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Bennett L
CFP®, Series 63, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
Bennett Long is a CFP® with nine years of industry experience, currently with FAS Wealth Partners, Inc. He has previously worked at LPL Financial, Securities America Advisors, Waddell & Reed, and Wells Fargo Advisors. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with client objectives and utilizes both internal and third-party portfolio management, supported by research tools and tax-aware strategies.
Jandi I
Series 66
Leawood, KS
Cetera Planning Partners
Jandi Iha is a financial advisor at Cetera Planning Partners with four years of industry experience and a Series 66 credential. Prior to joining Cetera Planning Partners, Jandi worked for Lee Financial Group Hawaii, Inc. and its related entities for ten years. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process and offers diversified portfolio management alongside supplementary services such as tax planning and estate-planning support.
Randy S
CFP®, Series 65, Series 63
Overland Park, KS
Aprio Wealth Management, LLC
Randy Schaller is a financial advisor at Aprio Wealth Management, LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His work history includes roles at Cambridge Investment Research, Inc. and Prism Financial Group, L.L.C. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with techniques such as dollar-cost averaging and technical analysis, and it is notable for its affiliation with a third-party administrator and pension consulting business.
Molly M
Series 65
Overland Park, KS
Intellicents Investment Solutions Inc
Molly Magnuson is a financial advisor at Intellicents Investment Solutions Inc. with nine years of industry experience. She holds a Series 65 designation and previously worked at CBIZ Financial Solutions Inc. for six years before joining her current firm. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting, wealth management, and sub-advisory services. The firm employs a long-term, buy-and-hold investment approach guided by a chief investment officer and uses research from providers such as Morningstar and Zephyr to inform manager and fund selection.
Roger L
Series 66
Overland Park, KS
Gradient Advisors, Llc
Roger Long is a financial advisor with Gradient Advisors, LLC in Overland Park, KS, holding a Series 66 designation and 16 years of industry experience. He has been with Gradient Advisors since 2011 and is also a managing partner and investment advisor representative at Mid America Insurance Solutions, LLC, where he has worked since 2005. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.
Frank B
Series 63, Series 65
Kansas City, MO
Modern Wealth Management, LLC
Frank Barber is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Barber Financial Group since 2007 and joined Modern Wealth Management in 2023. Outside of advisory work, he is involved in producing and syndicating a wealth management radio show and is a co-author of the book "Retire a Winner." Barber also serves as CEO and owner of America's Wealth Management Group, a subscription service providing instruction and resources to financial advisors. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets with about 94 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized investment committee and a multi-faceted operational approach.
Jakob B
Series 65, Series 63
Leawood, KS
Cetera Planning Partners
Jakob Benelli is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at The Retirement Planning Group and American Century Investment Services, as well as experience in the health and retail sectors. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process to deliver personalized financial plans and manages accounts with diversified allocations aligned to client risk tolerance, offering additional services such as tax planning, bookkeeping, payroll, and estate-planning support.
Grant A
Series 63, Series 65
Overland Park, KS
Intellicents Investment Solutions Inc
Grant Arends is a financial advisor at Intellicents Investment Solutions Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intellicents since 1993. Prior to and concurrent with his advisory role, he has been involved with related entities including Intellicents, Inc., where he serves as President of Retirement Services. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting, wealth management, and educational services. The firm’s investment approach emphasizes long-term, buy-and-hold strategies guided by written Investment Policy Statements and supported by research from providers like Morningstar and Zephyr.
Craig S
Series 63, Series 66
Kansas City, MO
Modern Wealth Management, LLC
Craig Snedden is an investment advisor at Modern Wealth Management, LLC, with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee, model portfolios, and third-party managers to guide investment decisions and provides additional tax, estate, and insurance services through affiliated entities.
William C
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 credentials with eight years of industry experience. Prior to his current role since 2017, he worked at Woodside Health & Tennis Club and served six years with the Prince William County Police Department. American Century Investments Private Client Group, Inc. provides 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.
Marquise S
Series 63, Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Marquise Simmons is a financial advisor at Prairie Capital Management Group, LLC with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services, Inc. and Northwestern Mutual. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, including the development of investment policies, asset allocation plans, and manager selection, and offers both discretionary and non-discretionary services.
Matthew J
CFP®, Series 65, Series 63
Leawood, KS
American Century Investments Private Client Group, Inc.
Matthew Janes is a CFP® with 25 years of industry experience, currently serving at American Century Investments Private Client Group, Inc. He has worked with American Century Investment Services Inc. since 2016. Outside of his advisory role, he serves as a Committee Chair for the Rotary Club of Lenexa. American Century Investments Private Client Group offers discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a model portfolio approach focused on proprietary mutual funds and ETFs, combining strategic asset allocation with periodic rebalancing.
Jeremiah C
Series 66
Lenexa, KS
Modern Wealth Management, LLC
Jeremiah Collier is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management in 2025, he worked at Edward Jones and held positions at Motorola Mobility and Sprint Corporation. Outside of his advisory role, he coaches youth volleyball. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios, third-party managers, and tactical allocation strategies.
Joseph T
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Joseph Thomas is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes a role at Trackmy Solutions from 2019 to 2020. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.
Daniel C
CFP®, ChFC®, Series 63
Overland Park, KS
The Wealth Consulting Group
Daniel Cherra is a financial advisor with The Wealth Consulting Group, holding the CFP® and ChFC® designations and over 26 years of industry experience. He has previously worked at V Wealth Management and LPL Financial. 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 process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.
Jacob T
Series 66
Overland Park, KS
CreativeOne Securities, LLC
Jacob Tyndall is a Series 66 licensed advisor with 22 years of industry experience. He has been with CreativeOne Securities, LLC since 2017, following prior roles at VSR Advisory Services, Inc. and VSR Financial Services, Inc. from 2011 to 2016. 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 combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis and offering access to third-party manager programs and a proprietary advisory platform.
Luke D
Series 65
Leawood, KS
RubinBrown Advisors LLC
Luke Dema is a Series 65-licensed financial advisor with RubinBrown Advisors LLC, based in Leawood, KS. He has been with RubinBrown Advisors and its parent firm, RubinBrown LLP, since 2025. His prior experience includes roles at American Century Investments and a nonprofit organization, American Public Square. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation primarily through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, supported by tax-aware practices and technology tools.
Tyler M
Series 63, Series 66
Overland Park, KS
Creativeone Wealth, LLC
Tyler Moore is a financial advisor at Creativeone Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Investors Services and Foresters Financial. Outside of his advisory work, he is involved in managing maintenance and accounting for a rental property. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to manage client portfolios.
Rochelle T
Series 63, Series 65
Overland Park, KS
LexAurum Advisors
Rochelle Tocchini is a financial advisor at LexAurum Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LexAurum since 2018. She also owns Gemini Financial Advisors, where she is involved in fixed and traditional insurance sales. Additionally, she serves as a notary public in Overland Park, KS. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and focuses on diversified portfolios guided by modern portfolio theory and fundamental, market-trend, and economic-cycle analysis.
Stephanie K
Series 66
Leawood, KS
Cetera Planning Partners
Stephanie Kuwaye is a financial advisor at Cetera Planning Partners with eight years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services LLC, Lee Financial Securities, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Group Hawaii, Inc. over the course of her career. Cetera Planning Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process that includes portfolio management, Social Security optimization, income planning, and supplemental services such as tax planning and estate-planning support.
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