services outside of investment activities. Midwest Financial Group advises individuals, families, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily using mutual funds and ETFs, tailored to clients’ risk profiles and objectives.
Michael M
CFP®, Series 65
Overland Park, KS
Midwest Financial Group LLC
Michael Meenen is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Midwest Financial Group LLC and has prior experience at Capitol Federal Savings Bank and Fidelity State Bank & Trust. Outside of advising, he serves as the mayor of Scranton, Kansas, and works as a college football official. Midwest Financial Group advises individuals, families, businesses, and retirement plans, offering portfolio management and financial planning services. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, managing assets primarily on a discretionary basis.
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