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Steve M

CFP®, Series 63

Overland Park, KS

Regal Investment Advisors LLC

Steve Mankameyer is a CFP® professional with 42 years of experience in the financial services industry. He has been with Regal Investment Advisors LLC since 2014 and also operates through Regulus Financial Group, LLC and his own business, Self Employed Security Financial Service, which he has maintained since 1988. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers. The firm offers a range of proprietary and third-party model portfolios tailored to individual, charitable, and corporate clients, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.

Active portfolio management Options & derivatives strategies
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Jason C

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jason Calkins is a financial advisor at FAS Wealth Partners, Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Financial Advisory Service, Inc. since 2018, following a 17-year tenure at DST Systems. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing a mix of asset allocation and manager-level strategies under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
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Timothy P

Series 63, Series 65, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Timothy Phares is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2015. Outside of his advisory work, Phares serves as Committee Chair for BSA Troop 515 in Wichita, KS. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Brannon W

Series 66, Series 65, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Brannon Wilds is a financial advisor with CreativeOne Securities, LLC who holds Series 66, Series 65, and Series 63 licenses and has 14 years of industry experience. He has been with CreativeOne Securities and Foote Financial Group, Inc. since 2015. Outside of his advisory roles, Wilds serves as Vice Chair of the Elder Board at TRU Community Church, where he is involved in spiritual and business governance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Peter H

CFA®, Series 65, Series 66, Series 63

Overland Park, KS

LexAurum Advisors

Peter Hughes is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LexAurum Advisors since 2016. He holds Series 65, 66, and 63 licenses and is based in Overland Park, KS. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutions, and other advisory firms. The firm employs a multi-advisor team approach and uses diversified portfolios based on modern portfolio theory combined with fundamental and economic-cycle analysis.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Samuel D

Series 66

Olathe, KS

American Century Investments Private Client Group, Inc.

Samuel Davis is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to his current role, he worked at Waddell & Reed, Inc., Focus Lending Solutions, and SCOTTRADE, Inc. Outside of finance, he owns and designs websites for churches and ministries through his business, Truth Lighthouse. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and diversification, offering portfolio personalization and access to mutual funds and ETFs, including affiliated American Century and Avantis funds.

Tax-loss harvesting
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Jacquelyn G

Series 63, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Jacquelyn Glenn is a financial advisor with FAS Wealth Partners, Inc. in Leawood, Kansas, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Waddell & Reed Inc. for 12 years and has been involved with the American Kennel Club as a delegate since 2016. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing a research-driven investment approach with tax-aware strategies and third-party managers.

Tax-loss harvesting Retirement income strategy Debt management
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Ricky B

Series 66

Overland Park, KS

Creative Financial Designs, Inc.

Ricky Bain is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 23 years of industry experience. Bain is also the founder and advisor of Lighthouse Financial Strategies, where he provides life, health, disability, and long-term care insurance advisory services. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs a model-driven investment process and offers strategies including passive, tactical, and Biblical Responsible Investing approaches.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Virginia S

Series 66

Overland Park, KS

LexAurum Advisors

Virginia Shields is a financial advisor with LexAurum Advisors, holding a Series 66 designation and 19 years of industry experience. She has been with LexAurum Advisors since 2016. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion for over 2,100 clients through a multi-advisor team, employing a diversified investment approach based on modern portfolio theory and offering model portfolios implemented primarily with low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Matthew B

CFP®, Series 63, Series 65

Overland Park, KS

Cooper Mcmanus

Matthew Black is a financial advisor at Cooper McManus with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cambridge Investment Research, Arbor Point Advisors, Securities America, AE Wealth Management, Miller Retirement Group, Charles Schwab, and State Street Corporation. Outside of advisory work, he is also involved as an independent insurance agent and serves as a financial education course instructor. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm utilizes a tailored investment process emphasizing fundamental analysis and employs a range of strategies including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.

Options & derivatives strategies Wealth management
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Thomas Y

Series 65, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Thomas Yager is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been involved with related entities under the CreativeOne umbrella since 2014, including a role overseeing new business processing for insurance lines as Vice President of Operations. 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, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management using both fundamental and cyclical analysis.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Joshua P

Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Royal Blue Capital and Missouri State University. FAS Wealth Partners offers fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation tailored to clients’ investment objectives, combining internal management with third-party resources and incorporating tax-aware strategies and alternative vehicles.

Tax-loss harvesting Retirement income strategy Debt management
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John M

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

John Mcdonald is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He has been with Financial Advisory Service, Inc. and its affiliated entity FAS Corp. since 2010. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets through a team of 24 advisors. The firm serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering portfolio management and financial planning guided by asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
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Thomas S

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, Strandell volunteers as a presenter for the Financial Education Partnership, a nonprofit organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Kevin A

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Kevin Amey is a CFP® professional with 16 years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2019. Prior to that, he spent seven years at Koesten, Hirschmann & Crabtree, Inc. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, employing asset allocation strategies, tax-aware techniques, and third-party managers under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
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Richard G

Series 63, Series 65

Leawood, KS

United Capital Financial Advisors

Richard Groebl is a financial advisor at United Capital Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors, OneDigital, LPL Financial, and V Wealth Management. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.

ESG / Sustainable investing Annuities Founder/Business Owner Retired Values-based investing Religious/faith focused
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Chang S

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Chang Shin is a financial advisor with CreativeOne Securities, LLC and CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Scout Investments, Inc., Financial Engines Advisors L.L.C., and The Mutual Fund Store, LLC. Outside of advising, he co-owns agricultural land used for hay production. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis and offering both proprietary and third-party advisory services.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Tanner W

Series 65

Olathe, KS

Parallel Advisors, LLC

Tanner Wraa is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles, including time at The University of Alabama and entrepreneurial activities related to fitness content creation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, and integrates technology platforms to support tax-efficient portfolio management.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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James B

ChFC®, Series 63

Overland Park, KS

LexAurum Advisors

James Boldt is a financial advisor at LexAurum Advisors with 27 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LexAurum in 2022, he worked at Allstate Insurance Co for 12 years and has operated his own financial firms since 2021. 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, typically implemented using low-cost ETFs and other securities.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jacob B

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jacob Barnes is a CFP® with 13 years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He has been associated with Financial Advisory Service, Inc. and FAS Corp. since 2012. Outside of his advisory role, he manages a residential rental property in Kansas City, Missouri. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and investment-advice services to individuals, trusts, estates, corporations, and retirement plans, utilizing asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
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