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Jessica F

Series 66

Overland Park, KS

Cetera

Jessica Franz Martin is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has previously worked at Comprehensive Retirement Solutions and various branches of Cetera Advisors LLC. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics and holds a notary public commission. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party money 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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Brian P

CFP®, Series 63, Series 65

Overland Park, KS

LPL Financial

Brian Perley is a CFP® professional with over 42 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at firms including OSAIC, Securities America Advisors, VOYA Financial Advisors, and operated his own firm, Perley & Associates, Inc. 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 broad range of financial planning and investment management services through a large network of advisors, employing both proprietary research models and third-party strategies.

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

Series 66

Lenexa, KS

Edward Jones

Brandon Jobe is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. 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.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Brett D

Series 63, Series 66

Overland Park, KS

LPL Financial

Brett Deuth is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Securities America, Inc., and Horizon Capital Advisors. He is also involved with Horizon Capital Advisors as a DBA for his LPL business. 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 range of advisory and brokerage services, including financial planning, model portfolio 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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Jack S

Series 66

Lenexa, KS

Raymond James Financial

Jack Summa is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked seven years at Breakthru Beverage Group and has experience at Universal Underwriters Group and the University of Missouri-Columbia. 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 offers non-discretionary, goal-based planning supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA consulting programs.

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

Series 63, Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Kevin Connor is a financial advisor with Cambridge Investment Research Advisors in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 26 years at Lincoln Financial Advisors. His other business activities include insurance sales in the fixed life and annuity sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using a variety of investment platforms and strategies.

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

CFP®, Series 63, Series 65

Overland Park, KS

OSAIC

Richard Lundstrom is a CFP® professional with 35 years of experience in the financial industry. He has worked at OSAIC since 2024 and previously spent 15 years with Securities America Advisors, Inc. Lundstrom is also the Scoutmaster for Troop 251 of Scouting America, where he works directly with youth to develop leadership skills. OSAIC serves a diverse range of clients including individuals, 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, using 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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Wesley P

Series 66

Overland Park, KS

Equitable Advisors

Wesley Pendleton is a financial advisor with Equitable Advisors in Overland Park, KS. He holds the Series 66 designation and joined the firm in 2026. Prior to his current role, he worked in various positions including at Loren Cook Company and Fastenal Company. Equitable Advisors serves individuals across wealth ranges, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Douglas P

Series 63, Series 65

Overland Park, KS

Cetera

Douglas Propeck is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2014. Outside of his advisory role, Propeck serves as a board member of the University of Missouri’s Trulaske College of Business and chairs the St. Michael the Archangel Endowment Fund. He is also the owner of Transcendent Advisor Networks and serves as Regional Director of Transcendent Financial Partners, overseeing advisors and operations. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning solutions, including access to affiliated and third-party managers, and supervises over $256 billion in assets under management.

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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Nickolas S

Series 66

Overland Park, KS

Edward Jones

Nickolas Siebert is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Xerox Business Solutions for seven years and Avcorp DBA Lineage for six years. 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 options, managing approximately $1.01 trillion in assets through a large 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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Keith W

Series 66

Lenexa, KS

Edward Jones

Keith Winterhalter is a financial advisor with Edward Jones in Lenexa, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is pursuing book sales through self-publishing. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive Values-based investing Christian Faith Based
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Nathan O

Series 63, Series 66

Overland Park, KS

Edward Jones

Nathan Ourada is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages around $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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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Hal B

Series 63, Series 66

Olathe, KS

Cetera

Hal Brettmann is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Cetera and its related entities since 2021, following a five-year tenure at Voya Financial Advisors. Brettmann is also president of H & S Financial Group Inc., where he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary account 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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Amy C

Series 66

De Soto, KS

Fidelity

Amy Clark is a Series 66 licensed financial advisor with 10 years of industry experience. She has worked at Morgan Stanley and Bowersock Capital Partners before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Russell L

Series 63, Series 65

Olathe, KS

LPL Financial

Russell Lane is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and National Planning Corporation. Lane also operates Ameritime, LLC, an independent registered investment advisor through which he provides financial planning and consulting services. 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 range of services including financial planning, model portfolio programs, third-party asset management, 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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Marc H

Series 66

Overland Park, KS

Mass Mutual Investors Services

Marc Hammer is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 23 years of industry experience, all with Mass Mutual and its affiliated companies. Outside of his advisory role, he serves as treasurer on the executive board of the Jewish Community Center in Overland Park, KS. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and educational seminars.

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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Eric A

Series 66

Olathe, KS

Edward Jones

Eric Alpers is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Bank of the Prairie and Swiss Re. 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 solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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George R

Series 63, Series 65

Overland Park, KS

Primerica Advisors

George Raymond is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors since 2019 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing third-party asset managers and model-delivery strategies for individual and high-net-worth clients, primarily on a wrap-fee basis.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Zachary S

CFP®, Series 66

Eudora, KS

LPL Financial

Zachary Stover is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory work, he is involved in tax preparation and accounting services through DM Bruce Owner Solutions and holds a notary commission in the state of Kansas. 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 advisory and brokerage services, including financial planning, 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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Brett R

Series 63, Series 65

Overland Park, KS

Edward Jones

Brett Rogers is a financial advisor with Edward Jones in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Community America from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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