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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Shawn P

Series 66

Hutchinson, KS

3rd Level Wealth

Shawn Powell is a financial advisor at 3rd Level Wealth with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed and Cetera Advisor Networks. In addition to his advisory role, he operates 3rd Level Tax, a separate tax preparation and planning business. 3rd Level Wealth offers comprehensive financial planning, investment management, and consulting services to individuals, business owners, and high-net-worth clients. The firm emphasizes client-specific investment policies, primarily using passive management strategies, and integrates tax preparation and business-exit consulting into its service offerings.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
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Seth S

Series 66

Hutchinson, KS

North Fork Financial, LLC

Seth Surface is a Series 66-licensed financial advisor with North Fork Financial, LLC, where he has worked since 2021. He has five years of industry experience, including roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he serves as a high school football official in Kansas. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analysis with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Shawn W

CFP®, Series 66

Hutchinson, KS

North Fork Financial, LLC

Shawn Wyatt is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at North Fork Financial, LLC. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Wyatt serves as a volunteer board member and financial services committee member for the Kansas Area United Methodist Foundation. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analyses with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Lori M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Lori Miller is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Packerland since 2011. She also operates Heartland Retirement & Benefits Consulting, LLC, where she serves as an agent providing life, health, disability, annuities, Medicare, and long-term care services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management through a variety of platforms, including firm-managed portfolios and third-party co-advisory arrangements.

Retirement income strategy Options & derivatives strategies Wealth management
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Corbin Y

Series 66

Hutchinson, KS

Packerland Brokerage Services, Inc.

Corbin Yutzy is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Solid Financial Solutions Inc, Jackson Dairy, Arconic, UPS, and Glenn's Bulk Food Shoppe & Gospel Bookstore. He volunteers to lead a monthly financial education class for foster children through Youthrive in Hutchinson, KS. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management and utilizes firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Cameron K

Series 63, Series 65

Buhler, KS

NWF Advisory Services Inc

Cameron Kaufman is an investment advisor representative at NWF Advisory Services Inc with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including The Ameriflex Group, Osaic, Kaufman Financial, LLC, Independent Financial Group, and Main Street Advisors, LLC. Kaufman serves as a volunteer board member for the Buhler Community Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic long-term and tactical investment approaches.

Wealth management Active portfolio management
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Benjamin M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Benjamin Maser is a financial advisor with Packerland Brokerage Services, Inc. in Hutchinson, Kansas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Packerland since 2009 and also holds leadership roles in Solid Financial Solutions Inc. and Jab Properties. Outside of advising, he owns Moe Joe Advertising LLC, a digital billboard advertising business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages approximately $909 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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James M

Series 66

Hutchinson, KS

Empower Advisory Group

James Miller II is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Equitrust Marketing Serv LLC and Farm Bureau from 2010 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services focus on integrated financial planning and managed account solutions delivered alongside Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Shane W

Series 63, Series 65

Hutchinson, KS

Principal Financial Services

Shane Wiehl is a financial advisor at Stifel Independent Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2003. Outside of his advisory role, he is the owner and president of a storage facility business and serves as treasurer for his local United Methodist Church. Stifel Independent Advisors serves a diverse clientele including individuals, corporations, trusts, and governmental entities, offering both brokerage and investment advisory services. The firm uses a collaborative planning process and proprietary modeling to tailor asset allocation recommendations while operating as both a broker-dealer and investment adviser.

Retired Founder/Business Owner
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Howard K

Series 66

Hutchinson, KS

LPL Financial

Howard Kukula is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has held various roles including work with Waddell & Reed, Inc. and operates Kukula & Associates LLC and Kukula, Martens & Associates LLC. Kukula also serves on the Newton Substance Abuse Board and has been involved in youth basketball programming. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Rion R

Series 66

Hutchinson, KS

Edward Jones

Rion Rhoades is a financial advisor at Edward Jones in Hutchinson, KS, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at the University of Arkansas and Hutchinson Community College. Outside of finance, he serves as president of two real estate companies, RDR Holdings LLC and Big Cypress LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Zachary T

CFP®, Series 66

Hutchinson, KS

Ameriprise

Zachary Trumpp is a CFP®-certified financial advisor with Ameriprise, based in Hutchinson, Kansas, and has three years of industry experience. He previously worked for Lehman Brothers Holdings Inc. for 13 years. Outside of his advisory role, he is co-owner of Triptych LLC and serves on the board of the Briarwood Homeowners Association, as well as being a member of the Fox Theater in Hutchinson. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with significant investable assets held in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shawna B

Series 66

Hutchinson, KS

LPL Financial

Shawna Beltz is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked with firms including Waddell & Reed Inc and Chad Martens. Beltz also served as a notary public from 2019 to 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Debra K

Series 66

Hutchinson, KS

LPL Financial

Debra Kelly is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Raymond James Financial Services and The Gilded Hummingbird. Kelly is also a notary in Kansas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and combines large-scale advisory operations with a range of non-advisory financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Curtis G

Series 66

Hutchinson, KS

Ameriprise

Curtis Grote is a financial advisor with Ameriprise in Hutchinson, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Outside of advisory work, Grote serves as an assistant high school track and field coach and is involved in local community organizations including the Knights of Columbus and the Church Finance Committee. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Patrick F

Series 66

Hutchinson, KS

Raymond James Financial

Patrick Fulton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 16 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2020. Outside of his advisory role, he is a partner and owner in several business ventures, including Prairie Sky Health and Tax Consultants. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Gina M

Series 66

Hutchinson, KS

Raymond James Financial

Gina Mansel is a Series 66-licensed financial advisor with Raymond James Financial, based in Hutchinson, KS, with 11 years of industry experience. She holds officer and vice president roles at First Wealth Management and The First National Bank of Hutchinson, where she serves as a trust officer focusing on personal investments. Mansel’s background includes positions at Raymond James Financial Services Advisors and The First National Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Sam L

Series 66

Hutchinson, KS

LPL Financial

Sam Leiker is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2021, he operated a notary public service and managed Four H LLC, a business entity used for tax and investment purposes. He has also been involved with local organizations including Crosspoint Church and the Sons of the American Legion. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and offers a variety of investment delivery options, combining large-scale advisory operations with insurance and lending products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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William T

CFP®, Series 66

Hutchinson, KS

Edward Jones

William Thacker is a CFP®-credentialed financial advisor with Edward Jones in Hutchinson, KS, where he has worked for 11 years. He holds a Series 66 license and has spent his entire industry career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, operating under a fiduciary standard.

Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Wealth management Founder/Business Owner
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Brian P

Series 63, Series 65

Hutchinson, KS

Wells Fargo Clearing

Brian Perrone is a financial advisor with Wells Fargo Clearing in Hutchinson, Kansas, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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