Michelle Square is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes positions at Equitable Advisors, Ameriprise, TD Wealth Management Services, and Morgan Stanley. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Ivan Gruhl is a CFA® charterholder with 37 years of industry experience, currently affiliated with Cetera Planning Partners in Dubuque, IA. His career includes roles at Avantax Advisory Services and Honkamp Krueger Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and other retirement-related services. The firm’s investment approach emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a structured planning process and integration with the broader Cetera network’s resources.

Stephanie Kuwaye is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Lee Financial Group Hawaii, Inc., Lee Financial Securities, Inc., and Lee Financial Recordkeeping, Inc. She is currently based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, supplemented by services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Robert Mccoy is a financial advisor with Cetera Planning Partners in Ankeny, Iowa, holding a Series 63 designation and 27 years of industry experience. His prior experience includes roles at Avantax Investment Services, ProEquities, and managing his own firm, McCoy Investment Services. He serves as a trustee for an irrevocable life insurance trust and is a member of a condominium association board. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate-planning through third-party providers.

Robert O'Blennis is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Cetera Planning Partners since 2006. In addition to his advisory role, Mr. O'Blennis maintains a part-time law practice focused on estate and business planning and serves as a commissioner on the Town and Country Parks and Trails Commission in Missouri. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Hunter Holt is a Series 65-licensed financial advisor with four years of industry experience, currently with Cetera Planning Partners. His prior experience includes roles at Avantax Planning Partners and Eide Bailly. Outside of his advisory work, Holt is a senior manager at 3H Inc., a CPA firm providing tax planning and bookkeeping services, and a partner in H & B Endeavors LLP. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax, bookkeeping, and estate-planning support within a diversified, client-specific investment approach.

Peyton Hawkes is a financial advisor at Cetera Planning Partners with five years of industry experience. He has previously worked at Alternativ Wealth and operated Hawkes Wealth Management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Russell Brown is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 designation and has worked at various firms including Avantax Advisory Services and Cetera. In addition to his advisory role, he is involved in insurance sales as a producer at Dwight Andrus Insurance. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm also provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Kevin Sweeney is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has held various roles within the Cetera family of firms since 2024. In addition to his advisory work, Mr. Sweeney serves as chairman of the investment sub-committee for Moreau Catholic High School and is a partner at Sweeney Kovar LLP, an accounting firm providing tax planning, compliance, and attest services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach tailored to client objectives and risk tolerance and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party partnerships.

Jan Rogers is a financial advisor at Cetera Planning Partners with 26 years of industry experience. She holds a Series 66 designation and has previously worked with firms including Avantax Planning Partners and First Allied Advisory Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, using a diversified investment approach tailored to client objectives and risk tolerance.

Vincent Ryan is a financial advisor with Cetera Planning Partners holding a Series 65 designation and 17 years of industry experience. His career includes prior roles at Avantax Planning Partners, Inc. and Allen Capital Group. Outside of advising, he is involved with Clay Creek Ranch LLC, which engages in ranchland real estate leasing and wild game hunting services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm provides additional services such as tax planning and estate planning through third-party providers, and utilizes a diversified investment approach aligned with client objectives and risk tolerance.

Cameron Miller is a CFP® professional with six years of industry experience, currently affiliated with Cetera Planning Partners. He has held various roles at firms including Avantax and Jones Tax and Financial Services Inc., where he is also a board member of a family-owned business that provides tax preparation and bookkeeping services. Miller’s background includes work in financial advisory and client relationship management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified investment allocations and provides ancillary services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Thad Lichter is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Planning Partners, and ProEquities. Outside of advising, Lichter is a partner at Erpelding, Voigt & Co LLP, a CPA firm providing tax preparation, review, planning, accounting, and payroll services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning and preparation, bookkeeping, payroll support, and estate-planning services through third-party providers, employing a diversified investment approach tailored to client objectives and risk tolerance.

Neal Robinson is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at several financial services firms, such as Avantax Planning Partners, Northwestern Mutual, J.P. Morgan, Prudential, Merrill, and Edward Jones. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, with an investment approach centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Will Davies is a financial advisor at Cetera Planning Partners with a Series 65 credential and one year of industry experience. Prior to joining Cetera Planning Partners, he worked at Avantax Planning Partners and held teaching positions at the University of Denver, University of San Diego, University of Iowa, and Culford School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates a formal, document-driven planning process with diversified mutual fund and ETF allocations and offers additional services including tax planning, bookkeeping, payroll support, and an estate-planning service through a third-party provider.

Adam Curry is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has prior experience at Avantax and 1st Global Advisors. In addition to financial advising, Curry is a partner at Darnall, Sikes & Frederick, a public accounting firm where he manages a tax and accounting practice. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified portfolios built from mutual funds and ETFs aligned with client objectives, along with ancillary services such as tax planning and estate planning delivered through third-party providers.

Joshua Gembala is a CFP® with five years of industry experience, currently serving at Cetera Planning Partners since 2024. He previously worked at Creative Planning, Inc. for four years and has held roles in both educational and corporate settings. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and services such as Social Security optimization, tax planning, and estate planning. The firm’s investment approach centers on diversified allocations tailored to client objectives, leveraging resources from the broader Cetera network.

Cassidy Schmidt is a CFP® with seven years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at Stratos Wealth Advisors, LLC, Avantax Planning Partners, Inc., and Gierl Augustine Investment Management, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, combined with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

John Csargo is a CFP® professional with nine years of industry experience, currently serving at Cetera Planning Partners since 2026. He is also an accountant and partner at Boyum & Barenscheer PLLP, a regional CPA firm in Minneapolis where he provides tax, consulting, accounting, and valuation services. Prior to joining Cetera Planning Partners, he worked at HK Financial Services, Inc. from 2017 to 2020. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Della Lounsbery is a financial advisor at Cetera Planning Partners with 13 years of industry experience. She holds the Series 63 designation and has worked at several firms within the Cetera and Avantax organizations since 2013. Beyond her advisory role, she is involved in tax preparation and accounting through her employment at Stephen E. Plain LLC dba SEP Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach is based on diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.