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Brian N

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Brian Nickel is a CFP® with 20 years of experience in the financial services industry. He is affiliated with Keating Financial Advisory Services and has held roles at Raymond James Financial and Assurity Life Insurance. Outside of his advisory work, he is involved with Phoreus Biotech, a company that licenses nanotechnology. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Bryson M

Series 66

Manhattan, KS

Keating Financial Advisory Services

Bryson Meinhardt is a financial advisor at Keating Financial Advisory Services with four years of industry experience holding a Series 66 designation. Prior to joining Keating Financial Advisory Services, he worked at Raymond James Financial Services Advisors and other financial and educational roles. He is the owner of Oz Financial Group, LLC, an investment advisory business based in Wamego, KS. Keating Financial Advisory Services provides investment advisory, modular financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, and business entities. The firm employs discretionary and non-discretionary strategies across multiple asset classes and offers both wrap-fee investment management and stand-alone financial planning services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Benjamin J

Series 66

Manhattan, KS

Keating Financial Advisory Services

Benjamin Johnson is a financial advisor at Keating Financial Advisory Services with three years of industry experience. He holds a Series 66 credential and has worked previously at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors, Inc. Outside of his advisory role, he is the owner of a small manufacturing company where he assists with finances and high-level management decisions. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, often on a non-discretionary 3(21) basis, using mutual funds, ETFs, individual equities, and fixed income, and provides modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Brett L

Series 66

Wichita, KS

Keating Financial Advisory Services

Brett Larson is a financial advisor with Keating Financial Advisory Services in Wichita, KS, holding a Series 66 license and seven years of industry experience. His prior work experience includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Arvest Wealth Management, and the Kansas State University Foundation. Keating Financial Advisory Services provides investment advisory, modular financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm employs both discretionary and non-discretionary strategies and offers services ranging from wrap-fee investment management to comprehensive financial planning.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Krista H

Series 66

Manhattan, KS

Keating Financial Advisory Services

Krista Hubert is a financial advisor at Keating Financial Advisory Services with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial and Steward Advisory Services. Krista is also a member of The Weddle Team, where she serves as a financial advisor. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, as well as financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Morgan Z

CFP®, Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Morgan Ziegler is a CFP® professional at Keating Financial Advisory Services with six years of industry experience. He has worked at Raymond James Financial Services Advisors and serves as an associate at Purposeful Wealth Advisors. Keating Financial Advisory Services manages a diverse client base including individuals, retirement plans, and business entities through modular financial planning and investment advisory services. The firm utilizes discretionary and non-discretionary strategies and offers both wrap-fee investment management and stand-alone financial planning.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Benjamin F

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Benjamin Fair is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Keating Financial Advisory Services since 2016. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Investacorp. He is also a licensed insurance agent engaged in insurance sales. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing approximately $330 million in plan assets. The firm provides both discretionary and non-discretionary investment management, employing mutual funds, ETFs, individual equities, and fixed income within its portfolios, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Christopher K

Series 66

Manhattan, KS

Keating Financial Advisory Services

Christopher Klug is a financial advisor at Keating Financial Advisory Services with a Series 66 designation and four years of industry experience. His work history includes roles at Steadfast Wealth Group and Raymond James Financial Services. Klug is also the owner of Management & Planning Services, where he provides project management. Keating Financial Advisory Services offers investment advisory, modular financial planning, and retirement-plan consulting to a diverse client base, including individuals and various institutions. The firm employs both discretionary and non-discretionary strategies, managing assets through wrap-fee programs and stand-alone planning engagements supported by a multi-advisor team.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Gareth R

Series 65

Manhattan, KS

Keating Financial Advisory Services

Gareth Rohr is a financial advisor at Keating Financial Advisory Services with one year of industry experience. He holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors, Inc. and The Simmons Company. Outside of advising, he is a partner in Wilde Ryan LLC, an investment-related business he co-owns with his wife. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Emily C

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Emily Claussen is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Keating Financial Advisory Services since 2022 and previously spent five years at Keating & Associates, Inc., as well as eleven years with Raymond James Financial Services Inc. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, utilizing mutual funds, ETFs, individual equities, and fixed income instruments.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Patrick K

Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Patrick Keating is a financial advisor with Keating Financial Advisory Services in Manhattan, KS, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at Raymond James Financial and Aaa Management, among others. Outside of advising, he serves on the board of the Daniel Keating Foundation and holds leadership positions in several private businesses, including an environmental manufacturing company and agricultural enterprises. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, utilizing mutual funds, ETFs, individual equities, and fixed income, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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John M

CFP®, Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

John Mann is a CFP® with 24 years of industry experience, currently serving at Keating Financial Advisory Services. He has previously worked at Raymond James Financial and Spari, Inc. Mann is also president of Keating & Associates, a company focused on insurance and employee benefits. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Jonathan L

CFP®, Series 66

St. Petersburg, FL

Keating Financial Advisory Services

Jonathan Larsen is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He has worked at Keating Financial Advisory Services since 2022 and previously spent 17 years with Raymond James Financial Services Advisors, Inc. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Timothy W

Series 66

Manhattan, KS

Keating Financial Advisory Services

Timothy Weddle is a financial advisor with Keating Financial Advisory Services in Manhattan, KS, holding a Series 66 designation and 12 years of industry experience. He has worked with The Weddle Team since 2014 and has prior experience at Purshe Kaplan Sterling Investments. In addition to his advisory role, he provides fixed insurance advice tailored to client needs. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles and providing participant education and pension consulting.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Anthony P

Series 63, Series 65

Rockford, IL

Keating Financial Advisory Services

Anthony Pozzi is a financial advisor with Keating Financial Advisory Services in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Keating Financial Advisory Services in 2025, he worked at Raymond James Financial and Raymond James Financial Services from 2007 to 2025, and at Rockford Bank & Trust Co. from 2007 to 2019. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, utilizing mutual funds, ETFs, individual equities, and fixed income, and provides modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Christine P

CFP®, Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Christine Pavel is a CERTIFIED FINANCIAL PLANNER™ with 16 years of industry experience, currently with Keating Financial Advisory Services since 2019. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., Triad Advisors, Inc., Alera Investment Advisors, LLC, and Securian Financial Services, Inc. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, with a focus on mutual funds, ETFs, individual equities, and fixed income.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Andrew B

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Andrew Billard is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently an advisor at Keating Financial Advisory Services, having previously worked at Raymond James Financial Services Advisors, Grandview Partners, Horizon Financial Services, and State Street Bank and Trust. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, focusing on mutual funds, ETFs, individual equities, and fixed income, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Lisa S

Series 65

Chicago, IL

Keating Financial Advisory Services

Lisa Santos is a financial advisor at Keating Financial Advisory Services with one year of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors Inc. Outside of finance, she is a partner and co-owner of Southport Grocery & Cafe in Chicago, where she is involved in marketing strategy, product development, and operations. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and provides modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Jacob H

Series 65

Nashville, TN

Keating Financial Advisory Services

Jacob Hester is a financial advisor at Keating Financial Advisory Services in Nashville, TN, holding a Series 65 designation with one year of industry experience. His prior roles include positions at AGP Franklin, LLC dba Strong Tower Wealth Management, eMoney Advisor, and Archer Huntley Financial Services. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, with investment strategies that include mutual funds, ETFs, individual equities, and fixed income.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Mary K

CFP®, Series 63

Manhattan, KS

Keating Financial Advisory Services

Mary Kraszewski is a CFP® with 21 years of industry experience currently with Keating Financial Advisory Services. She has held roles at Purposeful Wealth Advisors and operates Kraszewski Financial as CEO. Kraszewski is also an agent for non-variable life insurance and serves as president of Purposeful Wealth Advisors. Keating Financial Advisory Services provides investment advisory and financial planning services to a diverse client base including individuals, trusts, and retirement plans. The firm employs both discretionary and non-discretionary strategies and offers modular financial planning and retirement-plan consulting through a multi-advisor team.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Nathan M

Series 65

Manhattan, KS

Keating Financial Advisory Services

Nathan Matlack is a financial advisor at Keating Financial Advisory Services with a Series 65 credential and one year of industry experience. His prior work includes positions with the Kansas City Chiefs, Amazon, and Alliance 412. Keating Financial Advisory Services provides investment advisory, modular financial planning, and retirement-plan consulting to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers both wrap-fee investment management and standalone financial planning through a multi-advisor team serving several thousand accounts.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Micah G

Series 65

Manhattan, KS

Keating Financial Advisory Services

Micah Graney is a financial advisor with Keating Financial Advisory Services in Manhattan, KS. He holds a Series 65 designation and has been with the firm for one year. Prior to joining Keating, Graney worked in education and various other roles over several years. Keating Financial Advisory Services provides investment advisory, modular financial planning, and retirement-plan consulting to individuals and institutional clients. The firm uses a multi-advisor team approach to manage discretionary and non-discretionary assets across a diversified range of investment vehicles and offers both wrap-fee management and stand-alone financial planning services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Dinah B

CFP®, Series 63, Series 65

Foster, KY

Keating Financial Advisory Services

Dinah Bird Westerfield is a CFP® professional at Keating Financial Advisory Services with 14 years of industry experience. Her prior roles include positions at PNC and BB&T Bank. She is also the sole owner and president of River Inc., operating Baker-Bird Winery & Distillery. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm provides investment management and consulting services using both discretionary and non-discretionary approaches, employing a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Kody H

Series 65

Manhattan, KS

Keating Financial Advisory Services

Kody Hughes is a financial advisor at Keating Financial Advisory Services with a Series 65 designation and two years of industry experience. His prior work includes roles in property management and food service, as well as positions in education. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting services, utilizing mutual funds, ETFs, individual equities, and fixed income in its investment approach.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Geoffrey D

CFP®, Series 63

Verona, WI

Keating Financial Advisory Services

Geoffrey Dunmore is a CFP® professional with six years of industry experience, currently with Keating Financial Advisory Services. His prior roles include positions at Raymond James Financial Services, Filbrandt Wealth Management, and Wells Fargo. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting services, with a focus on mutual funds, ETFs, equities, and fixed income investments.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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