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Joseph R

CFP®, ChFC®, Series 63, Series 66

Topeka, KS

Cetera

Joseph Reid is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Cetera in Topeka, KS. His prior experience includes roles at Edward Jones and Avantax, as well as managing seasonal operations at Gary Starr’s Berries Fall Festival. He is also a member of the resource development committee for the United Way of Kaw Valley. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory 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 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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Kyle J

Series 63, Series 65

Topeka, KS

Cetera

Kyle Johnson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He is the owner of Link Wealth Strategies, a retirement planning and wealth management firm, and also leads The Owners Playbook, a business coaching venture focused on personal and business leadership for young professionals. Additionally, he operates Linked Planning Partners, which provides networking and referral services through educational events. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts with access to various third-party money managers and model portfolios.

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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Kendall B

CFP®, ChFC®, Series 66

Topeka, KS

Cetera

Kendall Beemer is a CFP® and ChFC® with four years of industry experience currently advising at Cetera. Prior to joining Cetera, Kendall held roles at Avantax Insurance Agency and Avantax Investment Services, and has been involved with Link Wealth Strategies since 2022. He serves on the planning team for the Bridge Builders Club, an educational program providing personal finance and investment knowledge to middle and high school students in Topeka. Cetera Investment Advisers LLC is a large SEC-registered advisory platform serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager approach to portfolio management with access to a variety of 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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Tammy H

Series 63, Series 66

Topeka, KS

Cetera

Tammy Harmon is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Avantax Advisory Services and related entities for over a decade before joining Cetera in 2025. Outside of her advisory role, she is the owner and sole proprietor of Harmon Financial and Tax Services, offering tax preparation and bookkeeping services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and custodial 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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Todd B

Series 66, Series 65

Topeka, KS

Cetera

Todd Beemer is a financial advisor at Cetera with credentials including the Series 65 and Series 66 licenses and two years of industry experience. He has held roles at multiple firms including Avantax Advisory Services and Bradley E. Hammel, CPA, PA. Outside of his advisory work, he is the owner and managing CPA of Navigator CPA Inc and serves as a board member of the Christ First Counselling Center. He is also involved in professional coaching through Beemer Coaching Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of advisors. The firm offers a variety of portfolio management and financial planning services utilizing multiple program structures and 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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