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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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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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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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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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Antwaine B

Series 63, Series 66

Shawnee, KS

Empower Advisory Group

Antwaine Barnett is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services. Outside of his advisory work, he is the owner of A&R Enterprises, LLC, a rental property management business. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in their planning approach.

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

Series 63, Series 65

Overland Park, KS

Creative Planning

Daniel Donegan Jr. is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2015. 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 employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques 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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Jerrod F

Series 63, Series 65, Series 66

Overland Park, KS

OSAIC Institutions, INC.

Jerrod Foresman is a financial advisor with OSAIC Institutions, Inc. He holds Series 63, 65, and 66 licenses and has 33 years of industry experience. His career includes roles at Myrias Financial Management, Inc., Infinex Investment, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. Foresman serves on the board of Ministry Partners Investment Co. LLC, which focuses on church lending, and is involved in insurance and Medicare supplement sales through his ownership and leadership roles in related entities. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services tailored through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, wrap fee programs, alternative investments via the CAIS platform, and lending and cash-management options.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Christopher B

Series 66

Overland Park, KS

Independent Financial partners

Christopher Brooks is a financial advisor at Independent Financial Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc for nine years. He is also self-employed and has owned an investment real estate property in Overland Park, KS, since 2005. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Brook D

CFP®, Series 63, Series 66

Overland Parks, KS

Commonwealth Financial Network

Brook Deaver is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2006 and also works with BD GWM, Inc. Outside of his advisory roles, he co-owns an entity that manages residential real estate in Barnett, Missouri. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Gerald S

Series 63, Series 65

Overland Park, KS

Ameritas Advisory Services, LLC

Gerald Starbuck is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has held roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and his own accounting firms, including G.R. Starbuck & Co P.A. and Jerry Starbuck, CPA, where he provides accounting and tax services. He is also a licensed independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

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

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Daniel Armstrong is a financial advisor with Empower Advisory Group in Overland Park, KS. He holds the Series 63 and Series 65 designations and has 20 years of industry experience. Armstrong has advised with Assets Group since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms, including 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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Jennifer M

CFA®, Series 63, Series 65

Lenexa, KS

AE Wealth Management, LLC

Jennifer Mcbee is a CFA® charterholder with nine years of industry experience. She is currently an advisor at AE Wealth Management, LLC, where she has worked since 2025. Prior to joining AE Wealth Management, she spent ten years at Nuance Investments. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that integrates model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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David H

Series 63, Series 65

Overland Park, KS

SPC

David Haik is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Infinex Investments, INVEST Financial Corp, and Bankers & Investors Co. He also operates a financial services practice under the name DMH Financial Solutions in Overland Park, KS. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services, employing a range of discretionary and nondiscretionary strategies tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Christian L

Series 66, Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Christian Lewis is a financial advisor at Empower Advisory Group with seven years of industry experience. His background includes roles at American Century Investments and American Century Investment Services Inc. He holds Series 66, Series 63, and Series 65 credentials. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

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

CFP®, Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Curtis Yohon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network, where he has worked since 2001. He also has experience with The Advocates since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kevin W

Series 63, Series 65

Leavenworth, KS

First Command Advisory Services

Kevin Wiley is a financial advisor with First Command Advisory Services in Leavenworth, KS, holding Series 63 and Series 65 credentials and one year of industry experience. He served 28 years in the U.S. Army before joining First Command and is also the owner of KDA Farm and Outdoor, a small family farm business selling farm fresh eggs, honey, and vegetables. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs that utilize model portfolios and selected third-party managers through a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Gregory D

Series 63

Shawnee, KS

Kestra Advisory

Gregory Day is a financial advisor with Kestra Advisory in Shawnee, Kansas, holding a Series 63 designation and over 44 years of industry experience. He has been with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and employs multiple management platforms alongside third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Michael K

Series 63, Series 66

Shawnee, KS

LPL Financial

Michael Kijowski is a financial advisor with LPL Financial in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2011 and previously spent 13 years at Peoples Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Kevin M

CFP®, Series 63, Series 66

Shawnee, KS

Edward Jones

Kevin Makalous is a financial advisor with Edward Jones in Shawnee, KS, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including 18 years with Edward Jones. Outside of his advisory role, he and his wife formed an LLC to own the building that will house his Edward Jones branch office. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Inheritance planning Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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