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Randall S
Series 66
Lees Summit, MO
Infinity Financial Services Advisory
Randall Silvey is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Infinity Financial Services Advisory in 2020, he worked at LPL Financial from 2013 to 2017. Outside of his advisory work, he is the owner of Royal CBD, an online cannabidiol sales business. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment approach and integrates a range of investment strategies and products, including options and complex instruments, within its portfolio construction and risk management processes.
Johnathan H
Series 66
Lee's Summit, MO
The Wealth Consulting Group
Johnathan Hines is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Since 2023, he has also engaged with Wealthroute, LLC, a business entity for tax and investment purposes. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and utilizes both active and passive investments alongside advisor-enhanced algorithmic portfolio services.
Charles K
CFP®, Series 66
Lees Summit, MO
Modern Wealth Management, LLC
Charles Kasper is a CFP® with 20 years of industry experience, currently serving as an Executive Advisor at Modern Wealth Management, LLC. He has previously worked at Mutual Securities, Inc. and Barber Financial, and he is also a financial analyst and officer with Life Strategies Analytics, Inc., a research and analysis firm he co-owns. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors, providing investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a centralized Investment Committee and integrates strategic allocation with tactical adjustments, supporting clients through various affiliated tax, estate, and insurance services.
Tracy F
Series 66
Lee's Summit, MO
ON Investment Management CO
Tracy Ford is a financial advisor at ON Investment Management Company with five years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network and Normandy Investment Advisors. Outside of his advisory role, he owns Elite Supplemental Benefits, a consulting and organizing business. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive financial planning and access to various third-party investment programs, managing client portfolios through a mix of discretionary and non-discretionary arrangements.
Glenn S
Series 65
Overland Park, KS
integrity Advisory Solutions
Glenn Stockton is a financial advisor with Integrity Advisory Solutions holding a Series 65 credential and one year of industry experience. He has been managing his law practice, Stockton & Kandt, LLC, since 2000, where he serves as managing attorney. Stockton is involved in several nonprofit and community organizations, including serving as chairman of the Olathe Health Charitable Foundation and co-president of Great Plains Senior Veterans, Inc., and he owns business interests in hospitality venues in Gardner, KS. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party platforms, integrating retirement-plan advisory services with affiliated program sponsorships.
Nathan B
Series 66
Lees Summit, MO
ON Investment Management CO
Nathan Biggerstaff is a financial advisor with ON Investment Management Company in Lees Summit, MO, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Tortoise Investment Partners, Montage Securities, and Propio Language Service. In addition to his advisory work, he is involved in insurance sales. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary accounts and utilizes both proprietary and third-party investment programs.
Carter H
Series 65
Prairie Village, KS
M HOLDINGS SECURITIES, Inc.
Carter Howes is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. He has worked with McInnes Group, Inc. since 2019 and was previously employed at Benedictine College from 2016 to 2021. Outside of his advisory role, he has experience as a financial analyst focusing on retirement planning and insurance sales. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.
Aaron H
Series 63, Series 65
Lee's Summitt, MO
ON Investment Management CO
Aaron Hughes is a financial advisor at ON Investment Management Company with 20 years of industry experience. His background includes roles at TIAA-CREF, MassMutual Investors Services, and Steadfast Companies. He holds Series 63 and Series 65 licenses and is involved in fixed life, annuity, long-term care, and disability business activities. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs with access to various third-party managers.
Samantha C
Series 66
Lee's Summit, MO
Eversource Wealth Advisors, LLC
Samantha Compton is a financial advisor at Eversource Wealth Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Wise Wealth, LLC, Bank of America, N.A., and Merrill Lynch. Samantha is also a licensed insurance agent specializing in non-variable products. Eversource Wealth Advisors serves individual and institutional clients, including families, trusts, charitable foundations, and other registered investment advisers. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services through a national network of advisors using multiple investment programs and values-based strategies.
Joshua M
Series 66
Raytown, MO
Sowell Management
Joshua Morales is a Series 66-credentialed financial advisor with 10 years of industry experience. He currently works at Sowell Management and Nest Financial LLC and has prior experience with The Retirement Planning Group, Bank of America, and Merrill. Outside of his advisory role, Morales is involved in community and civic activities in Raytown, Missouri, serving as a volunteer for the Boy Scouts of America, chairing economic development efforts for the Raytown Mainstreet Association, participating on the Raytown Chamber of Commerce advisory board, serving on the Rotary Club of Raytown board, and holding a position as an alderman on the Raytown City Council. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm supports over 100 independent adviser representatives through trading, compliance, technology, and back-office services, employing multiple management styles and offering model portfolios, third-party manager selection, and unified managed account solutions.
Camden S
Series 65
Lees Summit, MO
Royal Fund Management, LLC
Camden Sprouse is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with KC Medicare Advisors and Sprouse Financial Group. He is also involved as an independent licensed insurance agent, advising clients on Medicare plans and ancillary insurance products. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting, employing a range of investment strategies tailored to client risk tolerance.
Kylie H
CFP®, Series 66
Lees Summit, MO
Creative Financial Designs, Inc.
Kylie Hays is a CFP® with seven years of industry experience, currently affiliated with Creative Financial Designs, Inc. She has worked at Lighthouse Financial Strategies since 2018, assisting with financial planning and practice management. Her background also includes roles at Sites Medical and Rose Hulman Institute of Technology. Creative Financial Designs serves individual, corporate, and institutional clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and multiple risk objectives guided by third-party research and an Executive Investment Committee.
Kenneth D
Series 63, Series 65
Lee's Summit, MO
Lexaurum Advisors
Kenneth Donnelly is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Lexaurum Advisors since 2019 and previously spent over a decade with HD Vest-related firms. Outside of advising, he owns and operates tax preparation and resolution businesses and is the author of two books on tax and retirement planning. 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 across more than 2,000 clients using diversified portfolios grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services.
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.
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.
Stephen S
CFP®, Series 63, Series 66
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.
Charlotte T
Series 63, Series 65
Leawood, KS
Cetera Planning Partners
Charlotte Teruya Westcott is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Lee Financial Group Hawaii, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Securities, Inc. She also operated Charlotte Teruya CPA for six years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.
Jeffery B
Series 63, Series 65
Leawood, KS
Hornor, Townsend & Kent, LLC
Jeffery Belzeski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Park Avenue Securities, and Guardian Life Insurance Company. He is also involved in life insurance brokerage through his roles with 1847Financial and Total Financial Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.
Kayla D
Series 66
Leawood, KS
Cetera Planning Partners
Kayla Droege is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Her background also includes roles at Skywest Airlines and Cultural Exchange Network. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, and retirement-related advice, alongside tax planning, bookkeeping, and estate-planning services through a third-party provider.
Brandon S
CFP®, Series 63, Series 66
Leawood, KS
Cetera Planning Partners
Brandon Stegall is a CFP® professional with 22 years of industry experience. He has worked at Cetera Planning Partners since 2020 and previously spent six years at TD Ameritrade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.
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