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Luke S

CFP®, Series 66

Overland Park, KS

Cetera

Luke Scott is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with Cetera and has held roles at Renaissance Financial since 2010 as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. Scott also serves as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform that includes both discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew M

Series 66

Overland Park, KS

Cetera

Matthew Musson is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. His prior work includes various roles at the University of Kansas, hospitality businesses such as The Hawk Tavern and The Jayhawk Cafe, and positions at country clubs and golf-related companies. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment approaches, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Riley L

Series 66

Overland Park, KS

Cetera

Riley Landuyt is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp since 2018, alongside his current role at Cetera. Outside of advising, Landuyt is engaged in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, supported by a large network of advisors and over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nora B

Series 66

Overland Park, KS

Cetera

Nora Borrowman is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Renaissance Financial, Bank of Springfield, and Hy-Vee, Inc. She has also been involved with the University of Kansas in multiple capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and assets exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexander B

Series 66

Overland Park, KS

Cetera

Alexander Barrett is a financial advisor with Cetera based in Overland Park, KS, holding a Series 66 credential and two years of industry experience. Prior to his current role, he was involved with Nivo Solar LLC and worked in various positions across multiple industries. He is also a financial advisor at Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexander R

Series 66

Overland Park, KS

Cetera

Alexander Riley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Kentucky Educational Television. Riley is also involved with Renaissance Financial, where he provides financial advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services across diverse program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kaden M

Series 66

Overland Park, KS

Cetera

Kaden Macha is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with firms including Renaissance Financial and Minnesota Life Insurance Company. Outside of his advisory roles, he also works part time as a consultant for a family-owned business, Macha Enterprises. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tanner O

Series 66

Overland Park, KS

Cetera

Tanner Owen is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. He has worked with multiple firms including White Iron Ridge and Renaissance Financial, where he also serves as a financial advisor. Outside of his advisory role, Owen volunteers as a coach with the youth development organization First Tee and as a mentor for Big Brothers Big Sisters. He also performs handyman work at a wedding venue. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and consulting services, supporting over 10,000 advisors and managing assets exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Erin F

Series 66

Overland Park, KS

Cetera

Erin Fagan is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has worked at Cetera Wealth Services, LLC since 2025. Prior to her advisory role, her background includes positions at Huhtamaki, State Farm, and Cyclebar. Outside of her advisory duties, she is involved as a babysitter apprentice with Nou Nou Neighbors, a service connecting babysitters with families. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures including discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nathan G

Series 66

Overland Park, KS

Cetera

Nathan Goertzen is a financial advisor with Cetera who holds the Series 66 designation and has five years of industry experience. He has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Co, among others. Outside of his advisory work, he is involved with Fresh Prints and has experience teaching at the University of Kansas. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party model portfolios with various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tatum S

CFP®, Series 63, Series 66

Overland Park, KS

Cetera

Tatum Schuler is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera, Schuler worked at Charles Schwab Bank and Charles Schwab for 13 years, as well as American Century Advisory Services and earlier roles at Cetera. In addition to work at Cetera, Schuler is involved with Rally Wealth and Benefits as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services across multiple program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Zachary E

CFP®, Series 66

Overland Park, KS

Cetera

Zachary Eckert is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. He has previously worked at Securian Financial Services and Minnesota Life Insurance Company and maintains his role as a financial advisor at Renaissance Financial Corp. In addition to his advisory work, he is active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting a nationwide network of independent advisors. The firm services a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and offers various portfolio management and financial planning solutions through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lucas B

Series 66

Overland Park, KS

Cetera

Lucas Brandt is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has previously worked at Securian Financial Services, Minnesota Life Insurance, A1 Mortgage, and Brady Crawford State Farm. He is also involved with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with access to various portfolio management options and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tanner C

Series 66

Overland Park, KS

Cetera

Tanner Coble is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Minnesota Life Insurance Company and Securian Financial Services, Inc. Outside of his advisory role, Coble serves as the Audit & Finance Chairman on the Kansas City Area Development Council advisory board and coaches youth boys basketball in Olathe, Kansas. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and advisory services, supporting a large network of advisors and managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas W

Series 66

Overland Park, KS

Cetera

Thomas Wons is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His work history includes roles at Cetera, Securian Financial, OneDigital, and the University of Missouri - Columbia. He is also involved with Renaissance Financial in a registered staff capacity, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kiersten W

Series 66

Overland Park, KS

Cetera

Kiersten Wynn is a Series 66 licensed financial advisor with two years of industry experience. She is currently associated with Cetera and Rally Wealth and Benefits, having previously worked at LPL Financial and Edward Jones. Outside of her advisory role, she also provides notary public services and works as a cashier at a local donut shop. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with various program options to meet client needs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Blake P

Series 66

Overland Park, KS

Cetera

Blake Pierce is a Series 66-registered financial advisor at Cetera with one year of industry experience. He has previously worked with Renaissance Financial and held various roles at The University of Kansas and other organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with a broad network of over 10,000 advisors and approximately $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kristina S

Series 63, Series 65

Overland Park, KS

Cetera

Kristina Strickland is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and Trinity Planning Group. Outside of financial advising, she serves as Children’s Director at Faith Vineyard Church and owns Red Trail Farm and Stables, a horseback riding lesson and training facility. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Andrew W

Series 66

Overland Park, KS

Cetera

Andrew Winkler is a financial advisor with Cetera, holding the Series 66 designation and seven years of industry experience. He has been with Cetera and Cetera Wealth Services since 2023 and also serves as a financial advisor at Renaissance Financial Services Inc. since 2018. Prior to his current roles, he worked at Securian Financial and Minnesota Life, and has a background that includes a position in the Kansas State College of Business IT Department. He is also licensed to sell fixed insurance products and works as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and advisory services through multiple program platforms and model portfolios, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Meghan F

Series 66

Overland Park, KS

Cetera

Meghan Fries is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Her background includes teaching roles at the University of Nebraska-Lincoln and involvement with community organizations such as the United Methodist Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. 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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Chad G

Series 66

Overland Park, KS

Cetera

Chad Gerdes is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp. since 2016, alongside roles at Minnesota Life Insurance Co. and Securian Financial Services. Gerdes serves on the advisory board of Big Brothers Big Sisters in Kansas City. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to over 10,000 advisors nationwide. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jake V

Series 66

Overland Park, KS

Cetera

Jake Verwers is a financial advisor with Cetera, holding a Series 66 designation and having one year of industry experience. His career includes roles at Cetera Wealth Services, Renaissance Financial, and various educational institutions. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets with over 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Davis H

Series 66

Overland Park, KS

Cetera

Davis Harrison is a financial advisor with Cetera and holds a Series 66 designation. He has five years of industry experience, including roles at Renaissance Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory work, he coaches youth lacrosse for middle school students and serves on the board of a nonprofit organization that awards scholarships. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program structures and investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bruce G

Series 63, Series 66

Overland Park, KS

Cetera

Bruce Glenn is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network and Trinity Planning Group. Outside of his advisory role, he co-owns Independence Business Edge, which facilitates collaboration and charity events among professionals in mortgage banking, insurance, estate planning, and accounting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm 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 that provides access to affiliated and third-party managers under various discretionary and non-discretionary arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Angela H

ChFC®, Series 66

Overland Park, KS

Cetera

Angela Hudson is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with 11 years of industry experience. She has worked with Cetera and its affiliated entities since 2015 and owns Hudson Planning Services, LLC, a financial services firm. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert G

Series 66

Overland Park, KS

Cetera

Robert Goodman is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to that, he was affiliated with Renaissance Financial Corp and Securian Financial Services, and he continues to serve as registered staff at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, 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, utilizing multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jon O

Series 63, Series 65

Overland Park, KS

Cetera

Jon Ogren is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked for firms including Renaissance Financial Corporation and Securian Financial Services. Outside of advisory work, he owns a web-based fitness business that offers virtual classes, serves as an adjunct lecturer on 401(k) plans, and is a board member of a nonprofit focused on supporting fathers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Garett V

Series 66

Overland Park, KS

Cetera

Garett Vance is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has previously worked with Renaissance Financial Corp and Minnesota Life Insurance Company. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Logan T

Series 66

Overland Park, KS

Cetera

Logan Tillmon is a Series 66 licensed financial advisor with Cetera, based in Overland Park, KS, and has three years of industry experience. He has also held roles at Renaissance Financial and Minnesota Life Insurance Company. Outside of his advisory duties, he is engaged in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William E

Series 63, Series 65

Overland Park, KS

Cetera

William Eckert II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Minnesota Life Insurance Co, Securian Financial Services, and Strategic Financial Partners. Outside of his advisory work, he serves as an officer for Kamo Adventures Inc and volunteers as a trainer and teacher at the University of Kansas. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to implement various model portfolios and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jordan C

Series 66

Overland Park, KS

Cetera

Jordan Churchill is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. He has worked at several firms including Renaissance Financial Corporation, Securian Financial Services, Minnesota Life Insurance Services, and CrossFirst Bank. Outside of his advisory work, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to various third-party managers and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph M

Series 63, Series 66

Overland Park, KS

Cetera

Joseph Michael is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Commonwealth Financial Network, Infinitas, OneAmerica Securities, and American United Life. He is also involved with Rally Wealth and Benefits, providing financial planning for qualified plans and private wealth. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored 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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kristin B

Series 66

Overland Park, KS

Cetera

Kristin Brandt is a financial advisor with Cetera, holding the Series 66 designation and three years of industry experience. She has worked at Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services Inc. Her prior career includes nine years with the North Kansas City School District. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored 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 various third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexandra O

Series 66

Overland Park, KS

Cetera

Alexandra Ogren is a financial advisor with Cetera, holding a Series 66 designation and beginning her advisory career in 2025. She has prior experience working with Renaissance Financial and has also worked as a nanny. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jack J

Series 66

Overland Park, KS

Cetera

Jack Johnson is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes various roles at Kansas State University, the City of Branson, and the Blue Springs School District. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Frank P

Series 63, Series 65

Overland Park, KS

Cetera

Frank Palma is a financial advisor with Cetera based in Overland Park, KS. He holds Series 63 and Series 65 licenses and has less than one year of industry experience. Prior to joining Cetera, Palma has held various roles across education and retail sectors, including positions at Kansas State University and Amazon. 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 range of portfolio management and consulting services through a multi-manager platform that supports both discretionary and non-discretionary approaches.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Wyatt H

Series 66

Overland Park, KS

Cetera

Wyatt Hoffman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. Outside of his advisory role, he has been involved with Renaissance Financial as a financial advisor providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to various program platforms and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Seth F

Series 66

Overland Park, KS

Cetera

Seth Faulkner is a financial advisor with Cetera, holding a Series 66 designation and based in Overland Park, KS. He has been with Cetera and its affiliate Cetera Wealth Services, LLC, since 2025. Outside of advising, he has entrepreneurial experience with MOSports Authentics & Apparel from 2020 to 2023. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting a wide range of investment strategies and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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