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Jason H

CFP®, CFA®, Series 65, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

Jason Harrison is a CFP® and CFA® with 11 years of experience in financial advisory. He has worked at FAS Wealth Partners, Inc. since 2021 and previously spent eight years at UMB Financial Services. FAS Wealth Partners is an SEC-registered advisory firm with 24 advisors managing approximately $3.08 billion in client assets. The firm serves individuals, trusts, estates, corporations, retirement plans, and banking organizations, offering portfolio management and financial planning services guided by asset allocation and a combination of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
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James M

Series 63, Series 65

Overland Park, KS

Axxcess Wealth Management, LLC

James Milazzo Jr. is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Milazzo also has a 50% ownership in Sewalson Milazzo Financial Consulting Group LLC, an advisory business in Overland Park, KS. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a multi-asset portfolio approach using fundamental, technical, and cyclical analysis and offers operational support and consolidated reporting through its Third-Party Asset Management Platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Darius R

Series 66, Series 63

Overland Park, KS

Arvest Wealth management

Darius Rawlings is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Arvest, he worked at Northwestern Mutual in various roles from 2021 to 2025. Outside of his advisory work, Rawlings has experience working part-time as a weekend server at the Nicklaus Golf Club. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm utilizes a combination of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and tailored strategies to meet client objectives.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Mark R

Series 66

Overland Park, KS

CreativeOne Securities, LLC

Mark Rubin is a financial advisor at CreativeOne Securities, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed, Inc and CETERA Financial Group. Rubin has been with CreativeOne Securities since 2021. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and a proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Robert N

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Robert Nutter is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with CreativeOne Securities, previously Client One Securities, since 2015. Outside of his advisory role, he owns Nutter Wealth Management, which offers fixed, indexed, and life insurance products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Joshua P

Series 63, Series 66

Overland Park, KS

LexAurum Advisors

Joshua Paletta is a financial advisor at LexAurum Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Almanack Investment Partners, The Huntington Investment Company, and J.P. Morgan Securities. Outside of his advisory role, he coaches a faith-based wealth management course and operates a homestead farm raising sheep, chickens, and ducks. LexAurum Advisors serves individuals, families, businesses, and institutional clients, offering investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and a range of risk-based models, and provides both discretionary and non-discretionary portfolio management as well as sub-advisory services.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Clay N

Series 66

Overland Park, KS

Arvest Wealth management

Clay Nickel is a financial advisor with Arvest Wealth Management in Overland Park, KS, holding a Series 66 designation and 18 years of industry experience. He has worked with Arvest Bank and Arvest Wealth Management since 2014, splitting his time equally between the bank’s Trust Department and the wealth management firm. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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John M

CFP®, Series 66

Leawood, KS

FAS Wealth Partners, Inc.

John Meier is a CFP® with 25 years of industry experience. He has worked at Financial Advisory Service, Inc. and FAS Corp. since 2002. He is a member of FAS Wealth Partners, an SEC-registered advisory firm that manages approximately $3.08 billion in assets for around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing asset allocation and a range of manager- and fund-level strategies.

Tax-loss harvesting Retirement income strategy Debt management
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Andrew H

Series 66

Gardner, KS

Principal Advised Services

Andrew Hubbard is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles including banking, retirement consulting, and financial services since 2022. His background includes positions at Principal Bank and Principal Life Insurance Company, along with prior experience in logistics and real estate. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by providing non-discretionary investment advice and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and is part of the Principal Financial Group, allowing access to affiliated products and services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
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Gilbert S

CFP®, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Gilbert Sabatka is a CFP® professional with 42 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2018. His prior experience includes roles at NewBridge Securities Corporation and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, he owns and manages several business ventures, including Flexible Benefits Services, Inc., which administers HSA accounts for small businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm combines project-based financial planning with ongoing asset management and utilizes a proprietary advisory platform alongside access to third-party managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Blake A

CFP®, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Blake Arnold is a CFP® with two years of industry experience, currently serving at FAS Wealth Partners, Inc. He previously worked at Commerce Bank and Mid Missouri Bank, and has experience in the food service industry with Eat Fit Go. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets and serving around 1,470 clients. The firm offers discretionary and non-discretionary portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans, using a combination of asset allocation strategies and third-party managers while operating under a fiduciary standard.

Tax-loss harvesting Retirement income strategy Debt management
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Michael D

CFA®, Series 66

Overland Park, KS

LexAurum Advisors

Michael Desantis is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has been with LexAurum Advisors since 2019 and previously worked at World Class Unlimited and Vsr Advisory Services. Outside of his advisory role, he owns and operates a home restoration business in Kansas City. LexAurum Advisors serves individuals, families, businesses, and institutional clients by offering investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies using low-cost ETFs and other securities, and provides both discretionary and non-discretionary engagements, including sub-advisory services for other advisory firms.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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John M

CFP®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

John Munz is a CFP® with seven years of industry experience currently affiliated with FAS Wealth Partners, Inc. He has worked at several firms including Aspyre Wealth Partners and CD Wealth Management. Munz holds a Series 63 license and is based in Leawood, Kansas. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm employs an investment process focused on asset allocation aligned with client objectives and incorporates both internal management and third-party resources, along with tax-aware strategies and occasional use of alternative investment vehicles.

Tax-loss harvesting Retirement income strategy Debt management
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Greg G

Series 63, Series 65, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Greg Greer is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked with firms including LG Advisory Group, United Planners Financial Services, and has operated as a sole proprietor since 1991. Greer also owns Greer Financial Solutions, LLC, through which he provides investment and insurance services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management through a proprietary platform and offers fiduciary retirement-plan services along with access to external money managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Michael A

CFP®, CFA®, Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Michael Axelrod is a CFP® and CFA® professional with 31 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2016. He holds Series 63 and Series 65 licenses. Axelrod is also a board member of The Temple, Congregation B'Nai Jehudah, a religious organization in Overland Park, KS. CreativeOne Securities, LLC is a multi-advisor registered investment adviser with 127 advisors, offering financial planning, investment management, retirement-plan fiduciary services, and access to third-party manager programs. The firm uses a combination of project-based planning and ongoing asset management supported by fundamental and cyclical security analysis and proprietary advisory platforms.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Joel M

Series 66

Overland Park, KS

CreativeOne Securities, LLC

Joel Mutuku is a financial advisor with CreativeOne Securities, LLC and holds a Series 66 designation. He has 18 years of industry experience and has worked at CreativeOne Securities since 2011. Outside of his advisory work, he serves as a commissioner for the African Curio Center, a cultural enrichment organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers access to third-party manager programs and a proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Greer K

Series 63, Series 65

Olathe, KS

Victory Financial

Greer Kollman is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Victory Financial, Kollman worked at CDM Sports Management and Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to assist clients.

Wealth management Retired Founder/Business Owner Approaching retirement
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Mark S

Series 63, Series 65

Overland Park, KS

Axxcess Wealth Management, LLC

Mark Sewalson is a financial advisor at Axxcess Wealth Management, LLC with 43 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a total of 29 years. Outside of his advisory work, Sewalson is involved in insurance sales, owns a photography business, serves as co-trustee of a family trust, and sits on the board of a charitable organization. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and supports other registered investment advisers through its TAMP platform and sub-advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Barnabas H

CFP®, Series 63

Leawood, KS

FAS Wealth Partners, Inc.

Barnabas Horton Jr. is a CFP® professional with 25 years of experience, currently serving at FAS Wealth Partners, Inc. He has been with the affiliated entities FAS Corp. and Financial Advisory Service, Inc. since 2016. Outside of his advisory role, Horton serves on the board of directors for Rawlins Bancshares Holding Company and Farmers Bank & Trust, participating in several board committees including one overseeing securities-related activities. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm focuses on discretionary portfolio management and comprehensive financial planning, utilizing a combination of internal management and third-party managers, supported by research tools and tax-aware strategies.

Tax-loss harvesting Retirement income strategy Debt management
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Brian B

Series 63, Series 65

Overland Park, KS

First Heartland Consultants, Inc.

Brian Boedicker is a financial advisor with First Heartland Consultants, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with First Heartland Capital Inc since 2003. Outside of advisory work, he is involved in the sale and distribution of insurance products as an agent and broker. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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