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Christopher C
Series 63, Series 65
Mission, KS
Kornitzer Capital Management, Inc.
Christopher Crawford is a financial advisor with Kornitzer Capital Management, Inc. in Mission, Kansas. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including prior roles at Invesco Advisers, Inc. and Quasar Distributors, LLC. Kornitzer Capital Management, Inc. provides discretionary portfolio management to individual and institutional clients and serves as adviser to the Buffalo Funds mutual fund series. The firm utilizes internally generated research and offers balanced, equity, and fixed-income strategies through separately managed accounts and strategy accounts with a long-term, low-turnover approach.
Timothy S
CFP®, Series 63
Overland Park, KS
Aprio Wealth Management, LLC
Timothy Shmidl is a CFP® with 37 years of industry experience and currently serves at Aprio Wealth Management, LLC. His prior experience includes long tenures at Prism Financial Group, LLC and Cambridge Investment Research, Inc. He also acts as an independent insurance agent and serves on the board of The American Home Life Insurance Company. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading, and is notable for its affiliation with a third-party administrator/pension consulting business and a significant role as a 3(21) adviser.
Joshua P
Series 63, Series 66
Overland Park, KS
Lexaurum Advisors
Joshua Paletta is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has worked at firms including J.P. Morgan Securities and The Huntington Investment Company before joining LexAurum in 2025. Outside of his advisory role, he coaches a faith-based wealth coaching course and operates a homestead farm raising sheep and other animals. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios guided by modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.
Rina M
Series 66
Mission, KS
Arvest Wealth management
Rina Mehta is a financial advisor at Arvest Wealth Management with eight years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank and Commerce Bank. Outside of her advisory role, she is a co-founder and board member of Color the World, a nonprofit assisting parentless and low-income children and young adults. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm utilizes a blend of fundamental, technical, quantitative, and qualitative analysis to tailor strategies that align with clients’ objectives and risk tolerances.
Stephanie G
Series 63, Series 65
Overland Park, KS
The Wealth Consulting Group
Stephanie Gantt is a financial advisor at The Wealth Consulting Group with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010 as well as V Wealth Advisors LLC from 2010 to 2023. Gantt serves as a trustee for a family fiduciary trust. 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 employs a tailored investment process using a combination of fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms and offers integration with legal services and fiduciary support for plan sponsors.
Amy A
Series 63, Series 66
Leawood, KS
American Century Investments Private Client Group, Inc.
Amy Alley is a financial advisor with American Century Investments Private Client Group, Inc. in Olathe, KS, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with American Century Investment Services, Inc. since 2007. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs through a discretionary management approach.
Amanda B
CFP®
Overland Park, KS
Aprio Wealth Management, LLC
Amanda Brown is a CFP® professional with six years of industry experience. She has worked at Aprio Wealth Management, LLC and Aprio Advisory Group since 2025, following seven years at Prism Financial Group, L.L.C. and two years at Keen Wealth Advisors. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and trading strategies, and is notable for its affiliation with a third-party administrator/pension consulting business and its role as a 3(21) adviser managing approximately $1.57 billion in assets under advisement.
John K
Series 63, Series 65
Shawnee Mission, KS
Kornitzer Capital Management, Inc.
John Kornitzer is a financial advisor with Kornitzer Capital Management, Inc. in Shawnee Mission, KS. He holds Series 63 and Series 65 licenses and has 37 years of industry experience, all at Kornitzer Capital Management since 1989. Kornitzer Capital Management is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and institutional clients. The firm manages a range of strategies through separately managed accounts and mutual funds, emphasizing long-term, low-turnover approaches supported by internal research from a team including CFA charterholders and industry specialists.
Clay N
Series 66
Overland Park, KS
Arvest Wealth management
Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department and the wealth management firm. 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, tailoring recommendations based on client objectives and Investment Policy Statements.
Conner E
CFA®, Series 63
Mission, KS
Kornitzer Capital Management, Inc.
Conner Ensign is a CFA® charterholder with six years of industry experience. He currently works at Kornitzer Capital Management, Inc. and previously held positions at American Century Investment Services, Inc. and several other organizations. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser serving individuals and institutional clients through discretionary portfolio management and advisory roles for mutual funds and a trust company. The firm emphasizes internally generated research and employs a long-term, low-turnover investment approach across balanced, equity, and fixed-income strategies.
Philip M
CFP®
Kansas City, MO
First National Advisers, LLC
Philip Michaud is a CFP® professional with experience in wealth management and banking, currently serving at First National Advisers, LLC since 2026. His career includes roles at UMB Private Wealth Management, UMB Bank, and U.S. Bank. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through a team-based service emphasizing asset allocation, fund screening, and risk monitoring. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.
Nicole B
Series 63, Series 65
Lenexa, KS
Copper Financial
Nicole Bartel is a financial advisor at Copper Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Prior to her financial services career, she worked in the Keller Independent School District. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and an online Guided Investing option. The firm works with both individual and institutional clients and is notable for its dual registration as a broker-dealer and SEC-registered investment adviser, as well as its ownership ties to CommunityAmerica Federal Credit Union.
Camden C
Series 65
Overland Park, KS
The Wealth Consulting Group
Camden Chapin is a financial advisor at The Wealth Consulting Group with a Series 65 credential and no prior industry experience. His background includes roles outside finance, such as employment at DoorDash and studies at Kansas State University. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mixed investment approach tailored to client goals and risk tolerances, combining fundamental, technical, macroeconomic, and quantitative analysis with active and passive strategies.
Isaac D
CFP®
Overland Park, KS
Aprio Wealth Management, LLC
Isaac Dickey is a CFP® professional currently with Aprio Wealth Management, LLC and has been in the financial advisory industry since 2022. He previously worked at Prism Financial Group and Creative One Wealth, among other firms. Outside of finance, his background includes roles in sports construction and small business operations. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm employs asset allocation along with techniques like dollar-cost averaging and technical analysis, serving a range of clients including high-net-worth individuals.
John M
CFP®, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
John Meier is a CFP® with 25 years of industry experience and is affiliated with FAS Wealth Partners, Inc. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002, following a two-year tenure at Merrill. FAS Wealth Partners serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering fee-based advisory services that include portfolio management and financial planning. The firm utilizes customized asset-allocation strategies and a mix of mutual funds, ETFs, individual securities, and alternative investments to manage client portfolios.
Brian W
Series 63, Series 65
Overland Park, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Brian Westemeyer is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Mutual Securities, Inc. since 2018 and previously at Cetera Advisors LLC. In addition to his advisory roles, Westemeyer has involvement with Hawkeye Touchless Inc and Westport Touchless of Coralville Inc over the past 28 years. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with oversight by a CFA Chief Investment Officer, offering ERISA retirement plan consulting, individual wealth management, and a wrap fee program.
Amanda S
Series 63, Series 65
Overland Park, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Amanda Scott is a financial advisor with Intellicents Investment Solutions Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with multiple entities associated with Intellicents since 2010, including Cetera Advisors LLC and Alliance Benefit Group. Outside of her advisory roles, she has passive ownership in Intellicents Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies with regular monitoring and offers a range of consulting and wealth management services, supported by a multi-advisor team and notable asset scale.
Frank M
CFP®, CFA®, Series 63, Series 65
Kansas City, MO
First National Advisers, LLC
Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience. He is currently affiliated with First National Advisers, LLC and has prior experience at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals. The firm uses a team-based approach with model portfolios that emphasize asset allocation, fund screening, and ongoing risk monitoring, and it maintains strong banking and trust affiliations as a wholly owned subsidiary of First National Bank of Omaha.
Barrett B
CFP®, Series 66
Overland Park, KS
The Wealth Consulting Group
Barrett Banister is a financial advisor at The Wealth Consulting Group with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. Outside of his advisory role, Banister provides administrative support to an independent investment advisor firm. The Wealth Consulting Group offers 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 employs a tailored investment process that integrates multiple analytical approaches and offers a range of management options across various custodial platforms.
Gilbert S
CFP®, Series 63
Overland Park, KS
CreativeOne Securities, LLC
Gilbert Sabatka is a CFP® professional with 42 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2018. His prior experience includes roles at NewBridge Securities Corporation and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, he owns and manages several business ventures, including Flexible Benefits Services, Inc., which administers HSA accounts for small businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm combines project-based financial planning with ongoing asset management and utilizes a proprietary advisory platform alongside access to third-party managers.
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