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Chad C

Series 63, Series 65

Fort Scott, KS

Creativeone Wealth, LLC

Chad Cosens is a financial advisor with Creativeone Wealth, LLC who holds Series 63 and Series 65 credentials and has 14 years of industry experience. He previously worked at Compass Financial Advisors and HBW Advisory Services LLC. Outside of his advisory roles, he serves on the Board of Trustees for Fort Scott Community College and operates Cosens Aviation as a contract pilot. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a combination of proprietary model portfolios, third-party managers, and various investment strategies, including ETFs, mutual funds, options, and select private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Aaron M

Series 65

Fort Scott, KS

Creativeone Wealth, LLC

Aaron Malone is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and with one year of industry experience. He has worked at CreativeOne Wealth and 1842 Wealth Management since 2024 and has managed sales for Win-Vent Windows since 2006. Outside of advisory work, Malone coaches various youth sports teams and serves as an elder on the board of Community Christian Church in Fort Scott, KS. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored assessments, regular rebalancing, and the use of sub-advisers across a large enterprise platform.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Trenton B

Series 63, Series 65

Fort Scott, KS

HBW Advisory Services LLC

Trenton Banwart is a financial advisor with HBW Advisory Services LLC in Fort Scott, KS, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been affiliated with Compass Financial Advisors, LLC since 2012 and HBW Advisory Services since 2008. Outside of advisory work, Banwart is a contract pilot and owns an online webstore, Hairbow Center LLC. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach combining tactical asset allocation, fixed income, and multi-manager diversification, and is notable for its high client load per advisor and its mix of retail, institutional, and intermediary services.

College savings (529s, UTMA, etc.)
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Jordan W

Series 63, Series 65

Fort Scott, KS

Cetera

Jordan Witt is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, Witt is a co-owner of a local bookstore, serves on the board of a community foundation, and is vice president and treasurer of a nonprofit football club in Fort Scott, KS. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and consulting services with discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jamie A

Series 66

Fort Scott, KS

Edward Jones

Jamie Armstrong is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,000 financial advisors.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Angela V

Series 66

Ft Scott, KS

Edward Jones

Angela Van De Berghe is a financial advisor at Edward Jones in Ft Scott, KS, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, she worked in life and health insurance as well as positions at Sprint and Redemption Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tim H

CFP®, Series 66

Fort Scott, KS

LPL Financial

Tim Heiser is a CFP®-designated financial advisor with LPL Financial, based in Fort Scott, KS, and has 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., and managing his own CPA practice, Tim R. Heiser, CPA, P.A. He is also involved in tax preparation and accounting through his CPA firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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