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Dustin K

ChFC®, Series 66

Olathe, KS

Edward Jones

Dustin Kueser is a financial advisor at Edward Jones in Olathe, KS, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Brigham Young University Idaho from 2013 to 2016. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Brent F

CFP®, Series 66

Olathe, KS

Edward Jones

Brent Forck is a CFP® with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Joerns Healthcare. Outside of his advisory role, he is associated with Tollos, a medical equipment manufacturing and sales business. 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 programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General estate planning guidance Business ownership considerations Wealth management Founder/Business Owner
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Lisa M

Series 63, Series 65

Leawood, KS

LPL Financial

Lisa May is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior roles include positions at Commerce Brokerage Services Inc and U.S. Bancorp Investments, Inc. She operates her advisory business through LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and various operational tools.

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

CFP®, Series 66

Overland Park, KS

LPL Financial

Christopher Alpers is a CFP®-certified financial advisor with 10 years of industry experience, currently with LPL Financial since 2025. He previously worked at Edward Jones for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

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

Series 66

Leawood, KS

RBC Capital Markets

Christopher Beaubien is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018. Prior to that, he was employed at Staley Farms Golf Club for six years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

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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Jason D

Series 66

Leawood, KS

RBC Capital Markets

Jason Dalen is a Series 66 licensed advisor with 11 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at UBS Financial Services from 2015 to 2019. Outside of his advisory role, he serves as chair-elect of the board for the Metropolitan Community College Foundation and is a member of the KU Endowment Advancement Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored investment strategies implemented through in-house and third-party managers. The firm offers a range of discretionary and non-discretionary portfolio management and financial planning services, supported by its capital markets capabilities and integrated lending options.

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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Brandon B

Series 66

Overland Park, KS

Wells Fargo Clearing

Brandon Botts is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously attended the University of Kansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Christopher K

Series 66

Leawood, KS

RBC Capital Markets

Christopher Kulesa is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and 24 years of industry experience. He worked at UBS Financial Services for seven years before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles and implementing portfolios using a combination of in-house and third-party managers.

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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Adam L

Series 63, Series 66

Overland Park, KS

Cetera

Adam Luke is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial from 2009 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of advisors. The firm offers a range of portfolio management, financial planning, and consulting services, and features a multi-manager platform with various program structures and access to 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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Quinten M

Series 66

Leawood, KS

Ameriprise

Quinten Mason is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he was involved in education, working at the University of Kansas and several schools in Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and annual advice focused on income sources and tax-aware withdrawal strategies.

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

Series 66

Overland Park, KS

Edward Jones

Justin Shaw is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Auto Zone and Arrowhead General Insurance. Outside of his advisory work, Shaw manages PBJ Properties18 LLC, a real estate business based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Robert Williams is a financial advisor with Raymond James & Associates in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Fahnestock & Co., Inc. for 20 years before joining Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Justin S

Series 63, Series 66

Overland Park, KS

Wells Fargo Clearing

Justin Schaffer is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including U.S. Bancorp Investments, Merrill, and Bank of America. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing 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 and third-party sources.

Retired Founder/Business Owner
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Stanley S

CFP®, ChFC®, Series 63

Leawood, KS

Edward Jones

Stanley Schmidt is a financial advisor with Edward Jones in Leawood, KS, holding the CFP®, ChFC®, and Series 63 designations and having 34 years of industry experience. He has been with Edward Jones since 1991. Outside of his advisory role, he manages a cow/calf ranching operation in Olpe, KS, involving cattle care, hay baling, and fence maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Leawood, KS

RBC Capital Markets

Lauren Maxwell is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Reese Nichols and Johnny’s Tavern. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies and uses a mix of internal and third-party investment managers to implement client portfolios.

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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Robert M

Series 63, Series 65

Olathe, KS

LPL Financial

Robert Miller is a financial advisor with LPL Financial based in Olathe, KS, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining LPL Financial, he worked at Securities America, Inc. and has a background in education through his work with the Raymore-Peculiar School District. Miller also provides financial planning and consulting services through Ameritime, an independent registered investment advisor firm he founded. 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 advisory and brokerage services, including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms.

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

Series 63, Series 65

Leawood, KS

RBC Capital Markets

Ashli Welch is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at RBC Capital Markets since 2009 and also serves at City Nation Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ Advisory Risk Profiles and utilizes a combination of in-house and third-party investment managers and program structures.

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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Angela F

ChFC®, Series 63, Series 65

Olathe, KS

LPL Financial

Angela Ford is a ChFC®-designated financial advisor with over 32 years of industry experience. She is currently with LPL Financial and has prior experience at Securities America Advisors and National Planning Corporation. Ford is also involved with Ameritime, LLC and Compass Financial Resources, LLC in advisory roles outside her primary firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and asset management services, utilizing both proprietary and third-party strategies, supported by technology tools and a broad network of over 22,800 advisors.

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

CFP®, Series 66

Overland Park, KS

Edward Jones

Tracy Kunkel is a CFP® and registered Series 66 advisor with Edward Jones, where she has worked for nine years. Prior to joining Edward Jones, she spent five years at GlynnDevins Advertising Agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Business ownership considerations Divorce financial planning Wealth management Founder/Business Owner
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Dylan H

CFP®, Series 63, Series 65

Leawood, KS

Charles Schwab

Dylan Hurt is a CFP® professional with nine years of industry experience, currently advising at Charles Schwab. His prior roles include six years at American Century Investments LLC and a year at U.S. Bank. Dylan is based in Leawood, KS. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by centralized custody and research.

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