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Robert M
Series 63, Series 65
Olathe, KS
LPL Financial
Robert Miller is a financial advisor with LPL Financial based in Olathe, KS, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining LPL Financial, he worked at Securities America, Inc. and has a background in education through his work with the Raymore-Peculiar School District. Miller also provides financial planning and consulting services through Ameritime, an independent registered investment advisor firm he founded. 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, wrap and model portfolios, third-party asset management, and institutional platforms.
Erin F
Series 66
Overland Park, KS
Cetera
Erin Fagan is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has worked at Cetera Wealth Services, LLC since 2025. Prior to her advisory role, her background includes positions at Huhtamaki, State Farm, and Cyclebar. Outside of her advisory duties, she is involved as a babysitter apprentice with Nou Nou Neighbors, a service connecting babysitters with families. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures including discretionary and non-discretionary options.
Colby Z
Series 66
Overland Park, KS
Thrivent Investment Management
Colby Zink is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation. He has one year of industry experience and previously worked in accounting and the restaurant business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without portfolio management or discretionary trading authority.
Angela F
ChFC®, Series 63, Series 65
Olathe, KS
LPL Financial
Angela Ford is a ChFC®-designated financial advisor with over 32 years of industry experience. She is currently with LPL Financial and has prior experience at Securities America Advisors and National Planning Corporation. Ford is also involved with Ameritime, LLC and Compass Financial Resources, LLC in advisory roles outside her primary firm. 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 wide range of financial planning and asset management services, utilizing both proprietary and third-party strategies, supported by technology tools and a broad network of over 22,800 advisors.
Tracy K
CFP®, Series 66
Overland Park, KS
Edward Jones
Tracy Kunkel is a CFP® and registered Series 66 advisor with Edward Jones, where she has worked for nine years. Prior to joining Edward Jones, she spent five years at GlynnDevins Advertising Agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.
Nathan G
Series 66
Overland Park, KS
Cetera
Nathan Goertzen is a financial advisor with Cetera who holds the Series 66 designation and has five years of industry experience. He has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Co, among others. Outside of his advisory work, he is involved with Fresh Prints and has experience teaching at the University of Kansas. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party model portfolios with various program structures.
Brian M
Series 63, Series 66
Overland Park, KS
Raymond James & Associates
Brian Moran is a financial advisor with Raymond James & Associates who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Reggie K
Series 66
Overland Park, KS
Ameriprise
Reggie Kemna is a Series 66-credentialed financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages several private businesses, including agricultural operations and real estate ventures. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, leveraging proprietary research, third-party data, and algorithmic tools to deliver tailored recommendations.
Taylor B
CFP®, Series 66
Overland Park, KS
Edward Jones
Taylor Bell is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Taylor worked at MD Anderson Cancer Center for three years and spent time in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Samuel G
Series 66
Overland Park, KS
OSAIC
Samuel Glass is a financial advisor with OSAIC based in Overland Park, KS. He holds a Series 66 designation and has professional experience across several firms since 2021. Outside of finance, his background includes roles in the beverage industry, soccer clubs, and university settings. 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 provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.
Tatum S
CFP®, Series 63, Series 66
Overland Park, KS
Cetera
Tatum Schuler is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera, Schuler worked at Charles Schwab Bank and Charles Schwab for 13 years, as well as American Century Advisory Services and earlier roles at Cetera. In addition to work at Cetera, Schuler is involved with Rally Wealth and Benefits as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services across multiple program structures and investment options.
Connie L
Series 66
Olathe, KS
Edward Jones
Connie Lohr is a financial advisor at Edward Jones in Olathe, KS, with 14 years of industry experience and a Series 66 designation. 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, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.
Bryan C
Series 63, Series 65
Overland Park, KS
Edelman Financial Engines
Bryan Clark is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent nine years at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.
Margaret S
Series 63, Series 66
Overland Park, KS
LPL Enterprise
Margaret Swords is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. Outside of advising, she is involved as a sales associate at a local lawn and garden business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s investment implementation is typically model-driven, offering access to third-party asset managers and various financial planning services.
Kyle Y
Series 63, Series 66
Overland Park, KS
Cambridge Investment Research Advisors
Kyle Younger is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and MassMutual Life Insurance Company. Outside of his advisory role, he is employed by the Kansas City Chiefs Football Club in a sport and fitness capacity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party strategies across multiple custody platforms.
Steven A
Series 63, Series 65
Olathe, KS
LPL Financial
Steven Adamson is a financial advisor with LPL Financial based in Olathe, Kansas. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. Adamson also operates Compass Financial Resources, LLC, an ongoing business he has been involved with since 2000. 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, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.
Joe V
Series 63, Series 65
Lenexa, KS
Fidelity
Joe Valiquette is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple roles at Fidelity Investments as well as positions with GWFS Equities, Transamerica Retirement Solutions, Charles Schwab, TD Ameritrade, TIAA-CREF, and USAA Financial Planning Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies with a registered commodity pool operator status and formal proxy-voting procedures.
Milind V
ChFC®, Series 63, Series 65
Overland Park, KS
Cambridge Investment Research Advisors
Milind Vaidya is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has worked with Cambridge since 2006. Outside of his advisory role, he serves as president of Strategic Financial Solutions, a non-investment-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, using multiple custody platforms and proprietary as well as third-party model strategies.
Dylan R
Series 66
Overland Park, KS
Cambridge Investment Research Advisors
Dylan Roach is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has been affiliated with Cambridge Investment Research entities since 2024. Roach has also worked at Emporia State University and other local organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored strategies across multiple platforms and custody arrangements.
Ricky K
Series 63, Series 65
Overland Park, KS
Primerica Advisors
Ricky Kuhlman is a financial advisor with Primerica Advisors in Olathe, KS, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns Kuhlman International, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.
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