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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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Linda W

Series 66

Overland Park, KS

Edward Jones

Linda Werner is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Series 63, Series 65

Overland Park, KS

LPL Financial

Thomas Knox is a financial advisor with LPL Financial in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including prior roles with Waddell & Reed Inc. and involvement in youth soccer organizations, where he has served as a coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by research and technology tools.

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

Series 63

Overland Park, KS

Wells Fargo Advisors

Tonya Jones is a financial advisor with Wells Fargo Advisors who holds a Series 63 designation and has 19 years of industry experience. She has worked within various divisions of Wells Fargo since 2009, including Wells Fargo Advisors LLC, Wells Fargo Clearing, and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that address cash flow, retirement, education, risk, wealth transfer, and specialized areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Carter D

CFP®, Series 66

Overland Park, KS

Cetera

Carter Dye is a CFP® with seven years of industry experience, currently serving as an associate advisor at Cetera. He has held roles at several firms, including Comprehensive Retirement Solutions and Prosperity Advisors, LLC. In addition to his advisory work, he refers clients to tax professionals and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, and reports over $256 billion in assets under management.

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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Devan M

Series 65, Series 66

Overland Park, KS

STIFEL

Devan Mc Ewen is a financial advisor at Stifel in Overland Park, KS, holding Series 65 and Series 66 licenses. Mc Ewen has been with Stifel since 2023, with previous experience at CGN Advisors and a background that includes time as a student and work at Berry College Elementary and Middle School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Christopher F

CFP®, Series 66

Overland Park, KS

LPL Financial

Christopher Funke is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2021. Prior to joining LPL, he was involved with Funke Companies Inc. and worked with Waddell & Reed Inc. and various insurance carriers over an 11-year period. 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 provides advisory and brokerage services supported by a broad platform of financial planning, asset management, and institutional solutions.

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

Series 66

Overland Park, KS

Cetera

Tanner Owen is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. He has worked with multiple firms including White Iron Ridge and Renaissance Financial, where he also serves as a financial advisor. Outside of his advisory role, Owen volunteers as a coach with the youth development organization First Tee and as a mentor for Big Brothers Big Sisters. He also performs handyman work at a wedding venue. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and consulting services, supporting over 10,000 advisors and managing assets exceeding $256 billion.

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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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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Frederick F

Series 63, Series 65

Overland Park, KS

LPL Financial

Frederick Funke Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes over two decades at Waddell & Reed, Inc., along with experience at various insurance carriers and managing Funke Krapf Properties, LLC. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

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

Series 63, Series 65

Overland Park, KS

Equitable Advisors

Connor Hampton is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors, LLC. Outside of his advisory role, he serves as vice president and board member of NAIFA Kansas City Wichita Chapter. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management programs, utilizing a range of advisory models and third-party asset managers to deliver investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jason G

Series 63, Series 66

Overland Park, KS

Equitable Advisors

Jason Gragg is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at GWFS Equities, Inc. and JP Morgan Institutional Investments Inc. from 2014 to 2023 before joining Equitable Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and advisory platforms alongside its own strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Bradly R

Series 66

Overland Park, KS

LPL Financial

Bradly Rogers is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Waddell & Reed and spent four years at FEDEX Ground before entering the financial sector. Rogers is also commissioned as a notary in Overland Park, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary research and third-party strategies, supported by extensive technology and operational resources.

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

CFP®, Series 66

Overland Park, KS

Edward Jones

Charles Earnest is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Business ownership considerations Family Business Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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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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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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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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Scott L

CFP®, Series 66

Overland Park, KS

Edward Jones

Scott Limkemann is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He and his wife co-own and operate preschool and childcare businesses in Lenexa and Overland Park, Kansas. 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 solutions supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Erik S

Series 66

Overland Park, KS

Merrill

Erik Stone is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill, he worked at Bank of America and Mortgage Lenders of America and spent eleven years at Hendrick Automotive Group. Outside of his advisory role, he is the owner of Inside the Box LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Kody C

Series 66

Overland Park, KS

Mass Mutual Investors Services

Kody Cook is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has held prior roles at MassMutual Life Insurance Company, New York Life Insurance Co., NYLIFE Securities LLC, Mutual of Omaha, and Northwestern Mutual. Outside of his advisory work, Cook serves as an associate board member for the Insurance Industry Charitable Foundation and is a board member of the Cystic Fibrosis Foundation, where he assists with event organization and fundraising efforts. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored planning supported by firm-approved analytical tools and emphasizes collaborative, ongoing advisor-client relationships.

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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