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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.

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

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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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.

Business ownership considerations
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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.

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

Retirement income strategy General retirement planning Business ownership considerations Divorce financial planning Wealth management Founder/Business Owner
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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.

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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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

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

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

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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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.

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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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.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Educators, Teachers, and Academics Women Professionals
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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.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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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.

Tax-loss harvesting
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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.

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

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

Charitable giving & philanthropy Active portfolio management
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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.

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

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

ESG / Sustainable investing Tax-loss harvesting Income planning
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