Five Star 2012 Kansas city Wealth Managers · wealth managers in the Kansas City area. (1) Although...
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SPECIAL ADVERTISING SECTION FS 1— Five Star award information: fivestarprofessional.com 2012 Five Star Wealth Managers In a consumer study about dynamics between wealth manag- ers and their clients, Five Star Professional recently polled wealth managers and consumers about communications. Both groups said that connecting three to four times a year is the right communications strategy, but expectations are not aligned in all areas: • 29 percent of consumers want to be contacted by their wealth manager whenever events require an update; only 7 percent of wealth managers say they contact clients based on the impact of events. • 63 percent of consumers say they receive the right amount of communication from their wealth manager. From research conducted by Five Star Professional, April 2011. Wealth managers, broadly defined, are those indi- viduals who help you manage your financial world and/or implement aspects of your financial strate- gies. Common examples of wealth managers are fi- nancial advisors, financial planners, investment advisors, tax advisors and estate planning attorneys. How do you find a wealth manager with experience, who has a good base of clients with high retention rates, and who has undergone a regulatory and complaint review? And when you find them, are they accepting new clients? KC Magazine, KC Business and Five Star Professional part- nered to find wealth managers who satisfy 10 objective eli- gibility and evaluation criteria that are associated with wealth managers who provide quality services to their cli- ents. Among many distinguishing attributes the average one-year client retention rate for this year’s award winners is more than 93 percent. Five Star Wealth Managers 2012 Kansas City Don’t listen to other people. Investi- gate for yourself. Be wary of advisers who say they never had a down year.” — Five Star Wealth Manager To be considered for the Five Star Wealth Manager award, a wealth manager must have been identified through research conducted with peers and firms. Five Star Professional relied on in- ternal and external research data, including a survey to more than 2,800 registered financial ser- vices professionals and all identified financial service companies in the area that are registered with FINRA or the SEC. Recipients of the survey were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award (self-nominations are not accepted). PROCESS Nomination The resulting list of 2012 Five Star Wealth Managers is a select group, representing less than 3 percent of the wealth managers in the Kansas City area. (1) Although this list is a useful tool for anyone looking for help in managing their financial world or imple- menting aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year’s list. AWARD A Select r ar Profes ve Star Profession © Five Star Professional © Five Star Professional © Five Star Professional © Five Star Profession ive Star Profe Star P
Transcript of Five Star 2012 Kansas city Wealth Managers · wealth managers in the Kansas City area. (1) Although...
Special advertiSing Section
FS 1mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
In a consumer study about dynamics between wealth manag-ers and their clients Five Star Professional recently polled wealth managers and consumers about communications Both groups said that connecting three to four times a year is the right communications strategy but expectations are not aligned in all areas
bull 29 percent of consumers want to be contacted by their wealth manager whenever events require an update only 7 percent of wealth managers say they contact clients based on the impact of events
bull 63 percent of consumers say they receive the right amount of communication from their wealth manager
From research conducted by Five Star Professional April 2011
Wealth managers broadly defined are those indi-viduals who help you manage your financial world andor implement aspects of your financial strate-gies Common examples of wealth managers are fi-nancial advisors financial planners investment
advisors tax advisors and estate planning attorneys
How do you find a wealth manager with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients
KC Magazine KC Business and Five Star Professional part-nered to find wealth managers who satisfy 10 objective eli-gibility and evaluation criteria that are associated with wealth managers who provide quality services to their cli-ents Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 93 percent
Five Star Wealth Managers2012 Kansas city
Donrsquot listen to other people Investi-gate for yourself Be wary of advisers who say they never had a down yearrdquo
mdash Five Star Wealth Manager
To be considered for the Five Star Wealth Manager award a wealth manager must have been identified through research conducted with peers and firms Five Star Professional relied on in-ternal and external research data including a survey to more than 2800 registered financial ser-vices professionals and all identified financial service companies in the area that are registered
with FINRA or the SEC Recipients of the survey were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award (self-nominations are not accepted)
proceSSnomination
The resulting list of 2012 Five Star Wealth Managers is a select group representing less than 3 percent of the wealth managers in the Kansas City area(1)
Although this list is a useful tool for anyone looking for help in managing their financial world or imple-menting aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list
aWarda Select
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Special advertiSing Section
FS 2mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in some-thing that you under-standrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be con-
strued as an endorsement of the wealth manager by Five Star Professional KC Magazine or KC Business
bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future
bull Five Star Professional is not an advisory firm and the content of this article should not be con-sidered financial advice For more information on the Five Star award and the researchselec-tion methodology go to fivestarprofessionalcom
bull (1) 676 wealth managers in the Kansas City area were nominated for the Five Star Wealth Man-ager award 200 (approximately 30 percent of those nominated) were named 2012 Five Star Wealth Managers The 200 award winners represent less than 3 percent of the total wealth man-agers in the area
diScloSureSresearch
2012
The Five Star award goes to less than 7 percent of wealth managers in the area
Nominated wealth managers who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)
Eligibility Criteria ndash Required(3)
1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representa-tive a CPA or a licensed attorney
2 Actively employed as a credentialed professional in the financial services industry for a mini-mum of five years
3 Favorable regulatory and complaint history review(4)
4 Fulfilled their firm review based on internal firm standards5 Accepting new clients
Evaluation Criteria ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 93 percent)
7 Five-year client retention rate8 Non-institutional discretionary andor non-discretionary client assets administered (this yearrsquos
award winners administer an average of $85 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 226 house-
holds)10 Education and professional designations
oF aWard WinnerSdetermination
(2) Wealth managers were required to certify that any information they provided was accurate(3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has notbull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a finebull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five
Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authoritybull Filed for personal bankruptcy within the past 10 yearsbull Been convicted of a felony
Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria
bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the op-
portunity to submit complaints regarding a wealth manager 18000 households in the Kansas City area were contacted
The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp
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Special advertiSing Section
FS 3mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
List compiled by Five Star Professional Award winners listed by primary services
Business PlanningRick Austin Austin amp Associates
Allen W Blair Stinson Morrison Hecker
Estate PlanningJames Berger Berger Law Firm
James Betterman Lathrop amp Gage
Larry Bingham Seigfreid Bingham Levy Selzer amp Gee
Scott Blakesley Spencer Fane Britt amp Browne
Richard English Stinson Morrison Hecker
Jennifer Finch Krigel and Krigel
Debra Hallauer Hallauer Law Office
William Hammond The Elder amp Disability Law Firm
J Michael Haskin J Michael Haskin
Paul Himmelstein Van Osdol amp Magruder
H Elvin Knight Spencer Fane Britt amp Browne
William Lowe UMB Global Asset Management
Cindy McClannahan Seigfreid Bingham Levy Selzer amp Gee
Mark McKinzie Wallace Saunders Austin Brown amp Enochs
Stephanie Newkirk Lathrop amp Gage
Carl Radom Ferree Bunn OrsquoGrady amp Rundberg
Stephanie Smith Stephanie M Smith Chartered
Nathan Sutton Sutton Law Office
Richard Woods Kirkland Woods amp Martinsen
Kimberly Zellmer Zellmer Law Firm
Financial PlanningVestana Ahlen Herwig McCaw amp Associates
Ameriprise Financial Services Inc
Mark Albright Ameriprise Financial Services Inc
Gregory Allison Ameriprise Financial Services Inc
Joseph Bartkoski Jr Bankers amp Investors
Timothy Blake CommunityAmerica Credit Union
J Caleb Bradley Ameriprise Financial Services Inc
S Wesley Brock Merrill Lynch
Max Bruce DM Bruce Associates
Michael Brun Ameriprise Financial Services Inc
Heath Burch The Special Needs Planning Center
Robert Burks RBC Wealth Management
John Carey AXA Advisors
Thomas Cavaliere Ameriprise Financial Services Inc
James Claiborne Financial Partners Group
Adam Crews Ameriprise Financial Services Inc
Jacob Cummings Ameriprise Financial Services Inc
Bruce Derks Berthel Fisher amp Company
Andrew Dibble Ameriprise Financial Services Inc
Timothy DiSette Trinity Planning Group
James Dussold Financial Advisory Service
Kenneth Eaton Stepp amp Rothwell
Richard Enna R J Enna amp Associates Financial Group
Gregory Finke Stewardship Capital
Jeffrey Gaeth Securities America
Paul Gershon Oppenheimer
Joseph Gravino Financial Solutions
Janice Greer Ameriprise Financial Services Inc
Amber Griffis Merrill Lynch
Stephanie Guerin The Planned Approach
Jim Guyot Lighthouse Financial Strategies Page 10
Greg Harvey Integrated Wealth Solutions Page 11
Christopher Heckadon Summit Pointe Financial Group Page 11
Kevin Hennessy Country Club Financial Services
Aaron Herwig Herwig McCaw amp AssociatesAmeriprise Financial Services Inc
Scott Hipp Lifetime Financial Solutions
Richard Jenkins Midwestern Financial Group Page 8
Paul Kalicki John Hancock
Gary Krings Ameriprise Financial Services Inc
Christopher Kulesa RBC Wealth Management
Cory Lagerstrom Frontier Wealth Management Page 12
Thad Lincoln Retirement Concepts Group
Sharon Lockhart Raymond James Financial Services
Robert McCarthy Creative Planning Page 7
Jason McElwee Mariner Wealth Advisors
Jon McGraw Buttonwood Financial Group
Robert Meyer Ameriprise Financial Services Inc
Doug Nelson Doug Nelson Money Coach Page 11
Jeffrey Nelson Sagemark Consulting
Kathleen OrsquoDowd The Planned Approach
David Pacer Trinity Planning Group
Vincent Pastorino Buttonwood Financial Group
Jerry Perfect Gateway Wealth Management
Alex Petrovic Petrovic Finanical Services
James Powers Lincoln Financial Advisors
Alan Rickert Centerpoint Advisory Services
Howard Rothwell Stepp amp Rothwell
Mike Russell Ameriprise Financial Services Inc
Troy Rust AXA Advisors Page 12
Michael Searcy Searcy Financial Services
Todd Shepherd Creative Planning Page 7
Timothy Shmidl Prism Financial Group
Matthew Starkey KHC Wealth Management
Kathy Stepp Stepp amp Rothwell
Brenna Stewart Creative Planning Page 7
Mitzi Swaffar MS Financial Resources
Matthew Thompson Ameriprise Financial Services Inc
Darrell Tierney Windward Private Wealth Management
Jeffrey Tudas Summit Wealth Advisors
Kelly Voitenko The Planned Approach
Eli Ward Ameriprise Financial Services Inc Page 10
Catherine Wear Ameriprise Financial Services Inc
Richard Witherspoon Lincoln Investment
Richard Woody The Woody Financial Group
Michael Wren Ameriprise Financial Services Inc
InvestmentsClaude Aldridge Aldridge Cherra amp Aldridge
Financial Group
Dennis Bacon Wells Fargo Advisors LLC
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Special advertiSing Section
FS 4mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
List compiled by Five Star Professional Award winners listed by primary services
Pierre Badertscher Security Financial Advisors Page 10
Jon Bakalar Smith Moore amp Company Page 9
Stuart Berkley Financial Counselors
Michael Bonomo Merrill Lynch
Jahnnie Brake Edward Jones
Gary Bussing The Mutual Fund Store Page 12
Tim Carlin Edward Jones
Judith Case WealthSprings Page 12
Daniel Cherra V Wealth Management
Scott Connors V Wealth Management
Mark Cook Ameriprise Financial Services Inc
Charles Cooper Wells Fargo Advisors LLC
Ethel Davis Paragon Capital Management
Brook Deaver Gateway Wealth Management
David Enenbach Enenbach amp Associates Financial Consultants
Dwight Ensminger Wells Fargo Advisors LLC
Mark Eveans Meritage Portfolio Management Page 12
Michael Farris BMF Investments
Scott D Ferguson Morgan Stanley Smith Barney
Robert Fischgrund CBIZ Retirement Plan Services
Brett Flood Blue Valley Investment Services
Roy Fortner The Retirement Planning Group
Erica Gabrick Edward Jones
JC Ganote Bank of Leersquos Summit
David Garrison Capital Investment Management
Lynn Garrison Legacy Wealth Partners
Matt Gazaway VALIC Financial Advisors
Matthew Gelsheimer Morgan Stanley Smith Barney
Jared Gudenkauf Merrill Lynch
Randall Hallier Creative Planning
Ross Halsey Edward Jones
Stephen Harrison Edward Jones
George Harsh Cornerstone Financial Advisors
Joe Hildebrand Lawing Financial
Steve Hoover Wealth Partners
James Horlacher First Affirmative Financial Network
David Imhoff Cornerstone Wealth Advisors
Randall Johnson HighPointe Financial Group
Daniel Jurgensen Edward Jones
Brian Kaufman Prairie Capital Management
Michael Kijowski Peoples Bank
Thomas King King Financial Group Page 12
George Koepp Edward Jones
John Kornitzer Kornitzer Capital Management
Jeff Lashley Lashley Wealth Management
Steven Lofquist RBC Wealth Management
John Ludwig Morgan Stanley Smith Barney
Michael Lutz Legacy Financial Strategies
Paul Lutz HSMC Wealth Management
Frank Mall Equity Services
Peter Mallouk Creative Planning Page 7
Kelley Martin Martin Financial Group Page 8
Pete Martinez Insight Financial Services Page 5
Erica Massman Index Portfolio Solutions
Ray Matz Bankers amp Investors
Michael McCaw Herwig McCaw amp AssociatesAmeriprise Financial Services Inc
Ryan McQueary Morgan Stanley Smith Barney
Mike Miner Wells Fargo Advisors Financial Network LLC
Tony Moeller Integrity Investment Advisors
Timothy Murphy Edward Jones
Andrew Muther Financial Counselors
Richard Myers Ameriprise Financial Services Inc
Jennifer Nicholson Nicholson Capital Management
Craig Novorr Paragon Capital Management
Brian Perott Financial Counselors
Randal Pierson CommunityAmerica Credit Union Page 12
Matthew Pomianek Edward Jones
Mark Rabin Personal Financial Group
Randall Rhyner Smith Moore amp Company Page 9
Richard Romey ETF Portfolio Partners
Molly Rothove Creative Planning Page 7
Jonathan Sarver RBC Wealth Management
David Scott Sunrise Advisors
Steven Seiler Wells Fargo Advisors LLC
Margo Shepard Wells Fargo Advisors LLC Page 9
Matthew Sibbing Edward Jones
John Skinner Edward Jones
Dianna L Smith Morgan Stanley Smith Barney
Satu Stechschulte Financial Counselors
Gerald Steffes Steffes Financial
Frank Sterneck Sterneck Capital Management
Frank Swyden Swyden Asset Management
David Teasley Edward Jones
Robert Thompson Morgan Stanley Smith Barney
Arthur Tichenor Tallgrass Advisors
Michelle Trouve Danda Trouve Investment Management
Rocky Valentine Edward Jones
David Vaughn The Mutual Fund Store
Mark Vlasic McGladrey Page 12
Peter Vrooman RBC Wealth Management
Chris Walden Heartland Capital Advisors
Timothy Walla Walla Street Wealth Management
Carol Watts Edward Jones
Ken Wells Walla Street Wealth Management
Tom Wheeler Wells Fargo Advisors LLC
James Williams Creative Planning Page 7
Tom Wood Metcalf Bank
Kurt Zlomke Edward Jones
TaxationMatthew Bellomo Davis amp Bellomo
T Teal Dakan BKD
John Taylor Taylor Accountancy Chartered Page 12
Bud Vick Cochran Head Vick amp Company
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
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Special advertiSing Section
FS 5mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
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Special advertiSing Section
FS 6mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
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Special advertiSing Section
FS 7mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Creative Planning Group
Areas of Focus Investment Management Financial Planning Estate Planning
Left to right Two-year winner Todd Shepherd 2012 winner Molly Rothove ve-year winner Peter Mallouk three-year winner Jim Williams two-year winner Brenna Stewart and 2012 winner Bob McCarthy
bull Top 100 Independent Financial Advisors Barronrsquos magazinebull Top 100 Wealth Advisors in America Worth Magazinebull Top 50 Independent Advisors Forbes MagazineDesignations Todd Shepherd CPA MBA CFPreg Molly Rothove MBA CFPreg Peter Mallouk JD MBA CFPreg Brenna Stewart MBA CFP Bob McCarthy CPA CFPreg
Refl ecting the satisfaction of our clients Creative Planning has grown through referrals With more than $25 billion in assets under management our top fl ight team has extensive experience in both bull and bear markets Creativersquos investment committee focuses on cost-eff ective after-tax results Creative steadfastly refuses to sell proprietary funds which would
immediately create a confl ict of interest Our process has withstood both academic testing and real world markets with an emphasis on maximizing returns while controlling risk There has never been a better time to meet with Kansas Cityrsquos most recognized wealth management advisors to get your personal fi nancial house in order
Creative Planning Inc3400 College Boulevard bull Leawood KS 66211
Phone (913) 338-2727wwwthinkingbeyondcom
WINNER
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Special advertiSing Section
FS 8mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Richard R Jenkins
Listen bull Educate bull Strategy bull Monitor
bull 43 years of experience
bull Independent objective advice
bull Human-touch service
Areas of Focus Wealth Creation Preservation and DistributionTitlesDesignation President and CIOLeft to right Five-year award winner Richard R Jenkins Je rey B Jenkins Vicky Loveall
For the fth straight year I want to thank our clients and peers for the Five Star award In todayrsquos complicated environment of investments insurance and government regulation independent and objective nancial advice is critical We see our relationship with our clients as fourfold thoroughly understand the clientrsquos situation and goals design a plan to address their goals continuous monitoring of the plan and timely performance communication
Midwestern Financial Group7300 College Boulevard Suite 223
Overland Park KS 66210
O ce (913) 451-1855
rrjenkinsmidfi ngrpcomwwwlplcomMFG
Securities and Investment Advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Kelley M Martin
Martin Financial Group LLC
bull Helping people build lifelong nancial independence
bull Specializing in investment management for women
bull Focusing on our clientsrsquo best interest
Areas of Focus Retirement Income Design and Fee-Based Investment Management Through LPL FinancialLeft to right Four-year winner Michael K Martin Sophie and
two-year winner Kelley M Martin
Ask any client who has walked through the doors of Martin Financial Group LLC (MFG) and they will tell you the same thing mdash they are treated like family Though the top priority is helping clients become nancially independent MFG also provides quality service by striving to remain accessible to clients Kelley is an independent wealth manager with 28 years of experience who focuses on trying to manage portfolio volatility while maintaining a global investment perspective Kelley is partnered with his son Michael a 20-year investment industry veteran and previous Five Star Wealth Manager They believe that being independent consultants allows them to o er truly unbiased guidance
Martin Financial Group LLC 7505 Northwest Ti any Springs Parkway Suite 120
Kansas City MO 64153
Phone (816) 891-7900Toll-free (800) 891-7901
kelleymartinlplcom
Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
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Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
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ional
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Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
copy Five
Star P
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ional
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Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
copy Five
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Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
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Special advertiSing Section
FS 2mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in some-thing that you under-standrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be con-
strued as an endorsement of the wealth manager by Five Star Professional KC Magazine or KC Business
bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future
bull Five Star Professional is not an advisory firm and the content of this article should not be con-sidered financial advice For more information on the Five Star award and the researchselec-tion methodology go to fivestarprofessionalcom
bull (1) 676 wealth managers in the Kansas City area were nominated for the Five Star Wealth Man-ager award 200 (approximately 30 percent of those nominated) were named 2012 Five Star Wealth Managers The 200 award winners represent less than 3 percent of the total wealth man-agers in the area
diScloSureSresearch
2012
The Five Star award goes to less than 7 percent of wealth managers in the area
Nominated wealth managers who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)
Eligibility Criteria ndash Required(3)
1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representa-tive a CPA or a licensed attorney
2 Actively employed as a credentialed professional in the financial services industry for a mini-mum of five years
3 Favorable regulatory and complaint history review(4)
4 Fulfilled their firm review based on internal firm standards5 Accepting new clients
Evaluation Criteria ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 93 percent)
7 Five-year client retention rate8 Non-institutional discretionary andor non-discretionary client assets administered (this yearrsquos
award winners administer an average of $85 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 226 house-
holds)10 Education and professional designations
oF aWard WinnerSdetermination
(2) Wealth managers were required to certify that any information they provided was accurate(3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has notbull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a finebull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five
Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authoritybull Filed for personal bankruptcy within the past 10 yearsbull Been convicted of a felony
Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria
bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the op-
portunity to submit complaints regarding a wealth manager 18000 households in the Kansas City area were contacted
The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp
copy Five
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Special advertiSing Section
FS 3mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
List compiled by Five Star Professional Award winners listed by primary services
Business PlanningRick Austin Austin amp Associates
Allen W Blair Stinson Morrison Hecker
Estate PlanningJames Berger Berger Law Firm
James Betterman Lathrop amp Gage
Larry Bingham Seigfreid Bingham Levy Selzer amp Gee
Scott Blakesley Spencer Fane Britt amp Browne
Richard English Stinson Morrison Hecker
Jennifer Finch Krigel and Krigel
Debra Hallauer Hallauer Law Office
William Hammond The Elder amp Disability Law Firm
J Michael Haskin J Michael Haskin
Paul Himmelstein Van Osdol amp Magruder
H Elvin Knight Spencer Fane Britt amp Browne
William Lowe UMB Global Asset Management
Cindy McClannahan Seigfreid Bingham Levy Selzer amp Gee
Mark McKinzie Wallace Saunders Austin Brown amp Enochs
Stephanie Newkirk Lathrop amp Gage
Carl Radom Ferree Bunn OrsquoGrady amp Rundberg
Stephanie Smith Stephanie M Smith Chartered
Nathan Sutton Sutton Law Office
Richard Woods Kirkland Woods amp Martinsen
Kimberly Zellmer Zellmer Law Firm
Financial PlanningVestana Ahlen Herwig McCaw amp Associates
Ameriprise Financial Services Inc
Mark Albright Ameriprise Financial Services Inc
Gregory Allison Ameriprise Financial Services Inc
Joseph Bartkoski Jr Bankers amp Investors
Timothy Blake CommunityAmerica Credit Union
J Caleb Bradley Ameriprise Financial Services Inc
S Wesley Brock Merrill Lynch
Max Bruce DM Bruce Associates
Michael Brun Ameriprise Financial Services Inc
Heath Burch The Special Needs Planning Center
Robert Burks RBC Wealth Management
John Carey AXA Advisors
Thomas Cavaliere Ameriprise Financial Services Inc
James Claiborne Financial Partners Group
Adam Crews Ameriprise Financial Services Inc
Jacob Cummings Ameriprise Financial Services Inc
Bruce Derks Berthel Fisher amp Company
Andrew Dibble Ameriprise Financial Services Inc
Timothy DiSette Trinity Planning Group
James Dussold Financial Advisory Service
Kenneth Eaton Stepp amp Rothwell
Richard Enna R J Enna amp Associates Financial Group
Gregory Finke Stewardship Capital
Jeffrey Gaeth Securities America
Paul Gershon Oppenheimer
Joseph Gravino Financial Solutions
Janice Greer Ameriprise Financial Services Inc
Amber Griffis Merrill Lynch
Stephanie Guerin The Planned Approach
Jim Guyot Lighthouse Financial Strategies Page 10
Greg Harvey Integrated Wealth Solutions Page 11
Christopher Heckadon Summit Pointe Financial Group Page 11
Kevin Hennessy Country Club Financial Services
Aaron Herwig Herwig McCaw amp AssociatesAmeriprise Financial Services Inc
Scott Hipp Lifetime Financial Solutions
Richard Jenkins Midwestern Financial Group Page 8
Paul Kalicki John Hancock
Gary Krings Ameriprise Financial Services Inc
Christopher Kulesa RBC Wealth Management
Cory Lagerstrom Frontier Wealth Management Page 12
Thad Lincoln Retirement Concepts Group
Sharon Lockhart Raymond James Financial Services
Robert McCarthy Creative Planning Page 7
Jason McElwee Mariner Wealth Advisors
Jon McGraw Buttonwood Financial Group
Robert Meyer Ameriprise Financial Services Inc
Doug Nelson Doug Nelson Money Coach Page 11
Jeffrey Nelson Sagemark Consulting
Kathleen OrsquoDowd The Planned Approach
David Pacer Trinity Planning Group
Vincent Pastorino Buttonwood Financial Group
Jerry Perfect Gateway Wealth Management
Alex Petrovic Petrovic Finanical Services
James Powers Lincoln Financial Advisors
Alan Rickert Centerpoint Advisory Services
Howard Rothwell Stepp amp Rothwell
Mike Russell Ameriprise Financial Services Inc
Troy Rust AXA Advisors Page 12
Michael Searcy Searcy Financial Services
Todd Shepherd Creative Planning Page 7
Timothy Shmidl Prism Financial Group
Matthew Starkey KHC Wealth Management
Kathy Stepp Stepp amp Rothwell
Brenna Stewart Creative Planning Page 7
Mitzi Swaffar MS Financial Resources
Matthew Thompson Ameriprise Financial Services Inc
Darrell Tierney Windward Private Wealth Management
Jeffrey Tudas Summit Wealth Advisors
Kelly Voitenko The Planned Approach
Eli Ward Ameriprise Financial Services Inc Page 10
Catherine Wear Ameriprise Financial Services Inc
Richard Witherspoon Lincoln Investment
Richard Woody The Woody Financial Group
Michael Wren Ameriprise Financial Services Inc
InvestmentsClaude Aldridge Aldridge Cherra amp Aldridge
Financial Group
Dennis Bacon Wells Fargo Advisors LLC
copy Five
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copy Five
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ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 4mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
List compiled by Five Star Professional Award winners listed by primary services
Pierre Badertscher Security Financial Advisors Page 10
Jon Bakalar Smith Moore amp Company Page 9
Stuart Berkley Financial Counselors
Michael Bonomo Merrill Lynch
Jahnnie Brake Edward Jones
Gary Bussing The Mutual Fund Store Page 12
Tim Carlin Edward Jones
Judith Case WealthSprings Page 12
Daniel Cherra V Wealth Management
Scott Connors V Wealth Management
Mark Cook Ameriprise Financial Services Inc
Charles Cooper Wells Fargo Advisors LLC
Ethel Davis Paragon Capital Management
Brook Deaver Gateway Wealth Management
David Enenbach Enenbach amp Associates Financial Consultants
Dwight Ensminger Wells Fargo Advisors LLC
Mark Eveans Meritage Portfolio Management Page 12
Michael Farris BMF Investments
Scott D Ferguson Morgan Stanley Smith Barney
Robert Fischgrund CBIZ Retirement Plan Services
Brett Flood Blue Valley Investment Services
Roy Fortner The Retirement Planning Group
Erica Gabrick Edward Jones
JC Ganote Bank of Leersquos Summit
David Garrison Capital Investment Management
Lynn Garrison Legacy Wealth Partners
Matt Gazaway VALIC Financial Advisors
Matthew Gelsheimer Morgan Stanley Smith Barney
Jared Gudenkauf Merrill Lynch
Randall Hallier Creative Planning
Ross Halsey Edward Jones
Stephen Harrison Edward Jones
George Harsh Cornerstone Financial Advisors
Joe Hildebrand Lawing Financial
Steve Hoover Wealth Partners
James Horlacher First Affirmative Financial Network
David Imhoff Cornerstone Wealth Advisors
Randall Johnson HighPointe Financial Group
Daniel Jurgensen Edward Jones
Brian Kaufman Prairie Capital Management
Michael Kijowski Peoples Bank
Thomas King King Financial Group Page 12
George Koepp Edward Jones
John Kornitzer Kornitzer Capital Management
Jeff Lashley Lashley Wealth Management
Steven Lofquist RBC Wealth Management
John Ludwig Morgan Stanley Smith Barney
Michael Lutz Legacy Financial Strategies
Paul Lutz HSMC Wealth Management
Frank Mall Equity Services
Peter Mallouk Creative Planning Page 7
Kelley Martin Martin Financial Group Page 8
Pete Martinez Insight Financial Services Page 5
Erica Massman Index Portfolio Solutions
Ray Matz Bankers amp Investors
Michael McCaw Herwig McCaw amp AssociatesAmeriprise Financial Services Inc
Ryan McQueary Morgan Stanley Smith Barney
Mike Miner Wells Fargo Advisors Financial Network LLC
Tony Moeller Integrity Investment Advisors
Timothy Murphy Edward Jones
Andrew Muther Financial Counselors
Richard Myers Ameriprise Financial Services Inc
Jennifer Nicholson Nicholson Capital Management
Craig Novorr Paragon Capital Management
Brian Perott Financial Counselors
Randal Pierson CommunityAmerica Credit Union Page 12
Matthew Pomianek Edward Jones
Mark Rabin Personal Financial Group
Randall Rhyner Smith Moore amp Company Page 9
Richard Romey ETF Portfolio Partners
Molly Rothove Creative Planning Page 7
Jonathan Sarver RBC Wealth Management
David Scott Sunrise Advisors
Steven Seiler Wells Fargo Advisors LLC
Margo Shepard Wells Fargo Advisors LLC Page 9
Matthew Sibbing Edward Jones
John Skinner Edward Jones
Dianna L Smith Morgan Stanley Smith Barney
Satu Stechschulte Financial Counselors
Gerald Steffes Steffes Financial
Frank Sterneck Sterneck Capital Management
Frank Swyden Swyden Asset Management
David Teasley Edward Jones
Robert Thompson Morgan Stanley Smith Barney
Arthur Tichenor Tallgrass Advisors
Michelle Trouve Danda Trouve Investment Management
Rocky Valentine Edward Jones
David Vaughn The Mutual Fund Store
Mark Vlasic McGladrey Page 12
Peter Vrooman RBC Wealth Management
Chris Walden Heartland Capital Advisors
Timothy Walla Walla Street Wealth Management
Carol Watts Edward Jones
Ken Wells Walla Street Wealth Management
Tom Wheeler Wells Fargo Advisors LLC
James Williams Creative Planning Page 7
Tom Wood Metcalf Bank
Kurt Zlomke Edward Jones
TaxationMatthew Bellomo Davis amp Bellomo
T Teal Dakan BKD
John Taylor Taylor Accountancy Chartered Page 12
Bud Vick Cochran Head Vick amp Company
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
copy Five
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rofess
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Special advertiSing Section
FS 5mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
copy Five
Star P
rofess
ional
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rofess
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copy Five
Star P
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 6mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
copy Five
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rofess
ional
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ional
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ional
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Special advertiSing Section
FS 7mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Creative Planning Group
Areas of Focus Investment Management Financial Planning Estate Planning
Left to right Two-year winner Todd Shepherd 2012 winner Molly Rothove ve-year winner Peter Mallouk three-year winner Jim Williams two-year winner Brenna Stewart and 2012 winner Bob McCarthy
bull Top 100 Independent Financial Advisors Barronrsquos magazinebull Top 100 Wealth Advisors in America Worth Magazinebull Top 50 Independent Advisors Forbes MagazineDesignations Todd Shepherd CPA MBA CFPreg Molly Rothove MBA CFPreg Peter Mallouk JD MBA CFPreg Brenna Stewart MBA CFP Bob McCarthy CPA CFPreg
Refl ecting the satisfaction of our clients Creative Planning has grown through referrals With more than $25 billion in assets under management our top fl ight team has extensive experience in both bull and bear markets Creativersquos investment committee focuses on cost-eff ective after-tax results Creative steadfastly refuses to sell proprietary funds which would
immediately create a confl ict of interest Our process has withstood both academic testing and real world markets with an emphasis on maximizing returns while controlling risk There has never been a better time to meet with Kansas Cityrsquos most recognized wealth management advisors to get your personal fi nancial house in order
Creative Planning Inc3400 College Boulevard bull Leawood KS 66211
Phone (913) 338-2727wwwthinkingbeyondcom
WINNER
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Special advertiSing Section
FS 8mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Richard R Jenkins
Listen bull Educate bull Strategy bull Monitor
bull 43 years of experience
bull Independent objective advice
bull Human-touch service
Areas of Focus Wealth Creation Preservation and DistributionTitlesDesignation President and CIOLeft to right Five-year award winner Richard R Jenkins Je rey B Jenkins Vicky Loveall
For the fth straight year I want to thank our clients and peers for the Five Star award In todayrsquos complicated environment of investments insurance and government regulation independent and objective nancial advice is critical We see our relationship with our clients as fourfold thoroughly understand the clientrsquos situation and goals design a plan to address their goals continuous monitoring of the plan and timely performance communication
Midwestern Financial Group7300 College Boulevard Suite 223
Overland Park KS 66210
O ce (913) 451-1855
rrjenkinsmidfi ngrpcomwwwlplcomMFG
Securities and Investment Advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Kelley M Martin
Martin Financial Group LLC
bull Helping people build lifelong nancial independence
bull Specializing in investment management for women
bull Focusing on our clientsrsquo best interest
Areas of Focus Retirement Income Design and Fee-Based Investment Management Through LPL FinancialLeft to right Four-year winner Michael K Martin Sophie and
two-year winner Kelley M Martin
Ask any client who has walked through the doors of Martin Financial Group LLC (MFG) and they will tell you the same thing mdash they are treated like family Though the top priority is helping clients become nancially independent MFG also provides quality service by striving to remain accessible to clients Kelley is an independent wealth manager with 28 years of experience who focuses on trying to manage portfolio volatility while maintaining a global investment perspective Kelley is partnered with his son Michael a 20-year investment industry veteran and previous Five Star Wealth Manager They believe that being independent consultants allows them to o er truly unbiased guidance
Martin Financial Group LLC 7505 Northwest Ti any Springs Parkway Suite 120
Kansas City MO 64153
Phone (816) 891-7900Toll-free (800) 891-7901
kelleymartinlplcom
Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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Star P
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Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
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Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
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Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
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Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
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Special advertiSing Section
FS 3mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
List compiled by Five Star Professional Award winners listed by primary services
Business PlanningRick Austin Austin amp Associates
Allen W Blair Stinson Morrison Hecker
Estate PlanningJames Berger Berger Law Firm
James Betterman Lathrop amp Gage
Larry Bingham Seigfreid Bingham Levy Selzer amp Gee
Scott Blakesley Spencer Fane Britt amp Browne
Richard English Stinson Morrison Hecker
Jennifer Finch Krigel and Krigel
Debra Hallauer Hallauer Law Office
William Hammond The Elder amp Disability Law Firm
J Michael Haskin J Michael Haskin
Paul Himmelstein Van Osdol amp Magruder
H Elvin Knight Spencer Fane Britt amp Browne
William Lowe UMB Global Asset Management
Cindy McClannahan Seigfreid Bingham Levy Selzer amp Gee
Mark McKinzie Wallace Saunders Austin Brown amp Enochs
Stephanie Newkirk Lathrop amp Gage
Carl Radom Ferree Bunn OrsquoGrady amp Rundberg
Stephanie Smith Stephanie M Smith Chartered
Nathan Sutton Sutton Law Office
Richard Woods Kirkland Woods amp Martinsen
Kimberly Zellmer Zellmer Law Firm
Financial PlanningVestana Ahlen Herwig McCaw amp Associates
Ameriprise Financial Services Inc
Mark Albright Ameriprise Financial Services Inc
Gregory Allison Ameriprise Financial Services Inc
Joseph Bartkoski Jr Bankers amp Investors
Timothy Blake CommunityAmerica Credit Union
J Caleb Bradley Ameriprise Financial Services Inc
S Wesley Brock Merrill Lynch
Max Bruce DM Bruce Associates
Michael Brun Ameriprise Financial Services Inc
Heath Burch The Special Needs Planning Center
Robert Burks RBC Wealth Management
John Carey AXA Advisors
Thomas Cavaliere Ameriprise Financial Services Inc
James Claiborne Financial Partners Group
Adam Crews Ameriprise Financial Services Inc
Jacob Cummings Ameriprise Financial Services Inc
Bruce Derks Berthel Fisher amp Company
Andrew Dibble Ameriprise Financial Services Inc
Timothy DiSette Trinity Planning Group
James Dussold Financial Advisory Service
Kenneth Eaton Stepp amp Rothwell
Richard Enna R J Enna amp Associates Financial Group
Gregory Finke Stewardship Capital
Jeffrey Gaeth Securities America
Paul Gershon Oppenheimer
Joseph Gravino Financial Solutions
Janice Greer Ameriprise Financial Services Inc
Amber Griffis Merrill Lynch
Stephanie Guerin The Planned Approach
Jim Guyot Lighthouse Financial Strategies Page 10
Greg Harvey Integrated Wealth Solutions Page 11
Christopher Heckadon Summit Pointe Financial Group Page 11
Kevin Hennessy Country Club Financial Services
Aaron Herwig Herwig McCaw amp AssociatesAmeriprise Financial Services Inc
Scott Hipp Lifetime Financial Solutions
Richard Jenkins Midwestern Financial Group Page 8
Paul Kalicki John Hancock
Gary Krings Ameriprise Financial Services Inc
Christopher Kulesa RBC Wealth Management
Cory Lagerstrom Frontier Wealth Management Page 12
Thad Lincoln Retirement Concepts Group
Sharon Lockhart Raymond James Financial Services
Robert McCarthy Creative Planning Page 7
Jason McElwee Mariner Wealth Advisors
Jon McGraw Buttonwood Financial Group
Robert Meyer Ameriprise Financial Services Inc
Doug Nelson Doug Nelson Money Coach Page 11
Jeffrey Nelson Sagemark Consulting
Kathleen OrsquoDowd The Planned Approach
David Pacer Trinity Planning Group
Vincent Pastorino Buttonwood Financial Group
Jerry Perfect Gateway Wealth Management
Alex Petrovic Petrovic Finanical Services
James Powers Lincoln Financial Advisors
Alan Rickert Centerpoint Advisory Services
Howard Rothwell Stepp amp Rothwell
Mike Russell Ameriprise Financial Services Inc
Troy Rust AXA Advisors Page 12
Michael Searcy Searcy Financial Services
Todd Shepherd Creative Planning Page 7
Timothy Shmidl Prism Financial Group
Matthew Starkey KHC Wealth Management
Kathy Stepp Stepp amp Rothwell
Brenna Stewart Creative Planning Page 7
Mitzi Swaffar MS Financial Resources
Matthew Thompson Ameriprise Financial Services Inc
Darrell Tierney Windward Private Wealth Management
Jeffrey Tudas Summit Wealth Advisors
Kelly Voitenko The Planned Approach
Eli Ward Ameriprise Financial Services Inc Page 10
Catherine Wear Ameriprise Financial Services Inc
Richard Witherspoon Lincoln Investment
Richard Woody The Woody Financial Group
Michael Wren Ameriprise Financial Services Inc
InvestmentsClaude Aldridge Aldridge Cherra amp Aldridge
Financial Group
Dennis Bacon Wells Fargo Advisors LLC
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Special advertiSing Section
FS 4mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
List compiled by Five Star Professional Award winners listed by primary services
Pierre Badertscher Security Financial Advisors Page 10
Jon Bakalar Smith Moore amp Company Page 9
Stuart Berkley Financial Counselors
Michael Bonomo Merrill Lynch
Jahnnie Brake Edward Jones
Gary Bussing The Mutual Fund Store Page 12
Tim Carlin Edward Jones
Judith Case WealthSprings Page 12
Daniel Cherra V Wealth Management
Scott Connors V Wealth Management
Mark Cook Ameriprise Financial Services Inc
Charles Cooper Wells Fargo Advisors LLC
Ethel Davis Paragon Capital Management
Brook Deaver Gateway Wealth Management
David Enenbach Enenbach amp Associates Financial Consultants
Dwight Ensminger Wells Fargo Advisors LLC
Mark Eveans Meritage Portfolio Management Page 12
Michael Farris BMF Investments
Scott D Ferguson Morgan Stanley Smith Barney
Robert Fischgrund CBIZ Retirement Plan Services
Brett Flood Blue Valley Investment Services
Roy Fortner The Retirement Planning Group
Erica Gabrick Edward Jones
JC Ganote Bank of Leersquos Summit
David Garrison Capital Investment Management
Lynn Garrison Legacy Wealth Partners
Matt Gazaway VALIC Financial Advisors
Matthew Gelsheimer Morgan Stanley Smith Barney
Jared Gudenkauf Merrill Lynch
Randall Hallier Creative Planning
Ross Halsey Edward Jones
Stephen Harrison Edward Jones
George Harsh Cornerstone Financial Advisors
Joe Hildebrand Lawing Financial
Steve Hoover Wealth Partners
James Horlacher First Affirmative Financial Network
David Imhoff Cornerstone Wealth Advisors
Randall Johnson HighPointe Financial Group
Daniel Jurgensen Edward Jones
Brian Kaufman Prairie Capital Management
Michael Kijowski Peoples Bank
Thomas King King Financial Group Page 12
George Koepp Edward Jones
John Kornitzer Kornitzer Capital Management
Jeff Lashley Lashley Wealth Management
Steven Lofquist RBC Wealth Management
John Ludwig Morgan Stanley Smith Barney
Michael Lutz Legacy Financial Strategies
Paul Lutz HSMC Wealth Management
Frank Mall Equity Services
Peter Mallouk Creative Planning Page 7
Kelley Martin Martin Financial Group Page 8
Pete Martinez Insight Financial Services Page 5
Erica Massman Index Portfolio Solutions
Ray Matz Bankers amp Investors
Michael McCaw Herwig McCaw amp AssociatesAmeriprise Financial Services Inc
Ryan McQueary Morgan Stanley Smith Barney
Mike Miner Wells Fargo Advisors Financial Network LLC
Tony Moeller Integrity Investment Advisors
Timothy Murphy Edward Jones
Andrew Muther Financial Counselors
Richard Myers Ameriprise Financial Services Inc
Jennifer Nicholson Nicholson Capital Management
Craig Novorr Paragon Capital Management
Brian Perott Financial Counselors
Randal Pierson CommunityAmerica Credit Union Page 12
Matthew Pomianek Edward Jones
Mark Rabin Personal Financial Group
Randall Rhyner Smith Moore amp Company Page 9
Richard Romey ETF Portfolio Partners
Molly Rothove Creative Planning Page 7
Jonathan Sarver RBC Wealth Management
David Scott Sunrise Advisors
Steven Seiler Wells Fargo Advisors LLC
Margo Shepard Wells Fargo Advisors LLC Page 9
Matthew Sibbing Edward Jones
John Skinner Edward Jones
Dianna L Smith Morgan Stanley Smith Barney
Satu Stechschulte Financial Counselors
Gerald Steffes Steffes Financial
Frank Sterneck Sterneck Capital Management
Frank Swyden Swyden Asset Management
David Teasley Edward Jones
Robert Thompson Morgan Stanley Smith Barney
Arthur Tichenor Tallgrass Advisors
Michelle Trouve Danda Trouve Investment Management
Rocky Valentine Edward Jones
David Vaughn The Mutual Fund Store
Mark Vlasic McGladrey Page 12
Peter Vrooman RBC Wealth Management
Chris Walden Heartland Capital Advisors
Timothy Walla Walla Street Wealth Management
Carol Watts Edward Jones
Ken Wells Walla Street Wealth Management
Tom Wheeler Wells Fargo Advisors LLC
James Williams Creative Planning Page 7
Tom Wood Metcalf Bank
Kurt Zlomke Edward Jones
TaxationMatthew Bellomo Davis amp Bellomo
T Teal Dakan BKD
John Taylor Taylor Accountancy Chartered Page 12
Bud Vick Cochran Head Vick amp Company
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
copy Five
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rofess
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Special advertiSing Section
FS 5mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
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Star P
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Special advertiSing Section
FS 6mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
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Special advertiSing Section
FS 7mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Creative Planning Group
Areas of Focus Investment Management Financial Planning Estate Planning
Left to right Two-year winner Todd Shepherd 2012 winner Molly Rothove ve-year winner Peter Mallouk three-year winner Jim Williams two-year winner Brenna Stewart and 2012 winner Bob McCarthy
bull Top 100 Independent Financial Advisors Barronrsquos magazinebull Top 100 Wealth Advisors in America Worth Magazinebull Top 50 Independent Advisors Forbes MagazineDesignations Todd Shepherd CPA MBA CFPreg Molly Rothove MBA CFPreg Peter Mallouk JD MBA CFPreg Brenna Stewart MBA CFP Bob McCarthy CPA CFPreg
Refl ecting the satisfaction of our clients Creative Planning has grown through referrals With more than $25 billion in assets under management our top fl ight team has extensive experience in both bull and bear markets Creativersquos investment committee focuses on cost-eff ective after-tax results Creative steadfastly refuses to sell proprietary funds which would
immediately create a confl ict of interest Our process has withstood both academic testing and real world markets with an emphasis on maximizing returns while controlling risk There has never been a better time to meet with Kansas Cityrsquos most recognized wealth management advisors to get your personal fi nancial house in order
Creative Planning Inc3400 College Boulevard bull Leawood KS 66211
Phone (913) 338-2727wwwthinkingbeyondcom
WINNER
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Special advertiSing Section
FS 8mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Richard R Jenkins
Listen bull Educate bull Strategy bull Monitor
bull 43 years of experience
bull Independent objective advice
bull Human-touch service
Areas of Focus Wealth Creation Preservation and DistributionTitlesDesignation President and CIOLeft to right Five-year award winner Richard R Jenkins Je rey B Jenkins Vicky Loveall
For the fth straight year I want to thank our clients and peers for the Five Star award In todayrsquos complicated environment of investments insurance and government regulation independent and objective nancial advice is critical We see our relationship with our clients as fourfold thoroughly understand the clientrsquos situation and goals design a plan to address their goals continuous monitoring of the plan and timely performance communication
Midwestern Financial Group7300 College Boulevard Suite 223
Overland Park KS 66210
O ce (913) 451-1855
rrjenkinsmidfi ngrpcomwwwlplcomMFG
Securities and Investment Advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Kelley M Martin
Martin Financial Group LLC
bull Helping people build lifelong nancial independence
bull Specializing in investment management for women
bull Focusing on our clientsrsquo best interest
Areas of Focus Retirement Income Design and Fee-Based Investment Management Through LPL FinancialLeft to right Four-year winner Michael K Martin Sophie and
two-year winner Kelley M Martin
Ask any client who has walked through the doors of Martin Financial Group LLC (MFG) and they will tell you the same thing mdash they are treated like family Though the top priority is helping clients become nancially independent MFG also provides quality service by striving to remain accessible to clients Kelley is an independent wealth manager with 28 years of experience who focuses on trying to manage portfolio volatility while maintaining a global investment perspective Kelley is partnered with his son Michael a 20-year investment industry veteran and previous Five Star Wealth Manager They believe that being independent consultants allows them to o er truly unbiased guidance
Martin Financial Group LLC 7505 Northwest Ti any Springs Parkway Suite 120
Kansas City MO 64153
Phone (816) 891-7900Toll-free (800) 891-7901
kelleymartinlplcom
Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
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Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
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Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
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Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
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Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
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Special advertiSing Section
FS 4mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
List compiled by Five Star Professional Award winners listed by primary services
Pierre Badertscher Security Financial Advisors Page 10
Jon Bakalar Smith Moore amp Company Page 9
Stuart Berkley Financial Counselors
Michael Bonomo Merrill Lynch
Jahnnie Brake Edward Jones
Gary Bussing The Mutual Fund Store Page 12
Tim Carlin Edward Jones
Judith Case WealthSprings Page 12
Daniel Cherra V Wealth Management
Scott Connors V Wealth Management
Mark Cook Ameriprise Financial Services Inc
Charles Cooper Wells Fargo Advisors LLC
Ethel Davis Paragon Capital Management
Brook Deaver Gateway Wealth Management
David Enenbach Enenbach amp Associates Financial Consultants
Dwight Ensminger Wells Fargo Advisors LLC
Mark Eveans Meritage Portfolio Management Page 12
Michael Farris BMF Investments
Scott D Ferguson Morgan Stanley Smith Barney
Robert Fischgrund CBIZ Retirement Plan Services
Brett Flood Blue Valley Investment Services
Roy Fortner The Retirement Planning Group
Erica Gabrick Edward Jones
JC Ganote Bank of Leersquos Summit
David Garrison Capital Investment Management
Lynn Garrison Legacy Wealth Partners
Matt Gazaway VALIC Financial Advisors
Matthew Gelsheimer Morgan Stanley Smith Barney
Jared Gudenkauf Merrill Lynch
Randall Hallier Creative Planning
Ross Halsey Edward Jones
Stephen Harrison Edward Jones
George Harsh Cornerstone Financial Advisors
Joe Hildebrand Lawing Financial
Steve Hoover Wealth Partners
James Horlacher First Affirmative Financial Network
David Imhoff Cornerstone Wealth Advisors
Randall Johnson HighPointe Financial Group
Daniel Jurgensen Edward Jones
Brian Kaufman Prairie Capital Management
Michael Kijowski Peoples Bank
Thomas King King Financial Group Page 12
George Koepp Edward Jones
John Kornitzer Kornitzer Capital Management
Jeff Lashley Lashley Wealth Management
Steven Lofquist RBC Wealth Management
John Ludwig Morgan Stanley Smith Barney
Michael Lutz Legacy Financial Strategies
Paul Lutz HSMC Wealth Management
Frank Mall Equity Services
Peter Mallouk Creative Planning Page 7
Kelley Martin Martin Financial Group Page 8
Pete Martinez Insight Financial Services Page 5
Erica Massman Index Portfolio Solutions
Ray Matz Bankers amp Investors
Michael McCaw Herwig McCaw amp AssociatesAmeriprise Financial Services Inc
Ryan McQueary Morgan Stanley Smith Barney
Mike Miner Wells Fargo Advisors Financial Network LLC
Tony Moeller Integrity Investment Advisors
Timothy Murphy Edward Jones
Andrew Muther Financial Counselors
Richard Myers Ameriprise Financial Services Inc
Jennifer Nicholson Nicholson Capital Management
Craig Novorr Paragon Capital Management
Brian Perott Financial Counselors
Randal Pierson CommunityAmerica Credit Union Page 12
Matthew Pomianek Edward Jones
Mark Rabin Personal Financial Group
Randall Rhyner Smith Moore amp Company Page 9
Richard Romey ETF Portfolio Partners
Molly Rothove Creative Planning Page 7
Jonathan Sarver RBC Wealth Management
David Scott Sunrise Advisors
Steven Seiler Wells Fargo Advisors LLC
Margo Shepard Wells Fargo Advisors LLC Page 9
Matthew Sibbing Edward Jones
John Skinner Edward Jones
Dianna L Smith Morgan Stanley Smith Barney
Satu Stechschulte Financial Counselors
Gerald Steffes Steffes Financial
Frank Sterneck Sterneck Capital Management
Frank Swyden Swyden Asset Management
David Teasley Edward Jones
Robert Thompson Morgan Stanley Smith Barney
Arthur Tichenor Tallgrass Advisors
Michelle Trouve Danda Trouve Investment Management
Rocky Valentine Edward Jones
David Vaughn The Mutual Fund Store
Mark Vlasic McGladrey Page 12
Peter Vrooman RBC Wealth Management
Chris Walden Heartland Capital Advisors
Timothy Walla Walla Street Wealth Management
Carol Watts Edward Jones
Ken Wells Walla Street Wealth Management
Tom Wheeler Wells Fargo Advisors LLC
James Williams Creative Planning Page 7
Tom Wood Metcalf Bank
Kurt Zlomke Edward Jones
TaxationMatthew Bellomo Davis amp Bellomo
T Teal Dakan BKD
John Taylor Taylor Accountancy Chartered Page 12
Bud Vick Cochran Head Vick amp Company
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
copy Five
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ional
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copy Five
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Special advertiSing Section
FS 5mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
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ional
copy Five
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ional
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ional
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ional
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ional
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copy Five
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rofess
ional
Special advertiSing Section
FS 6mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
copy Five
Star P
rofess
ional
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ional
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ional
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ional
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ional
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ional
Special advertiSing Section
FS 7mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Creative Planning Group
Areas of Focus Investment Management Financial Planning Estate Planning
Left to right Two-year winner Todd Shepherd 2012 winner Molly Rothove ve-year winner Peter Mallouk three-year winner Jim Williams two-year winner Brenna Stewart and 2012 winner Bob McCarthy
bull Top 100 Independent Financial Advisors Barronrsquos magazinebull Top 100 Wealth Advisors in America Worth Magazinebull Top 50 Independent Advisors Forbes MagazineDesignations Todd Shepherd CPA MBA CFPreg Molly Rothove MBA CFPreg Peter Mallouk JD MBA CFPreg Brenna Stewart MBA CFP Bob McCarthy CPA CFPreg
Refl ecting the satisfaction of our clients Creative Planning has grown through referrals With more than $25 billion in assets under management our top fl ight team has extensive experience in both bull and bear markets Creativersquos investment committee focuses on cost-eff ective after-tax results Creative steadfastly refuses to sell proprietary funds which would
immediately create a confl ict of interest Our process has withstood both academic testing and real world markets with an emphasis on maximizing returns while controlling risk There has never been a better time to meet with Kansas Cityrsquos most recognized wealth management advisors to get your personal fi nancial house in order
Creative Planning Inc3400 College Boulevard bull Leawood KS 66211
Phone (913) 338-2727wwwthinkingbeyondcom
WINNER
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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Star P
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ional
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ional
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ional
Special advertiSing Section
FS 8mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Richard R Jenkins
Listen bull Educate bull Strategy bull Monitor
bull 43 years of experience
bull Independent objective advice
bull Human-touch service
Areas of Focus Wealth Creation Preservation and DistributionTitlesDesignation President and CIOLeft to right Five-year award winner Richard R Jenkins Je rey B Jenkins Vicky Loveall
For the fth straight year I want to thank our clients and peers for the Five Star award In todayrsquos complicated environment of investments insurance and government regulation independent and objective nancial advice is critical We see our relationship with our clients as fourfold thoroughly understand the clientrsquos situation and goals design a plan to address their goals continuous monitoring of the plan and timely performance communication
Midwestern Financial Group7300 College Boulevard Suite 223
Overland Park KS 66210
O ce (913) 451-1855
rrjenkinsmidfi ngrpcomwwwlplcomMFG
Securities and Investment Advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Kelley M Martin
Martin Financial Group LLC
bull Helping people build lifelong nancial independence
bull Specializing in investment management for women
bull Focusing on our clientsrsquo best interest
Areas of Focus Retirement Income Design and Fee-Based Investment Management Through LPL FinancialLeft to right Four-year winner Michael K Martin Sophie and
two-year winner Kelley M Martin
Ask any client who has walked through the doors of Martin Financial Group LLC (MFG) and they will tell you the same thing mdash they are treated like family Though the top priority is helping clients become nancially independent MFG also provides quality service by striving to remain accessible to clients Kelley is an independent wealth manager with 28 years of experience who focuses on trying to manage portfolio volatility while maintaining a global investment perspective Kelley is partnered with his son Michael a 20-year investment industry veteran and previous Five Star Wealth Manager They believe that being independent consultants allows them to o er truly unbiased guidance
Martin Financial Group LLC 7505 Northwest Ti any Springs Parkway Suite 120
Kansas City MO 64153
Phone (816) 891-7900Toll-free (800) 891-7901
kelleymartinlplcom
Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
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Star P
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ional
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Star P
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ional
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ional
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ional
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copy Five
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ional
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ional
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ional
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ional
Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
copy Five
Star P
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ional
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ional
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Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
copy Five
Star P
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ional
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Star P
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ional
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ional
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Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
copy Five
Star P
rofess
ional
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ional
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Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
copy Five
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copy Five
Star P
rofess
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Special advertiSing Section
FS 5mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
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rofess
ional
copy Five
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ional
copy Five
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ional
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ional
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ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 6mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
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rofess
ional
copy Five
Star P
rofess
ional
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ional
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ional
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ional
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rofess
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Special advertiSing Section
FS 7mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Creative Planning Group
Areas of Focus Investment Management Financial Planning Estate Planning
Left to right Two-year winner Todd Shepherd 2012 winner Molly Rothove ve-year winner Peter Mallouk three-year winner Jim Williams two-year winner Brenna Stewart and 2012 winner Bob McCarthy
bull Top 100 Independent Financial Advisors Barronrsquos magazinebull Top 100 Wealth Advisors in America Worth Magazinebull Top 50 Independent Advisors Forbes MagazineDesignations Todd Shepherd CPA MBA CFPreg Molly Rothove MBA CFPreg Peter Mallouk JD MBA CFPreg Brenna Stewart MBA CFP Bob McCarthy CPA CFPreg
Refl ecting the satisfaction of our clients Creative Planning has grown through referrals With more than $25 billion in assets under management our top fl ight team has extensive experience in both bull and bear markets Creativersquos investment committee focuses on cost-eff ective after-tax results Creative steadfastly refuses to sell proprietary funds which would
immediately create a confl ict of interest Our process has withstood both academic testing and real world markets with an emphasis on maximizing returns while controlling risk There has never been a better time to meet with Kansas Cityrsquos most recognized wealth management advisors to get your personal fi nancial house in order
Creative Planning Inc3400 College Boulevard bull Leawood KS 66211
Phone (913) 338-2727wwwthinkingbeyondcom
WINNER
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
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rofess
ional
copy Five
Star P
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ional
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Star P
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ional
copy Five
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 8mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Richard R Jenkins
Listen bull Educate bull Strategy bull Monitor
bull 43 years of experience
bull Independent objective advice
bull Human-touch service
Areas of Focus Wealth Creation Preservation and DistributionTitlesDesignation President and CIOLeft to right Five-year award winner Richard R Jenkins Je rey B Jenkins Vicky Loveall
For the fth straight year I want to thank our clients and peers for the Five Star award In todayrsquos complicated environment of investments insurance and government regulation independent and objective nancial advice is critical We see our relationship with our clients as fourfold thoroughly understand the clientrsquos situation and goals design a plan to address their goals continuous monitoring of the plan and timely performance communication
Midwestern Financial Group7300 College Boulevard Suite 223
Overland Park KS 66210
O ce (913) 451-1855
rrjenkinsmidfi ngrpcomwwwlplcomMFG
Securities and Investment Advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Kelley M Martin
Martin Financial Group LLC
bull Helping people build lifelong nancial independence
bull Specializing in investment management for women
bull Focusing on our clientsrsquo best interest
Areas of Focus Retirement Income Design and Fee-Based Investment Management Through LPL FinancialLeft to right Four-year winner Michael K Martin Sophie and
two-year winner Kelley M Martin
Ask any client who has walked through the doors of Martin Financial Group LLC (MFG) and they will tell you the same thing mdash they are treated like family Though the top priority is helping clients become nancially independent MFG also provides quality service by striving to remain accessible to clients Kelley is an independent wealth manager with 28 years of experience who focuses on trying to manage portfolio volatility while maintaining a global investment perspective Kelley is partnered with his son Michael a 20-year investment industry veteran and previous Five Star Wealth Manager They believe that being independent consultants allows them to o er truly unbiased guidance
Martin Financial Group LLC 7505 Northwest Ti any Springs Parkway Suite 120
Kansas City MO 64153
Phone (816) 891-7900Toll-free (800) 891-7901
kelleymartinlplcom
Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
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rofess
ional
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ional
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ional
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ional
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ional
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rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
copy Five
Star P
rofess
ional
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Star P
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ional
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ional
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ional
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ional
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ional
Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
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ional
copy Five
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ional
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ional
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ional
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Star P
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ional
Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
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Star P
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ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
copy Five
Star P
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ional
copy Five
Star P
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ional
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Star P
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ional
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Star P
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ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 6mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Insight Financial Services Group
Make the Most of What You Have Invest with Insight
bull More than 200 years of combined industry experience
bull Trusted source for fi nancial education
bull Unique client experience for lifersquos changing moments
Areas of Focus Private Wealth and Risk Management Financial Estate and Executive Planning
DesignationsDegrees CLUreg RFC MBA MSE
7101 College Boulevard Suite 1501 bull Overland Park KS 66210Office (913) 402-2020 bull Fax (913) 402-2021
pmartinezifsadvisorscom bull ifsadvisorscom
Advisory services offered through IFS Advisors LLC (IFSA) a Registered Investment Advisor IFSA and Insight Financial Services are separate and unrelated companies
You have our attention
At Insight Financial Services our investment strategy starts with you
Thatrsquos right Before we talk about investment strategies we sit down and talk about you and what you want your money to become A second home An education for your children or grandchildren A trip around the world A comfortable retirement
We then place your dreams beside the realities of your assets and expenses your risk tolerance and tax situation and evaluate them on a practical timeline
Only then once we know who you are where you are and where you want to go do we create and implement your investment strategies
Because investing is a process not a product Your investments deserve another look
You donrsquot invest or live in a vacuum Your investments inhabit a universe of shifting markets short-term goals and long-term dreams At Insight Financial we look at the big picture
Left to right Front row Julia Martinez Kelly Stephenson Lisa Meyer Back row Three-year winner Greg Keal two-year winner Pete Martinez Larry Broxterman Lorinda Gregg
Left to right Larry Broxterman two-year winner Pete Martinez and three-year winner Greg Keal
copy Five
Star P
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ional
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Star P
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ional
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ional
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ional
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ional
Special advertiSing Section
FS 7mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Creative Planning Group
Areas of Focus Investment Management Financial Planning Estate Planning
Left to right Two-year winner Todd Shepherd 2012 winner Molly Rothove ve-year winner Peter Mallouk three-year winner Jim Williams two-year winner Brenna Stewart and 2012 winner Bob McCarthy
bull Top 100 Independent Financial Advisors Barronrsquos magazinebull Top 100 Wealth Advisors in America Worth Magazinebull Top 50 Independent Advisors Forbes MagazineDesignations Todd Shepherd CPA MBA CFPreg Molly Rothove MBA CFPreg Peter Mallouk JD MBA CFPreg Brenna Stewart MBA CFP Bob McCarthy CPA CFPreg
Refl ecting the satisfaction of our clients Creative Planning has grown through referrals With more than $25 billion in assets under management our top fl ight team has extensive experience in both bull and bear markets Creativersquos investment committee focuses on cost-eff ective after-tax results Creative steadfastly refuses to sell proprietary funds which would
immediately create a confl ict of interest Our process has withstood both academic testing and real world markets with an emphasis on maximizing returns while controlling risk There has never been a better time to meet with Kansas Cityrsquos most recognized wealth management advisors to get your personal fi nancial house in order
Creative Planning Inc3400 College Boulevard bull Leawood KS 66211
Phone (913) 338-2727wwwthinkingbeyondcom
WINNER
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
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ional
copy Five
Star P
rofess
ional
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Star P
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ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 8mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Richard R Jenkins
Listen bull Educate bull Strategy bull Monitor
bull 43 years of experience
bull Independent objective advice
bull Human-touch service
Areas of Focus Wealth Creation Preservation and DistributionTitlesDesignation President and CIOLeft to right Five-year award winner Richard R Jenkins Je rey B Jenkins Vicky Loveall
For the fth straight year I want to thank our clients and peers for the Five Star award In todayrsquos complicated environment of investments insurance and government regulation independent and objective nancial advice is critical We see our relationship with our clients as fourfold thoroughly understand the clientrsquos situation and goals design a plan to address their goals continuous monitoring of the plan and timely performance communication
Midwestern Financial Group7300 College Boulevard Suite 223
Overland Park KS 66210
O ce (913) 451-1855
rrjenkinsmidfi ngrpcomwwwlplcomMFG
Securities and Investment Advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Kelley M Martin
Martin Financial Group LLC
bull Helping people build lifelong nancial independence
bull Specializing in investment management for women
bull Focusing on our clientsrsquo best interest
Areas of Focus Retirement Income Design and Fee-Based Investment Management Through LPL FinancialLeft to right Four-year winner Michael K Martin Sophie and
two-year winner Kelley M Martin
Ask any client who has walked through the doors of Martin Financial Group LLC (MFG) and they will tell you the same thing mdash they are treated like family Though the top priority is helping clients become nancially independent MFG also provides quality service by striving to remain accessible to clients Kelley is an independent wealth manager with 28 years of experience who focuses on trying to manage portfolio volatility while maintaining a global investment perspective Kelley is partnered with his son Michael a 20-year investment industry veteran and previous Five Star Wealth Manager They believe that being independent consultants allows them to o er truly unbiased guidance
Martin Financial Group LLC 7505 Northwest Ti any Springs Parkway Suite 120
Kansas City MO 64153
Phone (816) 891-7900Toll-free (800) 891-7901
kelleymartinlplcom
Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
copy Five
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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ional
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rofess
ional
Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
copy Five
Star P
rofess
ional
copy Five
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copy Five
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copy Five
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copy Five
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ional
copy Five
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rofess
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Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
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rofess
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copy Five
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copy Five
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rofess
ional
copy Five
Star P
rofess
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Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
Special advertiSing Section
FS 7mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Creative Planning Group
Areas of Focus Investment Management Financial Planning Estate Planning
Left to right Two-year winner Todd Shepherd 2012 winner Molly Rothove ve-year winner Peter Mallouk three-year winner Jim Williams two-year winner Brenna Stewart and 2012 winner Bob McCarthy
bull Top 100 Independent Financial Advisors Barronrsquos magazinebull Top 100 Wealth Advisors in America Worth Magazinebull Top 50 Independent Advisors Forbes MagazineDesignations Todd Shepherd CPA MBA CFPreg Molly Rothove MBA CFPreg Peter Mallouk JD MBA CFPreg Brenna Stewart MBA CFP Bob McCarthy CPA CFPreg
Refl ecting the satisfaction of our clients Creative Planning has grown through referrals With more than $25 billion in assets under management our top fl ight team has extensive experience in both bull and bear markets Creativersquos investment committee focuses on cost-eff ective after-tax results Creative steadfastly refuses to sell proprietary funds which would
immediately create a confl ict of interest Our process has withstood both academic testing and real world markets with an emphasis on maximizing returns while controlling risk There has never been a better time to meet with Kansas Cityrsquos most recognized wealth management advisors to get your personal fi nancial house in order
Creative Planning Inc3400 College Boulevard bull Leawood KS 66211
Phone (913) 338-2727wwwthinkingbeyondcom
WINNER
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 8mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Richard R Jenkins
Listen bull Educate bull Strategy bull Monitor
bull 43 years of experience
bull Independent objective advice
bull Human-touch service
Areas of Focus Wealth Creation Preservation and DistributionTitlesDesignation President and CIOLeft to right Five-year award winner Richard R Jenkins Je rey B Jenkins Vicky Loveall
For the fth straight year I want to thank our clients and peers for the Five Star award In todayrsquos complicated environment of investments insurance and government regulation independent and objective nancial advice is critical We see our relationship with our clients as fourfold thoroughly understand the clientrsquos situation and goals design a plan to address their goals continuous monitoring of the plan and timely performance communication
Midwestern Financial Group7300 College Boulevard Suite 223
Overland Park KS 66210
O ce (913) 451-1855
rrjenkinsmidfi ngrpcomwwwlplcomMFG
Securities and Investment Advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Kelley M Martin
Martin Financial Group LLC
bull Helping people build lifelong nancial independence
bull Specializing in investment management for women
bull Focusing on our clientsrsquo best interest
Areas of Focus Retirement Income Design and Fee-Based Investment Management Through LPL FinancialLeft to right Four-year winner Michael K Martin Sophie and
two-year winner Kelley M Martin
Ask any client who has walked through the doors of Martin Financial Group LLC (MFG) and they will tell you the same thing mdash they are treated like family Though the top priority is helping clients become nancially independent MFG also provides quality service by striving to remain accessible to clients Kelley is an independent wealth manager with 28 years of experience who focuses on trying to manage portfolio volatility while maintaining a global investment perspective Kelley is partnered with his son Michael a 20-year investment industry veteran and previous Five Star Wealth Manager They believe that being independent consultants allows them to o er truly unbiased guidance
Martin Financial Group LLC 7505 Northwest Ti any Springs Parkway Suite 120
Kansas City MO 64153
Phone (816) 891-7900Toll-free (800) 891-7901
kelleymartinlplcom
Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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rofess
ional
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Star P
rofess
ional
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ional
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ional
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rofess
ional
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rofess
ional
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rofess
ional
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Star P
rofess
ional
Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 8mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Richard R Jenkins
Listen bull Educate bull Strategy bull Monitor
bull 43 years of experience
bull Independent objective advice
bull Human-touch service
Areas of Focus Wealth Creation Preservation and DistributionTitlesDesignation President and CIOLeft to right Five-year award winner Richard R Jenkins Je rey B Jenkins Vicky Loveall
For the fth straight year I want to thank our clients and peers for the Five Star award In todayrsquos complicated environment of investments insurance and government regulation independent and objective nancial advice is critical We see our relationship with our clients as fourfold thoroughly understand the clientrsquos situation and goals design a plan to address their goals continuous monitoring of the plan and timely performance communication
Midwestern Financial Group7300 College Boulevard Suite 223
Overland Park KS 66210
O ce (913) 451-1855
rrjenkinsmidfi ngrpcomwwwlplcomMFG
Securities and Investment Advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
WINNER
Kelley M Martin
Martin Financial Group LLC
bull Helping people build lifelong nancial independence
bull Specializing in investment management for women
bull Focusing on our clientsrsquo best interest
Areas of Focus Retirement Income Design and Fee-Based Investment Management Through LPL FinancialLeft to right Four-year winner Michael K Martin Sophie and
two-year winner Kelley M Martin
Ask any client who has walked through the doors of Martin Financial Group LLC (MFG) and they will tell you the same thing mdash they are treated like family Though the top priority is helping clients become nancially independent MFG also provides quality service by striving to remain accessible to clients Kelley is an independent wealth manager with 28 years of experience who focuses on trying to manage portfolio volatility while maintaining a global investment perspective Kelley is partnered with his son Michael a 20-year investment industry veteran and previous Five Star Wealth Manager They believe that being independent consultants allows them to o er truly unbiased guidance
Martin Financial Group LLC 7505 Northwest Ti any Springs Parkway Suite 120
Kansas City MO 64153
Phone (816) 891-7900Toll-free (800) 891-7901
kelleymartinlplcom
Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
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Star P
rofess
ional
Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
Special advertiSing Section
FS 9mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Smith Moore amp Company Jon Bakalar and Randall Rhyner
Lifetime Financial Partner
bull Comprehensive product o ering
bull Custom personalized nancial advice
bull Risk-appropriate portfolio solutions
Title Vice Presidents
Left to right Four-year winner Jon Bakalar two-year winner Randall Rhyner
Since its inception in 1913 Smith Moore has maintained a focus on our mission of dedication to client service As one of the oldest investment rms established west of the Mississippi River Smith Moore has a proud history of helping their clients plan for their nancial futures With 12 o ces in three states we continue to bring our Midwest legacy of strong values and superior personal service to clients Smith Moore congratulates the Overland Park team of advisors
7300 West 110th Street Suite 870Overland Park KS 66210
Phone (913) 491-2600
rrhynersmithmoorecom bull jbakalarsmithmoorecom wwwsmithmoorecom
Smith Moore amp Co Member FINRA SIPC The rating is not indicative of an advisorrsquos future performance
Margo Shepard
We Believe in ESP
bull Extraordinary service and performance
Title Senior Vice President ndash InvestmentsDesignations CFPreg CIMALeft to right Ken Marker three-year winner Margo Shepard
Casey Ventrillo and Eric Wendel
We believe that hellip
It is critical to understand all of your nancial needs in order to help you achieve your goals Integrity and objectivity are essential to our relationship A trusted relationship implies responsibilities for our rm your nancial advisor and you 7500 College Boulevard Suite 200
Overland Park KS 66210
O ce (913) 663-6054
margoshepardwellsfargocom wwwshepardmarkerwfadvcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 1111-1653 11082011] Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee May Lose Value
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 10mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Eli Ward
Financial Advisor
bull Commited to understanding your needs
bull Emphasis on integrity and service
bull Customized investment strategies
Title Financial Advisor Eli Ward CRPCreg
Left to right Three-year winner Eli Ward and Jim Mancuso
For a combined 20 years Eli Ward and Jim Mancuso Associate Financial Advisor have been privileged to serve a select number of successful families with their nancial planning needs They pride themselves on intimately knowing clientsrsquo dreams and providing sound nancial planning advice and solutions to help them plan for their dreams
As nancial advisors Eli and Jimrsquos mission is to deliver nancial solutions for today and tomorrow using an approach built on a long-term relationship
4131 North Mulberry Drive Suite 225 A Kansas City MO 64116
O ce (816) 741-9100
EliMWardampfcomwwwameripriseadvisorscomelimward
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients
Pierre Badertscher
Security Financial Advisors Inc 6900 College Blvd Ste 830Overland Park KS 66211
Phone (913) 323-0530
pbadertschersecurity nancialadvisorscomwwwsecurity nancialadvisorscom
bull Financial retirement and estate planning bull Investment strategies bull Wealth management
Areas of Focus Customized Investment Strategies for Individual Goals
Designations President and Owner Security Financial Advisors Inc
Helping You Build Your Financial Future
At Security Financial Advisors Inc our clients are our rst priority Pierre Badertscher takes the time to understand his clientsrsquo nancial goals works with them to formulate their customized plans and sets them on a path to achieve their goalsobjectives
Securities Offered Through First Heartland Capital Inc Member FINRASIPCAdvisory Services Offered Through First Heartland Consultants Inc
(Security Financial Advisors Inc is not affiliated with First Heartland Capital Inc) Advisor is licensedregistered to do business with US residents in the states of KS MO GA KY MD MN
NM NV NY OR PA SC
Jim Guyot
Lighthouse Financial Strategies 8725 Rosehill Rd Ste 320Lenexa KS 66215
Phone (913) 322-0006jguyotlfs-cfdcomwwwlighthousestrategiescom
bull Dave Ramseyrsquos endorsed local providerbull Committed to listening and understanding your needsbull Full-service fi nancial planning fi rm
Designation CERTIFIED FINANCIAL PLANNERtrade professional
Guidance When You Need It
At Lighthouse Financial Strategies we work as a team to help you reach your fi nancial goals and provide an extensive selection of investment and planning options Jim educates with the heart of a teacher helping clients understand investments and where they are on the path to fi nancial peace Thank you for selecting Jim Guyot fi ve consecutive years as a Five Star Wealth Manager He values your business and considers it a privilege to provide guidance when you need it
Advisory Services offered through Creative Financial Designs Inc Securities offered through cfd Investments Inc Member FINRASIPC Dave Ramsey is not affiliated with cfd Investments Inc
WINNER
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
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Special advertiSing Section
FS 11mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
Greg Harvey
Integrated Wealth Solutions 9401 Indian Creek Pkwy Ste 510 Overland Park KS 66210
O ce (913) 948-7390 Direct (913) 948-7391
gharvey nancialguidecom wwwyourintegratedsolutioncom
bull Financial planning bull Investments bull 401(k) plans unique proprietary tools
Title President
The Continuous Evaluation Process
We have created a special process for successful individuals and companies called The Continuous Evaluation Process The Continuous Evaluation Process has the potential to help you maximize your opportunities and optimize progress by continuously evaluating all your nancial assets and strategies Contact us for a free starter kit There is no obligation to begin your sessions and the plan can be implemented with whomever you choose
Greg Harvey is a registered representative of and o ers securities investment advisory services and nancial planning through MML Investors ServicesLLC Member SIPC Integrated Wealth Solutions is not a
subsidiary or a liate of MML Investors Services LLC or its a liated companies CRN201311-154284
Christopher D Heckadon
608 SW Third StLeersquos Summit MO 64063Phone (816) 251-3333 Ext 850 chrishsptfgcomwwwsptfgcom
bull Personalized ldquowealth management solutionsrdquobull Custom investment advisory servicesbull Independent objective strategies
Titles Managing Partner Financial Advisor
Summit Pointe Financial Group
Enriching the Lives We Touch
(SPFG) incorporates a sophisticated and customized planning approach We bring creative design ideas to the table will coordinate your planning with any existing advisors and act as a catalyst to put plans in motion Our commitment to honesty and integrity are the core principles with which we operate resulting in lasting relationships
Registered Representative of and securities offered through OneAmerica Securities Inc Member FINRA SIPC a Registered Investment Advisor Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies Summit Pointe Financial Group is not
an affiliate of OneAmerica Securities Inc
Two-
Year
Winn
er
Doug Nelson
1600 Genessee St Ste 823Kansas City MO 64102Cell (913) 461-SAVEO ce (816) 256-2388 investdougnelsonmoneycoachcom wwwlincolninvestmentcom
bull Comprehensive planning and risk strategies bull Benchmarking and designing employer plans bull Socially responsible investing and values-driven investments
Title Senior Financial Representative
Designation CERTIFIED FINANCIAL PLANNERtrade
Guidance Through Turbulence
I provide comprehensive nancial solutions to individuals and employers An ex-Peace Corps volunteer I particularly enjoy aligning investor values with their investments and strategies
Advisory services and securities are offered through Lincoln Investment Planning Inc Registered Investment Advisor BrokerDealer Member FINRASIPC
ldquoDonrsquot listen to other people Investigate for yourself Be wary of wealth managers who say they never had a down yearrdquo
mdash Five Star award winner
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rofess
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Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
Special advertiSing Section
FS 12mdash Five Star award information fivestarprofessionalcom
2012 Five Star Wealth
Man
agers
The Mutual Fund Store11095 Metcalf AveOverland Park KS 66210Phone (913) 338-2323Cell (913) 647-4405 gbussingmutualfundstorecomwwwmutualfundstorecomCERTIFIED FINANCIAL PLANNERtrade Chartered Financial Consultantreg
Gary Bussing
As an independent advisor Gary selects from a broad range of mutual funds to create portfolios designed for growth preservation and distribution Clients value his experience integrity and customer commitment
WINNER
118 Spring StExcelsior Springs MO 64024 Phone (816) 630-117 0 anncaselplcom wwwwealthspringsllccom Title LPL Financial Advisor
Ann Case
Ann is President and CEO of Wealth Springs LLC a financial consulting firm and she is affiliated with LPL Financial the largest independent brokerage firm in the country In 2010 she was appointed a Dave Ramsey Endorsed Local Provider (ELP) and is involved in many community organizations
Securities o ered through LPL Financial Member - FINRASIPCAs reported by Financial Planning magazine June 1996-2011
based on total revenue
Two-
Year
Winn
er
7500 College Blvd Ste 1212Overland Park KS 66210 Phone (913) 345-7000 meveansmeritageportfoliocom wwwmeritageportfoliocom Titles President CIO CFA
Mark Eveans
O n e b i l l i o n d o l l a r s i n a s s e t s u n d e r management for families and institutional clients Value-centric manager of proprietary equity and f ixed income strategies Nationally recognized institutional portfolio management capabilities Exceptional client retention record
WINNER
12600 DelmarLeawood KS 66209 Office (913) 839-7536 Direct (913) 486-1003 tomking-financialcom wwwking-financialcom CPA ABV CFF
Thomas King
Our rec ipe for success involves the combination of many years of professional experience with dedication adherence to proven academic excellence highly-personalized proactive client service and integrity all tempered with a good-sized dose of common sense
Two-
Year
Winn
er
Frontier Wealth Management4435 Main St Ste 1100Kansas City MO 64111Office (816) 753-5100Direct (816) 802-6603coryfrontierwealthcomwwwfrontierwealthcomTitle President
Cory Lagerstrom
Acting as President of Frontierrsquos wealth management division Cory works with a team of skilled professionals to develop and deliver robust personalized wealth management strategies
WINNER
CommunityAmerica Credit Union 9777 Ridge Dr Lenexa KS 66219 Phone (913) 905-8188 rpiersoncacucom cacucom Senior Financial Advisor CUSO Financial Services LP
Randal S Pierson
A s y o u r C F S F i n a n c i a l A d v i s o r a t CommunityAmerica Credit Union I am committed to helping you build a financial plan thatrsquos right for you
Products o ered through CFS are not NCUANCUSIF or otherwise federally insured are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal
Investment Representatives are registered through CFS
RSM McGladrey 4801 Main St Ste 400Kansas City MO 64112Phone (816) 751-1828 markvlasicmcgladreycom wwwmcgladreycom Title DirectorDesignation CFPreg
Mark Vlasic
Wealth Management a business of RSM McGladrey Inc provides investment advisory services financial planning and other wealth management services to individuals and businesses
RSM McGladrey Inc is an SEC - registered investment advisor
WINNER
AXA Advisors LLC7400 W 110th St Ste 700 Overland Park KS 66210Cell (913) 485-8769 Office (913) 345-2800 Ext 413 troyrustaxa-advisorscomwwwtroyrustcom Title Financial Consultant
Troy Rust
With 21 years of experience in financial services Troy has developed a successful practice emphasizing long-term client relationships built on ethics service and trust
Securities and investment advisory services o ered through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity
and insurance products o ered through AXA Network LLC and its subsidiaries PPG 66202(1111)(Exp 1113)
WINNER
Taylor Accountancy Chartered 10540 Marty Ste 250Overland Park KS 66212Phone (913) 648-3030jatcpamsncom Focus Taxation Estate and Business PlanningDesignations CPA EA ATP ATA
John A Taylor
Johnrsquos expertise has served his clientele well for more than 30 years Client consultation with a personal touch is his forte All-inclusive personal and business advisory ser vices from estate planning to tax planning and preparation give clients a total perspective
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
copy Five
Star P
rofess
ional
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ional
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ional
