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Cynthia W

Series 66

Overland Park, KS

BCWM

Cynthia Wysong is a Series 66-licensed financial advisor with 16 years of industry experience, currently serving at BCWM. She has worked at Boyer & Corporon Wealth Management since 2012 and was previously with Equitable Advisors from 2009 to 2012. Outside of advising, she works as an auctioneer assistant several times a year. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balance between portfolio management and financial planning, utilizing multiple analysis techniques and a range of investment strategies tailored to client objectives.

Active portfolio management Options & derivatives strategies Wealth management
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Nathan M

Series 63, Series 65

Overland Park, KS

Midwest Financial Group LLC

Nathan Mikoleit is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Midwest Financial Group since 2021 and has prior experience with Gradient Advisors LLC, Security Benefit, and Washburn University. Outside of advising, Mikoleit is involved in several business ventures, including serving as Managing Member and President of Mikoleit Agency, LLC, and owning businesses in marketing, automobile accessories, and the restaurant industry. Midwest Financial Group serves individuals, families, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory-based investment approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients' risk profiles and objectives.

General retirement planning
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Haley H

Series 66

Olathe, KS

Skybound Wealth USA

Haley Hazem is a financial advisor at Skybound Wealth USA with eight years of industry experience and holds the Series 66 designation. Her career includes roles at Amerity Financial, Private Client Services, Prime Capital Investment Advisors, and Equitable Advisors. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and frequently manages client assets on a non-discretionary basis.

General retirement planning Cross-border & expatriate issues Retired Expats
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Ryan T

Series 65

Leawood, KS

Normandy Investment Advisors

Ryan Tudas is a financial advisor at Normandy Investment Advisors with a Series 65 designation and four years of industry experience. Prior to joining the firm, he served nine years in the U.S. Marine Corps. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities, providing personalized wealth management, financial planning, and discretionary portfolio management using a blended active/passive approach within an asset-allocation framework. The firm employs equities, fixed income, mutual funds, ETFs, and options strategies for income and hedging, and operates from multiple offices with a distinctive approach to compensation disclosures and held-away retirement plan management.

Retirement income strategy Social Security optimization Income planning Active portfolio management Options & derivatives strategies
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Sean E

CFP®, Series 66

Overland Park, KS

BCWM

Sean Easterly is a CFP® professional with 11 years of industry experience. He has been with Boyer & Corporon Wealth Management since 2016. He holds the Series 66 designation and is based in Overland Park, KS. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balanced approach combining discretionary portfolio management and financial planning, serving clients through a seven-advisor team managing approximately $665 million in assets.

Active portfolio management Options & derivatives strategies Wealth management
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Parker M

CFP®, PFS™, Series 65

Overland Park, KS

Centerpoint Advisory Group, LLC

Parker Moeder is a CFP® and holds a Series 65 license with two years of experience in financial advising at Centerpoint Advisory Group, LLC. He has also worked since 2012 at Eric J Moeder CPA & Associate. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and cyclical analyses, along with options strategies and third-party manager referrals.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Active portfolio management
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William P

Series 63, Series 65

Overland Park, KS

Centerpoint Advisory Group, LLC

William Padek is a financial advisor at Centerpoint Advisory Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2002, Personal Financial Group from 2011 to 2019, and joined Centerpoint Advisory Group in 2022. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and referrals to third-party managers. The firm uses a combination of fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses and employs various trading strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and regular reporting.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Active portfolio management
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Christopher H

CFA®, Series 63, Series 66

Overland Park, KS

Waterfront Wealth Inc.

Christopher Harrington is a CFA® charterholder with 18 years of industry experience. He has worked at Waterfront Wealth Inc. since 2017 and previously held roles at Wells Fargo Advisors LLC. and BCWM. Waterfront Wealth Inc. serves individuals, families, trusts, foundations, businesses, and retirement plans, offering customized portfolio management and financial planning. The firm employs a mix of active mutual funds, ETFs, Dimensional fund strategies, and individual securities to meet client objectives, managing over $1 billion in discretionary assets.

Active portfolio management Passive / index investing
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Benjamin F

Series 65

Overland Park, KS

Waterfront Wealth Inc.

Benjamin Fischer is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Leading Edge Financial Planning and Copper State Credit Union. Waterfront Wealth, Inc. manages approximately $890 million for about 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.

Active portfolio management Passive / index investing
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Matthew H

Series 65

Overland Park, KS

Waterfront Wealth Inc.

Matthew Hekman is a Series 65-licensed advisor with Waterfront Wealth Inc. in Overland Park, KS, where he has worked since 2021. He has 21 years of industry experience, including 18 years at Waddell and Reed/Ivy Investment Management Co. Outside of his advisory role, he serves as Treasurer for Redeemer Fellowship Johnson County and is the managing member of a sharecrop lease business in Osage County, KS. Waterfront Wealth Inc. manages approximately $890 million for around 730 clients, serving individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers. The firm employs a mix of active mutual funds, ETFs, individual securities, and custom strategies, providing discretionary and non-discretionary portfolio management along with financial planning and institutional sub-advisory services.

Active portfolio management Passive / index investing
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Richard R

CFP®, ChFC®, Series 63

Overland Park, KS

Midwest Financial Group LLC

Richard Ryan is a CFP® and ChFC® with 45 years of industry experience. He has been with Midwest Financial Group LLC since 2015 and previously worked at Alpha Asset Management from 2004 to 2019. Outside of his advisory role, he serves as treasurer and finance committee member of the Kansas Masonic Foundation, a charitable organization, and works as an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.

General retirement planning
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Allen J

Series 63, Series 65

Overland Park, KS

Midwest Financial Group LLC

Allen Joy is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Midwest Financial Group since 2016 and previously operated Joy & Company from 1990 to 2023. Outside of advising, he is also licensed as an insurance agent involved in the sales of fixed insurance and annuities. Midwest Financial Group serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients’ risk profiles and investment objectives.

General retirement planning
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Thomas W

Series 63, Series 66

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Thomas Wright is a financial advisor with Prevail Innovative Wealth Advisors, LLC and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including prior roles at Prudential Financial Planning Services, Edward Jones, and Charles Schwab. He serves on the board of the Future Leadership Foundation and the Peculiar Area Chamber of Commerce, engaging in nonprofit leadership and community activities. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, businesses, and institutions. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, factor, and quantitative methods, and offers a range of financial and business planning services.

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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James R

Series 66

Overland Park, KS

CreativeOne Securities, LLC

James Regier is a financial advisor with CreativeOne Securities, LLC, holding the Series 66 designation and bringing 24 years of industry experience. His career includes roles at Cetera Advisor Networks, Summit Financial Group, and VSR Financial Services. Outside of advising, he serves as a court witness and analyzes financial information for legal purposes. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a combination of financial planning, portfolio management, and retirement-plan fiduciary services, utilizing fundamental and cyclical security analysis alongside model asset allocations through its proprietary platform.

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

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and CMIC Financial Services since 2006. In addition to her advisory roles, she is an employee of Creative Marketing International Corp., a fixed insurance marketing organization. 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 offers financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.

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

Series 63, Series 65

Overland Park, KS

UMB Financial Services, Inc.

Dail Blake is a financial advisor at UMB Financial Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Money Concepts Capital Corp and Country Club Financial Services, Inc. He also served with the Salvation Army from 2023 to 2025. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers a range of managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with investment management practices aligned with its affiliated bank, UMB Bank.

ESG / Sustainable investing Wealth management Active portfolio management
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Jason S

Series 63, Series 65

Overland Park, KS

Financial & Tax Architects, LLC

Jason Smitka is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 licenses and accumulating 13 years of industry experience. His prior roles include positions at Scout Wealth Management, AE Wealth Management, and Client One Securities, among others. Outside of his advisory work, he is the managing member of Scout Financial Group and owns Smitka & Associates, LLC, where he is involved in fixed insurance sales. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Retirement income strategy Social Security optimization Annuities Income planning General tax planning Retired
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Dennis M

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Dennis Mattern is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been associated with Client One Securities, LLC and CreativeOne since 2014. In addition to his advisory role, he serves as an annuity sales director for CreativeOne, focusing on marketing fixed annuity products to financial professionals. 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 through its proprietary platform.

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

CFP®, Series 66

Overland Park, KS

Advisory Services Network

Martin Garrison is a CFP® with 18 years of industry experience, currently affiliated with Advisory Services Network since 2022. His prior roles include positions at Mariner Wealth Advisors and FirstPoint Financial. Outside of financial advising, he is an author and co-founder of a motivational message subscription service, and he is involved in book publishing and ghostwriting activities. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Heather H

Series 63, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Heather Heckadon is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Advisors since 2021, following roles at Prevail Strategies LLC, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of her advisory work, she is a minority owner and vice president of Prevail Strategies LLC and serves as an independent insurance agent. 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, using a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.

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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