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Cathy R

Series 66

Tecumseh, KS

LPL Financial

Cathy Reynoso is a Series 66-licensed financial advisor with LPL Financial in Tecumseh, Kansas, and has 20 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she owns Madam Tinker, a business providing computer organizational tips and tricks. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Sara K

Series 66

Topeka, KS

Thrivent Investment Management

Sara Keil is a financial advisor at Thrivent Investment Management with two years of industry experience. She previously worked at Gradient Insurance Brokerage for nine years. Keil holds a Series 66 designation and is located in Topeka, KS. 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 planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Christopher A

Series 63, Series 65

Topeka, KS

LPL Financial

Christopher Adams is a financial advisor with LPL Financial in Topeka, KS, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior firms include Cambridge Investment Research Advisors and National Planning Corporation. He is also involved in several business entities related to tax and investment purposes. 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 wide range of financial planning, advisory programs, and retirement consulting services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Thaddaeus A

Series 66

Topeka, KS

LPL Enterprise

Thaddaeus Allen is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Edward Jones and Smith, Moore & Co. Allen serves on the board of the Auburn Community Center, a nonprofit organization in Auburn, Kansas. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that includes insurance and lending products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Gabriel O

Series 66

Topeka, KS

Edward Jones

Gabriel O'Shea is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the Greater Topeka Partnership. Outside of advising, he is co-owner of KOGO LLC, a consignment store, which his wife manages. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin C

Series 66

Topeka, KS

Edward Jones

Kevin Conley is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kurt G

Series 65

Topeka, KS

Cambridge Investment Research Advisors

Kurt Guth is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and 13 years of industry experience. He has been with Cambridge since 2013 and is also the owner and CEO of American Tax Service, Inc., a tax preparation and accounting firm he has operated since 2004. Additionally, he serves as a shareholder and board member of ASA Marketing Group, Inc., which provides marketing and advertising services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent professionals using a variety of investment platforms and strategies tailored to client objectives.

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

Series 66

Topeka, KS

LPL Financial

Connor Stanley is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at C & C Group for a total of four years and served in the Kansas Army National Guard from 2013 to 2019. In addition to his advisory role, he operates Stanley Tax, a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 63, Series 65

Topeka, KS

Primerica Advisors

Joyce Bacon is a financial advisor at Primerica Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Valerie N

Series 66

Topeka, KS

Edward Jones

Valerie Nelson is a Series 66-licensed financial advisor with Edward Jones in Topeka, KS, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is involved as a consultant in the skin care business Mary Kay. Edward Jones is a wealth management firm serving over 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.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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David D

ChFC®, Series 63

Topeka, KS

Cetera

David Damme is a financial advisor with Cetera, holding a ChFC® designation and over 26 years of industry experience. His prior roles include extensive work with Farmers Financial Solutions and managing his own insurance and tax preparation business. He also volunteers as a teacher for Junior Achievement USA, delivering economics education to students. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering comprehensive portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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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Bernard D

Series 63, Series 66

Topeka, KS

Edward Jones

Bernard Didde is a financial advisor with Edward Jones in Topeka, KS, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by 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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Sandra D

Series 63, Series 66

Topeka, KS

Edward Jones

Sandra Davis is a financial advisor at Edward Jones in Topeka, KS, holding Series 63 and Series 66 designations with 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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Beverly C

Series 63, Series 65

Topeka, KS

Primerica Advisors

Beverly Claycamp is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2006 and served in the Kansas Army National Guard from 2005 to 2021. Claycamp is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Daniel A

Series 66

Topeka, KS

LPL Enterprise

Daniel Allen is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Smith, Moore & Co., Azura Credit Union, and Edward Jones Investments. LPL Enterprise, LLC serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to diverse investment and insurance products through an integrated platform that combines adviser programs with active product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Philip K

Series 63, Series 66

Topeka, KS

Thrivent Investment Management

Philip Knowland is a financial advisor with Thrivent Investment Management in Topeka, KS, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Vice President of the Topeka Kansas Quarter Midget Association and manages a national-level youth racing team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering standalone planning or combined services under its WealthPlan program while maintaining separate management and planning functions.

Business ownership considerations
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Jahnnie B

CFP®, Series 63, Series 66

Topeka, KS

Edward Jones

Jahnnie Brake is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Topeka, KS, Brake holds Series 63 and Series 66 licenses alongside the CFP® designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Military & Veterans
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Kasey P

ChFC®, Series 66

Topeka, KS

Edward Jones

Kasey Priddy is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Blake S

Series 66

Topeka, KS

Raymond James Financial

Blake Sutton is a financial advisor at Raymond James Financial with 11 years of industry experience and holds a Series 66 designation. His prior experience includes roles at LPL Financial and CUNA Mutual Group. He also refers clients to OCI for individual health insurance and Medicare needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work alongside advisory programs.

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

Series 66

Topeka, KS

LPL Financial

Parker Winters is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at ArroWealth Financial and roles related to the University of Kansas and Hiawatha community organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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