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Wayne K

Series 63, Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Wayne Kraus is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses 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 institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while providing asset consulting and investment supervisory services.

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

Series 63, Series 66

Overland Park, KS

Arvest Wealth management

James Mcneill is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC before joining Arvest in 2017. Mcneill serves as a board member for Kymel Inc., a nonprofit focused on supporting children with childhood cancer and their siblings, where he helps organize fundraising and community outreach. Arvest Wealth Management provides investment advisory, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, nonprofits, and corporate clients. The firm employs a multifaceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies aligned with clients’ objectives and risk tolerance.

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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Rachel F

Series 66

Lenexa, KS

Copper Financial

Rachel Feldkamp is a Series 66-licensed financial advisor at Copper Financial with 17 years of industry experience. She previously worked at Waddell & Reed, Inc for 15 years and has been with Copper Financial Network, LLC since 2021. Outside of advisory work, she serves on the Milhaven Homes Association Board. Copper Financial primarily serves credit union members, including individual and institutional clients, offering financial planning, brokerage services, and portfolio management through third-party manager referrals and in-house model portfolios. The firm is known for its dual registration as a broker-dealer and SEC-registered investment adviser and its affiliation with CommunityAmerica Federal Credit Union.

General retirement planning Income planning Self-Employed
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Grace M

Series 63, Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Grace Mayhew is a financial advisor at American Century Investments Private Client Group, Inc. with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she has worked in various positions including at Milton's Cafe and The University of Kansas. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed by an in-house investment committee. The firm focuses on households meeting a modest relationship threshold and mainly recommends proprietary mutual funds and ETFs in its investment solutions.

Tax-loss harvesting
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Matthew H

CFA®, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Matthew Heimann is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2023. Prior to that, he spent eight years at Logia Portfolio Management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

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

Series 63, Series 65

Overland Park, KS

Intellicents Investment Solutions Inc

Brandon Budd is a financial advisor with Intellicents Investment Solutions Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Mutual Securities, Inc. since 2018 and previously with Transamerica Capital and Transamerica Retirement Solutions. He serves on the board of Bags of Fun Kansas City, a nonprofit organization. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering services such as ERISA retirement plan consulting, HSA consulting, and wealth management. The firm emphasizes long-term investment strategies with oversight by a CFA-designated Chief Investment Officer and manages roughly $9.92 billion in assets across multiple offices.

Founder/Business Owner Retired
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Kipp N

Series 63, Series 65

Overland Park, KS

Smith, Moore & Co.

Kipp Noe is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm uses an open-architecture investment approach that incorporates proprietary models, individual advisor portfolio construction, and outsourced managers, focusing on aligning client accounts with their objectives and risk tolerances.

Business succession planning Founder/Business Owner Executive
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Courtney R

Series 66

Overland Park, KS

CreativeOne Securities, LLC

Courtney Rader is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at QTS Data Centers, Client One Securities, LLC, and VSR Advisory Services. She is also involved in managing advisor registration and licensing at CreativeOne Wealth, LLC. 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.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Kenneth D

Series 63, Series 65

Lee's Summit, MO

LexAurum Advisors

Kenneth Donnelly is a financial advisor with LexAurum Advisors in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously was affiliated with HD Vest Insurance Agency Inc and H.D.Vest Investment Services. Outside of his advisory role, Donnelly owns and operates two tax-related businesses and is the author of books on tax resolution and retirement planning. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a standardized managed-account program with multiple risk-based models, using low-cost ETFs and other securities tailored to client needs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jaxon H

Series 66

Leawood, KS

The Wealth Consulting Group

Jaxon Hyatt is a financial advisor with The Wealth Consulting Group in Leawood, KS. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held positions at several firms including LPL Financial LLC, WCG Wealth Advisors, IHT Wealth Management, and Tall Oaks Advisors. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, employing both active and passive investments, model portfolios, and advisor-enhanced automated services.

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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Brooks E

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Brooks Elder is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2023. His prior experience includes roles at Morgan Stanley and Ameritas Advisory Services, LLC. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets and serving around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice for individuals, trusts, estates, corporations, retirement plans, and banking organizations, utilizing a combination of asset allocation, third-party managers, and tax-aware strategies.

Tax-loss harvesting Retirement income strategy Debt management
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Misael H

Series 65

Overland Park, KS

Intellicents Investment Solutions Inc

Misael Herrera Granados is a financial advisor at Intellicents Investment Solutions Inc with five years of industry experience. He holds a Series 65 credential and previously worked at True Wealth & Company LLC. In addition to his advisory role, he serves as an Outreach Committee Member for the charitable organization Turn the Page KC. Intellicents Investment Solutions Inc serves retirement plan sponsors, individual clients, and charitable institutions, offering services including retirement plan consulting and individual wealth management. The firm emphasizes long-term, buy-and-hold investment strategies with periodic rebalancing and provides both discretionary and non-discretionary management options.

Founder/Business Owner Retired
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Brittany A

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Brittany Ashcraft is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with Harvest Financial Group since 2012. 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 provides financial planning, consulting, portfolio management, and fiduciary services, utilizing a combination of project-based planning, asset management, and access to third-party manager programs.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Bryce G

Series 65

Overland Park, KS

LexAurum Advisors

Bryce Grahn is a financial advisor at LexAurum Advisors with a Series 65 designation and two years of industry experience. Prior to joining LexAurum in 2023, he worked at Salt Fork Fencing & Construction and Herring Bank, and also has experience in academic settings at Pittsburg State University and Southwestern College. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies with a standardized managed-account program offering multiple risk-based models, utilizing low-cost ETFs and other investment vehicles tailored to client needs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jason L

Series 63, Series 66

Leawood, KS

UMB Financial Services, Inc.

Jason Lewis is a financial advisor at UMB Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has held previous roles at firms including Charles Schwab, TD Ameritrade, Merrill, and Bank of America. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions with both discretionary and non-discretionary strategies, operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, and is affiliated with UMB Bank, which supports its fixed-income and municipal advisory services.

ESG / Sustainable investing Wealth management Active portfolio management
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Michael R

Series 66

Overland Park, KS

IHT Wealth Management LLC

Michael Russell is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with IHT Wealth Management since 2017 and has longstanding affiliations with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach that combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisory-enhanced algorithmic options through a network of 153 investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Kevin M

CFP®, CFA®, PFS™, Series 63

Leawood, KS

RubinBrown Advisors LLC

Kevin Mcgrew is a financial advisor at RubinBrown Advisors LLC with 28 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has been with RubinBrown Advisors since 2020, previously working for Wealth Management Advisors, Inc. for 24 years. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning approach.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
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Kent G

Series 65

Shawnee Mission, KS

Kornitzer Capital Management, Inc.

Kent Gasaway is a financial advisor with Kornitzer Capital Management, Inc., holding a Series 65 designation and over 31 years of industry experience. He has been with Kornitzer Capital Management since 1992. In addition to his advisory role, Gasaway serves as President of the Buffalo Funds, a series of mutual funds for which he acts as executive officer. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients. The firm advises multiple mutual funds, including the Buffalo Funds, and employs a research-driven investment process with strategies across balanced, equity, and fixed-income mandates.

Active portfolio management Private / alternative investments
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Stephen W

Series 63, Series 66

Lees Summit, MO

On Investment Management CO

Stephen White is a financial advisor with On Investment Management Company, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Edward Jones. Outside of his advisory work, he is involved in residential real estate sales, assisting clients in buying and selling homes. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and investment programs, combining discretionary and non-discretionary portfolio management options.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Jack O

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Jack O'Brien is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and six years of industry experience. His work history includes roles at ChangePath, LLC, Creative One, and the University of Missouri Columbia. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies 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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