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Ryan F

CFP®, Series 66, Series 63

Overland Park, KS

NEwEdge Advisors

Ryan Forster is a financial advisor with NewEdge Advisors and holds the CFP® designation along with Series 66 and Series 63 licenses. He has 18 years of industry experience, having previously worked at firms including Cetera Advisors LLC and Engage Advisors, LLC. Outside of his advisory work, Mr. Forster is a partner at E Social, a real estate and social club where he oversees financials and operations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, emphasizing centralized due diligence and technology-supported investment solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian M

Series 63, Series 66

Olathe, KS

Focus Partners Wealth, LLC

Brian Mayfield is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Colony Group, LLC and American Century Investment Services Inc. since 2016. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Calista R

Series 66

Overland Park, KS

Valic Financial Advisors

Calista Randall is a financial advisor at Valic Financial Advisors with a Series 66 credential and three years of industry experience. Her work history includes roles at Agia and multiple positions in education and community organizations. Outside of her advisory role, she provides non-securities insurance products through Agia and offers pet sitting and walking services via the Rover app. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and various overlay options for portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Linda H

CFP®, Series 63, Series 65

Overland Park, KS

Valic Financial Advisors

Linda Hall is a CFP® professional with 39 years of industry experience, currently serving at Valic Financial Advisors since 1987. She also holds licenses for Series 63 and Series 65. In addition to her advisory role, she is affiliated with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, along with employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party UMA model managers.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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John N

Series 63, Series 65

Olathe, KS

OSAIC Institutions, INC.

John Nauman is a financial advisor with OSAIC Institutions, INC. in Olathe, KS, holding Series 63 and Series 65 credentials and possessing 49 years of industry experience. His prior roles include positions at Infinex Investments, Inc., INVEST Financial Corp, and Bankers & Investors Co., Inc. He also serves as a trustee for a family trust and is involved in insurance sales on a limited basis. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser model, which supports a broad range of investment approaches and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Theodore A

Series 66

Overland Park, KS

Valic Financial Advisors

Theodore Adams is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He began his advisory career in 2025 and has prior experience in logistics, education, and franchise operations. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services using Envestnet UMA models and operates with over 1,200 advisors managing approximately $26.4 billion in discretionary assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Timothy W

Series 63, Series 65

Overland Park, KS

Ameritas Advisory Services, LLC

Timothy Walla is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, and Envision Wealth Network. Outside of financial advisory, he owns R.W. Engineering, Inc., a business involved in industrial equipment sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies to serve a diverse client base.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Michael D

Series 66, Series 63

Olathe, KS

Empower Advisory Group

Michael Di Santo is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior work history at Empower Financial Services, SmartAsset, Angi, and DST Enterprise Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Lori S

Series 63, Series 65

Olathe, KS

Empower Advisory Group

Lori Schumann is a financial advisor with Empower Advisory Group in Olathe, Kansas. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Since 2015, she has been advising at Assets Group LLC. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups designated by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Allison L

Series 66

Overland Park, KS

Edward Jones

Allison Lampo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Kansas City Life Insurance for six years and has held positions in various companies including Target, Brown Smith Wallace, and the University of Missouri. 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 with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
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Pierre B

Series 63, Series 65

Overland Park, KS

OSAIC

Pierre Badertscher is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Woodbury Financial Services Inc. and First Heartland Capital Inc. Badertscher is a co-owner of SECURITY FINANCIAL Inc., an S-corp involved in the sale and distribution of insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.

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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Curtis L

Series 63, Series 66

Paola, KS

Edward Jones

Curtis Long Jr. is a financial advisor with Edward Jones in Paola, Kansas, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he serves as a trustee for the First Lutheran Church Endowment Fund and is a board member of the USD #368 Endowment Association. Edward Jones is a full-service wealth management firm serving a broad range of clients including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs with discretionary and non-discretionary investment strategies.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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John D

Series 66

Leawood, KS

Charles Schwab

John Daley is a financial advisor with Charles Schwab & Co., Inc. He holds the Series 66 designation and has experience in the financial industry including prior roles at HomeVestors of America and Keller Williams Southland Partners LLC. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

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

Series 66

Gardner, KS

Edward Jones

Peter Carr is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as an assistant basketball coach for the boys basketball program at Baldwin USD 348. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Taylor C

Series 63, Series 65

Olathe, KS

LPL Financial

Taylor Cole is a financial advisor with LPL Financial in Olathe, KS, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, Taylor worked at Securities America, Inc. and Compass Financial Resources. Outside of finance, Taylor is involved in IT work and has part-time experience with DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Dean C

CFP®, Series 63

Overland Park, KS

OSAIC

Dean Callison is a financial advisor with OSAIC, holding CFP® and Series 63 designations and bringing 38 years of industry experience. His prior roles include long-term tenures at First Heartland Capital, Inc. and Woodbury Financial Services. Outside of his advisory work, he provides philanthropic consulting, assisting nonprofits and donors with strategic giving. OSAIC serves a diverse client base, including individual and institutional investors, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolio construction using both proprietary tools and third-party platforms.

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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Andrew M

Series 66

Overland Park, KS

Edward Jones

Andrew Mc Laughlin is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at ALDI Inc. for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Planning for children with special needs General retirement planning Founder/Business Owner
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Bryan B

Series 66

Overland Park, KS

LPL Enterprise

Bryan Buczek is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in the coatings industry and served on the Shelby County Board of Education. He is also associated with StrageiX Insights, LLC, a business entity used for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Bailey W

Series 66

Leawood, KS

Charles Schwab

Bailey Walls is a Series 66-licensed financial advisor with Charles Schwab, based in Leawood, KS, and has one year of industry experience. Prior to joining Schwab, Walls held positions at Renaissance Financial and Cetera Wealth Services, LLC. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, offering multi-asset model portfolios and alternative investment options supported by extensive research and centralized operations.

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

Series 66

Overland Park, KS

Edward Jones

Hannah Cowan is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and eight years of industry experience. She worked at Central National Bank for six years before joining Edward Jones in 2017. Outside of her advisory role, she manages income from a family farm in Gardner, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm oversees approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

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