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Julie K

Series 66

Overland Park, KS

VOYA Financial Advisors, Inc.

Julie Kurland is a financial advisor with VOYA Financial Advisors, Inc. and holds the Series 66 designation. She has 13 years of industry experience, working with Simmons Wealth Management since 2015 and VOYA Financial Advisors since 2014. Outside of her advisory role, she serves as a volunteer city council member for Lake Quivira, KS, through 2025. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm utilizes an investment approach centered on policy statements and model allocations, combining in-house and external strategists with technology-enabled tools, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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John O

Series 63, Series 66

Overland Park, KS

VOYA Financial Advisors, Inc.

John O'Brien is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Voya Financial and its affiliated firms since 2009. Outside of his advisory role, he is involved in the sale and service of Voya's Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to implement client recommendations, offering both discretionary and non-discretionary account management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Aidan L

Series 63, Series 65

Overland Park, KS

VOYA Financial Advisors, Inc.

Aidan Lynch is a financial advisor with Voya Financial Advisors, Inc. and Simmons Wealth Management Group, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Bullwinkles Bar and You Move Me, in addition to being a student at the University of Kansas. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology-enabled tools, and both discretionary and non-discretionary management to deliver financial planning, portfolio management, and retirement advisory services.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Mark P

Series 63, Series 66

Overland Park, KS

VOYA Financial Advisors, Inc.

Mark Prestwood is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously operated Prestwood Financial Group, LLC from 2010 to 2022. Outside of his advisory role, he is an independent insurance agent. VOYA Financial Advisors is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and a range of advisory services using both affiliated and unaffiliated investment products, with a focus on structured client relationships through investment policy statements and model portfolios.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Edward S

Series 63, Series 66

Overland Park, KS

VOYA Financial Advisors, Inc.

Edward Simmons is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Voya Financial Advisors since 2014 and leads Simmons Wealth Management, where he also operates as an independent insurance agent specializing in fixed insurance sales. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to deliver both discretionary and non-discretionary investment management across a broad range of affiliated and unaffiliated products.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Shelli B

Series 63, Series 66

Overland Park, KS

VOYA Financial Advisors, Inc.

Shelli Buffington is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Shelli previously worked at Prestwood Financial Group and has been with VOYA since 2014. She also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services through a combination of in-house and third-party solutions. The firm manages many accounts on a non-discretionary basis and integrates technology-enabled tools and model portfolios to implement client strategies.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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William H

Series 63, Series 65

Overland Park, KS

VOYA Financial Advisors, Inc.

William Hirschler is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of his advisory work, Hirschler serves as co-executor for his mother’s estate. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individual, pension, charitable, and corporate clients. The firm emphasizes investment policy statements and model portfolios, combining in-house and external strategists, and offers a range of managed account programs with both discretionary and non-discretionary options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Sheri B

Series 63, Series 65

Overland Park, KS

VOYA Financial Advisors, Inc.

Sheri Birdsell is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Her career includes roles at Prestwood Financial Group and her own practice, S Birdsell FA. Birdsell also operates as an independent insurance agent, specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. provides a range of financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and third-party strategies, model portfolios, and technology tools to manage client relationships, offering both advisory and broker-dealer services.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Cole O

CFP®, Series 63, Series 65

Overland Park, KS

VOYA Financial Advisors, Inc.

Cole O'Brien is a CFP® professional with four years of industry experience. He is currently an advisor at Voya Financial Advisors, Inc., having joined the firm in 2023 after a year at American Century Investment Services, Inc. Outside of his advisory work, he also operates as an independent agent selling fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through both discretionary and non-discretionary arrangements, utilizing in-house and third-party strategies and technology-enabled tools.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Marisa B

Series 63, Series 66

Overland Park, KS

VOYA Financial Advisors, Inc.

Marisa Brown is a financial advisor with VOYA Financial Advisors, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked with VOYA Financial Advisors since 2014 and Simmons Wealth Management since 2015. Outside of her advisory career, she is the owner and president of Diva Bead Company, a handmade jewelry design and sales business established in 2003. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, serving individuals, pension plans, charitable organizations, and corporate clients through financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm integrates model portfolios and technology-enabled tools to support both non-discretionary and certain discretionary management strategies.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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