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John M
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
John Meyers is a financial advisor at Empower Advisory Group in Kansas City, MO, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GWFS Equities, Prydes Old Westport, Inside Ventures, Southwind Enterprises, and the University of Missouri. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Drew V
Series 66
Mission Woods, KS
Hightower Advisors
Drew Van Scyoc is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2023. Prior to this, he was involved with Prairie Highlands Golf Club and Shadow Glen Golf Club. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Antwaine B
Series 63, Series 66
Shawnee, KS
Empower Advisory Group
Antwaine Barnett is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services. Outside of his advisory work, he is the owner of A&R Enterprises, LLC, a rental property management business. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in their planning approach.
Daniel D
Series 63, Series 65
Overland Park, KS
Creative Planning
Daniel Donegan Jr. is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2015. 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 that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.
Elizabeth H
Series 63, Series 65
Prairie Village, KS
Kestra Advisory
Elizabeth Haynes is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 17 years of industry experience. She previously worked at Edward Jones and UMB Financial Services Inc before joining Kestra Advisory and Kestra Investment Services, LLC in 2022. Haynes serves as finance chairman for the Board of Trustees of BOTAR, where she helps oversee the organization’s fiscal budget. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers a variety of services including fiduciary consulting, plan design, investment advice, and employee education, and manages approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.
Eric L
Series 65
Lenexa, KS
Creative Planning
Eric Lynn is a Series 65 licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at Sterneck Capital Management for four years before joining Creative Planning in 2016. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, offering a financial planning–led investment process with a focus on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques and a range of retirement plan fiduciary services.
Alexander M
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
Alexander Montanez is a financial advisor with Empower Advisory Group based in Kansas City, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience. Montanez has worked 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 for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and disciplined rebalancing.
Kai S
Series 63, Series 65
Kansas City, MO
Planmember Securities Corporation
Kai Sewell is a financial advisor at PlanMember Securities Corporation in Kansas City, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Fidelity Security Life Insurance Company and Forrest T. Jones & Co., Inc. Sewell has been a college student since 2017 and previously worked at Vector Marketing. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.
Jerrod F
Series 63, Series 65, Series 66
Overland Park, KS
OSAIC Institutions, INC.
Jerrod Foresman is a financial advisor with OSAIC Institutions, Inc. He holds Series 63, 65, and 66 licenses and has 33 years of industry experience. His career includes roles at Myrias Financial Management, Inc., Infinex Investment, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. Foresman serves on the board of Ministry Partners Investment Co. LLC, which focuses on church lending, and is involved in insurance and Medicare supplement sales through his ownership and leadership roles in related entities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services tailored through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, wrap fee programs, alternative investments via the CAIS platform, and lending and cash-management options.
Christopher B
Series 66
Overland Park, KS
Independent Financial partners
Christopher Brooks is a financial advisor at Independent Financial Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc for nine years. He is also self-employed and has owned an investment real estate property in Overland Park, KS, since 2005. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options.
Leonard L
Series 63, Series 65
Kansas City, MO
Empower Advisory Group
Leonard Lehmann is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. He also works as a freelance photographer for Park Hill High School. 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 combines proprietary and third-party planning methodologies with an integrated platform tied to Empower’s recordkeeping and administrative services.
Brook D
CFP®, Series 63, Series 66
Overland Parks, KS
Commonwealth Financial Network
Brook Deaver is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2006 and also works with BD GWM, Inc. Outside of his advisory roles, he co-owns an entity that manages residential real estate in Barnett, Missouri. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.
Steven D
CFP®
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Steven Diederich is a CFP® professional with seven years of experience in the financial advisory industry. He has been with Moneta Group Investment Advisors in various capacities since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a diverse range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.
Malcolm K
Series 63, Series 66
Liberty, MO
Empower Advisory Group
Malcolm Knowles is a financial advisor with Empower Advisory Group in Liberty, MO, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014 and previously at Wheeler's Plumbing Heating & Cooling Corp. from 2012 to 2022. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Elizabeth H
Series 65
Roeland Park, KS
Creative Planning
Elizabeth Hartung is a financial advisor at Creative Planning with 14 years of industry experience. She holds a Series 65 designation and has been with Creative Planning since 2011. In addition to her advisory role, she owns Hartung Insurance and works as a stylist for a women's clothing retailer. Creative Planning serves a diverse client base including individuals, corporations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, complemented by a range of supplemental investment options and integrated retirement plan services.
Kyle W
Series 66
Liberty, MO
CWM, LLC
Kyle Whalley is a financial advisor at CWM, LLC with 19 years of industry experience. He previously worked at Edward Jones for 17 years and has held positions at Cetera Wealth Services, LLC and Carson Wealth. Outside of his advisory role, he is a member of Timber Ridge Trails, LLC, a recreational farming and hunting ground in Liberty, Missouri, and also manages an office rental business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and more than 600 advisors. The firm offers a range of portfolio management and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.
Samuel S
Series 63, Series 66
Kansas City, MO
AE Wealth Management, LLC
Samuel Shore is a financial advisor at AE Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Brokerage Services LLC and Madison Avenue Securities. Outside of his advisory role, he serves as an assistant debate coach at Greenhill School and officiates amateur ice hockey games. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a platform-centered approach combining proprietary and third-party model portfolios, discretionary asset management, and financial planning services.
Heather K
Series 65
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Heather Kline is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Chinquapin Trust Company from 2016 to 2023 and was self-employed from 1995 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a partner-led team structure and an open-architecture investment process emphasizing asset allocation and manager due diligence.
Matthew L
CFP®
Kansas City, MO
Creative Planning
Matthew Lazor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Creative Planning in Kansas City, MO since 2021. His prior roles include positions at SBSB Financial Advisors and Northwestern Mutual, as well as time spent at Virginia Tech and FJY Financial. Creative Planning provides wealth management and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supporting clients with discretionary portfolio management and comprehensive retirement plan advisory services.
Gerald S
Series 63, Series 65
Overland Park, KS
Ameritas Advisory Services, LLC
Gerald Starbuck is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has held roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and his own accounting firms, including G.R. Starbuck & Co P.A. and Jerry Starbuck, CPA, where he provides accounting and tax services. He is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.
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