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Logan D

Series 66

Kansas City, MO

Modern Wealth Management, LLC

Logan Degraeve is a Series 66 licensed advisor at Modern Wealth Management, LLC with 11 years of industry experience. He worked at Barber Financial Group for eight years before joining Modern Wealth Management in 2023. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and modular services.

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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John L

ChFC®, Series 63, Series 65

Overland Park, KS

Royal Fund Management, LLC

John Link is a financial advisor with Royal Fund Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience and has worked at firms including Nexus Financial Group and Link Retirement & Financial Services. In addition to his advisory work, he provides trust and estate planning advice through a separate entity, Link Financial LLC. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerances and manages approximately $1.55 billion in assets with a team of 83 advisors.

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

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.

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

Series 66

Overland Park, KS

Convergence Financial

Elliott Decker is a financial advisor with Convergence Financial in Overland Park, KS. He holds a Series 66 designation and has been in the industry since 2025. Prior to entering the financial services field, his work experience includes roles at FedEx Ground and University of Missouri Kansas City. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis in portfolio construction and offers retirement plan consulting, fiduciary services, and access to third-party asset managers, operating across multiple offices and managing significant client assets.

Retirement income strategy General retirement planning Equity compensation tax strategy Planning for children with special needs College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Ryan A

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. 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 employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.

Tax-loss harvesting
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Joshua P

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. with eight years of industry experience. He holds the Series 65 designation and has previously worked at Royal Blue Capital and Missouri State University. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm uses a customized asset-allocation approach with a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.

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

Series 66, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Harrison Dill is an advisor at American Century Investments Private Client Group, Inc. with Series 66 and Series 63 credentials. He has been with the firm since 2025 and has prior work experience at companies including Uber Eats, DoorDash, and Chipotle Mexican Grill. Outside of financial services, his background includes roles in food delivery and retail. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with modest asset levels. The firm uses model portfolios managed by its asset allocation teams and emphasizes proprietary funds, detailed quarterly reporting, and household account aggregation.

Tax-loss harvesting
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Risdan K

CFP®, Series 63

Lees Summit, MO

Modern Wealth Management, LLC

Risdan Kasper is a CFP® with 42 years of industry experience, currently with Modern Wealth Management, LLC since 2023. His prior roles include positions at Barber Financial Group and Life Strategies Analytics, where he has also maintained an ownership interest. Kasper co-hosts a weekly wealth management radio show. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized investment committee and uses model portfolios, third-party managers, and various tools to guide investment decisions.

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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John M

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

John Mcdonald is a CFP® with 15 years of experience and is currently affiliated with FAS Wealth Partners, Inc. He has worked with Financial Advisory Service, Inc. and FAS Corp. for over a decade. Outside of his advisory role, he oversees financial plan development and portfolio management at Financial Advisory Service, Inc., the parent company of FAS Corp. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments when appropriate.

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

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, he volunteers as a presenter for Financial Education Partnership, a nonprofit organization. CreativeOne Securities 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 provides financial planning, portfolio management, retirement-plan fiduciary services, and access to both proprietary and third-party advisory platforms.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Elizabeth B

Series 65

Leawood, KS

49 Financial

Elizabeth Boswell is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation. Outside of her advisory role, Boswell serves as an associate at Financial Independence Group, where she is involved in selling fixed annuities and life insurance policies. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach grounded in 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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Kenneth H

Series 63, Series 65

Overland Park, KS

Mutual Of Omaha Investor Services, Inc.

Kenneth Haughney is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2012 and with Mutual of Omaha since 2011. Outside of advisory services, he is appointed with Blue Cross/Blue Shield of Kansas City, selling major medical and dental insurance to individuals and small businesses on a limited basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, supporting both non‑HNW and high‑net‑worth clients with access to third‑party money managers and model portfolios.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Kerry L

Series 63, Series 66, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Kerry Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and 37 years of industry experience. His career includes roles at Cambridge Investment Research and running Lawing Financial Inc. He serves as CEO of Prevail Strategies, LLC, and is president of the Lawing Family Foundation. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance and employs a multi-disciplinary investment approach 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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Kevin A

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Kevin Amey is a CFP® professional with 17 years of industry experience, currently advising at FAS Wealth Partners, Inc. His career includes roles at Financial Advisory Service, Inc., Koesten, Hirschmann & Crabtree, Inc., Securian Financial Services, Inc., and Merrill. FAS Wealth Partners serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach centers on customized asset-allocation strategies using a variety of investment vehicles and discretionary trading when authorized.

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

Series 66

Kansas City, MO

UMB Financial Services, Inc.

Francis Scheuerman is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

ESG / Sustainable investing Wealth management Active portfolio management
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Richard G

Series 63, Series 65

Leawood, KS

United Capital Financial Advisors

Richard Groebl is a financial advisor at United Capital Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors, OneDigital, LPL Financial, and V Wealth Management. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Chang S

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Chang Shin is a financial advisor at CreativeOne Securities, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scout Investments, Inc. and Financial Engines Advisors L.L.C. Outside of his advisory work, he and his wife own farmland in Kansas, which they lease for hay production. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of over 120 advisors.

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

Series 65

Olathe, KS

Parallel Advisors, LLC

Tanner Wraa is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles, including time at The University of Alabama and entrepreneurial activities related to fitness content creation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, and integrates technology platforms to support tax-efficient portfolio management.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Connor A

CFP®, Series 66

Kansas City, MO

Facet

Connor Anderson is a CFP® professional with 11 years of experience in financial services. He is currently with Facet, having joined the firm after roles at Aspyre Wealth Partners, Charles Schwab Bank, Edward Jones, and Wells Fargo Advisors. Anderson holds a Series 66 license and is based in Kansas City, MO. Facet Wealth provides subscription-based financial planning and discretionary investment management primarily to individual clients, serving both non-high-net-worth and high-net-worth households. The firm uses model-based asset allocations with a technology-driven approach and offers a flat subscription planning model that integrates investment management with comprehensive financial planning services.

Tax-loss harvesting Private / alternative investments ESG / Sustainable investing General retirement planning
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Joan B

Series 66

Lenexa, KS

Copper Financial

Joan Bellows is a financial advisor at Copper Financial with 23 years of industry experience. She holds the Series 66 designation and has worked at Copper Financial Network LLC since 2021, following an 18-year tenure at Waddell & Reed, Inc. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option for both individual and institutional clients.

General retirement planning Income planning Self-Employed
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