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Jennifer B

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 18 years of industry experience. She has worked at Prairie Capital Management Group since 2021, and previously spent 11 years at Umb and one year at Prairie Capital Management LLC. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles, providing financial planning, portfolio management, asset consulting, and manager selection. The firm uses a multi-manager, multi-strategy approach, developing investment policies and asset allocations while overseeing third-party managers and conducting performance reviews.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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James H

Series 66

Overland Park, KS

Advisory Solutions Group

James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Options & derivatives strategies Passive / index investing Active portfolio management
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Alyssa A

Series 66

Lenexa, KS

Copper Financial

Alyssa Akers is a financial advisor at Copper Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2019, previously spending 12 years at Ivy Funds Distributor Inc and Waddell & Reed, Inc. Copper Financial serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm works with both individual and institutional clients, utilizing a fiduciary advisory model that includes due diligence on managers and ongoing account reviews.

General retirement planning Income planning Self-Employed
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Brian P

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Brian Pfannenstiel is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Commerce Bank from 1999 to 2018 and at LF Wealth Advisors, LLC since 2018. 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, utilizing a mix 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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Kristi L

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.

Tax-loss harvesting
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Michael O

Series 63, Series 65

Overland Park, KS

IHT Wealth Management LLC

Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Steve M

CFP®, Series 63

Overland Park, KS

Regal Investment Advisors LLC

Steve Mankameyer is a CFP®-designated financial advisor with 43 years of industry experience. He has been with Regal Investment Advisors LLC since 2014 and also operates his own financial service business, Security Financial Service. Mankameyer provides financial and insurance services through multiple affiliated entities. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies within a sub-advisory platform.

Active portfolio management Options & derivatives strategies
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Lee M

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC holding a Series 65 credential and five years of industry experience. He has worked at ChangePath, LLC since 2021 and Guardian Retirement Strategies since 2020. Outside of finance, he serves as a firefighter and paramedic with West Metro Fire Rescue and works as a CPR trainer. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary and third-party models that include ETFs, mutual funds, individual equity managers, options strategies, and select 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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Jered H

Series 63, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jered Hunt is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Prevail in 2020, he worked at several firms including Hornor Townsend & Kent Inc., Penn Mutual Life Insurance Company, and Waddell & Reed. He also serves as an executive program administrator and corporate secretary for the American Academy of Family Physicians Insurance Services, Inc. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to a range of clients including individuals, pension plans, trusts, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, using an Investment Committee and a mix of fundamental, factor, and quantitative methods alongside third-party platforms for management and reporting.

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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Giacomo M

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he spent 18 years with Financial Engines Advisor Center and 10 years with Financial Engines Advisors L.L.C. Outside of his advisory role, Mannino serves as president of Joj Investments, a rental property business. Visionary Wealth Advisors provides financial planning, consulting, and investment management to a diverse client base including individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework guided by Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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Jason C

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jason Calkins is a financial advisor with FAS Wealth Partners, Inc., holding a Series 65 designation and seven years of industry experience. He previously worked at DST Systems from 2001 to 2018 before joining Financial Advisory Service, Inc. in 2018. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored plans, offering fee-based advisory services including portfolio management, financial planning, and ERISA consulting. The firm employs customized asset-allocation strategies and uses a combination of mutual funds, ETFs, individual securities, and occasionally alternative investments, supported by multiple corporate affiliations and institutional custodians.

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

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Rye KC, Northwestern Mutual, and Kansas State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by an internal investment committee and primarily invests clients’ portfolios in proprietary mutual funds and ETFs.

Tax-loss harvesting
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Gary J

Series 66

Lee's Summit, MO

Savvy

Gary Jones is a financial advisor at Savvy with 17 years of industry experience. He holds a Series 66 designation and previously worked at FBL Marketing Services, FBL Financial Group, and Valic Financial Advisors. Outside of finance, he is involved in playing music as a band owner. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Dylan S

Series 66

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Dylan Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Vintage Financial Group. Outside of advising, he is a non-voting member of PIWA-II, LLC, involved in certain financial services related to 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 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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Tysyn H

Series 66

Lenexa, KS

Copper Financial

Tysyn Hartman is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Copper Financial since 2019 and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Hartman serves as a board member of the Kansas Sports Hall of Fame, which honors individuals who have contributed to sports in Kansas. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for individual and institutional clients.

General retirement planning Income planning Self-Employed
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Tyler D

Series 65

Kansas City, MO

Prairie Capital Management Group, LLC

Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Fredric G

ChFC®, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Fredric Goodman is a financial advisor at CreativeOne Securities, LLC with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and his own firm, Fredric E. Goodman Company, where he served as president for 27 years. Outside of advisory work, he has been involved in fixed insurance and annuity sales and serves as an independent insurance consultant. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis and a proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Trisha M

Series 65

Overland Park, KS

Merit Financial Advisors

Trisha Mc Clanahan is a financial advisor at Merit Financial Advisors with five years of industry experience. She holds a Series 65 designation and has worked at several firms, including Commonwealth Financial Network and Prime Capital Investment Advisors. Prior to her advisory career, she was employed at Travanse Senior Living. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, participant education, and employee financial-wellness programs through a network of investment adviser representatives using a long-term, diversified investment approach overseen by an internal management team and investment committee.

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

Series 65

Overland Park, KS

Root Financial Partners

Kenzie Passino is a financial advisor with Root Financial Partners in Overland Park, KS, holding a Series 65 designation and three years of industry experience. Prior to joining Root Financial Partners, Passino worked at Keen Wealth Advisors and has diverse experience including roles at Goodwill Industries of Kansas and Kansas State University. Root Financial Partners provides investment management and financial planning services to individuals, trusts, small businesses, and retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and offers educational programming and online academies in addition to its advisory services.

Long-term care insurance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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Shawn T

ChFC®, Series 63

Overland Park, KS

Creativeone Wealth, LLC

Shawn Tipping is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, with 22 years of industry experience. His career includes roles at GWFS Equities, Inc., LPL Financial, and Fiserv. Outside of advising, he owns several small businesses unrelated to investments, including Zero Stop Optics LLC and AK's Guns and Ammo 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 diversified investment strategies, including proprietary models and third-party managers, and serves as a sub-adviser for external advisory programs and an ETF.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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