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Valencia S

Series 66

Overland Park, KS

Wells Fargo Clearing

Valencia Spooner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She previously worked at Trust Sourcing Solutions LLC before joining Wells Fargo in 2018. Outside of her advisory role, she is involved as a cosmetic consultant with Mary Kay and also operates a small apple pie business. 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 combines research from its Investment Institute and third-party sources to guide diversified investment selections and offers a range of brokerage and advisory solutions.

Retired Founder/Business Owner
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Elijah G

Series 66

Overland Park, KS

STIFEL

Elijah Gatlin is a financial advisor at Stifel with one year of industry experience. His prior work includes roles at Keystone International Schools and Gatlin Medical Arts Pharmacy, among others. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Bradly M

CFP®, Series 63, Series 66

Overland Park, KS

Mass Mutual Investors Services

Bradly Masek is a CFP® professional with 35 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Co and MetLife Securities. He is also involved in individual life insurance sales through a personal business venture. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, goal-oriented planning using firm-approved analytical tools, with a range of programs including estate-settlement and employer-sponsored planning.

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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Pieter T

Series 63, Series 66

Overland Park, KS

Raymond James Financial

Pieter Tenbroek is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including roles at Edward Jones, Voya Financial Advisors, and Insurance Designers of Kansas City. He is also associated with Signature Retirement Group as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling and supports a broad network through specialized programs and institutional consulting.

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

CFP®, Series 66

Overland Park, KS

STIFEL

Benjamin Hammes is a CFP®-certified financial advisor with Stifel, based in Overland Park, Kansas, and has five years of industry experience. He has worked at Stifel since 2020 and has held prior roles at RSDS, LLC, Sterneck Capital Management, and others. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Chad G

ChFC®, Series 63, Series 66

Overland Park, KS

Cambridge Investment Research Advisors

Chad Glover is a ChFC®-designated financial advisor with over 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Securities America Advisors and MassMutual. In addition to his advisory work, he is also an independent insurance agent. 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 financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of investment strategies and custody arrangements.

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

Series 63, Series 65

Overland Park, KS

LPL Enterprise

Connor Middleton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Middleton serves as an assistant high school wrestling coach for Olathe Public Schools. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation, offering financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Kevin S

CFP®, Series 63, Series 66

Lenexa, KS

Raymond James Financial

Kevin Summa is a CFP® professional with 36 years of industry experience, currently affiliated with Raymond James Financial in Lenexa, KS. He has been with Raymond James Financial Services, Inc. since 2001 and also leads Summa Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

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

Series 66

Overland Park, KS

Cetera

Garett Vance is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has previously worked with Renaissance Financial Corp and Minnesota Life Insurance Company. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent 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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Brad R

Series 63, Series 65

Overland Park, KS

Edward Jones

Brad Richardson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Edward Jones in 2023, he worked at LPL Financial and V Wealth Advisors LLC from 2017 to 2023 and at Oracle Corporation from 2012 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and specialized services such as tax-efficient investing and proxy voting.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Matthew F

Series 63, Series 66

De Soto, KS

Fisher Investments

Matthew Faubion is a financial advisor at Fisher Investments with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fisher Investments in 2022, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC from 2008 to 2022. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment process that integrates quantitative and qualitative research with tax-aware and risk management strategies.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Michael C

Series 65

Overland Park, KS

Edelman Financial Engines

Michael Choate is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2018, following three years at Smart 401 K, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

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

Series 66

Overland Park, KS

Cetera

Logan Tillmon is a Series 66 licensed financial advisor with Cetera, based in Overland Park, KS, and has three years of industry experience. He has also held roles at Renaissance Financial and Minnesota Life Insurance Company. Outside of his advisory duties, he is engaged in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to 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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Michael F

Series 66

Olathe, KS

LPL Financial

Michael Ford is an advisor at LPL Financial with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Kindeva Drug Delivery, Thermo Fisher Scientific, Veracyte, and CardioDx. 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 portfolios, third-party asset management access, 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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Gage S

Series 66

Overland Park, KS

Equitable Advisors

Gage Shirley is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at several organizations including SIFTED, UPS, and the St. Thomas Aquinas Catholic Center. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment 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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Max H

CFP®, Series 66

Overland Park, KS

Cetera

Max Huebner is a CFP® professional affiliated with Cetera who has five years of industry experience. He has held roles at multiple firms including Scott Private Wealth and Comprehensive Retirement Solutions. In addition to his advisory work, he is involved with Prosperity Tax Center, LLC, referring clients to CPA services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a network of over 10,000 advisors and $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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Evan R

Series 63, Series 65

Overland Park, KS

LPL Enterprise

Evan Ryan is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual in various capacities from 2018 to 2025. He serves on the board of the Church of the Ascension, a nonprofit organization in Overland Park, KS. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Michael C

Series 63, Series 65

Lenexa, KS

Cetera

Michael Clark is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 38 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at VOYA Financial Advisors. Clark is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, providing access to multiple program platforms 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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Mark R

Series 63, Series 65

Overland Park, KS

LPL Financial

Mark Rabin is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at firms including Piper Sandler & Co., Sunamerica Securities, OSAIC Services, Inc., and Personal Financial Group. Rabin is also president of Rabin Financial Services, a corporation managing investment advisory business income and expenses. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and technology tools for operational support.

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