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Kevin C

Series 66

Topeka, KS

Edward Jones

Kevin Conley is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ann M

Series 66

Lawrence, KS

LPL Financial

Ann Myers is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, with prior roles at Cambridge Investment Research and Bank of America. 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, retirement plan consulting, and brokerage services utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Richard P

CFP®, Series 66

Lawrence, KS

Raymond James Financial

Richard Pratte is a CFP® professional with three years of industry experience, currently serving at Raymond James Financial. His career includes roles at MKA Wealth Management and Schenewerk Capital LLC. He has also been involved with several church organizations over the years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized advisory programs such as municipal finance and SIMPLE IRA consulting.

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

Series 66

Lawrence, KS

STIFEL

Kristen Samp is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to her career in finance, she worked at Lawrence Country Club for nine years and currently works as a golf professional providing golf instruction. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

General retirement planning Income planning
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Ehren F

Series 66

Lawrence, KS

LPL Financial

Ehren Feldmeyer is a financial advisor with LPL Financial in Lawrence, Kansas, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Malcom O

Series 66

Lawrence, KS

LPL Financial

Malcom Ong is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Nations Financial Group, Inc. for 16 years. Ong is also the owner of Providence, LLC, where he serves as a registered representative. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Sarah R

Series 66

Lawrence, KS

Ameriprise

Sarah Rivas is a financial advisor at Ameriprise with a Series 66 designation and over 15 years of industry experience, including 15 years at Edward Jones before joining Ameriprise in 2024. Outside of her advisory work, she is a 1099 sales representative for Zyia Activewear. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations through a centralized consulting team.

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

Series 66

Lawrence, KS

Ameriprise

Scott Solomon is a Series 66-licensed financial advisor with Ameriprise, based in Berryton, Kansas. He has 22 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Outside of his advisory work, Solomon is the CEO and sole owner of SRS Enterprise, Inc., an S-Corp that manages his business overhead expenses, and he owns a 140-acre farm used for recreation. Ameriprise offers specialized retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations. The firm also provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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

CFP®, Series 66

Lawrence, KS

Edward Jones

John Gascon is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2012, working from Lawrence, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Engineering Professional Real Estate Professional
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Thomas L

Series 63, Series 66

Lawrence, KS

STIFEL

Thomas Lohmeyer is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services rooted in a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended to support client decision-making.

General retirement planning Income planning
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Matthew N

Series 63, Series 66

Lawrence, KS

STIFEL

Matthew Neis is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel in 2019. Outside of his advisory role, he serves as president of the Lawrence Breakfast Cosmos Club, a civic organization focused on finding a cure for diabetes. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Zachary S

CFP®, Series 66

Eudora, KS

LPL Financial

Zachary Stover is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation. Outside of financial advising, he is involved in tax preparation and accounting services through his business, DM Bruce Owner Solutions. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research and employs various portfolio management strategies.

College savings (529s, UTMA, etc.)
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Jennifer H

Series 66

Baldwin City, KS

Edward Jones

Jennifer Hantsbarger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Her prior roles include positions at Modern Consulting and Redemption Plus. 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 through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Wealth management Government Employee
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Roger S

Series 63

Lawrence, KS

Raymond James Financial

Roger Schenewerk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lawrence, Kansas, holding a Series 63 designation and over 32 years of industry experience. He previously worked at David M. King & Associates, Ltd., where he served for nine years. Outside of his advisory role, Schenewerk is involved in several business activities including serving as CEO of David M. King Associates and Schenewerk Capital LLC, and he is president of the Oread West Office Park Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work uncommon among large institutional advisors.

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

Series 66

Lawrence, KS

Raymond James Financial

Robert Florence is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Capitol Federal. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance through an affiliated municipal advisor.

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

Series 66

Lawrence, KS

Edward Jones

Alvin Daniels is a Series 66 licensed financial advisor at Edward Jones in Lawrence, Kansas, with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at TouchNet Information Systems, Inc and Electronic Funds Source. Edward Jones is a full-service wealth management firm serving over 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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Patricia L

Series 66

Lawrence, KS

Ameriprise

Patricia Larue is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in a design-related business, assisting with design and material selection for residential remodeling projects. Ameriprise serves clients primarily through its retirement-income planning service for individuals nearing or in retirement, offering tailored recommendations based on comprehensive analysis and modeling. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions.

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

Series 63, Series 65

Lawrence, KS

Raymond James Financial

Teresa Kinney Bishop is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. She has worked with several firms, including Schenewerk Capital and David M. King Associates, and has been with Raymond James Financial Services Advisors since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor structure.

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

Series 66

Lawrence, KS

STIFEL

Jennifer Stammeyer is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Walter J

Series 63, Series 65

Lawrence, KS

LPL Financial

Walter Jamison is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation, spanning over 19 years prior to his current firm. Outside of his advisory work, Jamison is involved with several business activities including operating a table finishing and selling business and managing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and advanced portfolio management technologies.

College savings (529s, UTMA, etc.)
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