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Mark G
CFP®, Series 63, Series 65
Overland Park, KS
ON Investment Management CO
Mark Gash is a financial advisor with ON Investment Management Company in Overland Park, Kansas. He holds CFP® certification and has 33 years of industry experience. His work history includes roles at Ohio National Insurance Agency, Private Client Services, Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory work, he serves as chairperson of the Persons with Disabilities Advisory Board for the city of Olathe, Kansas, and volunteers on the board of Evergreen Living Innovations. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary programs, including access to third-party investment platforms.
Randall S
Series 66
Lees Summit, MO
Infinity Financial Services Advisory
Randall Silvey is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Infinity Financial Services Advisory in 2020, he worked at LPL Financial from 2013 to 2017. Outside of his advisory work, he is the owner of Royal CBD, an online cannabidiol sales business. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment approach and integrates a range of investment strategies and products, including options and complex instruments, within its portfolio construction and risk management processes.
Jason S
Series 65, Series 63
Leawood, KS
FAS Wealth Partners, Inc.
Jason Salinardi is a financial advisor at FAS Wealth Partners, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has a background in legal services, operating JMS Legal LLC as an attorney alongside his advisory role. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment process focuses on asset allocation tailored to client objectives and combines internal management with third-party resources, incorporating tax-aware strategies and alternative investments.
Stephen B
Series 63, Series 66
Overland Park, KS
Cooper McManus
Stephen Black is an investment advisor representative at Cooper McManus with 26 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, and VSR Financial Services among others. Black serves as president of the Leawood Rotary, a community volunteer organization. Cooper McManus provides financial planning, discretionary portfolio management, and retirement-plan consulting to individuals, trusts, corporations, and employer plans. The firm employs a fundamentally driven investment approach using a variety of securities and model portfolios tailored to client objectives.
Morgan D
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Morgan De Shazer is a financial advisor at CreativeOne Wealth, LLC with a Series 65 credential and three years of industry experience. Prior to joining CreativeOne Wealth in 2019, De Shazer worked at Walmart and Pittsburg State University. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.
David P
Series 63, Series 65
Overland Park, KS
Smith, Moore & Co.
David Przybylski is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Smith, Moore & Co. since 2009. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs a multi-team approach using both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.
Adam L
Series 65, Series 63
Leawood, KS
49 Financial
Adam Lenartowicz is a financial advisor at 49 Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Kansas State University, Burns & McDonnell, Kanakuk Kamps, and Scheels. He is also an insurance agent affiliated with the Financial Independence Group. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using proprietary models and monitors third-party managers through an OCIO arrangement.
Jacob C
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Jacob Cole is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Spin! Pizza. 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, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.
M Arty P
Series 65
Overland Park, KS
Creativeone Wealth, LLC
M Arty Pfannenstiel is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has been affiliated with CreativeOne since 2016 and Change Path LLC since 2017. Pfannenstiel provides support for clients’ insurance needs on a limited basis, including life insurance and annuities, without active solicitation. CreativeOne Wealth, LLC offers 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 models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, individual equities, and options.
Forrest C
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
CreativeOne Securities, LLC
Forrest Cook is a CFP® and ChFC® with 36 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2012. He is the owner of Cook Financial Group, which offers fixed insurance sales. 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 combines project-based planning and ongoing asset management with fundamental and cyclical security analysis, providing clients access to both proprietary advisory platforms and third-party money managers.
Brian A
Series 63, Series 65
Overland Park, KS
Creativeone Wealth, LLC
Brian Abbott is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, Abbott is involved in Medicare sales and mortgage loan origination, as well as serving as a notary. 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, boutique equity managers, and option-based strategies.
Jason H
CFP®, CFA®, Series 65, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
Jason Harrison is a CFP® and CFA® with 11 years of experience in financial advisory. He has worked at FAS Wealth Partners, Inc. since 2021 and previously spent eight years at UMB Financial Services. FAS Wealth Partners is an SEC-registered advisory firm with 24 advisors managing approximately $3.08 billion in client assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, offering portfolio management and financial planning services guided by asset allocation and a combination of manager- and fund-level strategies.
James M
Series 63, Series 65
Overland Park, KS
Axxcess Wealth Management, LLC
James Milazzo Jr. is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Milazzo also has a 50% ownership in Sewalson Milazzo Financial Consulting Group LLC, an advisory business in Overland Park, KS. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a multi-asset portfolio approach using fundamental, technical, and cyclical analysis and offers operational support and consolidated reporting through its Third-Party Asset Management Platform.
Darius R
Series 66, Series 63
Overland Park, KS
Arvest Wealth management
Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Arvest, he worked at Northwestern Mutual in various roles from 2021 to 2025. Outside of his advisory work, Rawlings has experience working part-time as a weekend server at the Nicklaus Golf Club. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and tailored strategies to meet client objectives.
Kathryn H
Series 63, Series 65
Overland Park, KS
IAMS Wealth Management, LLC
Kathryn Hadley is a financial advisor at IAMS Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Calton & Associates, Inc. and KCD Financial, Inc. Hadley is also involved with First Capital Group, Inc., where she focuses on sales of fixed annuities and office administration. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily offers discretionary portfolio management tailored to client objectives and risk tolerances, utilizing proprietary and third-party model portfolios with an asset-allocation approach.
Johnathan H
Series 66
Lee's Summit, MO
The Wealth Consulting Group
Johnathan Hines is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Since 2023, he has also engaged with Wealthroute, LLC, a business entity for tax and investment purposes. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and utilizes both active and passive investments alongside advisor-enhanced algorithmic portfolio services.
Mark R
Series 66
Overland Park, KS
CreativeOne Securities, LLC
Mark Rubin is a financial advisor at CreativeOne Securities, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed, Inc and CETERA Financial Group. Rubin has been with CreativeOne Securities since 2021. 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, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and a proprietary advisory platform.
Robert N
Series 63, Series 65
Overland Park, KS
CreativeOne Securities, LLC
Robert Nutter is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has previously worked at Vestech Securities, Inc. and BTS Asset Management, Inc. Nutter is also the owner of Nutter Wealth Management, which offers 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, providing financial planning, portfolio management, and retirement-plan fiduciary services.
Christopher B
Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Christopher Basch is a financial advisor with Visionary Wealth Advisors, LLC in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm offers financial planning, consulting, and investment management using a blended investment process that incorporates fundamental, technical, and cyclical analysis within an asset-allocation framework.
Charles K
CFP®, Series 66
Lees Summit, MO
Modern Wealth Management, LLC
Charles Kasper is a CFP® professional with 19 years of industry experience, currently serving as an Executive Advisor at Modern Wealth Management, LLC. He has held previous roles at Mutual Securities, Inc., Barber Financial, Financial Security Inc., and has been involved with Life Strategies Analytics, where he serves as a Financial Analyst and holds ownership. Kasper’s work at Life Strategies Analytics focuses on independent research and analysis. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized Investment Committee and a combination of strategic and tactical portfolio management approaches.
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2,405 advisors near
64083
within the area shown on the map
Out of 400,000+ nationwide