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Drew M

Series 65

Overland Park, KS

Prime Capital Financial

Drew Meecham is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at KeyBank Real Estate Capital and RedTire, as well as experience at the University of Kansas School of Business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm utilizes a range of investment strategies and offers services including asset management, financial planning, qualified retirement plan sponsorship, family office offerings, and tax advisory through its affiliated subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey W

Series 63, Series 65

Overland, KS

Brookstone Capital Management LLC

Jeffrey Wilcox is a financial advisor with Brookstone Capital Management LLC in Olathe, KS. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2013, he has been affiliated with Jw Advisory Group. In addition to advisory work, he is involved in insurance and fixed annuity sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Timothy D

Series 63

Overland Park, KS

Commonwealth Financial Network

Timothy Disette is a financial advisor with Commonwealth Financial Network in Overland Park, KS, holding a Series 63 designation and over 34 years of industry experience. He has been associated with Trinity Planning Group since 2012, where he is also an owner. Outside of his advisory role, he co-owns Black Acre Farms, LLC, which manages a recreation property. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Dyson D

Series 65

Overland Park, KS

Prime Capital Financial

Dyson Dechant is a financial advisor at Prime Capital Financial with five years of industry experience. He holds a Series 65 designation and has previously worked at Mariner Wealth Advisors and KPMG. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Curtis Y

CFP®, Series 63, Series 65

Overland Park, KS

Commonwealth Financial Network

Curtis Yohon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network, where he has worked since 2001. He also has experience with The Advocates since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Gregory D

Series 63

Shawnee, KS

Kestra Advisory

Gregory Day is a financial advisor with Kestra Advisory in Shawnee, Kansas, holding a Series 63 designation and over 44 years of industry experience. He has been with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and employs multiple management platforms alongside third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Patrick C

Series 65

Overland Park, KS

Prime Capital Financial

Patrick Cassidy is a financial advisor at Prime Capital Financial in Overland Park, KS, holding a Series 65 designation. He began his industry career in 2026. Prior to joining Prime Capital Financial, he was affiliated with the University of Kansas in various capacities from 2020 to 2025. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of investment strategies and maintains an affiliated accounting subsidiary, Prime Capital Tax Advisory, which provides tax planning and bill-pay services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Allison L

Series 66

Overland Park, KS

Edward Jones

Allison Lampo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Kansas City Life Insurance for six years and has held positions in various companies including Target, Brown Smith Wallace, and the University of Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
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Luke S

CFP®, Series 66

Overland Park, KS

Cetera

Luke Scott is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with Cetera and has held roles at Renaissance Financial since 2010 as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. Scott also serves as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform that includes both discretionary and non-discretionary program options.

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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Brett J

CFP®, CFA®, Series 63

Overland Park, KS

Cetera

Brett Jergens is a financial advisor with Cetera based in Overland Park, KS, holding CFP® and CFA® designations and having seven years of industry experience. He has held roles at firms including Tortoise Capital Advisors and operates several financial services businesses, serving as Chief Investment Officer for Prosperity Advisors LLC and Prosperity Network of Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to 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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Pierre B

Series 63, Series 65

Overland Park, KS

OSAIC

Pierre Badertscher is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Woodbury Financial Services Inc. and First Heartland Capital Inc. Badertscher is a co-owner of SECURITY FINANCIAL Inc., an S-corp involved in the sale and distribution of insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management options and third-party solutions.

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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Darren G

CFP®, Series 66

Overland Park, KS

OSAIC

Darren Gray is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked with Securities America Advisors and Securities America Inc for nine years. Gray also operates Freedom Peak Financial, where he creates and manages investment and model portfolios. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisors. The firm utilizes a variety of advisory platforms and asset-allocation tools to offer integrated brokerage, financial planning, and managed account services.

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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Peter C

Series 66

Gardner, KS

Edward Jones

Peter Carr is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as an assistant basketball coach for the boys basketball program at Baldwin USD 348. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Franklin S

Series 63, Series 66

Overland Park, KS

Ameriprise

Franklin Santos is a financial advisor with Ameriprise in Arnold, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at FBL Financial Group, Charles Schwab, U.S. Bancorp Investments, and Bank of America. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic recommendation processes.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Taylor C

Series 63, Series 65

Olathe, KS

LPL Financial

Taylor Cole is an advisor with LPL Financial in Olathe, Kansas, holding Series 63 and Series 65 registrations with two years of industry experience. Prior to joining LPL Financial, Cole worked at Securities America, Inc. and Compass Financial Resources. Outside of financial advising, Cole is involved in IT work and part-time employment with DoorDash. 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, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad affiliate network.

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

Series 63, Series 65

Overland Park, KS

Mass Mutual Investors Services

Jared Wirsig is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He previously worked for Northwestern Mutual companies from 2003 to 2026 before joining MassMutual Life Insurance Company and MML Investors Services in 2026. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and also provides event-driven planning programs such as estate-settlement and divorce planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kelly A

CFP®, Series 63, Series 65

Overland Park, KS

Cetera

Kelly Arias is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Comprehensive Retirement Solutions, Innovest Financial Partners, and VALIC Financial Advisors. Arias serves as a member of the Financial Planning Association chapter's public relations committee, where she writes and edits personal finance articles and participates in public media appearances. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary program structures and a variety of investment options.

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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Matthew H

Series 63, Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Matthew Hovey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Creative Planning and Waddell & Reed Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

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

CFP®, Series 63

Overland Park, KS

OSAIC

Dean Callison is a CFP® professional with 38 years of industry experience. He is currently with OSAIC and has prior experience at Woodbury Financial Services, First Heartland Consultants, and his own firm, Callison & Advisors. In addition to his advisory role, he provides philanthropic consulting to charitable organizations and donors. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various asset allocation tools and third-party platforms to construct portfolios that range across multiple 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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Kara M

Series 63, Series 65

Lenexa, KS

LPL Financial

Kara Miller is a financial advisor at LPL Financial with 17 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Symetra Securities, and Symetra Life Insurance Company. She holds Series 63 and Series 65 designations. Outside of her advisory work, she is employed part-time at Bestmark Express. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced 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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