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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 and holds a Series 65 designation. He previously worked at True Wealth & Company LLC and has been involved with charitable outreach as a committee member for Turn the Page KC. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services including retirement plan consulting, HSA consulting, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach led by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

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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Jason L

Series 63, Series 66

Overland Park, 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 credentials and has worked at firms including Charles Schwab, TD Ameritrade, Merrill, and Bank of America. His current tenure at UMB Financial Services and UMB Bank began in 2026. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and integrates a documented suitability review and risk-tolerance questionnaire to tailor model-based investment strategies.

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 credentials and 18 years of industry experience. He previously worked at Edward Jones from 2011 to 2017 and has been with The O.N. Equity Sales Company and Ohio National Financial Services since 2017. In addition to his advisory role, he is active as a real estate agent, assisting clients with buying and selling residential properties. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party programs and both discretionary and non-discretionary management approaches.

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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Jaydon C

Series 65

Leawood, KS

Prevail Innovative Wealth Advisors, LLC

Jaydon Collichio is a financial advisor at Prevail Innovative Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes a year at Bankers Life and nine years with Ben Keech LawnsCaping. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to a range of clients including individuals, pension plans, trusts, and business owners. The firm emphasizes customized portfolio management overseen by an Investment Committee and offers integrated consulting and business-oriented planning alongside discretionary asset management.

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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Daniel S

Series 63, Series 65

Shawnee, KS

Geneos Wealth Management, Inc.

Daniel Stewart is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Securities America, Summit Brokerage Services, and running his own business, Professional Financial Concepts LLC, where he serves as president. He is also a partner in Stewart and Johnson Consulting LLC, working on institutional insurance placements. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm offers a range of programs and strategies, including discretionary and non-discretionary advisory supervision and model-based allocations, managing over $5.5 billion in client assets as of 2024.

ESG / Sustainable investing Options & derivatives strategies
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Christopher F

Series 63, Series 65

Overland Park, KS

Visionary Wealth Advisors, LLC

Christopher Ferguson is a financial advisor at Visionary Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Ferguson has been with Visionary Wealth Advisors since 2020. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework derived from Modern Portfolio Theory.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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Lance S

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Lance Sparks is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Market Synergy Group since 2014 and Creative One Marketing Corporation since 2013, serving in leadership and strategic roles. Outside of advisory work, he is an investor in Dakota Shy Winery in Napa, California. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies.

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

Series 66

Kansas City, MO

The Wealth Consulting Group

John Jespersen is a financial advisor with The Wealth Consulting Group, holding a Series 66 credential and 17 years of industry experience. He has worked at multiple firms including V Wealth Advisors LLC and Purshe Kaplan Sterling Investments. Jespersen serves as Honorary Consul of Denmark for Kansas and Missouri, assisting with consular, commercial, and cultural matters. 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 combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

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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Angela R

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Angela Robertson is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 19 years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2021 and was previously with Prairie Capital Management LLC from 2008 to 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting, investment supervisory services, and management of pooled investment vehicles.

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

Series 66, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Benjamin Jolles is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 66 and Series 63 designations and has two years of industry experience. His work history includes roles at American Century Investment Services, the University of Kansas, and several country clubs. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by its asset allocation and investment teams, primarily with proprietary mutual funds and ETFs, and serves clients typically meeting a modest relationship threshold.

Tax-loss harvesting
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Ian T

Series 63, Series 65

Overland Park, KS

ON Investment Management CO

Ian Trembly is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at The ON Equity Sales Company, Ohio National Financial Services, Shipt, The Home Depot, and MSP. He was also involved with Olathe Youth Baseball for over a decade. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

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

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

David Raetz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012 and is also an owner and advisor at Benchmark Financial Group. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through its network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management using both proprietary and external resources.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Todd Z

ChFC®, Series 63

Overland Park, KS

Creativeone Wealth, LLC

Todd Zimlich is a financial advisor at CreativeOne Wealth, LLC with 29 years of industry experience. He holds the ChFC® designation and has worked previously at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as board treasurer for Grace Point Church in Topeka, KS. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, incorporating a range of investment strategies including ETFs, mutual funds, and options.

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

Series 63, Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. 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 investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.

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