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Brian P

Series 63, Series 65

Hutchinson, KS

Wells Fargo Clearing

Brian Perrone is a financial advisor with Wells Fargo Clearing in Hutchinson, Kansas. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Perrone has been with Wells Fargo Clearing and its affiliate firms since 2012. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Hayden G

CFP®, Series 66

Hutchinson, KS

Cetera

Hayden Goerzen is a CFP® with 11 years of industry experience, currently serving at Cetera since 2025. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc, with a background in financial consulting, insurance, investment, and charitable planning services through Everence Foundation. Cetera Investment Advisers LLC is a large nationwide SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, discretionary and non-discretionary services, 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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Payton M

Series 66

Hutchinson, KS

LPL Financial

Payton Miller is a financial advisor with LPL Financial in Hutchinson, Kansas, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, Miller worked at Waddell & Reed, Inc., Kelli Altvater, Poet Ethanol Products, and UPS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Melanie C

Series 63, Series 66

Hutchinson, KS

Edward Jones

Melanie Collins is a financial advisor with Edward Jones in Hutchinson, KS, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she serves as Vice Chair of the Hutchinson Chamber of Commerce, filling in to lead meetings in the absence of the Chair. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mabel H

Series 66

Hutchinson, KS

LPL Financial

Mabel Hirst is a financial advisor with LPL Financial in Hutchinson, KS, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she gained experience in various roles including work at Animal Doctor Blue Hills and Kansas State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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

Series 66

Hutchinson, KS

LPL Financial

Kelli Altvater is a financial advisor with LPL Financial in Hutchinson, Kansas, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, alongside operating her own entities, The Altvater Group LLC and Kelli N Altvater Inc, primarily for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Chad M

Series 66

Hutchinson, KS

LPL Financial

Chad Martens is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. His career includes 17 years at Waddell & Reed, Inc. and various entrepreneurial ventures. Outside of advising, he owns a storage business and has been involved with the Hoffnungsau Mennonite Church. 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, retirement plan consulting, and brokerage services, supported by diversified investment strategies and research from LPL Research and third-party subadvisors.

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

Series 66

Hutchinson, KS

LPL Financial

Evan Knight is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has prior experience working at Peoples Bank and several academic institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory and brokerage services, including financial planning, diversified investment programs, and institutional solutions.

College savings (529s, UTMA, etc.)
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Victor E

Series 63, Series 66

Hutchinson, KS

Raymond James Financial

Victor Edwards is a financial advisor at Raymond James Financial with Series 63 and Series 66 licenses and 33 years of industry experience. He previously worked at LPL Financial and Heartland Credit Union, where he spent nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

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

ChFC®, Series 63

Hutchinson, KS

Cetera

Mark Woleslagel is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license. He has 44 years of industry experience, including roles at VOYA Financial Advisors, Northwestern National Life Insurance Company, and Union Central Life. He serves on the board of The Hutchinson Credit Union. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management through a multi-manager platform that includes affiliated and third-party managers, with over $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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Mandy S

Series 66

Hutchinson, KS

LPL Financial

Mandy Schmidt is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and has worked in various roles including a position at Invision Investment Group. Schmidt is also a licensed notary in Hutchinson, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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

Series 66

Hutchinson, KS

Edward Jones

Allen Beck is a Series 66 licensed financial advisor with Edward Jones, based in Hutchinson, KS, where he has worked since 2018. He has seven years of industry experience, including previous roles at Wildcat Services of Manhattan and operating Beck's Painting. Outside of his advisory work, he is co-owner of a mobile sno-cone food truck business in Hutchinson. 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, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William S

Series 63, Series 65

Hutchinson, KS

Equitable Advisors

William Small is a financial advisor with Equitable Advisors in Hutchinson, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model that leverages external program sponsors and allows certain advisors to act as portfolio strategists under specific conditions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Arika M

Series 66

Hutchinson, KS

LPL Financial

Arika Morrell is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2023 and has been affiliated with Heartland Credit Union since 2013, where she also serves as a notary. 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 provides a variety of advisory programs and financial planning services, with both discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Kolby H

Series 66

Hutchinson, KS

Ameriprise

Kolby Holmberg is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Argentine Federal Savings and Equitable Advisors, LLC. Holmberg has held various positions in athletics and community organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

CFP®, Series 66

Hutchinson, KS

Cetera

Robert Wall is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cetera. His prior work includes roles at Everence Trust Company and Concourse Financial Group Securities Inc. Outside of his advisory duties, he provides financial, insurance, and charitable planning services through Everence Trust Company and the Everence Foundation. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, integrating both affiliated and third-party 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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Michael L

Series 66

Hutchinson, KS

Ameriprise

Michael Link is a financial advisor with Ameriprise in Hutchinson, KS, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he serves as Secretary on the Board of Directors for the Tin Lizzie Shrine Unit. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dane P

Series 66

Hutchinson, KS

Edward Jones

Dane Power is a financial advisor with Edward Jones in Hutchinson, KS, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Power is involved in several business ventures, including managing an aerospace IT company, operating a business aircraft through a holding company, and overseeing agricultural manufacturing related to cider production. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David G

CFP®, Series 66

Hutchinson, KS

Ameriprise

David Gramkow is a CFP®-certified financial advisor with Ameriprise, bringing 19 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, Gramkow is CEO of Stewardship Management, Inc., a practice management firm, and is involved with Forbes Legacy, LLC., which engages in farm and ranch ownership, maintenance, and hunting outfitting. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing a centralized team to deliver tailored, algorithm-assisted retirement income recommendations.

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

Series 63, Series 65

Hutchinson, KS

LPL Financial

Cynda Wright is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Oppenheimer & Co., Inc. for 30 years. Wright is involved with the Ren County Historical Society and Altrusa International Inc. of Hutchinson, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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