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Paul S

Series 66

Overland Park, KS

Wealth Enhancement Advisory Services, LLC

Paul Selzer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include work at TFB Advisors, LLC, Ameritas Advisory Services, LLC, and Ameritas Life Insurance Corp. He is also a licensed independent insurance agent focusing on fixed insurance products and collaborates with other insurance professionals to find suitable plans for clients. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach blending passive and active strategies, with oversight from an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Colin D

Series 66, Series 63, Series 65

Olathe, KS

Empower Advisory Group

Colin Dawson is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been associated with Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base through affiliations with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Molly R

CFP®, Series 66

Overland Park, KS

Creative Planning

Molly Rothove is a CFP® and Series 66-registered financial advisor with Creative Planning, where she has worked since 2003. She has 21 years of industry experience and is based in Overland Park, KS. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and a range of retirement plan fiduciary services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Kirk B

CFP®, Series 63, Series 65

Overland Park, KS

Mariner

Kirk Boster is a CFP® with 21 years of industry experience, currently serving at Mariner and Msec, LLC. He has been with Mariner Wealth Advisors since 2010 and Msec, LLC since 2011. His practice includes providing retirement plan consultation. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax and family office services, employing discretionary, customized portfolios supported by in-house research and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Katelyn S

Series 65

Overland Park, KS

Creative Planning

Katelyn Silcox is a Series 65 licensed advisor at Creative Planning with one year of industry experience. Her prior roles include positions at CGN Advisors and Powercat Financial at Kansas State University. She completed full-time education at Kansas State University from 2022 to 2025. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Eric B

Series 66

Leawood, KS

Ameritas Advisory Services, LLC

Eric Bowen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work history includes roles at Cetera, Prosperity Network of Advisors LLC, C2FO, Ivy Distributors, Inc., and Waddell & Reed Inc. He is currently based in Leawood, KS. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Brandon V

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Brandon Van Goethen is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. He is also involved with Elevon Wealth Management in a non-investment operations and trading support role. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing various investment strategies and maintaining an affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Blake M

Series 66

Mission Woods, KS

Hightower Advisors

Blake Mc Govern is a Series 66-credentialed advisor at Hightower Advisors with one year of industry experience. His prior roles include positions at Mylo, LLC, Indian Hills Country Club, and Finney's Crafthouse & Kitchen. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions, combining affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Broderick K

Series 65, Series 63

Lenexa, KS

Bankers Life Advisory Services, Inc.

Broderick Kyle is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has held insurance agent positions. Outside of his advisory work, he owns a photography business and helps manage a family livestock farm. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Michael S

CFP®, Series 66

Overland Park, KS

Creative Planning

Michael Segalo is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked at TIAA-CREF from 2014 to 2021. He is listed as a distributor for a home-based essential oils business run by his spouse, though he is not an active participant. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Joshua M

Series 65

Overland Park, KS

Brookstone Capital Management LLC

Joshua Musick is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 10 years of industry experience. He has worked at Secure Investment Management, LLC and J.D. Mellberg Financial, where he is also a licensed insurance agent. Musick is involved in insurance and annuity-related businesses through EnlightnU, LLC and J.D. Mellberg Financial. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and offers discretionary investment management primarily via model portfolios and unified managed accounts.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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William A

Series 63

Leawood, KS

Oppenheimer

William Anderson is a financial advisor at Oppenheimer with 40 years of industry experience. He holds a Series 63 designation and has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Sarah A

CFP®, Series 63, Series 66

Overland Park, KS

Creative Planning

Sarah Ayler is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2013. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she manages two non-investment related LLCs involved in real estate rental properties. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, offering comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated non-investment businesses including legal, trust, and retirement plan recordkeeping services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Stacia M

Series 63, Series 65

Overland Park, KS

Creative Planning

Stacia Miller is a financial advisor at Creative Planning with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ivy Distributors, Inc. and Waddell & Reed, Inc. before joining Creative Planning in 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other approaches.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Danielle R

Series 65

Overland Park, KS

Prime Capital Financial

Danielle Riemann is a financial advisor at Prime Capital Financial with a Series 65 license and two years of industry experience. Her prior roles include positions at Beloit Chamber of Commerce, Fort Hays State University, and Kansas University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside an affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Benjamin M

Series 65

Overland Park, KS

Creative Planning

Benjamin Martinez is a financial advisor with Creative Planning, holding a Series 65 designation and beginning his advisory career in 2022. Prior to joining Creative Planning, he was a full-time student and worked at Blue Hills Country Club. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated legal, trust, and retirement plan service businesses.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Scott S

CFP®, Series 63, Series 65

Overland Park, KS

Creative Planning

Scott Stanfield is a CFP® professional at Creative Planning with 25 years of industry experience. He has worked at Creative Planning since 2017 and previously held positions at GreenLeaf Financial Network, LLC and Private Client Services, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, alongside selective private market exposure and tax-efficient investing techniques.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Brett P

CFP®, Series 65

Overland Park, KS

Creative Planning

Brett Penne is a CFP® and Series 65-licensed financial advisor at Creative Planning with four years of industry experience. He has worked at Creative Planning since 2021 and previously held positions at SS&C Technologies, State Street Corporation, Goodwill of Western Missouri & Eastern Kansas, and the University of Central Missouri. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by access to private market investments and multiple specialized service affiliates.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Jeffrey C

Series 63, Series 65

Mission, KS

Integrity Alliance, LLC

Jeffrey Curtis is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been associated with Integrity Alliance since 2025 and has prior experience with Lion Street Advisors and Curtis & Associates, Inc, which he owns. Curtis serves on the board of Indian Hills Country Club and participates in a scholarship committee supporting graduating students at Shawnee Mission East. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches across multiple custodial platforms.

Annuities ESG / Sustainable investing
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Tyler H

CFP®, Series 65

Overland Park, KS

Creative Planning

Tyler Higgins is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Creative Planning since 2021. Prior to his advisory career, his work history includes roles at SS&C Technologies, Bass Pro Shops, and Academy Sports + Outdoors. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental approaches such as direct indexing and tax-loss harvesting.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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