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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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Joel D

Series 66

Hartford, KS

Cetera

Joel Dieker is a financial advisor with Cetera based in Hartford, Kansas, holding a Series 66 designation and one year of industry experience. His background includes roles at various Cetera entities since 2024 and prior work in farming operations through Dieker Farms since 2010, where he is involved in animal care and crop management. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple program structures supported by affiliated investment management and custodial platforms.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Richard C

Series 63, Series 66

New Strawn, KS

LPL Financial

Richard Croll is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he serves as the elected County Treasurer for Coffey County, Kansas. 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 range of investment solutions supported by an in-house research team and 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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Adam B

Series 63, Series 65

Burlington, KS

Fidelity

Adam Bea is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He brings nearly a decade of experience in the financial industry, including roles as a Mutual Fund Wholesaler at Ivy Investments from 2019 to 2021 and as a Retirement Consultant at Empower Retirement from 2016 to 2019. His professional focus involves understanding clients' financial needs and goals to develop straightforward and implementable financial plans. Adam holds an Arkansas Insurance License, which supports his work in providing financial consulting services. His approach emphasizes partnership with clients to create plans that allow them to concentrate on their priorities.

Charitable giving & philanthropy Active portfolio management Financial Professional
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