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Ryan B

CFP®, ChFC®, Series 65

Overland Park, KS

Searcy Financial Services, Inc.

Ryan Brooke is a CFP® and ChFC® with 11 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has been since 2022, and also associated with Allos Investment Advisors, LLC since 2019. His background includes multiple roles within both firms over the past several years. Searcy Financial Services, Inc. is an SEC-registered adviser offering integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and employs a risk-based, diversified investment approach using model portfolios that include ETFs, equities, and bonds, with a focus on long-term management alongside the flexibility for shorter-term trades as needed.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Cynthia W

Series 66

Overland Park, KS

BCWM

Cynthia Wysong is a financial advisor at BCWM with 15 years of industry experience. She has been with Boyer & Corporon Wealth Management, LLC since 2012 and holds a Series 66 designation. Outside of her advisory role, she works periodically as an auctioneer assistant. BCWM provides discretionary investment management and financial planning services to high-net-worth individuals, families, and various institutional clients, focusing on asset allocation, diversification, and risk management using a combination of analytical methods.

Active portfolio management Options & derivatives strategies Wealth management
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Matthew B

CFA®, Series 63

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Matthew Burleigh is a CFA® charterholder with one year of industry experience. He is currently with Prevail Innovative Wealth Advisors, LLC, where he has worked since 2024. His prior roles include positions at Horizon Lihtc Fund, Stonehawk Capital Advisors, LLC, and Gearpwer Capital, LLC. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental, factor, and quantitative optimization methods overseen by an Investment Committee.

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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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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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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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. She holds the Series 66 designation and has worked previously at Private Client Services, Prime Capital Investment Advisors, and Equitable Advisors. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and primarily 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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William K

Series 66

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

William Keech is a financial advisor at Prevail Innovative Wealth Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life & Casualty, Inc, Santa Marta, and Bens Lawnscaping. He holds a life and health insurance license. 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, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

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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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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Jesse H

Series 63, Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jesse Hernandez is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Voya Financial Partners and Voya Financial Advisors. 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 platforms to manage 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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Garrett S

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Garrett Stutz is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. Prior to his advisory career, he played professional basketball for ten years and currently serves on the board of Clay County Savings Bank. He is also the owner of TBT Aftershocks LLC, which provides teams for basketball tournaments, and Virtue Consulting Group LLC, a business consulting firm. Prevail Innovative Wealth Advisors, LLC offers investment advisory and retirement-plan fiduciary services to individuals, businesses, and institutions. The firm customizes portfolios according to client objectives and risk tolerance, utilizing a range of fundamental, factor, and quantitative methods overseen by an Investment Committee.

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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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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Jordan C

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jordan Chapman is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at KOMPAN for five years. Outside of advisory work, he is also an insurance agent affiliated with Prevail Strategies LLC. 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, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

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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Jason M

CFP®, Series 65, Series 63

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jason Montgomery is a CFP® with nine years of industry experience, currently serving at Prevail Innovative Wealth Advisors, LLC since 2024. Prior to Prevail, he worked at Normandy Investment Advisors and Commonwealth Financial Network among other firms, and served in the U.S. Army for 20 years. He holds leadership and volunteer roles in military and community organizations, including First Vice President of the Heart of America Chapter of the Military Officers Association of America and a board member of the Kansas City Region of the Porsche Club of America. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to individuals, pension plans, trusts, estates, corporations, and business owners. The firm offers customized portfolio management overseen by an Investment Committee and integrates fundamental, factor, and quantitative methods alongside third-party platforms for reporting and implementation.

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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Bryan F

Series 66

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Bryan Farwell is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is also a licensed insurance agent offering insurance products to clients. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.

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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Brian T

Series 63, Series 65

Overland Park, KS

Cornerstone Securities LLC

Brian Taylor is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He worked at Wise Wealth LLC from 2015 to 2017 before joining Cornerstone Securities in 2017. Outside of advisory work, he is also an independent insurance agent focusing on fixed life insurance, fixed annuities, and long-term care products. Cornerstone Securities LLC offers investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans through a team of representatives who develop portfolio strategies and provide financial planning or consulting. The firm also facilitates access to third-party advisory programs and REITs.

General retirement planning General tax planning Annuities Long-term care insurance
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Christopher H

CFA®, Series 63, Series 66

Overland Park, KS

Waterfront Wealth Inc.

Christopher Harrington is a CFA® charterholder with 17 years of industry experience. He has been with Waterfront Wealth Inc. since 2017 and previously worked at Wells Fargo Advisors LLC from 2016 to 2020. He is based in Overland Park, KS, and holds Series 63 and Series 66 licenses. Waterfront Wealth Inc. is a registered investment adviser managing approximately $890 million for around 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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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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