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Amber S

Series 66

Overland Park, KS

Cetera

Amber Stoll is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2025 and previously held roles at Bank of America, Merrill, Edward Jones, and KeyBank Real Estate Capital. Outside of financial advising, she owned an online clothing business for several years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

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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Leigh F

Series 66

Overland Park, KS

Wells Fargo Advisors

Leigh Frith is a financial advisor with Wells Fargo Advisors in Overland Park, KS, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes cash‑flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and special‑needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Brandon G

ChFC®, Series 66

Overland Park, KS

Edward Jones

Brandon Gehle is a financial advisor with Edward Jones in Overland Park, KS, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mark M

CFP®, Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Mark Mahon is a CFP® with 22 years of industry experience, currently with Wells Fargo Clearing since 2026. Prior to this, he worked at UBS Financial Services Inc. and has held roles at Ivy Distributors, Inc. and Braden's Hope for Childhood Cancer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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Katherine B

CFP®, Series 66

Overland Park, KS

OSAIC

Katherine Badertscher is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. She previously worked at Woodbury Financial Services Inc and First Heartland Capital Inc. Outside of her advisory role, she is involved in several collaborative divorce organizations and works as a Divorce Transitionist, helping clients navigate divorce processes in Kansas and Missouri. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment solutions supported by advanced portfolio construction tools and multiple third-party platforms.

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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Norman H

PFS™, Series 63, Series 66

Leawood, KS

Retirement Resources Inc.

Norman Harp is a financial advisor with Retirement Resources Inc. in Leawood, KS, holding the PFS™ designation and Series 63 and 66 licenses. He has 25 years of industry experience and has worked at firms including B.B. Graham & Company and Moloney Securities Corp. In addition to his advisory role, Harp owns and operates a CPA practice providing tax preparation services. Retirement Resources Inc. primarily serves individual, non–high-net-worth clients with portfolio management and retirement-focused financial planning. The firm combines fee-based advisory services with registered-representative status and commissionable product sales, offering a personalized, ongoing relationship model including periodic reviews and client communications.

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