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Jonathan M

Series 65

Olathe, KS

Cetera

Jonathan Mounce is a financial advisor with Cetera, holding a Series 65 designation and beginning his advisory career in 2025. He has experience in accounting and tax services through his role at HUXE, LLC dba Strive Accounting & Tax Solutions and serves as comptroller for KidsTLC, a nonprofit providing behavioral health counseling and therapy services for youth and families affected by Autism Spectrum Disorders. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering various portfolio management and financial planning services through a multi-manager platform with a broad network of advisors.

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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Benjamin S

Series 66

Lenexa, KS

Edward Jones

Benjamin Sieve is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for ten years at Iqvia. Outside of his advisory role, he owns Hudson Bryce Enterprises, LLC, a marketing business specializing in website development and consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to 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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Markus B

Series 63, Series 66

Olathe, KS

Thrivent Investment Management

Markus Bigbee is a financial advisor at Thrivent Investment Management in Olathe, KS, with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Pruco Securities, LLC, Prudential Insurance Company of America, and Bass Pro. Outside of his advisory role, Markus is also a performing musician and plays bass. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning on topics such as retirement, tax, estate, and business continuation, delivered as either one-time or ongoing engagements.

Business ownership considerations
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Andrew M

CFP®, Series 66

Shawnee, KS

Edward Jones

Andrew Mitchell is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advising, he is involved as a partner in managing a rental property in Dodge City, KS. Edward Jones is a full-service wealth management firm serving over four million clients with a range of advisory programs, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kevin M

CFP®, Series 66

Overland Park, KS

Edward Jones

Kevin Murphy is a CFP®-designated financial advisor at Edward Jones with 14 years of industry experience, all spent at the firm since 2012. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Liquidity event planning Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Annette M

Series 66

Olathe, KS

Morgan Stanley

Annette Mcniven is a financial advisor with Morgan Stanley in Olathe, Kansas, holding a Series 66 designation and ten years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she owns a real estate business based in Billings, Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

General estate planning guidance
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Noah W

Series 63, Series 65

Lawrence, KS

Ameriprise

Noah Wilson is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Ameriprise, he worked at American Century Investment Services and Prime Capitol Investment Advisors. Outside of finance, he is the owner of AI Drive KC LLC, a transportation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, combining 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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Kurt H

Series 63, Series 66

Lenexa, KS

Edward Jones

Kurt Hill is a financial advisor with Edward Jones in Lenexa, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones for 27 years, starting in 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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William K

Series 66

Olathe, KS

Cambridge Investment Research Advisors

William Kenton is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience with Symphonic Financial Advisors and Kenton Financial Services, Inc. He is also the president of Small Business Solutions, a tax services firm based in Olathe, Kansas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of investment options including proprietary and third-party model strategies.

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

Series 63, Series 65

Overland Park, KS

OSAIC

Charles Dierks II is a financial advisor at OSAIC with 36 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is also involved in the marketing and sales of various insurance products and owns a legal entity created for payroll administration. Osaic Wealth, Inc. serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad array of financial services and utilizes multiple advisory platforms and advanced asset-allocation tools to manage portfolios across various asset classes.

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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Alexandra A

Series 66

Lenexa, KS

Edward Jones

Alexandra Acock is a Series 66-licensed financial advisor with Edward Jones, based in Lenexa, KS, with one year of industry experience. She has been with Edward Jones since 2015 in various roles before her current position. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across different wealth segments, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 advisors.

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

Series 66

Shawnee, KS

Edward Jones

Nathan Haney is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Dogwood Wealth Management and Financial Partners Group. Haney was involved with Delta Upsilon at Kansas State and worked at Powercat Financial and Colbert Hills Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions 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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Toby T

Series 63, Series 66

Overland Park, KS

Edward Jones

Toby Theel is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with GWFS Equities, Ivy Distributors, and Waddell & Reed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and maintains 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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Gregory H

Series 63, Series 65

Overland Park, KS

LPL Financial

Gregory Hadel is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Woodbury Financial Services for 27 years and has operated his own insurance agency since 1981. Outside of advising, he hosts a weekly radio show focused on general financial education. LPL Financial is a national 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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

Series 66

Shawnee, KS

Edward Jones

Patrick Moltane is a financial advisor at Edward Jones in Shawnee, Kansas, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at JA-DEL, Inc. and Legacy Partners, Inc., and has been involved with several other organizations including Bunker Film Productions LLC and Irish Classical Theatre Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated trust and securities-based lending services.

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

Series 66

Lenexa, KS

J.P. Morgan Securities

Maya Dahab is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
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