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Ryan J

Series 63, Series 65

Paola, KS

Cambridge Investment Research Advisors

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Johnson serves as an independent insurance agent and is president of the Golden Shores Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.

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

Series 66

Leawood, KS

RBC Capital Markets

Kyle Doege is a financial advisor with RBC Capital Markets, holding a Series 66 designation and possessing 16 years of industry experience. He has worked at RBC Capital Markets since 2014 and also serves at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers, alongside a range of integrated financial services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Clyde W

Series 63, Series 65

Overland Park, KS

Primerica Advisors

Clyde Wells II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has been retired since 2011. His other business activities include part-time sales of loan products and home security and automation services referrals through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kelly K

Series 66

Overland Park, KS

Edward Jones

Kelly Krebs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kelly held roles at JE Dunn Construction Company and Country Club Bank and studied at Benedictine College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, managing approximately $1.01 trillion in assets across a nationwide network of financial advisors.

Exec comp design Startup equity planning ESG / Sustainable investing Founder/Business Owner Women Professionals Women's Finance Religious/faith focused
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Jacqueline M

Series 66

Leawood, KS

Ameriprise

Jacqueline Mc Ginnis is a Series 66-licensed financial advisor with Ameriprise in Overland Park, Kansas, and has 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. In addition to her role at Ameriprise, she is an Associate Financial Advisor at Juno Moneta, LLC, where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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

Series 63, Series 66

Leawood, KS

Ameriprise

Stephen Coburn is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver 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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Monty C

CFP®, Series 66

Paola, KS

Edward Jones

Monty Chayer is a CFP® certificant with seven years of experience in financial advising at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he worked at Walmart Distribution Center and USD 368. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Brian P

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Brian Palmeter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Bank of America, Merrill, Lendor Corp, Concrete Design Inc, and Gerstner Management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael K

Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Michael Kroenke is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with RW Baird & Co Inc. since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Michael T

Series 66

Olathe, KS

Cetera

Michael Thornhill is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at CUSO Financial Services, Waddell & Reed, and Mainstreet Credit Union. He also operated Minsky's Pizza for four years and was involved with the Salvation Army for over a decade. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

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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Brandon Z

Series 63, Series 65

Overland Park, KS

Cetera

Brandon Zalesky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Financial Services. Outside of his advisory role, he volunteers as a mentor for Youth Emergency Services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes 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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Ahmad A

Series 63, Series 65

Leawood, KS

Charles Schwab

Ahmad Al Gibaly is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, following a year at Gwfs Equities, Inc. prior to that. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by centralized custody and operational structures.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Lloyd C

Series 66

Paola, KS

Edward Jones

Lloyd Campbell is a financial advisor with Edward Jones in Paola, KS. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Baylor University and Life Time Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary 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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Casey V

Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Casey Ventrillo is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Citigroup Global Markets for 10 years and Morgan Stanley for 1 year. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving 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, utilizing research and analytics alongside diversification and modern portfolio theory principles.

Retired Founder/Business Owner
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Paul S

Series 66

Leawood, KS

RBC Capital Markets

Paul Shores is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and nine years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by the firm’s capital-markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Karen N

Series 66

Olathe, KS

Edward Jones

Karen Newcomb is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and is based in Olathe, Kansas, having worked with Edward Jones since 2005. 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, discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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

CFA®, Series 66

Olathe, KS

Edward Jones

Brooke Behrens is a CFA® charterholder and holds a Series 66 license. She has 12 years of experience in the financial industry, with the past 10 years spent at Edward Jones in Olathe, KS. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Amy C

Series 66

Overland Park, KS

Edward Jones

Amy Carr is a financial advisor with Edward Jones in Overland Park, Kansas. She holds a Series 66 designation and has been with Edward Jones since 2021. Outside of her advisory role, she works as a summer softball umpire with the United States Specialty Sports Association and has served as adjunct faculty at Independence Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and has a large national network of financial advisors and branch offices.

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

Series 66

Leawood, KS

Ameriprise

Derick Oakley is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer of Sagacious Capital. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm 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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David N

CFP®, Series 63, Series 65

Leawood, KS

Ameriprise

David Neihart is a CFP® with 41 years of industry experience, currently serving at Ameriprise Financial Services, LLC since 2017. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He serves as Treasurer on the Board of Directors for Crossing Cultures Ministry and is involved with Neihart Farms LLC and Neihart Limited Partnership, which holds shares in a privately held community bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement-income planning that combines proprietary research and third-party data to provide ongoing, tax-aware advice.

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