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Chad T

Series 66

Manhattan, KS

Independent Advisor Alliance, LLC

Chad Tepe is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has been affiliated with LPL Financial since 2014. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network model of advisory representatives who use discretionary and non-discretionary management, various portfolio strategies, and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Gail U

CFP®, Series 66

Manhattan, KS

Independent Financial Group, LLC

Gail Urban is a CFP® professional with 17 years of industry experience, currently with Independent Financial Group, LLC since 2019. She previously worked at Edward Jones for 10 years. Urban serves on several local nonprofit boards and volunteer committees, including Greater Manhattan Community Foundation and Big Brothers/Big Sisters Community Leadership Council. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of firm- and third-party models, strategic asset allocation, and ongoing due diligence to develop tailored client investment strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Kasey B

Series 63, Series 65

Manhattan, KS

First Command Advisory Services

Kasey Beauchemin is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. Beauchemin has military experience, having served in the U.S. Army from 2015 to 2023 before joining First Command Brokerage Services Inc. in 2026. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Daniel S

CFP®, Series 63, Series 65

Manhattan, KS

First Command Advisory Services

Daniel Seemann is a financial advisor with First Command Advisory Services in Manhattan, KS, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked with First Command since 1992 and currently serves as a fiduciary payee for the US Veterans Administration. Outside of advising, he is president of Prairie Wynds Construction, Inc., a residential and commercial construction company. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage portfolios using mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Kirk D

Series 66

Manhattan, KS

Bankers Life Advisory Services, Inc.

Kirk Duensing is a financial advisor with Bankers Life Advisory Services, Inc. in Manhattan, KS, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bankers Life Securities, Delta Dental of Kansas, Coventry/Aetna, United Healthcare, Humana, and Bankers Life and Casualty Company. He is also an agent with Bankers Life and Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis for security selection and portfolio adjustments.

Wealth management Retired
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John M

Series 66

Manhattan, KS

First Command Advisory Services

John Mears is a Series 66-licensed financial advisor with First Command Advisory Services in Manhattan, Kansas, where he has worked since 2021. He has five years of industry experience and previously served eight years in the U.S. Army. In addition to his advisory role, he is a part-time logistics system instructor at Barton Community College. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Parker W

Series 66

Wamego, KS

Creative Planning

Parker Waters is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 66 designation and previously worked at Arvest Wealth Management and Wamego Telecommunications. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical and tax-efficient techniques.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Zachariah E

Series 66

Manhattan, KS

First Command Advisory Services

Zachariah Eubanks is a financial advisor with First Command Advisory Services in Manhattan, KS, holding a Series 66 designation and three years of industry experience. He has served in the US Army from 2016 to 2022 and continues as a Logistics Officer in the US Army Reserve. Eubanks is also a shareholder of Prairie Fire Advisors, Inc. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Willie T

Series 66

Manhattan, KS

Independent Financial Group, LLC

Willie Thomas II is a financial advisor with Independent Financial Group, LLC, holding a Series 66 license and two years of industry experience. Prior to joining Independent Financial Group, he has worked at Amicus Wealth Partners and held various roles in the automotive industry. Outside of his advisory work, he serves as an assistant coach for a middle school football team. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs both firm- and third-party models to develop tailored investment strategies based on client risk profiles, offering services such as portfolio management, financial planning, and use of multiple asset management platforms.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Allison P

Series 66

Manhattan, KS

First Command Advisory Services

Allison Polk is a Series 66 licensed financial advisor with seven years of industry experience. She is currently associated with First Command Advisory Services in Manhattan, KS, where she has worked since 2017. Prior to her financial services career, Allison spent a year with the Federal Bureau of Investigation and has experience in client-facing roles at Edward Jones and Giant Food. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs through a centralized Investment Management Team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jason G

Series 66

Manhattan, KS

First Command Advisory Services

Jason Gurney is a financial advisor with First Command Advisory Services in Manhattan, KS, holding a Series 66 designation and eight years of industry experience. He has worked with various entities within the First Command organization since 2018 and concurrently serves in the United States Army. Outside of his advisory role, he is a shareholder in Prairie Fire Advisors, Inc. and serves as Treasurer for the Kansas State Archery Association. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Lisa M

Series 66

Manhattan, KS

First Command Advisory Services

Lisa Mullinax is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and has prior experience in the US Army Reserve and Kansas Army National Guard, serving in leadership roles. Outside of her advisory work, she owns and operates a horse farm and serves as an ROTC instructor. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Pierce F

Series 66

Manhattan, KS

Thrivent Investment Management

Pierce Flanders is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Bankers Life and Casualty, Angi Inc, and Pinnacle Solutions. He has also spent several years as a student at Kansas State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Devin S

Series 66

Manhattan, KS

Raymond James Financial

Devin Schwartz is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked for Waddell & Reed, Inc. from 2009 to 2021. Outside of his advisory role, he is involved in agriculture and farming businesses, serving as CEO and treasurer of Bryce Schwartz & Sons LLC and owner of Devin Schwartz Farms LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports a range of advisory programs and institutional consulting services.

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

Series 63, Series 65

Manhattan, KS

Thrivent Investment Management

David Mack is a financial advisor with Thrivent Investment Management in Manhattan, Kansas, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Mack serves as a board member for Flint Hills Praisefest, a community outreach and fundraising event supporting various charities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Dawn H

CFP®, Series 63, Series 66

Manhattan, KS

Edward Jones

Dawn Hackerott is a CFP®-certified financial advisor at Edward Jones with 26 years of industry experience, having been with the firm since 1999. She serves as President of the Board for Manhattan Habitat for Humanity and participates on advisory boards for Kansas State University’s Strategic Selling Institute and Economics Department. Additionally, she teaches personal finance to high school students at Flint Hills Christian School. 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 options, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

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

CFA®, Series 63, Series 66

Manhattan, KS

STIFEL

Arthur Kennedy II is a CFA® charterholder with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2006. His prior work includes brief tenures at UBS Financial Services and Piper Sandler & Co. Arthur is based in Manhattan, Kansas. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

General retirement planning Income planning
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Adam G

Series 66

Wamego, KS

Edward Jones

Adam Greenwalt is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Parker Hannifin from 2013 to 2019. Outside of his advisory role, he owns and operates a cattle operation and a small nursery tree farm in Saint George, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors.

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

Series 63, Series 65

Manhattan, KS

Raymond James Financial

Mathew Bishop is a financial advisor with Raymond James Financial in Manhattan, KS, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Raymond James since 2019 and previously spent 16 years at Waddell & Reed, Inc. Bishop also serves as an investment-related instructor for the Association of Financial Educators and manages a non-investment business, Critical Thinking LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network, with specialized municipal and public finance advisory capabilities.

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

Series 66

Manhattan, KS

Raymond James Financial

Ross Mc Donald is a financial advisor with Raymond James Financial in Manhattan, Kansas, holding a Series 66 designation and 18 years of industry experience. He previously worked at W & R Insurance Agencies and Waddell and Reed, Inc. from 2008 to 2021. Outside of his advisory role, he is the owner and CEO of Ross McDonald LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals and maintains a unique affiliation with a municipal advisor to support municipal and public finance work.

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