Member Directory

Financial & Financial Advisors
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CommunityAmerica Credit Union is a full-service financial institution with more than 250,000 member-owners nationwide and $2.9 billion in assets, ranking it among the nations's 100 largest credit unions. Based on deposits, CommunityAmerica is among the top 10 Kansas City-based financial institutions. There are 30 CommunityAmerica branches in Kansas City, and one in St. Louis.

CommunityAmerica provides a full suite of financial products, including checking, savings, mortgages, wealth management, and a variety of loan products to meet consumer and business needs. As a not-for-profint financial institution, CommunityAmerica offers highly competitive rates on deposits, loans, and fewer, lower or no fees at all. Other convenient products and services include Sunday hours, a network of more than 30,000 ATMs, 24-hour online, mobile banking, credit cards, and insurance. For more information, visit



Edward Jones is a different kind of investment firm. We learn about your individual needs then develop a strategy to help achieve your long-term financial goals. So, whether you're planning for retirement or wanting to reduce your tax bill, you can expect personalized service and long-term investing strategies.

ETF Portfolio Partners, Inc. is a nationally recognized registered investment advisory firm that designs, implements and manages investment portfolios comprised entirely of exchange traded funds.

Full service, family owned financial planning firm located in Leawood. Larson Financial Services, Inc. is an independent firm with securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC, Larson Financial Services, Inc, Arbor Point Advisors, LLC and Securities America, Inc are separate entities.

Our white glove financial planning practice emphasizes frequent client contact and rapid response to all requests.  By limiting the number of clients we take on and offering the most cutting edge technology and tools we are able to offer a client experience that is unlike any other. Come visit us at Mission Farms!

For a full list of services, please visit our website at:

Mariner Wealth Advisors is an independent wealth management firm. Our mission is helping families achieve and maintain financial peace of mind – preserving wealth and building a legacy for future generations.

Mitchell Capital Management is a nimble, private, employee owned investment management firm, specializing in financial planning and separately managed portfolios with a focus on integrity, loyalty and relationships. They believe in living with intention and investing with intention.

Oppenheimer & Company Inc. provides a full range of wealth management, securities brokerage, capital markets, and investment banking services to high-net-worth individuals, families, corporate executives, businesses, and institutions.

We, at Prevail, focus on the belief that the financial services industry has placed too much emphasis on the accumulation phase of the financial lifecycle with little regard to the planning and distribution phase. We challenge the industry status quo by inverting the paradigm to focus on what you keep so you can take control of your financial future.  Ask yourself, what could affect your retirement funds once you are in retirement?  Have you diversified your retirement plan based on tax class; pre-tax, post-tax, and tax-free?


Sapphire Wealth Planning is a fee-only financial planning firm passionate about helping women establish and maintain wealth.  Our specialty is navigating the financial transition for those going through the divorce process.

Our objective is to provide investment planning and wealth management services to families who live in or have a connection to the Midwest.  Our overarching mission is to offer our clients straightforward answers and uncomplicated solutions--

I am a Wealth Manager who provides "Advice.  Beyond Investing."  This is accomplished through bringing unique options and strategies to the relationship that have been otherwise overlooked.  While I do service affluent Individuals and their Families, I have a specific expertise with Small Business Owners and Physicians.  I believe Wealth Management is the effective combination of Investment Management, Risk Management, Tax Management, Business Planning, and Estate Planning within the client's unique profile.

Let Steve Hoover, president of The Retirement Pilot and a private pilot himself, put together a retirement plan for you with all the care and accuracy that a great pilot puts into his pre-flight checklist

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