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Anthony H

Series 63, Series 65

Lawrence, KS

Integrated Wealth Concepts LLC

Anthony Hayden is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Raymond James Financial and Keating Financial Advisory Services among other firms. Hayden is the founder of Abundance Alliance, a nonprofit supporting community causes and entrepreneurs. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement advisory services, employing customized portfolios with a long-term approach and overseeing third-party asset managers.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Gregory H

Series 63, Series 65

Lawrence, KS

Integrated Wealth Concepts LLC

Gregory Hill is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial and Keating Financial Advisory Services. Hill is also president of Pisces Wealth, Inc., a financial planning firm he owns. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Peter K

CFP®, Series 63, Series 65

Lawrence, KS

Allworth financial, L.P.

Peter Knutson is a CFP® with 32 years of industry experience, currently affiliated with Allworth Financial, L.P. He has held roles at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and Mcdaniel & Mcdaniel Financial Services. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through various model strategies and employs technology to manage held-away employer retirement accounts, with ownership that includes private investment vehicles and the Ontario Teachers’ Pension Plan.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Eric S

Series 65, Series 63

Lawrence, KS

Allworth financial, L.P.

Eric Soetaert is a financial advisor with Allworth Financial, L.P. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at AW Securities, Affinity Financial Advisors, Onyx Meetings & Events, and Marten Transportation. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using a variety of model strategies and utilizes technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Damien B

Series 65, Series 63

Lawrence, KS

Empower Advisory Group

Damien Baranski is a financial advisor with Empower Advisory Group in Lawrence, KS, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has worked at Advised Assets Group, LLC since 2015 and Great-West Financial Retirement Plan Service since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

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

CFP®, Series 66

Lawrence, KS

Allworth financial, L.P.

James Moore is a CFP® professional with 16 years of experience in the financial industry, currently serving at Allworth Financial, L.P. in Lawrence, Kansas. His prior roles include positions at Cetera Advisors Networks LLC and Mcdaniel Knutson Financial Partners. Outside of advisory work, he is a partner in Rain Delay, LLC, a real estate investment group. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based allocations and options overlays, and is notable for its private investment vehicle ownership and specialized divisions such as its Airline group.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Zachary B

Series 66

Lawrence, KS

Allworth financial, L.P.

Zachary Brenner is a financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds a Series 66 designation and has worked at AW Securities, Allworth Financial, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory roles, he has been involved with Fellowship Bible Church and Grace Church over the past decade. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model approaches such as core-satellite, pure-index allocations, and specialized ETFs, and distinguishes itself through its ownership structure and specialized industry divisions.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Emily H

CFP®, Series 66

Lawrence, KS

Sanctuary Advisors, LLC

Emily Hill is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2020. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated, where she worked for over a decade. Hill serves on the board of the Kansas Public Employees Retirement System and the Kansas City Symphony Foundation, contributing to the oversight of the state pension system and the symphony’s endowment. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent advisers. The firm offers a variety of managed account solutions and financial planning services, employing multiple analytical approaches and acting as a fiduciary where agreements exist.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Cali V

Series 65, Series 63

Lawrence, KS

Allworth financial, L.P.

Cali Visentin is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She previously worked at Affinity Financial Advisors and has a background that includes roles outside the financial sector. In addition to her advisory work, she operates a training and coaching business. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Eric G

Series 65

Lawrence, KS

AE Wealth Management, LLC

Eric Glenn is a financial advisor with AE Wealth Management, LLC in Lawrence, KS. He holds a Series 65 credential and has been in the industry since 2025. Prior to joining AE Wealth Management, he was involved in insurance sales and services through his role at Little Ninja Associate LLC and other related firms. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion in assets and serves over 127,000 clients through a platform that emphasizes standardized model portfolios and discretionary asset management.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Kathryn O

Series 63, Series 66

Lawrence, KS

Sanctuary Advisors, LLC

Kathryn Olds is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and financial planning services.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Bettie Z

Series 65, Series 63

Lawrence, KS

Integrated Wealth Concepts LLC

Bettie Zimmerman is a financial advisor with Integrated Wealth Concepts LLC in Lawrence, KS, holding Series 65 and Series 63 licenses and 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors INC. and Keating Financial Advisory Services, Inc. Zimmerman also works as a life insurance agent. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and consulting with a focus on customized, primarily long-term portfolio strategies.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Luke H

Series 65, Series 63

Wellsville, KS

Eagle Strategies (NY Life)

Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Anna R

Series 65

Lawrence, KS

Allworth financial, L.P.

Anna Richardson is a financial advisor at Allworth Financial, L.P. in Lawrence, KS, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at Affinity Financial Advisors and Farmers Insurance. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and utilizes third-party sub-advisers, technology for held-away account management, and maintains affiliated broker-dealer and tax/accounting practices.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Karey C

Series 63, Series 65

Lawrence, KS

Allworth financial, L.P.

Karey Casto is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. Karey holds Series 63 and Series 65 licenses and has worked at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and McDaniel Knutson Financial Partners. Allworth Financial is a fee-based, SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using various model strategies and offers both discretionary and non-discretionary asset management along with comprehensive financial planning.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Laura W

CFP®, ChFC®, Series 65, Series 63

Lawrence, KS

Integrated Wealth Concepts LLC

Laura Warta is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. She previously worked at Raymond James Financial Services Advisors Inc. and Keating Financial Advisory Services. Warta is a board member of Girls on the Run of the Flint Hills and the Daniel Keating Foundation. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Ryan C

Series 63, Series 66

Lawrence, KS

Edward Jones

Ryan Catlin is a financial advisor with Edward Jones in Lawrence, KS, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 2000 and also has ties to MetLife Securities Inc. and Metropolitan Life Insurance Company since 1999. Catlin serves as a board member for the Ballard Center and the Lawrence Country Club in Lawrence. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory 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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Blake B

Series 66

Lawrence, KS

LPL Financial

Blake Birdsall is a financial advisor with LPL Financial based in Lawrence, KS, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved in business development with TSC Ecosolutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Ashton G

Series 66

Lawrence, KS

LPL Financial

Ashton Gant is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Gant worked at Cambridge Investment Research, Inc. from 2020 to 2023 and has additional work experience in retail and health club industries. Outside of advisory work, Gant is employed part-time as a sales associate with Altar'd State. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, incorporating both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

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

Series 63, Series 65

Lawrence, KS

LPL Financial

Michael Napier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Securities America Advisors, OSAIC, and Waddell & Reed, Inc. Outside of his advisory work, he serves as Lead Minister and President of Kingdoms United, Inc., a non-profit religious organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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