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Barney B

CFP®, Series 63

Overland Park, KS

Mariner

Barney Barnes III is a CFP® with 34 years of industry experience, currently serving at Mariner Wealth Advisors and Msec, LLC in Overland Park, Kansas. He has been with Mariner since 2009 and with Msec since 2011. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm’s investment approach combines discretionary, customized portfolios with in-house research and third-party managers, supported by a depth of tax and accounting integration uncommon for firms of its size.

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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Andrew H

Series 65

Overland Park, KS

Mariner

Andrew Hood is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. His prior work includes roles at Mariner Wealth Advisors, the University of Kansas, Brothers Bar & Grill, and Kemper Lakes Golf Club. Mariner serves a diverse client base 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, tax services, and family office solutions, employing customized portfolios supported by both 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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Trent D

CFP®, Series 66

Overland Park, KS

Creative Planning

Trent Dudenhoeffer is a CFP® with seven years of industry experience currently serving at Creative Planning. His prior roles include positions at Watchdog Capital, AF Asset Management, LPL Financial, and Edward Jones. He is also a co-founder of an educational initiative focused on Bitcoin. 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, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

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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Brayden V

Series 65

Overland Park, KS

Creative Planning

Brayden Van Meeteren is a financial advisor at Creative Planning with a Series 65 credential and recent experience starting in 2026. His work history includes roles in lawn care and landscaping, education, construction, and prior employment at New Tec Inc and Van Bruggen & Vande Vegte PC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies alongside selective private market exposure, managing approximately $295.6 billion in 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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Edvan A

Series 63, Series 66

Kansas City, MO

Empower Advisory Group

Edvan Araiza Hermosillo is a financial advisor at Empower Advisory Group with three years of industry experience. He has previously worked at KeyBank and FirstBank, and has experience in education from roles at Colorado Mountain College and Glenwood Springs High School. Outside of advising, he is the owner of Libertad Investments Ltd., a business involved in real estate and property management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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

Series 65

Overland Park, KS

Mariner

Derek Sanborn is a Series 65–licensed financial advisor at Mariner with six years of industry experience. His prior roles include positions at Msec, LLC, Orion Advisor Services, Mutual of Omaha, and Enterprise Holdings. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and it offers integrated tax, accounting, and family office services along with employer financial-wellness tools.

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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John S

Series 63, Series 65

Leawood, KS

Oppenheimer

John Shelton is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he volunteers as a tutor for math and science with the Navy Reserve Building Association. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection to meet client objectives.

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

Series 65

Overland Park, KS

Prime Capital Financial

Brayden Elmer is a financial advisor at Prime Capital Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Invista, 6 Meridian, and the Wichita State Office of Research. Elmer has also been involved with Lawn Buddy, a venture outside traditional finance. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs a range of investment strategies and provides integrated tax advisory and financial administration services through affiliated subsidiaries.

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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Vanessa Y

CFP®, Series 65

Overland Park, KS

Creative Planning

Vanessa Yaghmour is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Creative Planning since 2021, with prior roles at Sonic, Scooter's Coffee, The Impeccable Pig, University of Central Florida, and Pittsburg High School. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base that includes 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, supplemented by various specialized portfolio management techniques, and offers a broad range of affiliated legal, trust, and 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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Steven D

Series 66

Leawood, KS

Hornor, Townsend & kent, LLC

Steven Dolan is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Prior to his financial services career, he spent 18 years at John Deere. Dolan 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 with advisory services primarily delivered through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Matthew C

CFP®, Series 65

Overland Park, KS

Mariner

Matthew Charles is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with Mariner since 2016, currently serving as an advisor at Mariner Wealth Advisors, LLC. Mariner serves a diverse client base 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, tax services, and family office solutions, combining in-house research with third-party managers to deliver customized portfolio strategies.

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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Megan T

CFP®, Series 65

Overland Park, KS

Mariner

Megan Tanney is a CFP® professional with 10 years of industry experience, currently with Mariner Wealth Advisors where she has worked for 15 years. She holds a Series 65 license and is based in Overland Park, KS. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

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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Travis K

CFP®, Series 65

Overland Park, KS

Creative Planning

Travis Knight is a CFP® and holds a Series 65 license, with 22 years of experience in the financial industry. He has worked at Creative Planning since 2019 and previously spent 14 years with BKD Wealth Advisors, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, 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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Charise A

Series 66, Series 63

Kansas City, MO

Empower Advisory Group

Charise Alexander is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo and Basys Processing before joining Empower Retirement and later Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model linked 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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Stacie L

Series 66

Shawnee, KS

Independent Financial partners

Stacie Lambert Snooks is a financial advisor at Independent Financial Partners with 16 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Waddell & Reed, Inc. She is based in Shawnee, KS. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm manages over $12.5 billion in assets and provides a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Ethan M

Series 65

Overland Park, KS

Creative Planning

Ethan Moore is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes positions at Chick-fil-A, Saint Luke's East Hospital, and he has operated Moore Mowing Co. since 2014. 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 for long-term goals, supplemented by direct indexing, tax-loss harvesting, and private market investments.

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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Collin S

Series 65

Overland Park, KS

Creative Planning

Collin Sechrist is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 65 designation and has previously worked at Ivy Distributors, Waddell & Reed, and Union Bank & Trust Company. In addition to his advisory role, Sechrist serves as a Brigade Paralegal in the United States Army Reserve and co-owns an event bartending business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing assets of approximately $295.6 billion 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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Ashif S

Series 65

Overland Park, KS

Creative Planning

Ashif Siddique is a financial advisor at Creative Planning with two years of industry experience. He previously worked at OneDigital Investment Advisors LLC for three years. Outside of advisory work, he is a silent partner in SID Properties LLC, a multifamily residential rental business. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and 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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Micah S

Series 66

Overland Park, KS

Prime Capital Financial

Micah Schmidt is a financial advisor with Prime Capital Financial in Overland Park, KS, holding a Series 66 designation and nine years of industry experience. He has worked with Prime Capital Investment Advisors, Cambridge Investment Research, and Private Client Services. Outside of his advisory role, Schmidt serves as a finance deacon for Bellicose Church, managing financial tasks including check writing and bookkeeping. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing a variety of investment strategies and platforms to manage client accounts.

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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Taylor Y

Series 63, Series 66

Overland Park, KS

Prime Capital Financial

Taylor Yaw is a financial advisor with Prime Capital Financial in Overland Park, KS, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, N.I.S. Financial Services, and Ozark National Life Insurance. Outside of advisory services, he operates a personal accounting business through TB Services LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office offerings, employing a variety of investment strategies and providing consolidated reporting and tax planning through its 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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