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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 15 years of experience at Edward Jones, where she has worked since 2011. She holds the Series 66 designation and is based in Wamego, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Junction City, KS

Edward Jones

Ryan Shaull is a financial advisor with Edward Jones in Junction City, KS, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include seven years at The Vanguard Group and a year at AE Financial Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment strategies supported by a large national network of advisors and branch offices. The firm operates under a fiduciary standard and provides integrated services including tax-efficient management and access to affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans
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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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Gage Z

Series 66

Manhattan, KS

Edward Jones

Gage Zierlein is a financial advisor with Edward Jones in Manhattan, Kansas, holding a Series 66 designation and four years of industry experience. He previously worked at Frontier Farm Credit for 11 years. Outside of his advisory role, Zierlein has served as an independent contractor providing insights on farm lending technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
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William W

Series 63, Series 66

Manhattan, KS

Edward Jones

William Wolf Jr. is a financial advisor at Edward Jones with 36 years of industry experience. He has worked at Edward Jones since 1989 and holds Series 63 and Series 66 designations. Wolf is also a board member of Guardian Angels, a community organization based in Manhattan, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of approximately 23,701 advisors.

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

Series 66

Manhattan, KS

Edward Jones

Kelly Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Before joining Edward Jones, Smith worked at Rocket Online School as an administrative assistant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs supported by a nationwide network of over 23,000 financial advisors.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Maxine C

Series 63, Series 66

Manhattan, KS

OSAIC

Maxine Christensen is a financial advisor with OSAIC in Manhattan, KS, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Prosperity Advisors, Cetera Advisors, and Rains Purinton Group. Outside of her advisory work, she serves as office manager for AD ASTRA INVESTMENT MANAGEMENT LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services along with a range of portfolio management options supported by asset-allocation tools 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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Bradley H

Series 63, Series 66

Manhattan, KS

LPL Financial

Bradley Hill is a financial advisor with LPL Financial in Manhattan, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes roles at Credit Union of America, Wichita FCU Retirement and Investment Services, CUSO Financial Services, and Edward Jones. Outside of his advisory work, he operates a small business, KBH iInvestments, which plans to invest in rental properties. 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 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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Matthew P

Series 63, Series 66

Manhattan, KS

Edward Jones

Matthew Paquette is a financial advisor with Edward Jones in Manhattan, Kansas, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as President of the Board for the Westport Commons #3 Office Owners Association, the office condo complex where his Edward Jones office is located. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Manhattan, KS

STIFEL

Skyler Saunders is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Oracle and Cerner Corporation. Outside of finance, Saunders has experience in diverse roles including positions at Evolution Gym and involvement with educational and community organizations. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance uses proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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