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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 33 years of industry experience, currently affiliated with Allworth Financial, L.P. He has held roles at AW Securities, Afa Inc (including Affinity Financial Advisors), Cetera Advisor Networks LLC, and Mcdaniel & Mcdaniel Financial Services. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing both quantitative and qualitative analysis to offer customized investment strategies.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Eric S

Series 63, Series 65

Lawrence, KS

Allworth financial, L.P.

Eric Soetaert is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Affinity Financial Advisors and has experience outside finance at Onyx Meetings & Events and Marten Transportation. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to deliver customized portfolio strategies and provides a range of services including wealth planning, portfolio management, retirement plan consulting, and educational resources.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Damien B

Series 63, Series 65

Lawrence, KS

Empower Advisory Group

Damien Baranski is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Advised Assets Group, LLC and Great-West Financial Retirement Plan Service. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked 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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James M

CFP®, Series 66

Lawrence, KS

Allworth financial, L.P.

James Moore is a CFP® with 16 years of industry experience, currently serving at Allworth Financial, L.P. He has previously worked with firms including Cetera Advisors Networks LLC and Wells Fargo Clearing. Outside of his advisory role, he is a partner in Rain Delay, LLC, a real estate investment group. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, and specialized services, employing a combination of quantitative and qualitative analysis to deliver customized investment strategies.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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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 previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Brenner has also been involved with Fellowship Bible Church and Grace Church. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to create customized investment strategies across various asset classes.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Emily H

CFP®, Series 66

Lawrence, KS

Sanctuary Advisors, LLC

Emily Hill is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. Her career includes over a decade at Morgan Stanley in various capacities before joining Sanctuary Advisors in 2020. She is a board member of the Kansas Public Employees Retirement System and the Kansas City Symphony Foundation, participating in the oversight of significant pension and endowment funds. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of more than 400 independent advisers who manage portfolios using a variety of analytical approaches and platforms, operating as fiduciaries under written advisory agreements.

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

Series 63, Series 65

Lawrence, KS

Allworth financial, L.P.

Cali Visentin is a financial advisor at Allworth Financial, L.P. with five years of industry experience. She holds the Series 63 and Series 65 credentials and previously worked at Affinity Financial Advisors and Myers Construction. Outside of her advisory role, she owns and operates a training and coaching business. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining quantitative and qualitative analysis through an Investment Committee to deliver customized investment strategies.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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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 with Sanctuary Advisors, LLC in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and held various roles at Morgan Stanley and its affiliates from 2003 to 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers diverse portfolio management options, retirement plan consulting, and fiduciary services, utilizing multiple investment strategies and maintaining a distinctive platform supported by recent acquisitions and strategic affiliations.

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

Series 63, Series 65

Lawrence, KS

Integrated Wealth Concepts LLC

Bettie Zimmerman is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services Advisors Inc. and Keating Financial Advisory Services, Inc. She also works as a life insurance agent. 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, and family office services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

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

Series 63, Series 65

Wellsville, KS

Eagle Strategies (NY Life)

Luke Henry is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC before joining Eagle Strategies. In addition to his advisory role, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, operating primarily on a non-discretionary asset base 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. with four years of industry experience. She holds a Series 65 designation and previously worked for Affinity Financial Advisors and Farmers Insurance. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and education through various channels, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Michael G

CFA®, Series 63, Series 65

Lawrence, KS

Sanctuary Advisors, LLC

Michael Grossman is a CFA® charterholder with seven years of industry experience. He is currently with Sanctuary Advisors, LLC and previously worked at Kornitzer Capital Management, Inc. He has held positions at Qm Power, Inc. and Sterneck Capital Management LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing various analytical approaches and managing accounts on discretionary or non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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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. in Lawrence, Kansas, holding Series 63 and Series 65 credentials with 22 years of industry experience. Her prior experience includes roles at AW Securities, Afa Inc, Cetera Advisor Networks LLC, and McDaniel Knutson Financial Partners. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm uses a combination of quantitative and qualitative analysis via an Investment Committee to create customized investment allocations and offers various model strategies and specialist portfolios.

Retirement income strategy Annuities ESG / Sustainable investing Active portfolio management Real estate investing Airline Pilot Retired Founder/Business Owner Christian Faith Based
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Laura W

CFP®, ChFC®, Series 63, Series 65

Lawrence, KS

Integrated Wealth Concepts LLC

Laura Warta is a CFP® and ChFC® with 11 years of experience in financial advising. She is currently with Integrated Wealth Concepts LLC and has previously worked with Raymond James Financial Services Advisors and Keating Financial Advisory Services. Warta serves on the boards 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 advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

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, 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 a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its extensive network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ashton G

Series 66

Lawrence, KS

LPL Financial

Ashton Gant is a financial advisor with LPL Financial located in Lawrence, KS, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Ashton worked at Cambridge Investment Research, Inc. and has experience in sales and health club industries. Outside of advisory work, Ashton is employed part-time as a sales associate at Altar'd State. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing a broad network of investment adviser representatives and integrating technology tools to support investment research and operations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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