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Donna T

ChFC®, Series 63, Series 65

Overland Park, KS

Principal Financial Services

Donna Tilden is a ChFC® credentialed financial advisor with over 31 years of industry experience. She is currently affiliated with Principal Financial Services and has worked with Principal Securities Inc. and Principal Life Insurance Company for more than a decade. Tilden also serves as a board member of Business West and volunteers with Next Step KC, assisting low-income clients by preparing personal income tax returns. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Nicholas R

Series 63, Series 65

Kansas City, KS

Empower Advisory Group

Nicholas Rawlings is a financial advisor with Empower Advisory Group based in Kansas City, KS. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investment Services Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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

Series 66

Leawood, KS

Principal Financial Services

Evan Federman is a financial advisor with Principal Financial Services in Leawood, KS, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Valic Financial Advisors and Agia. He is also a partner in a non-investment-related business partnership. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Tariq B

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Tariq Butt is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. and multiple divisions of J.P. Morgan since 2005. Outside of advising, he has a role as a co-owner managing financial decisions related to rental properties. 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 clients. The firm uses an integrated model tied to Empower’s platforms, offering point-in-time financial plans and optional managed account solutions.

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

Series 63, Series 65

Overland Park, KS

Prime Capital Financial

Steven Nelson is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is an associate member of the National Association of Remodeling Industry. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm manages accounts through discretionary and non-discretionary strategies, integrates tax-efficient rebalancing for held-away accounts, and includes an affiliated accounting subsidiary providing tax planning and bill-pay services.

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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Cory B

Series 66

Mission Woods, KS

Hightower Advisors

Cory Bittner is a financial advisor at Hightower Advisors with 14 years of industry experience. He has held roles at Hightower Advisors and HighTower Securities, LLC since 2016 and previously worked at UBS Financial Services INC from 2013 to 2016. He holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering a variety of investment strategies including mutual funds, ETFs, alternative investments, and custom indexing.

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

CFP®, Series 63

Overland Park, KS

Creative Planning

Kurt Commerford is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2015. He holds the Series 63 designation 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 manages approximately $217 billion in assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional 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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David B

Series 63, Series 65

Gladstone, MO

Brookstone Capital Management LLC

David Blickhan is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked concurrently at JC Grason of Kansas City, Inc. and Brookstone Capital Management since 2008. Outside of his advisory roles, he serves as president of the board of directors for a Catholic family credit union. 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, other registered investment advisers, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios and separately 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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Jenna P

CFP®

Overland Park, KS

Creative Planning

Jenna Patterson is a CFP® professional with six years of experience at Creative Planning and eight years prior at Sunrise Advisors. She 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 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 various portfolio management techniques and integrated 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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Isaac J

Series 65

Overland Park, KS

Creative Planning

Isaac Jambor is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. Prior to joining Creative Planning, he held roles at Mana Bar Lawrence, Ramen Bowls, Dillons, Red Pepper, HiTea, and House of Cha. 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 follows a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and affiliated non-investment 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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Daniel B

Series 66, Series 63

Overland Park, KS

Empower Advisory Group

Daniel Bishop is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and 14 years of industry experience. He previously worked at Gwfs Equities, Inc. for 12 years before joining Empower Advisory Group in 2025. 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 services are integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term forecasts.

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

Series 65

Overland Park, KS

Brookstone Capital Management LLC

Lance Boeger is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and two years of industry experience. He has a background that includes roles outside of financial advising, such as benefits specialist at Amerilife Benefits, where he assists employer groups with benefits communication and insurance enrollment. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles, including ETFs, mutual funds, and options-enhanced strategies through its turnkey asset management platform.

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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Lars R

Series 66

North Kansas City, MO

Independent Financial Group, LLC

Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.

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

Series 65

Overland Park, KS

Creative Planning

Daniel Mumma is a financial advisor with Creative Planning, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Creative Planning, he held positions at Geico and Walmart. 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 approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated 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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Janet F

Series 66

Overland Park, KS

Empower Advisory Group

Janet Fitzgerald is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds the Series 66 designation and has a work history that includes Empower Financial and Security Distributors, Inc., as well as self-employment since 1991. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and savings rates, delivered through an integrated model connected to 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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Brian N

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Brian Nowak is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

CFA®, Series 66

Overland Park, KS

Prime Capital Financial

Eric Krause is a CFA® charterholder with 18 years of industry experience. He is currently with Prime Capital Financial and has previous experience at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. Krause serves as a board member of the Fayetteville Area Community Foundation, where he assists in general oversight and scholarship activities. 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 a combination of core/satellite, thematic, and tactical investment strategies.

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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Michael W

Series 65

Overland Park, KS

Creative Planning

Michael Wickley is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. His prior roles include positions at Lockton, Ferrellgas, and World Fuel Services. 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 focused on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

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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Rebecca H

Series 66

Overland Park, KS

Creative Planning

Rebecca Havens is a financial advisor at Creative Planning with 18 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Change Path, Client One Securities, and Securities America. 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 integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement 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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Kristopher O

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Kristopher Osborn is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes roles at GWFS Equities, Inc. since 2014 and multiple positions at J.P. Morgan entities dating back to 2003. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning services and serves a large participant base relative to its advisor headcount.

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