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Brennan H

Series 66

Lansing, KS

Edward Jones

Brennan Hurt is a financial advisor with Edward Jones in Lansing, KS, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Aflac and PRG. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Randy M

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

OSAIC

Randy Mcqueen is a financial advisor at Osaic Wealth, Inc. with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic since 2018, following his tenure at Signator Investors, Inc. from 2016 to 2018. Mcqueen also serves as president of McQueen Financial Group, providing fixed insurance products as part of his financial planning services. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

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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David L

ChFC®, Series 63, Series 65

Lenexa, KS

Cetera

David Loftus is a financial advisor with Cetera and holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with Cetera and affiliated entities since 2015. Prior to Cetera, he worked at Mainstreet Credit Union. 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 discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment options 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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Todd B

Series 63, Series 66

Kansas City, MO

LPL Financial

Todd Barr is a financial advisor with LPL Financial in Kansas City, MO, holding the Series 63 and Series 66 credentials and having 25 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, Barr occasionally provides legal services, representing clients for traffic violations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Joshua N

Series 63, Series 66

Overland Park, KS

Charles Schwab

Joshua Novorr is a financial advisor at Charles Schwab & Co., Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and includes multi-asset model portfolios supported by research from its Center for Financial Research.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Richard K

Series 63, Series 66

Kansas City, KS

LPL Financial

Richard Kaufmann is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he teaches an investment course at Kansas City Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning services, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

CFP®, Series 63

Overland Park, KS

OSAIC

Warren Williams Jr. is a CFP®-designated financial advisor with 28 years of industry experience, currently with Osaic in Overland Park, KS since 2024. He previously worked at Securities America Advisors, Inc. and SSN Advisory Inc. among other firms. Williams is also involved with Williams Financial Inc., offering term life insurance, Medicare supplement plans, and ancillary products. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services with a focus on asset allocation, portfolio construction, and access to third-party managers.

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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Ryne K

Series 66

Parkville, MO

Edward Jones

Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. 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, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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De Wayne O

CFP®, Series 66

Lenexa, KS

Edward Jones

De Wayne Ovard is a CFP®-designated financial advisor with Edward Jones in Lenexa, KS, with 14 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers diverse investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Zachary M

CFA®, Series 66

Overland Park, KS

OSAIC

Zachary McQueen is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He has worked at OSAIC since 2021 and previously held roles at Randy G McQueen CLU, ChFC, CFP and Northwestern Mutual. In addition to his advisory duties, he operates a sole proprietorship focused on the solicitation and sale of fixed insurance products in Kansas. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and model portfolios that include a broad range of investment products.

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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Daniel F

Series 63, Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Daniel Forgy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he is a CPA and managing member of Forgy Financial LLC, providing accounting services, and also works as an independent insurance agent selling life, health, and disability products. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jason H

Series 66

Parkville, MO

Thrivent Investment Management

Jason Henke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning covering various topics, including retirement, tax, estate, and business continuation, while keeping planning separate from managed-account services.

Business ownership considerations
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Debra S

Series 63, Series 66

Overland Park, KS

LPL Financial

Debra Shultz is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial and V Wealth Management, LLC since 2010. Shultz serves as a non-profit board member for the Missouri Korean War Veterans Memorial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jason H

Series 63, Series 66

Shawnee, KS

Edward Jones

Jason Haney is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in Woodsonia Investments, LLC, a commercial real estate business in Omaha, Nebraska. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates with a fiduciary standard.

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

ChFC®, Series 63, Series 66

Overland Park, KS

Thrivent Investment Management

John Estes is a financial advisor with Thrivent Investment Management, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has been with Thrivent in various capacities since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across multiple financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services separate.

Business ownership considerations
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Benjamin S

Series 66

Lenexa, KS

Edward Jones

Benjamin Sieve is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for ten years at Iqvia. Outside of his advisory role, he owns Hudson Bryce Enterprises, LLC, a marketing business specializing in website development and consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to 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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Andrew M

CFP®, Series 66

Shawnee, KS

Edward Jones

Andrew Mitchell is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advising, he is involved as a partner in managing a rental property in Dodge City, KS. Edward Jones is a full-service wealth management firm serving over four million clients with a range of advisory programs, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kurt H

Series 63, Series 66

Lenexa, KS

Edward Jones

Kurt Hill is a financial advisor with Edward Jones in Lenexa, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 27 years, starting in 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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Alexandra A

Series 66

Lenexa, KS

Edward Jones

Alexandra Acock is a Series 66-licensed financial advisor with Edward Jones, based in Lenexa, KS, with one year of industry experience. She has been with Edward Jones since 2015 in various roles before her current position. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across different wealth segments, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 advisors.

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

Series 66

Shawnee, KS

Edward Jones

Nathan Haney is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Dogwood Wealth Management and Financial Partners Group. Haney was involved with Delta Upsilon at Kansas State and worked at Powercat Financial and Colbert Hills Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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