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Garrett S

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Garrett Stutz is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. Prior to his advisory career, he played professional basketball for ten years and currently serves on the board of Clay County Savings Bank. He is also the owner of TBT Aftershocks LLC, which provides teams for basketball tournaments, and Virtue Consulting Group LLC, a business consulting firm. Prevail Innovative Wealth Advisors, LLC offers investment advisory and retirement-plan fiduciary services to individuals, businesses, and institutions. The firm customizes portfolios according to client objectives and risk tolerance, utilizing a range of fundamental, factor, and quantitative methods 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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Jordan C

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jordan Chapman 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 KOMPAN for five years. Outside of advisory work, he is also an insurance agent affiliated with Prevail Strategies LLC. 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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Timothy W

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Timothy Wickey is a financial advisor at FAS Wealth Partners, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sunrise Advisors, Inc. and Financial Advisory Service, Inc. Outside of his advisory role, he consults with clients on the use of structured settlement annuities in personal injury cases as part of long-term financial strategies. FAS Wealth Partners manages approximately $3.08 billion in client assets and serves about 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and tax-aware investment techniques.

Tax-loss harvesting Retirement income strategy Debt management
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Brian P

Series 66

Overland Park, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Brian Paulsen is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include nearly a decade at True Wealth & Company LLC and positions at True Exit Solutions and TRUEINSURANCE.LIFE. He serves as an advisory board member for HPad, Inc and owns Paulsen Consulting, Inc, a separate investment-related business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with a Chief Investment Officer who holds a CFA, offering services that include retirement plan consulting, individual wealth management, and a wrap fee program.

Founder/Business Owner Retired
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Robert O

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Robert Olvera is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Ameriprise Financial Services, Raymond James Financial Services, and AllState Financial Services. Olvera serves as a board member and on the investment committee of the National Association of Insurance and Financial Advisors (NAIFA). CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves 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 using fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Samantha C

Series 66

Lee's Summit, MO

Eversource Wealth Advisors, LLC

Samantha Compton is a financial advisor at Eversource Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wise Wealth, LLC, Bank of America, N.A., and Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent offering non-variable products. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform, with specialized services for clients with more than $5 million in investable assets.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Luis L

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Luis Lovato is a Series 65-licensed advisor with Creativeone Wealth, LLC, where he has worked since 2024. He has two years of experience in the financial industry, including roles at L&L Advisors and prior work with GBA Builders and CRB Builders. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a blend of proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, 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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Jace E

Series 63, Series 65

Leawood, KS

49 Financial

Jace Engel is a financial advisor with 3 years of industry experience, currently practicing at 49 Financial. He holds Series 63 and Series 65 licenses and has worked at several firms including Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of advisory work, he provides fixed insurance services. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, employing a disciplined, long-term approach based on a derivative of Modern Portfolio Theory and utilizing a mix of proprietary and platform model portfolios.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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Zornitsa C

Series 66

Overland Park, KS

International Assets Investment Management, LLC

Zornitsa Carlson is a Series 66-licensed advisor with International Assets Investment Management, LLC, based in Overland Park, KS. She has 15 years of industry experience, including a 15-year tenure at Edward Jones prior to joining her current firm. Outside of her advisory role, Carlson serves as a Supervisory Election Judge for the Platte County Board of Elections. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may incorporate third-party money managers and wrap programs as part of its comprehensive offerings.

Retirement income strategy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Founder/Business Owner LGBTQIA Intergenerational Families Divorced
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Jason M

CFP®, Series 65, Series 63

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jason Montgomery is a CFP® with nine years of industry experience, currently serving at Prevail Innovative Wealth Advisors, LLC since 2024. Prior to Prevail, he worked at Normandy Investment Advisors and Commonwealth Financial Network among other firms, and served in the U.S. Army for 20 years. He holds leadership and volunteer roles in military and community organizations, including First Vice President of the Heart of America Chapter of the Military Officers Association of America and a board member of the Kansas City Region of the Porsche Club of America. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension plans, trusts, estates, corporations, and business owners. The firm offers customized portfolio management overseen by an Investment Committee and integrates fundamental, factor, and quantitative methods alongside third-party platforms for reporting and implementation.

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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Bryan F

Series 66

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Bryan Farwell is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is also a licensed insurance agent offering insurance products to clients. 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 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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Chase V

Series 65, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Chase Vander Hart is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with CreativeOne Securities and its predecessor firms since 2019 and has held roles including client service associate at Harvest Financial Group. Vander Hart is also involved with Mission Church, participating in community projects related to the communication of financial gifts. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning and asset management using fundamental and cyclical security analysis, offering both discretionary and non-discretionary portfolio services through a proprietary platform and third-party managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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David D

CFA®, Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

David Dickens Jr. is a CFA® charterholder with 25 years of industry experience. He is currently with CreativeOne Wealth, LLC and has previously worked at Brookstone Capital Management and KC Financial Advisors. He is the owner and president of KC Financial Advisors, Inc., where he is involved in insurance, tax preparation, and staff supervision. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various strategies including modern portfolio theory 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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Kevin K

Series 66

Overland Park, KS

Smith, Moore & Co.

Kevin Kopff is a financial advisor at Smith, Moore & Co. in Overland Park, KS, with 10 years of industry experience. He holds the Series 66 designation and has been with Smith, Moore & Co. since 2015. Outside of his advisory role, he serves as an administrator for a family LLC in Topeka, Kansas. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
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Camden S

Series 65

Lees Summit, MO

Royal Fund Management, LLC

Camden Sprouse is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with KC Medicare Advisors and Sprouse Financial Group. He is also involved as an independent licensed insurance agent, advising clients on Medicare plans and ancillary insurance products. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client risk tolerance.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Bryan W

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Bryan Woodell Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Hornor Townsend & Kent, LLC, Penn Mutual Life Insurance Co, Brighthouse Securities, LLC, and METLIFE SECURITIES Inc. He is also involved as an independent marketing organization consultant, wholesaling annuities to financial professionals. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs alongside a proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Levi H

Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Levi Huncovsky is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at ChangePath, LLC, Client One Securities, LLC, and United Capital Management of Kansas. Outside of his advisory work, he owns and operates L&L Advisors, LLC, which provides life insurance, Medicare supplements, and annuities, as well as Hillcrest Benefits, assisting agents with Medicare contracting and sales. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, employing diverse investment methods and a range of asset types including ETFs, mutual funds, 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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Madeline K

CFP®, Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Madeline Key is a CFP® practitioner with four years of industry experience, currently advising at CreativeOne Securities, LLC. Her prior roles include positions at AE Wealth Management LLC, Jones Advisory Group, and SSC CPAs & Advisors. Earlier in her career, she held roles outside the financial sector including at Spin Pizza and Iron Rail Brewing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning with ongoing asset management, using fundamental and cyclical security analysis alongside a proprietary advisory platform and offers both discretionary and non-discretionary portfolio management.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Scott W

CFA®, Series 63

Overland Park, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Scott Wightman is a CFA charterholder and holds a Series 63 license with 12 years of industry experience. He has worked at Mutual Securities, Inc. and American Century Investment Services, Inc. before joining Intellicents Investment Solutions Inc., where he has been since 2018. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, providing retirement plan consulting, wealth management, and a wrap fee program. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer and manages roughly $9.92 billion in assets across multiple offices.

Founder/Business Owner Retired
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Luke H

Series 63, Series 65

Leawood, KS

49 Financial

Luke Heiligenthal is a financial advisor at 49 Financial with five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Arvest Bank, and the University of Arkansas. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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