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Brett J
CFP®, CFA®, Series 63
Overland Park, KS
Cetera
Brett Jergens is a financial advisor with Cetera based in Overland Park, KS, holding CFP® and CFA® designations and having seven years of industry experience. He has held roles at firms including Tortoise Capital Advisors and operates several financial services businesses, serving as Chief Investment Officer for Prosperity Advisors LLC and Prosperity Network of Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.
Kelly A
CFP®, Series 63, Series 65
Overland Park, KS
Cetera
Kelly Arias is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Comprehensive Retirement Solutions, Innovest Financial Partners, and VALIC Financial Advisors. Arias serves as a member of the Financial Planning Association chapter's public relations committee, where she writes and edits personal finance articles and participates in public media appearances. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary program structures and a variety of investment options.
Pamela Z
CFP®, Series 66
Overland Park, KS
Cetera
Pamela Zschoche is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Cetera and has worked with related firms since 2004. In addition to her advisory role, she owns and operates Zschoche Financial Planning and serves as owner, president, and treasurer of Zschoche Farms, Inc. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party strategies.
Sean T
CFP®, Series 63, Series 65
Overland Park, KS
Cetera
Sean Tucker is a financial advisor with Cetera, holding a CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has held positions at Valic Financial Advisors and Comprehensive Retirement Solutions before joining Cetera. Tucker is also a financial professional at Prosperity Advisors, LLC and refers clients to a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program structures.
William E
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Cetera
William Easley is a financial advisor with Cetera, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has served in various roles at Prosperity Advisors LLC and related entities, including as Vice President and member of the board of directors. Easley is involved in multiple financial services and investment-related businesses and also participates as a referrer for a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.
Angela B
CFP®, Series 66
Overland Park, KS
Cetera
Angela Brill is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. She has held leadership roles including CEO and manager of Prosperity Advisors, LLC, and is involved in related business activities such as serving as chairman and CEO of Prosperity Shared and referring clients to a tax and accounting firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various investment strategies and third-party managers, overseeing more than $256 billion in assets and supported by a network of over 10,000 advisors.
Chadwick T
Series 66
Overland Park, KS
Cetera
Chadwick Thomas is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera and Cetera Advisors LLC since 2022, as well as at Prosperity Advisors, LLC, where he serves as a financial professional. His prior work includes roles at Copaken Brooks and Lawrence Country Club. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple third-party managers through a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.
Paula J
Series 66
Overland Park, KS
Cetera
Paula Johnston is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. She has worked with several firms over her career, including Voya Financial Advisors and Prosperity Network of Advisors, where she currently serves as president. Additionally, she holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with extensive program options and affiliations.
Kurtis R
Series 66
Overland Park, KS
Cetera
Kurtis Roebuck is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including UMB Bank, N.A. and Prosperity Advisors, LLC. Outside of his advisory role, he provides notarial services through a separate business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Carter D
CFP®, Series 66
Overland Park, KS
Cetera
Carter Dye is a CFP® with seven years of industry experience, currently serving as an associate advisor at Cetera. He has held roles at several firms, including Comprehensive Retirement Solutions and Prosperity Advisors, LLC. In addition to his advisory work, he refers clients to tax professionals and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, and reports over $256 billion in assets under management.
Stasha C
Series 66
Overland Park, KS
Cetera
Stasha Case is a Series 66 licensed financial advisor with 17 years of industry experience, currently with Cetera. She has held roles at Prosperity Advisory Group and its affiliated entities since 1994 and joined Cetera Advisors LLC in 2013. Outside of finance, she is involved in acting and singing on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and third-party manager access.
Loretta B
Series 66
Overland Park, KS
Cetera
Loretta Bills is a financial advisor with Cetera, holding a Series 66 license and possessing 11 years of industry experience. She has worked with several firms, including Prosperity Advisors LLC and Comprehensive Retirement Solutions. Outside of her advisory role, she is a notary public and refers clients to a tax and accounting service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.
Joel M
CFP®, Series 66
Overland Park, KS
Cetera
Joel Morrison is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Comprehensive Retirement Solutions and various ventures such as Prosperity Advisors, LLC and Archer Financial Consulting, LLC. Outside of advising, he is involved with a tax and accounting referral business and owns a tax shelter LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.
Joseph P
Series 65, Series 63
Overland Park, KS
Cetera
Joseph Pelle is a financial advisor with Cetera in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has held roles at several firms including Prosperity Advisors, LLC, where he is Vice President and a board member, and Prosperity Network of Advisors, where he serves as Senior Vice President. Pelle also participates in related business activities including ownership positions and a referral role to a CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and integrates third-party managers and proprietary model portfolios.
Joel A
Series 66
Overland Park, KS
Cetera
Joel Alderson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at multiple firms including Comprehensive Retirement Solutions, AGH Wealth Management, and Flint Hills National Golf Course. Joel is also involved with Prosperity Tax Center, LLC, where he refers clients to a CPA for tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.
Colin F
Series 66
Overland Park, KS
Cetera
Colin Flathman is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with firms including Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of his advisory role, he is a referrer for Prosperity Tax Center, LLC, a tax and accounting business. Cetera is a nationwide SEC-registered investment adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
William C
Series 63, Series 65
Overland Park, KS
Cetera
William Christie is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliates since 2014. Outside of his advisory work, he is a part-time tennis instructor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Carter E
CFP®, Series 66
Overland Park, KS
Cetera
Carter Ewing is a CFP® with six years of industry experience, currently affiliated with Cetera. His prior work includes roles at Comprehensive Retirement Solutions and Prosperity Advisors, LLC, where he also serves as a planning team associate. Additionally, he refers clients to a tax and accounting firm, Prosperity Tax Center, LLC. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a broad range of program structures and third-party managers.
Halle C
Series 66
Overland Park, KS
Cetera
Halle Christensen is a financial professional with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cetera and Prosperity Advisors in various capacities since 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and a multi-manager platform.
Cory H
Series 66
Overland Park, KS
Cetera
Cory Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Niagara Bottling, Collins Aerospace, and Exide Technologies. His role includes assisting a financial advisor at RPB Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of investment management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.
Brayden R
Series 66
Overland Park, KS
Cetera
Brayden Rethman is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2022. Prior to his advisory roles, he was a full-time student for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets across more than 10,000 advisors.
Sara S
Series 66
Overland Park, KS
Cetera
Sara Stebbins is a financial advisor with Cetera in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. She has worked at Cetera since 2015 and is also involved with Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of advisory roles, she serves as treasurer for a middle school PTA, managing budget and financial reporting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.
Jessica F
Series 66
Overland Park, KS
Cetera
Jessica Franz Martin is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Comprehensive Retirement Solutions and various branches of Cetera Advisors LLC. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics and holds a notary public commission. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party money managers.
Max H
CFP®, Series 66
Overland Park, KS
Cetera
Max Huebner is a CFP® professional affiliated with Cetera who has five years of industry experience. He has held roles at multiple firms including Scott Private Wealth and Comprehensive Retirement Solutions. In addition to his advisory work, he is involved with Prosperity Tax Center, LLC, referring clients to CPA services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors and $256 billion in assets under management.
Cole C
CFA®, Series 63
Overland Park, KS
Cetera
Cole Christopherson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Cetera. He has held roles at multiple firms including Upwork, Inc., Comprehensive Retirement Solutions, and State Street Bank. Christopherson is also an investment associate at Prosperity Advisors LLC, where he monitors client portfolios and performs research. Additionally, he refers clients to a CPA through Prosperity Tax Center, LLC. Cetera Investment Advisers LLC operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients across the U.S.
John H
Series 63, Series 65
Overland Park, KS
Cetera
John Hemmer is a financial professional at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several entities including Prosperity Advisors LLC and Comprehensive Retirement Solutions. Hemmer is involved in other business activities such as a tax and accounting referral service and acts as an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Glenda C
Series 63, Series 65
Overland Park, KS
Cetera
Glenda Christopherson is a financial advisor at Cetera with over 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has held various roles at Prosperity Advisors, LLC and related entities since 1989. Outside of her advisory work, she is involved in several operational and leadership positions within the Prosperity network and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform offering portfolio management, financial planning, and consulting services with a range of program options including both discretionary and non-discretionary management.
Truman E
Series 66
Overland Park, KS
Cetera
Truman Ewing is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also a planning team associate at Prosperity Advisors LLC. Prior to his advisory roles, he held positions at Kansas State University and in other sectors. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party money managers through a multi-manager platform.
Scott B
Series 63, Series 65
Overland Park, KS
Cetera
Scott Babcock is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera and its related entities since 2013 and is also the owner of Rpb Wealth Management, Inc. Outside of his advisory roles, Babcock serves as co-chair of Beyond Celiac, a nonprofit fundraiser, and is a board member for a homeowners association, where he represents residents on maintenance and facility issues. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.
David M
CFP®, Series 66
Overland Park, KS
Cetera
David Martin is a CFP® with 15 years of industry experience and is currently with Cetera. His background includes roles at several firms, including Prosperity Advisors LLC and Comprehensive Retirement Solutions. Outside of finance, he is actively involved in theater, working as a performer, director, and writer with multiple theatrical companies and productions in the Kansas City area. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment solutions, including model portfolios, third-party managers, and bespoke strategies across various program structures and authorities.
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