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Brandon S

Series 66

Manhattan, KS

Edward Jones

Brandon Spielman is a financial advisor with Edward Jones in Manhattan, KS. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Vantage Investment Partners, Invista (Koch Industries), and Pepsi Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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

Series 63, Series 66

Manhattan, KS

Ameriprise

Brian Fehr is a financial advisor at Ameriprise with 18 years of industry experience. He has previously worked at FBL Marketing Services, FBL Financial Group, FINRA, Raymond James Financial Services Advisors Inc., and Central National Bank. He holds Series 63 and Series 66 licenses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

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

Series 66

Manhattan, KS

Edward Jones

Jorge Mendoza Garcia is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior roles include positions at First Command Advisory Services and First Command Brokerage Services, as well as work in various other industries. Outside of finance, he is involved with Monarch Holdings, which operates a small vending company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions, with over $1 trillion in assets under management and a large national network of advisors and branch offices.

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

Series 66

Manhattan, KS

Edward Jones

Laurie Weeks is a Series 66–licensed financial advisor with Edward Jones in Manhattan, Kansas, with 10 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Manhattan, KS

Edward Jones

Allen Reid is a financial advisor with Edward Jones in Manhattan, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he spent thirteen years at Parker Hannifin. Outside of his advisory work, he owns a side business creating and selling online horseshoe art under the name County Line Decor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Anthony G

Series 65, Series 63

Manhatton, KS

Cetera

Anthony Gagnon is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. He is also a member of New Prosperity Group LLC, which oversees his advisory and insurance business formerly conducted under HGH Wealth Management LLC. In addition, he assists with tax, bookkeeping, and business advisory services at the CPA firm Pottberg, Gassman & Hoffman Chartered. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that supports various program structures, discretionary and non-discretionary portfolio management, and access to both affiliated and unaffiliated 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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Catherine M

CFP®, Series 66

Manhattan, KS

Edward Jones

Catherine Mc Kinley is a CFP®-certified financial advisor with 13 years of industry experience. She has been with Edward Jones since 2014 in their Manhattan, KS office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through 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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Gregory B

Series 63, Series 65

Manhattan, KS

STIFEL

Gregory Barron is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 1982. Outside of his advisory role, he is involved in ranch work, including farrier and cattle-related activities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

General retirement planning Income planning
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Scott O

Series 63, Series 66

Manhattan, KS

Thrivent Investment Management

Scott Olesky is a financial advisor with Thrivent Investment Management in Manhattan, KS, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2019 and previously spent nine years at Eagle Communications. Outside of his advisory role, Olesky serves as Meal Packing Director for Flinthills Praisefest, a three-day Christian music and global impact event. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan, while maintaining these services separately.

Business ownership considerations
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Emily S

Series 66

Manhattan, KS

Edward Jones

Emily Surritt is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, she worked at Kansas State University from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Douglas S

Series 66

Manhattan, KS

Edward Jones

Douglas Springer is a financial advisor with Edward Jones in Manhattan, KS, holding a Series 66 designation and six years of industry experience. He was previously with KS StateBank for seven years before joining Edward Jones in 2019. Outside of his advisory work, he has general oversight responsibilities for a real estate rental business and co-owns a residential rental property with his spouse. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies and maintains 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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James B

Series 66

Manhattan, KS

Ameriprise

James Bradley is a financial advisor with Ameriprise in Manhattan, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual planning 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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Zachary P

Series 66

Manhattan, KS

Edward Jones

Zachary Paquette is a financial advisor at Edward Jones in Manhattan, KS, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in insurance and environmental services, along with roles in public and educational sectors. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services supported by a large national network of advisors and branch offices.

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

Series 63, Series 66

Manhattan, KS

STIFEL

Carlin Murphy is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Elisa C

CFP®, Series 66

Manhattan, KS

Edward Jones

Elisa Carver is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones with three years at the firm and a total of five years in the industry. Her prior experience includes roles at The Trust Company and the Kansas State University Foundation. She is a member of the Finance Council at St. Thomas More Catholic Church in Manhattan, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

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

Series 66

Manhattan, KS

Raymond James Financial

Ryan Hayden is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc. Aside from his advisory work, Hayden serves as a pastor at multiple churches, is a professor at Manhattan Christian College, and participates as an officer and board member for Habitat for Humanity of the Northern Flint Hills. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports advisory programs, as well as municipal and public-finance services.

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

Series 66

Manhattan, KS

Robert Baird & Co.

Chris Trumble is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He has worked at Robert W. Baird & Co. since 2016, following positions at Morgan Stanley and Citigroup Global Markets. Trumble holds the Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, ongoing manager monitoring, and the use of artificial intelligence tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Cara G

Series 66

Manhattan, KS

Edward Jones

Cara Prichard is a financial advisor at Edward Jones in Manhattan, KS, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, she worked at Panera Bread for six years and Manhattan Area Technical College for fourteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

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

CFP®, Series 66

Wamego, KS

Edward Jones

Sarah Lovendahl Pacheco is a CFP® professional with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy ESG / Sustainable investing Inheritance planning Founder/Business Owner LGBTQIA
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Mark E

Series 66

Manhattan, KS

Edward Jones

Mark Ewing is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he is involved in sports broadcasting play-by-play for NFHS Network Kansas State High School Activities and Wichita State University Athletics. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management Retirement income strategy Retired Founder/Business Owner Executive
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