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Steven H

Series 66

Lawrence, KS

Ameriprise

Steven Hanna is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he is involved with SRS Enterprise, Inc., where he manages practice operations. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to tailor recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gary S

CFP®, Series 63, Series 66

Topeka, KS

Raymond James Financial

Gary Starr is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 19 years at Edward Jones before joining Raymond James in 2022. Outside of his advisory work, he owns an agritourism business called Gary's Berries and holds a position with the Kaw Delaware Drainage District. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a unique municipal advisor affiliation to assist with public finance.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tristen S

Series 66

Lawrence, KS

Ameriprise

Tristen Shackelford is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he held various roles including positions at Logie's On Mass, the University of Kansas, and Soccer Master. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Katherine D

Series 66

Topeka, KS

Edward Jones

Katherine Dean is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation. She has worked with Edward Jones since 2016 and has prior experience with Thirty-One from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Topeka, KS

Edward Jones

Catherine Brake is a financial advisor with Edward Jones in Topeka, KS. She holds a Series 66 designation and has 14 years of experience at Edward Jones, where she has worked since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

Topeka, KS

LPL Financial

Bret Lutz is a financial advisor with LPL Financial in Topeka, KS, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. His prior roles include a decade at Security Distributors, LLC and concurrent positions at LPL Financial and Envista Credit Union since 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Nickalas B

Series 66

Topeka, KS

LPL Financial

Nickalas Butler is a financial advisor at LPL Financial with 18 years of industry experience and holds a Series 66 designation. His prior experience includes working at Lakeshore Financial, LLC, and operating Butler Fishing LLC. Outside of his advisory role, he is involved with Smith Baseball Academy and owns Midwest Lawns LLC, a lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with research and model portfolio options.

College savings (529s, UTMA, etc.)
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Douglas S

Series 66

Lawrence, KS

LPL Financial

Douglas Stephens is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Fifteen:22 Financial Partners since 2013 as a partner and registered representative. Outside of his advisory role, he manages a family-owned real estate holding company. LPL Financial serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm supports both discretionary and non-discretionary management and provides model portfolios, research, and technology-enhanced investment solutions.

College savings (529s, UTMA, etc.)
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Stacy P

Series 66

Topeka, KS

STIFEL

Stacy Polzar is a financial advisor at Stifel with 23 years of industry experience. She has been with Stifel since 2009 and holds a Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and portfolio guidance intended as a basis for client decisions, with clients generally maintaining discretion over implementation.

General retirement planning Income planning
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Sara B

Series 66

Topeka, KS

Thrivent Investment Management

Sara Blair is a Series 66-licensed financial advisor with Thrivent Investment Management in Topeka, KS, and has four years of industry experience. She has been with Thrivent since 2021. Prior to her financial advisory career, she worked at Oldcastle Infrastructures from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
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Edward Z

Series 63, Series 65

Lawrence, KS

Cetera

Edward Zeller is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, Zeller serves as president of the Lawrence Action Civitan Club, a civic organization focused on assisting those less fortunate and individuals with disabilities. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment solutions.

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 K

Series 63, Series 65

Lawrence, KS

Raymond James Financial

Joseph Karnes is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Raymond James and Central National Bank’s Wealth Management and Trust Services Division. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Margaret S

CFP®, Series 63, Series 65

Lawrence, KS

LPL Financial

Margaret Stenseng is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2021. She has a background that includes 28 years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, she was involved with the Abwa Engaging Leaders Chapter from 2017 to 2020. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

College savings (529s, UTMA, etc.)
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Darin L

Series 63, Series 65

Meriden, KS

OSAIC

Darin Lawhorn is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 17 years. Outside of advising, he teaches social studies and business classes at Jefferson West High School in Meriden, Kansas, and operates a traditional life and health insurance business. OSAIC serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to manage portfolios on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ryan C

Series 63, Series 66

Lawrence, KS

Edward Jones

Ryan Catlin is a financial advisor with Edward Jones in Lawrence, KS, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 2000 and also has ties to MetLife Securities Inc. and Metropolitan Life Insurance Company since 1999. Catlin serves as a board member for the Ballard Center and the Lawrence Country Club in Lawrence. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, 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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Blake B

Series 66

Lawrence, KS

LPL Financial

Blake Birdsall is a financial advisor with LPL Financial based in Lawrence, KS, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved in business development with TSC Ecosolutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Douglas B

Series 63, Series 66

Lawrence, KS

LPL Financial

Douglas Bennett is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 38 years of industry experience, including prior roles at Nations Financial Group and Great Plains Financial Group. Bennett is also involved as a partner in Fifteen:22 Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by research and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Matthew W

Series 66

Topeka, KS

Edward Jones

Matthew Wurtz is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, access to 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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Ashton G

Series 66

Lawrence, KS

LPL Financial

Ashton Gant is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Gant worked at Cambridge Investment Research, Inc. from 2020 to 2023 and has additional work experience in retail and health club industries. Outside of advisory work, Gant is employed part-time as a sales associate with Altar'd State. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, incorporating both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Michelle Y

Series 63, Series 65

Topeka, KS

Primerica Advisors

Michelle Ybarra is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses. She has four years of industry experience, including roles at Primerica Financial Services and Casey's General, as well as service with the Kansas Army National Guard. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a network of nearly 3,700 financial advisors nationwide. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and offers a range of tactical and strategic portfolio options.

ESG / Sustainable investing Tax-loss harvesting Income planning
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