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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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Richard M

Series 63, Series 65

Emporia, KS

LPL Financial

Richard Miller is a financial advisor with LPL Financial in Emporia, Kansas, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, Miller is involved in selling vintage trucks as a weekend hobby. 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, combining large-scale advisory operations with non-advisory product offerings.

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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Daniel R

Series 66

Emporia, KS

Cetera

Daniel Robertson is a financial advisor with Cetera in Emporia, KS, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Cetera since 2001 and also owns a CPA firm, Agler & Gaeddert, Chartered DBA A&G Consultants, where he provides tax and accounting services. Additionally, he serves on the board of directors and as treasurer for the Rotary Club of Emporia. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, alongside retirement and fiduciary services integrated with its institutional and trust capabilities.

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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Karly W

CFP®, Series 66

Emporia, KS

Ameriprise

Karly Witte is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Ameriprise and has prior experience at OSAIC, SagePoint Financial, ESB Financial, and Community National Bank & Trust. Witte serves on the Board of Directors and the Rotary Club of Emporia and is president of 1801 Rural, a nonprofit organization in Emporia, KS. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tracy E

CFP®, Series 63

Emporia, KS

Ameriprise

Tracy Edwards is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Emporia, KS. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, Edwards serves on the Board of Directors for the Sigma Tau Gamma Delta Chapter Alumni Association and is involved with a local nonprofit social club as an owner. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support and offers a broad range of brokerage and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan G

CFP®, Series 63, Series 66

Emporia, KS

Edward Jones

Jonathan Geitz is a CFP® professional with 26 years of experience in financial advising, currently serving as an advisor at Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Emporia, KS. Outside of his advisory role, he serves as chairman of the Emporia Area Chamber of Commerce and participates in the Emporia High School Business Advisory committee. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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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Jake S

Series 66

Emporia, KS

Ameriprise

Jake Scott is a Series 66-credentialed financial advisor with Ameriprise in Emporia, KS, where he has worked since 2021. He has four years of industry experience, including prior roles at Emporia State Federal Credit Union and Caliber Home Loans. Scott serves on the Board of Directors for Emporia Friends of the Zoo. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John N

Series 63, Series 66

Emporia, KS

Edward Jones

John Newland is a financial advisor at Edward Jones in Emporia, KS, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in farming and ranching businesses and holds ownership positions in several real estate ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner
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Gregory S

Series 63, Series 66

Emporia, KS

Edward Jones

Gregory Seibel is a financial advisor at Edward Jones in Emporia, KS, holding Series 63 and Series 66 licenses with 47 years of industry experience. He has worked at Edward Jones since 1978. Outside of advising, he owns and maintains a commercial rental building in Emporia. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kelly W

Series 66

Emporia, KS

LPL Financial

Kelly Wade is a Series 66-licensed financial advisor at LPL Financial with 13 years of industry experience. Prior to joining LPL Financial in 2021, Wade held roles at Waddell & Reed and various insurance carriers. Outside of advisory work, Wade has served on the Emporia Area Chamber of Commerce board, assisting with public relations and community engagement. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households, offering a wide range of investment solutions supported by an in-house research team and multiple service delivery options.

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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Alice T

Series 66

Emporia, KS

Edward Jones

Alice Tunks Jones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Heartland Capital Investments, LLC, and has been with Edward Jones since 2022. Outside of advising, she facilitates Financial Peace University coursework and serves as secretary of the Emporia Pickleball Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Wealth management Passive / index investing ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive
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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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William G

Series 66

Emporia, KS

LPL Financial

William Giesen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at ESB Financial for seven years and has experience in communications and the arts council sector. He is also a notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety 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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Derrick D

Series 63, Series 65

Emporia, KS

LPL Financial

Derrick Duncan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, WD Holding Inc., and service on the board of the Coffey County Rural Water District #2. He has experience in both financial services and community nonprofit involvement. 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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Eric D

Series 63, Series 65

Emporia, KS

Cetera

Eric Dieker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at VOYA Financial Advisors and operating Dieker Financial Inc. He also manages Dieker Farms, a family farming business active since 1996. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary services with access to both proprietary and third-party investment solutions.

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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Lisa M

Series 66

Emporia, KS

Edward Jones

Lisa Maxfield is a Series 66 credentialed financial advisor with eight years of experience at Edward Jones in Emporia, KS. Prior to joining Edward Jones, she was with OzeScribe for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrea E

Series 66

Emporia, KS

LPL Financial

Andrea Edwards is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, Edwards is a group fitness instructor and a direct sales ambassador for Plexus Worldwide. 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 range of investment solutions supported by an in-house research team, delivering 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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Guy J

Series 63, Series 65

Emporia, KS

LPL Financial

Guy Jensen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Woodbury Financial Services and OSAIC. Jensen is also involved in insurance sales through Theel Insurance and Financial Services Inc. and property and casualty insurance via DNM Holdings LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models and strategies, combining large-scale advisory operations with non-advisory product offerings such as insurance and lending solutions.

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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Jenna R

CFP®, Series 66

Emporia, KS

LPL Financial

Jenna Redeker is a CFP® and Series 66-licensed financial advisor with LPL Financial, based in Emporia, KS. She has three years of industry experience, including prior roles at Margaret Stenseng and various positions at Kansas State University and local educational institutions. 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 wide range of financial planning and investment management 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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Courtney W

Series 66

Emporia, KS

Edward Jones

Courtney Ward is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. In addition to her advisory role, Ward serves as an adjunct faculty member at Emporia State University, where she teaches Personal Finance. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Brent W

Series 66

Emporia, KS

LPL Financial

Brent Wagner is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wd Holding Inc and Wagner Business & Tax Service, where he also provided tax preparation and accounting services. Wagner has a background that includes roles in insurance agencies and financial services dating back to 2000. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and credit services.

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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Elizabeth S

Series 66

Emporia, KS

Edward Jones

Elizabeth Schwerdtfeger is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Bluestem Insurance Group, Hopkins Manufacturing Corporation, and held various roles at Emporia State University, Haag Pharmacy, the Emporia Recreation Commission, and Emporia First United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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