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Peter H

CFA®, Series 65, Series 66, Series 63

Overland Park, KS

Lexaurum Advisors

Peter Hughes is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LexAurum Advisors since 2016. He holds Series 63, 65, and 66 licenses. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms as a sub-adviser. The firm employs a multi-advisor team and emphasizes diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Ethan H

Series 66

Overland Park, KS

The Wealth Consulting Group

Ethan Hutcheson is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 11 years of industry experience, having previously worked at firms including Mariner Wealth Advisors, LPL Financial, and V Wealth Management. 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 employs a tailored investment process combining multiple analytical approaches and offers services through various custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory capabilities.

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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Molly P

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Molly Pfannenstiel is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Oracle (formerly Cerner) for twelve years. Prior to her current role, she was a homemaker for two years. 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 proprietary and third-party model portfolios, 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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Jacquelyn G

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jacquelyn Glenn is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed Inc and Ameriprise. She serves as a delegate for the American Kennel Club, a nonprofit organization. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and retirement plans, with an investment process focused on asset allocation tailored to clients’ written objectives. The firm combines internal management with third-party resources and offers tax-aware strategies alongside legal and tax referral services.

Tax-loss harvesting Retirement income strategy Debt management
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David V

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group

David Vos is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 designations and eight years of industry experience. He previously worked at Creative Planning from 2018 to 2024. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, employing both active and passive investments alongside algorithmic portfolio management and legal support services.

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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Alexander H

Series 63, Series 65

Lee's Summit, MO

ON Investment Management CO

Alexander Halsey is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at The O.N. Equity Sales Company, AuguStar Life Insurance Company, Summit Pointe Financial Group, Crown Automotive Group, Laird Noller Automotive Group, and he previously taught at Olathe East High School. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains a dual-registration model involving broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Thomas B

Series 65

Overland Park, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Thomas Berger is a financial advisor at Intellicents Investment Solutions Inc. He holds a Series 65 designation and has been in the industry since 2023. His prior experience includes roles at Virtus LLC and the University of Kansas. 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 periodic rebalancing and offers both discretionary and non-discretionary portfolio management.

Founder/Business Owner Retired
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Brendon C

Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Brendon Christy is a financial advisor at Creativeone Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horter Investment Management, BK Financial, and Personalized Brokerage Services. He also serves as president of Christy Financial Services, LLC, which provides insurance solutions and business consulting. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies, including proprietary ETF-based models and third-party managers, supported by quantitative and fundamental analysis.

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

Series 63, Series 65

Leawood, KS

American Century Investments Private Client Group, Inc.

Jordan Mc Gee is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at American Century Investment Services since 2020 and Basys Processing from 2017 to 2020. Prior to his professional career, he was involved with Theta Chi Fraternity. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach managed by internal asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Tax-loss harvesting
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Jared A

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Jared Anderson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has served as Vice President of Sales at Market Synergy Group since 2014, where he is also a part owner involved in fixed insurance products. CreativeOne Securities is a multi-advisor firm with 127 advisors that provides financial planning, portfolio management, and retirement-plan fiduciary services for individuals, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management and offers access to third-party managers and a proprietary advisory platform.

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

Series 63, Series 65

Overland Park, KS

IHT Wealth Management LLC

Bryan Hays is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at NVISION WEALTH GROUP, LLC and LPL Financial. IHT Wealth Management serves individuals—including high-net-worth clients—corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Michael C

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Michael Cajthaml Jr. is a financial advisor with CreativeOne Wealth, LLC and holds a Series 65 credential. He has seven years of industry experience, including prior roles at Cy Financial, LLC and AE Wealth Management, LLC. In addition to his advisory work, he serves as a business consultant with Pareto Systems, providing practice management consulting to other financial advisors. CreativeOne Wealth, LLC offers fee-based asset management and financial planning services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing diverse investment strategies including ETFs, mutual funds, and options.

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

Series 63, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jay Haffley is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior work includes roles at LPL Financial, BMO Bank NA, SII Investments, Inc., Equitable Advisors, UBS Financial Services, and STIFEL. He also holds insurance licenses in life and health. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios according to client objectives and risk tolerance, utilizing a mix of fundamental, factor, and quantitative methods, and offers business planning services alongside discretionary asset management.

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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Ricky B

Series 66

Overland Park, KS

Creative Financial Designs, Inc.

Ricky Bain is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 23 years of industry experience. Bain is also the founder and advisor of Lighthouse Financial Strategies, where he provides life, health, disability, and long-term care insurance advisory services. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs a model-driven investment process and offers strategies including passive, tactical, and Biblical Responsible Investing approaches.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Orlando M

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Orlando Martinez is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at American Century Investment Services, Farmers Insurance, Urenda Tool Company, DST Systems, and the University of Kansas. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs.

Tax-loss harvesting
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Roger I

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Roger Irie 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 Abbott Rapid Diagnostics in the cardiometabolic division for eleven years. Outside of his advisory role, he serves as Chief Operative Officer of Bluebird Oxygen LLC, a company involved in oxygen concentrator rentals and operations. 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, 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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Ethan H

CFP®, Series 66

Lees Summit, MO

Creative Financial Designs, Inc.

Ethan Hays is a CFP® professional with five years of industry experience, currently affiliated with Creative Financial Designs, Inc. He has also worked at Lighthouse Financial Strategies and BKD. In addition to his advisory role, Hays is a 51% owner of Lighthouse Tax Strategies, LLC, which provides tax preparation services. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations guided by risk objectives and third-party research, and it provides specialized features such as Biblically Responsible Investing strategies.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Jennifer S

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Jennifer Simmons is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations and bringing eight years of industry experience. Her prior roles include positions at Cherry Co, Scout & Cellar, Madison Senior Living, and Northwestern Mutual. She also worked with the U.S. Soccer Program from 2018 to 2020. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with modest relationship thresholds. The firm delivers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs, detailed performance reporting, and household account aggregation.

Tax-loss harvesting
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Virginia S

Series 66

Overland Park, KS

Lexaurum Advisors

Virginia Shields is a financial advisor with LexAurum Advisors in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. She has been with LexAurum Advisors since 2016 in various roles. LexAurum Advisors manages approximately $1.27 billion for individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm uses diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis, offering model allocations primarily through low-cost ETFs and services that include discretionary rebalancing on third-party platforms.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Drew S

CFP®, Series 65

Lees Summit, MO

Modern Wealth Management, LLC

Drew Sprugel is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC, based in Lees Summit, MO. He has two years of industry experience and has been with Modern Wealth Management since 2023. Outside of his advisory role, he holds a passive shareholder interest in a holding company that owns a small local bank in Nebraska, a position inherited from family. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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