Advisors at this firm
Jon M
Series 63, Series 65
Kansas City, MO
Buttonwood Financial Group, LLC
Jon McGraw is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Buttonwood Financial Group since 2002 and previously worked at Purshe Kaplan Sterling Investments from 2009 to 2019. Outside of his advisory role, he serves as a board member for several nonprofit organizations, including the Sister City Association of Kansas City and Kansas City Jazz ALIVE, and is involved in managing community-focused commercial and event spaces. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and investment services. The firm focuses on personalized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee and offering family-office-style services.
Mitchell G
CFP®
Kansas City, MO
Buttonwood Financial Group, LLC
Mitchell Gasbarro is a CFP® professional with one year of industry experience, currently serving at Buttonwood Financial Group, LLC. His prior experience includes roles at JMG Financial Group and as a part-time baseball instructor and coach for Mac N Seitz Baseball in Kansas City, MO. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with wealth management and investment services, managing approximately $696.8 million in assets. The firm focuses on individualized asset allocation, multigenerational planning, integrated tax management, and offers family-office-style services.
Vincent P
Series 63, Series 65
Kansas City, MO
Buttonwood Financial Group, LLC
Vincent Pastorino is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Buttonwood Financial Group since 2005 and was previously with Purshe Kaplan Sterling Investments for ten years. Outside of his advisory role, he serves as co-trustee of a special needs trust and is treasurer of a youth soccer club. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and family-office-style services. The firm emphasizes individualized asset allocation, multigenerational planning, and integrated tax management, overseeing portfolios through an Investment Policy Committee.
Carlos C
Series 66
Kansas City, MO
Buttonwood Financial Group, LLC
Carlos Carriedo Samaniego is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Waddell & Reed. He is also involved with Carriedo Enterprises, LLC, an outside business activity. Buttonwood Financial Group serves individuals, families—including high-net-worth clients—as well as businesses and retirement plans, offering comprehensive wealth management and discretionary and non-discretionary investment management. The firm’s investment approach emphasizes individualized asset allocations, multigenerational planning, integrated tax management, and a range of family-office-style services.
Dale R
Series 66
Kansas City, MO
Buttonwood Financial Group, LLC
Dale Raimann is a financial advisor at Buttonwood Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and TD Ameritrade. He also operated a solo investor podcast in 2025. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, offering comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.
Adam G
Series 65
Kansas City, MO
Buttonwood Financial Group, LLC
Adam Grube is a financial advisor with Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has prior experience at UMB Financial Corporation, Quest Diagnostics, Planet Fitness, and Papa John's International. Grube joined Buttonwood Financial Group in 2026. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, providing comprehensive wealth management and investment services. The firm manages approximately $696.8 million in assets and focuses on personalized asset allocation, multigenerational planning, and integrated tax management.
Danielle B
CFP®
Kansas City, MO
Buttonwood Financial Group, LLC
Danielle Brown is a CFP® professional with seven years of experience in the financial advisory industry. She currently works at Buttonwood Financial Group, LLC and has previously held roles at Cambridge Investment Research Advisors, Inc., Financial Designs, Inc., and Creative Planning. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans, offering comprehensive wealth management and a variety of family-office-style services. The firm’s investment approach focuses on individualized asset allocations, multigenerational planning, and integrated tax management, supported by an Investment Policy Committee and third-party research.
Kaden L
Series 65
Kansas City, MO
Buttonwood Financial Group, LLC
Kaden Ludlow is a financial advisor at Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has been in the industry since 2025. His prior work experience includes roles at CSGI, Sevita, and Clear Insights. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.
Rachael G
CFP®, Series 66
Kansas City, MO
Buttonwood Financial Group, LLC
Rachael Graf is a CFP® with nine years of industry experience currently serving at Buttonwood Financial Group, LLC. Her prior experience includes roles at Prosperity Planning, Inc. and Cetera Advisors LLC. Buttonwood Financial Group serves individuals, families, businesses, and retirement plans with comprehensive wealth management and family-office-style services. The firm manages approximately $696.8 million in assets and focuses on individualized asset allocation, multigenerational planning, and integrated tax management.