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Thomas Y

Series 65, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Thomas Yager is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been involved with related entities under the CreativeOne umbrella since 2014, including a role overseeing new business processing for insurance lines as Vice President of Operations. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using both fundamental and cyclical analysis.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Jaime G

Series 66

Lenexa, KS

Creative Financial Designs, Inc.

Jaime Gaona is a financial advisor at Creative Financial Designs, Inc. with 12 years of industry experience. He previously worked at Edward Jones for nine years before joining Creative Financial Designs in 2022. Outside of his advisory role, Gaona is co-owner of a construction business, J&J Familia. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Amy R

Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Amy Roberts is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Simplicity Wealth, Brett Reid Group, and Keller Williams. Outside of her advisory role, Roberts owns Serendipity Farm & Vine, a farm winery and event venue. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to implement portfolios and supports tailored suitability assessments and regular rebalancing.

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

ChFC®, Series 66

Overland Park, KS

Creativeone Wealth, LLC

Brian Harrold is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 66 license, and has 22 years of industry experience. He has worked at firms including MassMutual, Metlife Securities, New England Securities, and Ameriprise. Outside of his advisory role, he is an independent insurance agent specializing in dental, group disability, life, accident, health, and long-term care insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages discretionary accounts using proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, 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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Robert S

CFP®, Series 66, Series 63

Kansas City, MO

First National Advisers, LLC

Robert Self is a CFP® with nine years of industry experience. He currently works at First National Advisers, LLC and has previously held positions at Country Club Trust Company, Wells Fargo Advisors, Bank of America, and Merrill. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, serving roughly $7.3 billion in discretionary assets under management.

Wealth management ESG / Sustainable investing Real estate investing
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Michael M

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Michael Miller is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at Global Atlantic Financial Group from 2013 to 2017. He is also President and CEO of CreativeOne, an insurance marketing and brokerage firm. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

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

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Matthew Schuller is a financial advisor at Creativeone Wealth, LLC with eight years of industry experience. He holds a Series 65 credential and has been involved with Change Path LLC since 2018 and Creative One Solutions LLC since 2012. Outside of his advisory role, Schuller serves as president and owner of a business focused on the sale of annuities, long-term care, and life insurance products. 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 a combination of proprietary model portfolios and third-party managers, employing various investment methods 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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Heath H

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Heath Hancock is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. Prior to entering the financial industry, he owned and operated Hancock Chiropractic for 16 years. He is also involved in Hancock Investments LLC, a family-owned business that manages rental properties in Salina, Kansas. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party model portfolios, employing various investment strategies including ETFs, mutual funds, 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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Andrew K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. 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, setting allocation parameters and selecting 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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Kacy S

CFP®, Series 63

Lenexa, KS

RFG Advisory, LLC

Kacy Seitz is a CFP® professional with 12 years of experience in the financial services industry. She currently serves at RFG Advisory, LLC and previously worked for Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for over a decade. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers a range of services such as portfolio management, financial planning, and access to alternative investments, employing a combination of actively managed and passive strategies with a focus on risk management.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Logan D

Series 66

Kansas City, MO

Modern Wealth Management, LLC

Logan Degraeve is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and has been with Barber Financial Group since 2015, where he continues to serve as an investment adviser representative. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

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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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. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Royal Blue Capital and Missouri State University. FAS Wealth Partners offers fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation tailored to clients’ investment objectives, combining internal management with third-party resources and incorporating tax-aware strategies and alternative vehicles.

Tax-loss harvesting Retirement income strategy Debt management
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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 with American Century Investments Private Client Group, Inc., holding Series 66 and Series 63 registrations. He has been with American Century Investment Services since 2025. Prior to this, he held positions at Uber Eats, Intellicents, Doordash, Chipotle Mexican Grill, Target, and the Heartland Soccer Association. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by internal teams and emphasizes proprietary mutual funds and ETFs in its investment approach.

Tax-loss harvesting
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Risdan K

CFP®, Series 63

Lees Summit, MO

Modern Wealth Management, LLC

Risdan Kasper is a CFP® credentialed financial advisor with 42 years of industry experience, currently serving at Modern Wealth Management, LLC since 2023. His prior experience includes seven years at Barber Financial Group and long-term roles at Life Strategies Analytics and Financial Security Inc. He co-hosts a weekly wealth management radio show and owns a substantial interest in Life Strategies Analytics. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a combination of model portfolios, third-party managers, and strategic asset allocation.

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® and Series 66-licensed financial advisor with 15 years of industry experience. He has been with Financial Advisory Service, Inc. and its affiliated entity FAS Corp. since 2010. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering portfolio management and financial planning guided by asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
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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 Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, Strandell volunteers as a presenter for the Financial Education Partnership, a nonprofit organization. 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, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Julie R

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.

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