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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Ian T
Series 63, Series 65
Overland Park, KS
On Investment Management CO
Ian Trembly is a financial advisor at On Investment Management CO with Series 63 and Series 65 credentials and four 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 CO (ONIMCO) is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charities, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs, serving both discretionary and primarily non-discretionary client accounts.
Trevaun S
Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Trevaun Suggs is a financial advisor at American Century Investments Private Client Group, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at various financial services firms and other industries since 2022. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by internal teams and focuses on proprietary mutual funds and ETFs, serving clients typically with account minimums around $50,000.
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 credentials and 15 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 a network of 127 advisors. The firm provides financial planning, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management and offering access to proprietary platforms and external money managers.
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