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Kimberly T

Series 63, Series 66

Springhill, KS

LPL Enterprise

Kimberly Thompson is a financial advisor at LPL Enterprise with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Thompson volunteers with the Spring Hill Chamber of Commerce and owns an insurance agency specializing in property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio management, and access to a range of brokerage and insurance products within an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Kelly K

Series 66

Olathe, KS

Edward Jones

Kelly Krebs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Krebs held roles at JE Dunn Construction Company, Benedictine College, and Country Club Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of wealth levels. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Lawrence, KS

Cetera

Edward Zeller is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, Zeller serves as president of the Lawrence Action Civitan Club, a civic organization focused on assisting those less fortunate and individuals with disabilities. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment solutions.

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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Joseph K

Series 63, Series 65

Lawrence, KS

Raymond James Financial

Joseph Karnes is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Raymond James and Central National Bank’s Wealth Management and Trust Services Division. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kaleb S

Series 66

Shawnee, KS

Edward Jones

Kaleb Stoppel is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2023, he worked in various educational roles including positions at the Park Hill School District, Wichita Public Schools, William Woods University, and Olathe Public Schools. Outside of his advisory work, he is the author of a book on mental health and occasionally speaks on mental health awareness, drawing from his personal experience as a survivor of a school shooting. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Educators, Teachers, and Academics Public Service Employee
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Margaret S

CFP®, Series 63, Series 65

Lawrence, KS

LPL Financial

Margaret Stenseng is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 2021. She has a background that includes 28 years with Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, she was involved with the Abwa Engaging Leaders Chapter from 2017 to 2020. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

College savings (529s, UTMA, etc.)
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Ryan C

Series 63, Series 66

Lawrence, KS

Edward Jones

Ryan Catlin is a financial advisor with Edward Jones in Lawrence, KS, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Edward Jones since 2000 and also has ties to MetLife Securities Inc. and Metropolitan Life Insurance Company since 1999. Catlin serves as a board member for the Ballard Center and the Lawrence Country Club in Lawrence. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Lawrence, KS

LPL Financial

Blake Birdsall is a financial advisor with LPL Financial based in Lawrence, KS, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved in business development with TSC Ecosolutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Douglas B

Series 63, Series 66

Lawrence, KS

LPL Financial

Douglas Bennett is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 38 years of industry experience, including prior roles at Nations Financial Group and Great Plains Financial Group. Bennett is also involved as a partner in Fifteen:22 Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by research and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Ashton G

Series 66

Lawrence, KS

LPL Financial

Ashton Gant is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Gant worked at Cambridge Investment Research, Inc. from 2020 to 2023 and has additional work experience in retail and health club industries. Outside of advisory work, Gant is employed part-time as a sales associate with Altar'd State. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, incorporating both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
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James F

Series 63, Series 65

Olathe, KS

Thrivent Investment Management

James Feret is a financial advisor at Thrivent Investment Management in Olathe, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under consolidated billing while keeping the services separate.

Business ownership considerations
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Michael N

Series 63, Series 65

Lawrence, KS

LPL Financial

Michael Napier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Securities America Advisors, OSAIC, and Waddell & Reed, Inc. Outside of his advisory work, he serves as Lead Minister and President of Kingdoms United, Inc., a non-profit religious organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Loren G

Series 66

Lawrence, KS

Ameriprise

Loren Gottschalk is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2024. Outside of his advisory role, he is co-owner of a vineyard business, P.I.G. Farm LLC, in Basehor, KS. Ameriprise offers retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform providing advisory, brokerage, and insurance solutions.

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

Series 66

Olathe, KS

OSAIC

Brent Pryor is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Royal Alliance Associates, AE Financial Services, AE Wealth Management, Ivy Distributors, and Waddell & Reed. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various investment tools and platforms to construct portfolios 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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Kyle B

Series 66

Eudora, KS

Edward Jones

Kyle Branine is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rodney M

PFS™, Series 63, Series 65

Lawrence, KS

STIFEL

Rodney Miller is a financial advisor at Stifel with 37 years of industry experience and holds the PFS™, Series 63, and Series 65 designations. He has been with Stifel since 2009. Outside of his advisory work, he serves on several local boards, including the Topeka Metropolitan Transit Authority and the Topeka Shawnee County Library Foundation, and is involved with a family-run home construction business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and nonprofit entities. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

General retirement planning Income planning
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Nicholas B

Series 66

Lawrence, KS

LPL Financial

Nicholas Bennett is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and previously worked at Nations Financial Group and the Kansas Highway Patrol. He is also a registered representative at Fifteen 22 Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

College savings (529s, UTMA, etc.)
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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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Cody F

Series 66

Lawrence, KS

LPL Financial

Cody Faust is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and 10 years of industry experience. His prior roles include six years with Cambridge Investment Research Advisors and one year at National Planning Corporation. Outside of his advisory work, he is involved in technology consulting through Luminary, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Teresa K

Series 66

Lawrence, KS

Ameriprise

Teresa Kempf is a financial advisor with Ameriprise in De Soto, KS, holding a Series 66 designation and 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Kempf serves on the Finance Council of The Archdiocese of Kansas City in Kansas, is Finance Chair at St. James Academy, co-chairs the Membership Committee for the KU School of Business Dean’s Board of Advisors, and is chairman of the board for the LMH Health Foundation. Ameriprise provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions, primarily serving clients approaching or in retirement with significant investable assets. The firm’s retirement-income approach includes research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.

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