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Glenn S

Series 65

Overland Park, KS

integrity Advisory Solutions

Glenn Stockton is a financial advisor with Integrity Advisory Solutions holding a Series 65 credential and one year of industry experience. He has been managing his law practice, Stockton & Kandt, LLC, since 2000, where he serves as managing attorney. Stockton is involved in several nonprofit and community organizations, including serving as chairman of the Olathe Health Charitable Foundation and co-president of Great Plains Senior Veterans, Inc., and he owns business interests in hospitality venues in Gardner, KS. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party platforms, integrating retirement-plan advisory services with affiliated program sponsorships.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Dane B

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Dane Branfort is a financial advisor at CreativeOne Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has worked at CreativeOne Wealth and L&L Advisors since 2022. Prior to his advisory roles, he spent six years with CRB Builders. Branfort is also involved in selling insurance products and providing insurance solutions through L&L Advisors. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory, quantitative analysis, and options strategies.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Greer K

Series 63, Series 65

Olathe, KS

Victory Financial

Greer Kollman is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Victory Financial, Kollman worked at CDM Sports Management and Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to assist clients.

Wealth management Retired Founder/Business Owner Approaching retirement
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Cole S

Series 63, Series 65

Lenexa, KS

Modern Wealth Management, LLC

Cole Stein is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Northwestern Mutual and John Black. Modern Wealth Management, LLC 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, offering investment management, financial planning, and related tax and insurance services through affiliated entities.

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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Craig G

Series 63, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Craig Gordon is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked with related firms including Prevail Real Estate Opportunities and Prevail Strategies, where he is involved in reviewing potential real estate transactions and offering insurance products. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers customized, risk-based portfolios managed through a combination of quantitative and fundamental analysis, and integrates advisory services with affiliated insurance and private investment ventures.

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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Katie F

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Katie Fisher is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior work includes roles at American Century Investment Services, Inc., Classial Conversations, LifeWay Christian Bookstores, and H&R Block. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Tax-loss harvesting
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Mark S

Series 63, Series 65

Overland Park, KS

Axxcess Wealth Management, LLC

Mark Sewalson is a financial advisor at Axxcess Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 22 years. Outside of his advisory role, Sewalson is involved in photography and serves on the board of the City Union Mission, a charitable organization. Axxcess Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach supported by a formal platform that consolidates multiple managers and offers performance-based fee arrangements for qualified clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jarrod P

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Jarrod Pierson is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and a variety of institutional clients, offering asset consulting, investment supervisory services, and management of limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

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

Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Nate Geist is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior roles include positions at Lewer Financial Advisors, Mass Mutual Investors Services, and MSI Financial Services. In addition to advisory services, he works as an insurance agent, focusing on life, disability, long-term care insurance, and annuities. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors, using a combination of proprietary model portfolios and third-party managers across various investment strategies. The firm serves high-net-worth clients and other advisory programs, including sub-advisory relationships and ETF management.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Barnabas H

CFP®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

Barnabas Horton Jr. is a CFP® with 25 years of industry experience, currently affiliated with FAS Wealth Partners, Inc. in Leawood, KS. He has been with FAS Corp. and Financial Advisory Service, Inc. since 2016. Horton serves on the board of Rawlins Bancshares Holding Company and Farmers Bank & Trust, where he participates in several board committees, including one with authority over bond trades. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs customized asset-allocation strategies and utilizes a range of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments, while maintaining multiple corporate affiliations and referral relationships.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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John S

CFA®, Series 63, Series 65

Mission, KS

Kornitzer Capital Management, Inc.

John Shepley is a CFA charterholder with 34 years of industry experience. He has been with Kornitzer Capital Management, Inc. since 2005. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including mutual funds and insurance-type accounts. The firm’s investment process relies on internally generated research from a team of specialists and emphasizes long-term, low-turnover strategies implemented through separately managed and strategy accounts.

Active portfolio management Private / alternative investments
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Tyler W

Series 66

Lenexa, KS

Copper Financial

Tyler White is a financial advisor at Copper Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CommunityAmerica Credit Union. Copper Financial primarily serves credit union members, including those of its parent firm CommunityAmerica Federal Credit Union and other affiliated credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party managers, and model-based wrap programs to both individual and institutional clients.

General retirement planning Income planning Self-Employed
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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 industry experience. He has been with FAS Wealth Partners, Inc. and its affiliated entity Financial Advisory Service, Inc. since 2014. His credentials include Series 63 and Series 66 licenses. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and uses a variety of investment vehicles, maintaining multiple corporate affiliations and a comprehensive operational framework.

Tax-loss harvesting Annuities Retirement income strategy Umbrella liability Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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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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