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Tyler W

Series 66

Lenexa, KS

Copper Financial

Tyler White is a financial advisor at Copper Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CommunityAmerica Credit Union. Copper Financial primarily serves credit union members, including those of its parent firm CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs to both individual and institutional clients.

General retirement planning Income planning Self-Employed
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Thomas B

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group

Thomas Blumer is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at LPL Financial since 2009 and was affiliated with V Wealth Management until 2023 before joining WCG Wealth Advisors. 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 uses a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering strategies through individual securities, mutual funds, ETFs, model portfolios, and separately managed accounts.

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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Brett L

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group

Brett Lange is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, LLC, and GWM Advisors LLC. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment approach integrating fundamental, technical, macroeconomic, and quantitative analysis, and offers a range of management and consulting services across multiple custodial platforms.

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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Creighton S

Series 65

Overland Park, KS

49 Financial

Creighton Sharp is a financial advisor with 49 Financial in Overland Park, KS. He holds a Series 65 designation and has one year of industry experience. Prior to joining 49 Financial, he worked at Edward Jones and has experience in hospitality and education sectors. 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, and fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and proprietary 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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Brian B

Series 63, Series 65

Overland Park, KS

First Heartland Consultants, Inc.

Brian Boedicker is a financial advisor with First Heartland Consultants, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with First Heartland Capital Inc since 2003. Outside of advisory work, he is involved in the sale and distribution of insurance products as an agent and broker. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Jordan O

CFP®, CFA®, Series 66, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

Jordan O'Grady is a CFP® and CFA® professional with 14 years of experience in financial advising. He has been with FAS Wealth Partners, Inc. and its affiliated firms since 2014. His credentials also include Series 66 and Series 63 licenses. FAS Wealth Partners provides fee-based advisory services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm’s investment process emphasizes asset allocation aligned with client objectives and integrates both internal management and third-party resources, along with tax-aware strategies and alternative investment options.

Tax-loss harvesting Retirement income strategy Debt management
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Joseph L

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Joseph Lauritsen is a financial advisor at CreativeOne Securities, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at American Century Investment Services, Inc. He is also a self-employed musician. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management using fundamental and cyclical security analysis and offers both discretionary and non-discretionary portfolio management through a network of 127 advisors.

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

Series 66

Overland Park, KS

Creativeone Wealth, LLC

Bryan Gurss is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Forrest T. Jones & Co. Inc. dba FTJ Retirement Advisors and PlanMember Securities Corporation. Outside of advisory work, he has worked as a delivery driver for DoorDash. 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 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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Stephen F

Series 63, Series 66

Prairie Village, KS

Sequent Planning, LLC

Stephen Foster is a financial advisor with Sequent Planning, LLC and holds the Series 63 and Series 66 designations. He has 26 years of industry experience, including eight years at Securities America Advisors and Securities America Inc. Outside of advisory work, he is involved in selling individual health insurance, Medicare-related plans, and life insurance. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, third-party model manager access, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified manager exposures.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Joshua W

Series 65

Overland Park, KS

Arvest Wealth management

Joshua Warner is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 65 credential and six years of industry experience. He has worked at Arvest Bank and Arvest Wealth Management since 2019 and previously at American Century Investments and Demarche Associates. Warner splits his time evenly between Arvest Bank’s Trust Department and Arvest Wealth Management. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Clayton F

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Clayton Fisher is a financial advisor at FAS Wealth Partners, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at BOK Financial Securities, Inc. and Bank of Kansas City. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and retirement plans. The firm’s investment approach focuses on asset allocation aligned with clients’ written investment objectives and combines internal management with third-party managers and research tools.

Tax-loss harvesting Retirement income strategy Debt management
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Hanna W

Series 65

Leawood, KS

49 Financial

Hanna Wroblewski is a Series 65-credentialed financial advisor at 49 Financial with two years of industry experience. Prior to joining 49 Financial, she held roles at Friendship Village and World Wide Technology. Outside of her advisory work, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-affiliated organizations. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, providing financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and manages approximately $1.4 billion across multiple advisory teams.

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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Michael A

Series 66

Overland Park, KS

CreativeOne Securities, LLC

Michael Andries is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 27 years of industry experience and has worked with firms including Client One Securities, LLC and Securities America Advisors, Inc. Outside of his advisory role, he is involved in insurance sales through Funds Management, Inc and provides counseling at St Luke's Catholic Church. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

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

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

John Manry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and with 44 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2014. Outside of his advisory role, Manry is an independent insurance agent specializing in fixed, indexed, and life insurance products. 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, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Randall P

Series 66

Overland Park, KS

IHT Wealth Management LLC

Randall Powell is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2019, and previously at Waterfront Wealth, Inc. and Wells Fargo Advisors. Powell volunteers with Modern Day Missions, contributing approximately eight hours per month. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a combination of fundamental value screening and quantitative optimization in its investment process and operates through a network of advisers tailoring portfolios to client objectives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Carter H

Series 65

Prairie Village, KS

M HOLDINGS SECURITIES, Inc.

Carter Howes is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. He has worked with McInnes Group, Inc. since 2019 and was previously employed at Benedictine College from 2016 to 2021. Outside of his advisory role, he has experience as a financial analyst focusing on retirement planning and insurance sales. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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Shaymond J

Series 65

Overland Park, KS

Simplicity wealth

Shaymond Janes is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Private Advisor Group and Two West Capital Advisors. Outside of advising, he serves as a Business Development Consultant for insurance professionals and manages life insurance and fixed annuity sales through his own firms. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Eric H

CFP®, Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Eric Hunsicker is a CFP® with 19 years of industry experience, currently serving at CreativeOne Wealth, LLC. He has previously worked with Securities America, Inc. and Securities America Advisors. Alongside his advisory work, he is involved in fixed insurance sales through Kansas Financial Resources and provides investment advisory services via Changepath, 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 proprietary model portfolios and third-party managers, employing a range of investment strategies including ETFs, mutual funds, options, and 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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William K

Series 66

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

William Keech is a financial advisor at Prevail Innovative Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life & Casualty, Inc, Santa Marta, and Bens Lawnscaping. He holds a life and health insurance license. 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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Amanda W

Series 66

Overland Park, KS

BOK Financial Securities, Inc.

Amanda Wittiger is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at Truist Investment Services, Inc. and Jay Gemes State Farm. BOK Financial Advisors serves a diverse client base including individual, high-net-worth, corporate, and institutional clients, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, along with financial planning and consulting services. The firm’s investment approach combines quantitative and qualitative research with tailored asset allocations managed by Strategic Investment Advisors.

Wealth management Retirement income strategy Income planning Real estate investing
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