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Barnabas H

CFP®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

Barnabas Horton Jr. is a CFP® with 25 years of industry experience, currently affiliated with FAS Wealth Partners, Inc. in Leawood, KS. He has been with FAS Corp. and Financial Advisory Service, Inc. since 2016. Horton serves on the board of Rawlins Bancshares Holding Company and Farmers Bank & Trust, where he participates in several board committees, including one with authority over bond trades. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs customized asset-allocation strategies and utilizes a range of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments, while maintaining multiple corporate affiliations and referral relationships.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Thomas B

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group

Thomas Blumer is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at LPL Financial since 2009 and was affiliated with V Wealth Management until 2023 before joining WCG Wealth Advisors. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm uses a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering strategies through individual securities, mutual funds, ETFs, model portfolios, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Brett L

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group

Brett Lange is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, LLC, and GWM Advisors LLC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment approach integrating fundamental, technical, macroeconomic, and quantitative analysis, and offers a range of management and consulting services across multiple custodial platforms.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Creighton S

Series 65

Overland Park, KS

49 Financial

Creighton Sharp is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Before joining 49 Financial, he worked at Edward Jones and has a background that includes academic experience at Creighton University and roles in hospitality and education. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm employs a disciplined, long-term asset allocation approach based on Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

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

CFP®, CFA®, Series 63, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jordan O'Grady is a CFP® and CFA® with 14 years of industry experience. He has been with FAS Wealth Partners, Inc. and its affiliated entity Financial Advisory Service, Inc. since 2014. His credentials include Series 63 and Series 66 licenses. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and uses a variety of investment vehicles, maintaining multiple corporate affiliations and a comprehensive operational framework.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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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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Clayton F

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Clayton Fisher is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BOK Financial Securities, Inc., Bank of Kansas City, and BOKF, NA. He is also involved with Financial Advisory Service, Inc., an SEC-registered investment adviser affiliated with his current firm. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and retirement plans, providing fee-based advisory services including portfolio management and comprehensive financial planning. The firm employs customized asset-allocation strategies and discretionary trading authority when authorized, utilizing a range of investment vehicles and maintaining multiple corporate affiliations to support its client services.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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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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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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William K

Series 66

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

William Keech is a financial advisor at Prevail Innovative Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life & Casualty, Inc, Santa Marta, and Bens Lawnscaping. He holds a life and health insurance license. 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 and fundamental analysis overseen by an Investment Committee.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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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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Jesse H

Series 63, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jesse Hernandez is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Voya Financial Partners and Voya Financial Advisors. 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.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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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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