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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 at 49 Financial with a Series 65 designation and one year of industry experience. Before joining 49 Financial, he worked at Edward Jones and has a background that includes academic experience at Creighton University and roles in hospitality and education. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm employs a disciplined, long-term asset allocation approach based on 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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Brian B

Series 63, Series 65

Overland Park, KS

First Heartland Consultants, Inc.

Brian Boedicker is a financial advisor at First Heartland Consultants, Inc. with 32 years of industry experience. He has been with First Heartland Capital Inc. since 2003. In addition to his advisory role, Boedicker is involved in the sale and distribution of insurance products as an agent and broker. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based brokerage account programs, delivering discretionary portfolio management through independent representatives using various analytical and asset allocation techniques.

Annuities Income planning Cash flow / budgeting
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Brian K

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Brian Kaufman is a financial advisor at Prairie Capital Management Group, LLC with 29 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. Kaufman is involved in several nonprofit boards, including the Salvation Army and the Kansas City Art Institute, and serves on the UMKC Bloch Advisory Council. 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 approach by setting allocation parameters and selecting independent portfolio managers, managing many relationships on a non-discretionary basis.

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

CFP®, CFA®, Series 63, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jordan O'grady is a CFP® and CFA® with 14 years of experience in the financial advisory industry. He has been with FAS Corp. and Financial Advisory Service, Inc. since 2014. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation aligned with written objectives and combines internal management with third-party resources, incorporating tax-aware strategies and alternative investments.

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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Audrie P

Series 63, Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Audrie Patton is a financial advisor at American Century Investments Private Client Group, Inc. with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining the financial sector, Patton held roles at Texas Roadhouse and worked in academic settings including Missouri State University and Maple Woods Community College. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams and primarily invests in proprietary mutual funds and ETFs, serving clients typically with account minimums around $50,000.

Tax-loss harvesting
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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 financial advisor at 49 Financial with two years of industry experience. She holds the Series 65 designation and has previous work experience with Friendship Village, World Wide Technology, and the University of Kansas. Outside of her advisory role, she serves as Finance Officer for Simply Liturgical LLC and as Board Member and Treasurer for Alleluia Baskets, both church-related organizations. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management with a focus on long-term diversified asset allocation. The firm offers tiered fractional family office services and combines fundamental, cyclical, technical, and behavioral analysis in its investment approach.

Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Established Professionals Values-based investing
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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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Bryan G

CFP®

Mission, KS

XYPN Sapphire

At Lighthouse Planning, we believe financial planning is about more than money—it’s about aligning your money with the life you’re meant to live. As a Financial Life Planning firm, we guide our clients through the EVOKE® process, as taught by the Kinder Institute of Life Planning, helping them uncover what truly matters most. Because when your financial decisions reflect your deepest values, clarity and confidence follow. The world is noisy, and it’s easy to let logic and fear drown out the quiet voice inside—the one that knows exactly where you want to go. We help you tune in, map out your vision, and design a financial life plan that supports the journey ahead. From cash flow and debt management to investments, taxes, risk management, and estate planning, we take a truly comprehensive approach—ensuring every financial decision moves you toward the life you want.

Business ownership considerations Business exit / sale strategy Professional Athlete Gen Y/Millennials (Born 1980-1995)
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Andrew H

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Andrew Hirstein is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at American Century Investment Services, Inc. and retail positions at Dillons Grocery Store and Casey's Market. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses, typically servicing households with modest assets. The firm uses model portfolios managed by internal teams, primarily investing in proprietary mutual funds and ETFs.

Tax-loss harvesting
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Elizabeth T

Series 65

Overland Park, KS

Mariner Independent

Elizabeth Trimble is a Series 65 licensed advisor with three years of industry experience. She is currently with Mariner Independent and has prior experience at firms including Trimble Wealth Advisors, CWM, LLC, and V Wealth Advisors LLC. Outside of her advisory work, she is a commissioned notary. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of investment adviser representatives.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Retired
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David A

CFP®, Series 63, Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

David Arnold is a CFP® with 20 years of industry experience, currently serving at American Century Investment Services Inc. since 2006. He is based in Kansas City, MO, and holds Series 63 and Series 66 licenses. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Tax-loss harvesting
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