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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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Daniel L

Series 63, Series 66

Topeka, KS

STIFEL

Daniel Long is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Company since 2016. Stifel serves a diverse client base 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.

General retirement planning Income planning
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Cory L

Series 66

Topeka, KS

Edward Jones

Cory Lusk is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he worked in law enforcement for over a decade, including five years with the Jackson County Sheriffs Office and nine years with the Beloit Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy Financial Professional Government Employee
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Todd W

ChFC®, Series 63, Series 66

Lawrence, KS

Edward Jones

Todd Walker is a financial advisor at Edward Jones in Lawrence, Kansas, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including over two decades with Edward Jones since 2004. 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 nationwide network of over 23,700 financial advisors.

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

Series 66

Topeka, KS

Cetera

John Hutton is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Cetera and has prior experience at American Century Investments and CoreFirst Bank & Trust. Hutton also worked in education at Kansas State University and Washburn Rural High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $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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Gilbert M

Series 66

Lawrence, KS

Edward Jones

Gilbert Montano Jr. is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at BNSF Railway. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Real estate investing Attorney
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John B

Series 63

Topeka, KS

Cambridge Investment Research Advisors

John Burdett is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cambridge since 2015 and also operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

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

Series 66

Lawrence, KS

Ameriprise

Amanda Robb is a Series 66-registered financial advisor with Ameriprise in Fort Collins, Colorado, with nine years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is employed by SRS Enterprise Inc, where she works as a financial advisor and client concierge. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kenton C

Series 66

Topeka, KS

Edward Jones

Kenton Cox is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones Investments since 2009. 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 strategies and affiliated investment options, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Early retirement planning Retired Founder/Business Owner Executive
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Scott C

Series 65, Series 63

Topeka, KS

Primerica Advisors

Scott Crimmins is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. Prior to his current role, he worked at American Family Insurance for 27 years. Outside of financial advising, he works as an adjuster for Frontier Adjusters in Lawrence, KS. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through model-based investment strategies developed by third-party managers and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Todd B

Series 66, Series 65

Topeka, KS

Cetera

Todd Beemer is a financial advisor at Cetera with credentials including the Series 65 and Series 66 licenses and two years of industry experience. He has held roles at multiple firms including Avantax Advisory Services and Bradley E. Hammel, CPA, PA. Outside of his advisory work, he is the owner and managing CPA of Navigator CPA Inc and serves as a board member of the Christ First Counselling Center. He is also involved in professional coaching through Beemer Coaching Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of advisors. The firm offers a variety of portfolio management and financial planning services utilizing multiple program structures and a multi-manager platform.

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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Gregory P

Series 66

Lawrence, KS

Raymond James Financial

Gregory Pavlyak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 66 designation and 17 years of industry experience. He has worked with firms including David M. King Associates and Schenewerk Capital LLC, and has a background in both financial advising and business ownership through Easterday Enterprises LLC. Pavlyak also served in the U.S. Navy Reserve and has a long-term affiliation with JetBlue Airways. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through its unique municipal advisor affiliation.

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

Series 66

Topeka, KS

Wells Fargo Advisors

Jeffery Dishman is a financial advisor with Wells Fargo Advisors in Topeka, Kansas, holding a Series 66 designation and 21 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked for Stifel, Nicolaus & Company, Incorporated for 12 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning in areas such as business-owner transition, sports and entertainment, and special-needs analysis, utilizing proprietary 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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Ryan G

Series 66

Lawrence, KS

Cetera

Ryan Gausman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Farm Bureau Financial Services and Aflac. In addition to his advisory role, Gausman is involved in financial advisory services with Brush Creek Partners and holds a position as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a nationwide adviser network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Ryan G

Series 63, Series 65

Topeka, KS

OSAIC

Ryan Gigous is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and has 18 years of industry experience. Prior to joining OSAIC in 2024, he worked nine years with Securities America Advisors and Securities America Inc. He is involved in nonprofit youth sports development as a board member of Sporting Kaw Valley Soccer Club. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors through a broad network of affiliated advisors and multiple platforms. The firm employs a range of portfolio construction tools and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money 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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Charles C

CFP®, Series 63

Lawrence, KS

Ameriprise

Charles Cary is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Lawrence, KS. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Cary and Associates, an S Corporation that manages business administrative functions. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Amy M

Series 66

Topeka, KS

Wells Fargo Advisors

Amy Mccollum is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. She is also involved in investment-related activities through ownership in MCCOLLUM MANAGEMENT, LLC and CASEBEER MCCOLLUM WEALTH MANAGEMENT, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients deciding how to implement them.

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

Series 66

Topeka, KS

Edward Jones

Braiten Townsend is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he was involved with Bids LLC for two years and has experience working with a church community organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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.) Business ownership considerations Family Business Founder/Business Owner Religious/faith focused
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