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Christopher H

Series 63, Series 65

Lee's Summit, MO

ON Investment Management CO

Christopher Heckadon is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with ON Investment Management Company and its affiliated firms since 2014. Outside of his advisory role, he serves on the University of Central Missouri Alumni Foundation Board of Directors. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary third-party investment programs.

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

Series 65, Series 63

Lees Summit, MO

CreativeOne Securities, LLC

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Joseph K

Series 66

Blue Springs, MO

Copper Financial

Joseph Kraemer is a financial advisor with Copper Financial in Blue Springs, MO, holding a Series 66 designation and 11 years of industry experience. He has worked at Copper Financial Network LLC since 2015. Kraemer serves as a fundraiser for the Jake Cavanaugh Foundation, a nonprofit supporting families with children diagnosed with cancer, and is a board member at the Farnan Spirituality Center. Copper Financial primarily serves credit union members, providing financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm works with both individual and institutional clients and operates a model-based wrap program alongside an online Guided Investing option.

General retirement planning Income planning Self-Employed
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Randall S

Series 66

Lees Summit, MO

Infinity Financial Services Advisory

Randall Silvey is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Infinity Financial Services Advisory in 2020, he worked at LPL Financial from 2013 to 2017. Outside of his advisory work, he is the owner of Royal CBD, an online cannabidiol sales business. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment approach and integrates a range of investment strategies and products, including options and complex instruments, within its portfolio construction and risk management processes.

Options & derivatives strategies
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Johnathan H

Series 66

Lee's Summit, MO

The Wealth Consulting Group

Johnathan Hines is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Since 2023, he has also engaged with Wealthroute, LLC, a business entity for tax and investment purposes. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and utilizes both active and passive investments alongside advisor-enhanced algorithmic portfolio 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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Charles K

CFP®, Series 66

Lees Summit, MO

Modern Wealth Management, LLC

Charles Kasper is a CFP® professional with 19 years of industry experience, currently serving as an Executive Advisor at Modern Wealth Management, LLC. He has held previous roles at Mutual Securities, Inc., Barber Financial, Financial Security Inc., and has been involved with Life Strategies Analytics, where he serves as a Financial Analyst and holds ownership. Kasper’s work at Life Strategies Analytics focuses on independent research and analysis. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized Investment Committee and a combination of strategic and tactical portfolio management approaches.

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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Tracy F

Series 66

Lee's Summit, MO

ON Investment Management CO

Tracy Ford is a financial advisor at ON Investment Management Company with five years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network and Normandy Investment Advisors. Outside of his advisory role, he owns Elite Supplemental Benefits, a consulting and organizing business. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive financial planning and access to various third-party investment programs, managing client portfolios through a mix of discretionary and non-discretionary arrangements.

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

Series 66

Lees Summit, MO

ON Investment Management CO

Nathan Biggerstaff is a financial advisor with ON Investment Management Company in Lees Summit, MO, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Tortoise Investment Partners, Montage Securities, and Propio Language Service. In addition to his advisory work, he is involved in insurance sales. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, 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 accounts and utilizes both proprietary and third-party investment programs.

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

Series 63, Series 65

Lee's Summitt, MO

ON Investment Management CO

Aaron Hughes is a financial advisor at ON Investment Management Company with 20 years of industry experience. His background includes roles at TIAA-CREF, MassMutual Investors Services, and Steadfast Companies. He holds Series 63 and Series 65 licenses and is involved in fixed life, annuity, long-term care, and disability business activities. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs with access to various third-party managers.

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

Series 66

Raytown, MO

Sowell Management

Joshua Morales is a Series 66-credentialed financial advisor with 10 years of industry experience. He currently works at Sowell Management and Nest Financial LLC and has prior experience with The Retirement Planning Group, Bank of America, and Merrill. Outside of his advisory role, Morales is involved in community and civic activities in Raytown, Missouri, serving as a volunteer for the Boy Scouts of America, chairing economic development efforts for the Raytown Mainstreet Association, participating on the Raytown Chamber of Commerce advisory board, serving on the Rotary Club of Raytown board, and holding a position as an alderman on the Raytown City Council. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm supports over 100 independent adviser representatives through trading, compliance, technology, and back-office services, employing multiple management styles and offering model portfolios, third-party manager selection, and unified managed account solutions.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
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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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Jason S

CFP®, Series 66

Independence, MO

Copper Financial

Jason Seehusen is a CFP® professional with 19 years of industry experience. He has worked at Copper Financial Network LLC since 2017 and previously held roles at Sammons Retirement Solutions and Sammons Financial Network. Outside of advising, he serves as a referee for high school football, basketball, and women's college basketball. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and an online Guided Investing option. The firm works with both individual and institutional clients, providing ongoing advisory services as well as one-time financial plans.

General retirement planning Income planning Self-Employed
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Kenneth D

Series 63, Series 65

Lee's Summit, MO

Lexaurum Advisors

Kenneth Donnelly is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Lexaurum Advisors since 2019 and previously spent over a decade with HD Vest-related firms. Outside of advising, he owns and operates tax preparation and resolution businesses and is the author of two books on tax and retirement planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across more than 2,000 clients using diversified portfolios grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Stephen W

Series 63, Series 66

Lees Summit, MO

ON Investment Management CO

Stephen White is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Edward Jones from 2011 to 2017 and has been with The O.N. Equity Sales Company and Ohio National Financial Services since 2017. In addition to his advisory role, he is active as a real estate agent, assisting clients with buying and selling residential properties. ON Investment Management Company is a SEC-registered investment 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 third-party programs and both discretionary and non-discretionary management approaches.

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

CFP®, Series 63, Series 66

Lee's Summit, MO

Wealth Enhancement Advisory Services, LLC

Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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David S

Series 63, Series 65

Lee's Summit, MO

OSAIC Institutions, INC.

David Stangohr is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Virtue Financial Advisors, LLC, INVEST Financial Corp, and Bankers & Investors Co., Inc. He is involved in Virtue Financial Advisors, LLC as an agent for fixed insurance, annuities, and Medicare supplements. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Edwin D

Series 65, Series 66

Lee's Summit, MO

Wealth Enhancement Advisory Services, LLC

Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Sarra H

Series 65

Lee's Summit, MO

Wealth Enhancement Advisory Services, LLC

Sarra Hobbs is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at UMB for 26 years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Lara S

Series 63, Series 66

Lake Lotawana, MO

Empower Advisory Group

Lara Smith is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Target and Starbucks before moving into financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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