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David H
Series 65
Overland Park, KS
Mariner
David Hutchins is a Series 65-licensed advisor with five years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. Prior to joining Mariner, he held roles at Avantax Advisory Services and BOK Financial Corporation. He was also involved with Hutchco, LLC, a business he operated from 2017 to 2023. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.
Peter M
Series 63, Series 65
Overland Park, KS
Creative Planning
Peter Mallouk is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 1998, with a one-year tenure at Nextedge, LLC. Outside of advisory work, he is an attorney and majority owner of a law firm providing estate and legal services, and holds minority ownership interests in professional baseball and soccer clubs. 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, supported by a range of supplemental portfolio options and integrated retirement plan services.
Dustin L
Series 63, Series 65
Overland Park, KS
Creative Planning
Dustin Landau is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2018. Prior to that, he was employed at Sprint Corporation from 2015 to 2018. 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 process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.
Trace W
Series 65
Leawood, KS
Cetera Planning Partners
Trace Weatherford is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and previously worked at The Retirement Planning Group. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach aligned with client objectives and risk tolerance.
Karl M
Series 66
Overland Park, KS
Valic Financial Advisors
Karl Matt is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He joined the firm in 2025 and has prior experience as a superintendent at North Platte R-I School District from 2008 to 2025. Outside of his advisory role, he volunteers as an assistant varsity boys basketball coach. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Jennifer M
Series 63, Series 65
Overland Park, KS
Mariner
Jennifer Murawski is a financial advisor at Mariner with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including Msec, LLC, UMB Financial Services, Inc., Cetera Investment Services LLC, and Morgan Stanley DW Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.
Grant M
CFP®, Series 65
Overland Park, KS
Creative Planning
Grant Minick is a CFP® and Series 65-registered advisor with Creative Planning, based in Overland Park, KS. He has 10 years of industry experience, all spent with Creative Planning since 2016. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by institutional and retirement plan services, private market investments, and multiple affiliated legal and accounting resources.
Kevin H
Series 63, Series 65
Kansas City, MO
Money Concepts Capital Corp
Kevin Hennessy is a financial advisor with Money Concepts Capital Corp., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Country Club Financial Services, Inc. and his own firm, Hennessy Investment Advisory Services, LLC. Based in Kansas City, MO, he has been with Money Concepts Capital Corp. since 2017. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm utilizes model-driven and asset allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a large network of advisors and multiple portfolio programs.
Wendy P
Series 63, Series 65
Overland Park, KS
Prime Capital Financial
Wendy Prestwood is a financial advisor at Prime Capital Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prime Capital Investment Advisors, LLC, Private Client Services, VOYA Financial Advisors, and her own firm, Prestwood Financial Group, LLC. She serves on the board of The Future of Finance Scholarship Fund. Prime Capital Financial is an SEC-registered advisory firm providing asset management, financial planning, and retirement plan services to individuals, trusts, corporations, and retirement plans, with offerings that include family office services and tax-efficient investment strategies.
Michael G
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Michael Glenn is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2019. Prior to joining Creative Planning, he held various roles at Northwestern Mutual, including positions in wealth management and investment management from 2013 to 2019. Creative Planning offers 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.
La Royce H
Series 63, Series 66
Lenexa, KS
Empower Advisory Group
La Royce Holmes is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. and AT&T. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long‑term portfolio returns and client savings rates.
Aaron T
CFP®, Series 66
Overland Park, KS
Mariner
Aaron Timmons is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mariner. He has worked at Mariner Wealth Advisors since 2017 and has prior experience with Ivy Funds Distributor, Inc. and Waddell & Reed, Inc. from 2008 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers customized discretionary portfolios, combines in-house research with third-party managers, and integrates tax and accounting services, including administrative CFO capabilities and a financial wellness platform for employer clients.
Martin B
Series 63
Overland Park, KS
Mariner
Martin Bicknell is a financial advisor with Mariner Wealth Advisors, LLC, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Mariner since 2006. Outside of his advisory role, he serves as director and president of 1248 Trust Company, Inc., and is involved with the Civic Council of Greater Kansas City as a board member and treasurer. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds. The firm offers customized investment management and financial planning services supported by an internal investment committee, combining in-house research with third-party managers, as well as integrated tax, accounting, and family office services.
Abigail A
Series 65
Overland Park, KS
Prime Capital Financial
Abigail Allen is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. Her prior work includes positions at Missouri Lagers and Benjamin F. Edwards. Outside of finance, she has experience working in the food and beverage industry and has a background in education. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, employing diverse investment strategies and maintaining an affiliated accounting subsidiary for tax and financial administration services.
Brett N
CFA®, Series 63
Overland Park, KS
Prime Capital Financial
Brett Newell is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Prime Capital Financial. His prior roles include positions at Vanguard Group Inc and Cambridge Investment Research, Inc. He is also a Senior Associate for Private Investments at Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with comprehensive asset management and financial planning services. The firm offers a range of strategies including core/satellite, thematic, and tactical approaches, and provides family office services along with specialized tax and financial administration offerings.
Andrew K
Series 65
Overland Park, KS
Creative Planning
Andrew Keating is a Series 65-licensed financial advisor with Creative Planning in Overland Park, KS, having four years of industry experience. His prior professional background includes roles in real estate with firms such as Platinum Realty and Realty One Group. Outside of his advisory work, he is involved as a real estate agent with Platinum Realty. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.
Brett C
Series 66
Overland Park, KS
Wealth Enhancement Advisory Services, LLC
Brett Clark is a financial advisor with Wealth Enhancement Advisory Services, LLC. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Pegasus Capital Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified investment approach that combines passive and active managers supported by quantitative, momentum, and fundamental analysis.
Jack E
CFA®, Series 63, Series 65
Overland Park, KS
Wealth Enhancement Advisory Services, LLC
Jack Evans is a CFA® charterholder with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held previous roles at Commonwealth Financial Network and American Funds. His background also includes positions at Waddell & Reed/Ivy Investments and various roles connected to the University of Kansas and other financial organizations. Wealth Enhancement Advisory Services provides comprehensive financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee.
James B
Series 65, Series 66
Overland Park, KS
Creative Planning
James Battmer is a financial advisor with Creative Planning, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lockton Investment Advisors, Triad Advisors, and Bukaty Companies Wealth Management. 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 favors low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.
Christopher R
Series 66
Overland Park, KS
Prime Capital Financial
Christopher Roper is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fiduciary Investment Trusts, Private Client Services, Cambridge Investment Research, and Lawing Financial. He is involved with PCRM, LLC, an insurance-related business offering fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs various investment strategies and maintains affiliated tax advisory and family office practices.
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