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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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Fate S

Series 63, Series 65

Topeka, KS

LPL Enterprise

Fate Spurlock is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His career includes roles at Ameritas Advisory Services, Ameritas Investment Corp, and Envision Wealth Network. He has also served as President of Spurlock Financial Services, Inc. since 1980. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joseph R

Series 66

Topeka, KS

Edward Jones

Joseph Roberson is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Eric M

ChFC®, Series 66

Topeka, KS

Edward Jones

Eric Mueting is a financial advisor at Edward Jones in Topeka, KS, holding the ChFC® designation and a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm provides a range of advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Lawrence H

Series 66

Topeka, KS

LPL Financial

Lawrence Hesse is a financial advisor with LPL Financial, holding a Series 66 credential and 52 years of industry experience. His career includes long tenures at American United Life Insurance Company, Union Central, Cornerstone Advisors, LLC, and Cambridge Investment Research. He is based in Topeka, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.

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

Series 65, Series 63

Topeka, KS

OSAIC

Pamela Luthi is a financial advisor at OSAIC with five years of industry experience. She holds Series 65 and Series 63 licenses and has operated Pam Luthi Insurance Solutions, LLC since 2014, providing various insurance products including health insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. She also serves as Vice President of the Topeka Independent Business Association, a local small business organization. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools, risk 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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Theresa Y

PFS™, Series 66

Topeka, KS

LPL Financial

Theresa Young is a financial advisor at LPL Financial with 28 years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining LPL Financial in 2024, she worked at Royal Alliance Associates for 18 years and has additional experience at Investment Advisors Asset Management LLC and Berberich Trahan & Co. She is also involved part-time with Mark Young CPA, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

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

Series 63, Series 65

Topeka, KS

Ameriprise

Jeffrey Stebbins is a financial advisor with Ameriprise in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Funds Management. Outside of his advisory work, he serves as President of the South Pointe Estates HOA board and sells baseball cards on eBay. Ameriprise offers specialized retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Courtney W

Series 66

Topeka, KS

Edward Jones

Courtney Wehner is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has prior work experience including roles in education and digital content creation through Teacher Synergy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and a nationwide network of advisors and branches.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Caleb C

Series 66

Topeka, KS

Edward Jones

Caleb Current is a Series 66 licensed financial advisor with Edward Jones in Topeka, KS, where he has worked since 2019. He has six years of industry experience and has held various roles across several companies prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutional investors. The firm offers a range of advisory programs, including discretionary and non-discretionary 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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Kristen S

CFP®, Series 66

Topeka, KS

Edward Jones

Kristen Starr is a CFP® and Series 66-licensed financial advisor with six years of experience, currently practicing at Edward Jones in Topeka, KS. She has worked previously with the same firm from 2012 to 2018 and has been involved with Gary's Fall Festival, a local community event. Additionally, she has experience with Topeka Public Schools dating back to 2017. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jackson F

Series 66

Topeka, KS

Cetera

Jackson Fager is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at several financial firms, including CoreFirst Bank & Trust and Renaissance Financial, alongside his current role at Cetera. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

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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Jeffrey H

Series 63, Series 65

Topeka, KS

STIFEL

Jeffrey Hughes is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning
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Kelly D

Series 63, Series 66

Topeka, KS

Edward Jones

Kelly Donaldson is a financial advisor at Edward Jones with 25 years of industry experience, having worked at the firm since 2001. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he owns a vacation home in Sarasota, Florida. 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ronda M

Series 63, Series 65

Topeka, KS

Primerica Advisors

Ronda Monhollon is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995 and previously worked for the Topeka Public School District 501 from 2019 to 2021. Outside of her advisory role, she has engaged in self-employed house cleaning for a small client base. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients using model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed-fee billing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Julianne M

Series 63, Series 65

Topeka, KS

Thrivent Investment Management

Julianne Meier Tinoco is a financial advisor with Thrivent Investment Management in Topeka, KS, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves on the board of Children's Day Out, a Christian preschool, and owns and coaches at Love to Play Volleyball, a local volleyball training and coaching program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations on a wide range of planning topics. The firm does not manage portfolios for institutional clients and offers planning separately from managed accounts through a consolidated billing option.

Business ownership considerations
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Laura L

Series 66

Topeka, KS

Wells Fargo Advisors

Laura Lyons is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones for three years before joining Wells Fargo Clearing in 2019. Lyons has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include specialized areas such as business-owner transition and special-needs planning, using Wells Fargo’s research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Richard M

Series 63, Series 65

Topeka, KS

Primerica Advisors

Richard Malloy is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved with the Mike McDonnell Golf Tournament for Hospice. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap fee structure, with custody and trade execution services provided by Pershing and Primerica Brokerage Services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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