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Angela H

ChFC®, Series 66

Overland Park, KS

Cetera

Angela Hudson is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, with 11 years of industry experience. She has worked with Cetera and its affiliated entities since 2015 and owns Hudson Planning Services, LLC, a financial services firm. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various program structures 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 C

Series 66

Olathe, KS

Edward Jones

Justin Churchill is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at The Redwood Group (Risk Canopy) for five years and has experience at Gaillardia Country Club and Southwestern College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

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

Series 66

Overland Park, KS

Wells Fargo Clearing

Benjamin Wheeler is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved in singing, participating in rehearsals and concerts in the Kansas City area. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Stephen S

Series 63, Series 66

Overland Park, KS

Edward Jones

Stephen Spangler is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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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Ross H

Series 63, Series 65

Overland Park, KS

LPL Financial

Ross Halsey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked with The Keepers Legacy, Inc, Rjjj Group Company, and Waddell & Reed, Inc. Outside of his advisory work, he volunteers with the Overland Park Mayor’s Prayer Breakfast and has been involved in brand promotion for Team Head Racquetball since 1995. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $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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Brooke W

Series 66

Overland Park, KS

OSAIC

Brooke Willis is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, GEHA, Inc., State Street Corporation, and Keen Wealth Advisors. Willis also serves as a registered representative at Willis Financial Solutions, where she supports branch activities and sells fixed life insurance and annuities. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and manage portfolios across various 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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Joseph K

Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has held prior roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns and manages a recreational-use property through Kucera Farms LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research.

Retired Founder/Business Owner
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Robert G

Series 66

Overland Park, KS

Cetera

Robert Goodman is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to that, he was affiliated with Renaissance Financial Corp and Securian Financial Services, and he continues to serve as registered staff at Renaissance Financial, providing securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures 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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Devin D

Series 66

Overland Park, KS

Merrill

Devin Davis is a financial advisor with Merrill and holds a Series 66 designation. He has been with Merrill and Bank of America since 2026, having previously worked in various roles including positions at Bank of America from 2023 to 2026 and several other employers in different industries. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Zebulun J

CFP®, Series 66

Overland Park, KS

Edward Jones

Zebulun Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Gap Inc. and held roles at Kansas City Catering, Vector Marketing Corporation, and The University of Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

General retirement planning Professional Athlete LGBTQIA
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Kurt Z

Series 63, Series 66

Overland Park, KS

Edward Jones

Kurt Zlomke is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Wealth management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Andrew S

Series 66

Overland Park, KS

Mass Mutual Investors Services

Andrew Schmelzle is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Overland Park, KS. He has been with MML Investors Services, LLC since 2026 and previously worked at MassMutual Life Insurance Company, Wildcat NIL, Kansas State University, Keim TS, and USD 113 Sabetha School District. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, utilizing firm-approved tools to deliver written recommendations tailored to client goals.

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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Irl O

CFP®, Series 66

Lenexa, KS

Cambridge Investment Research Advisors

Irl Oaks is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors since 2014 and was previously with Tallgrass Advisors, LLC for 11 years. Outside of his advisory role, Oaks is involved in youth athletics as a volleyball coach and is the owner of Andy Oaks Volleyball Camps. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary strategies with access to third-party managers.

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

Series 66

Overland Park, KS

Cetera

Sara Stebbins is a financial advisor with Cetera in Overland Park, KS, holding a Series 66 designation and 11 years of industry experience. She has worked at Cetera since 2015 and is also involved with Comprehensive Retirement Solutions and Prosperity Advisors LLC. Outside of advisory roles, she serves as treasurer for a middle school PTA, managing budget and financial reporting. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

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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Shawn V

Series 66

Overland Park, KS

Edward Jones

Shawn Varner is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2020 and previously spent eleven years at Freightquote. He holds a Series 66 designation. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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James W

Series 66

Overland Park, KS

Mass Mutual Investors Services

James Warren is a financial advisor with Mass Mutual Investors Services in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. He has worked with MML Investor Services, LLC and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is involved in engine tuning for classic cars and trucks. MML Investor Services, LLC operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes detailed, collaborative planning engagements using firm-approved analytical tools, with implementation options available through separate brokerage or insurance arrangements.

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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David C

Series 63, Series 65

Overland Park, KS

LPL Financial

David Caples is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Linsco/Private Ledger since 2001. Outside of his advisory role, he serves as a board member for Overland Investment Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a broad range of investment strategies and operational tools.

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

Series 63, Series 65

Overland Park, KS

Cetera

Jon Ogren is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked for firms including Renaissance Financial Corporation and Securian Financial Services. Outside of advisory work, he owns a web-based fitness business that offers virtual classes, serves as an adjunct lecturer on 401(k) plans, and is a board member of a nonprofit focused on supporting fathers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

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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Baker I

Series 63, Series 66

Overland Park, KS

Thrivent Investment Management

Baker Inman is a financial advisor at Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Thrivent, he worked at Worldwide Express Operations LLC and Crestwood Country Club. Outside of finance, he was involved with Busbot DBA Denim from 2021 to 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without discretionary portfolio management.

Business ownership considerations
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Chad H

Series 66

Olathe, KS

LPL Financial

Chad Hartman is a financial advisor with LPL Financial in Olathe, KS, holding a Series 66 designation and 20 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services for 20 years and has held roles outside of finance, including serving as Chief Operating Officer at LTA II Manufacturing, overseeing operations in the truck accessory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and various institutional platforms, supported by extensive operational tools.

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