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Connor H

Series 63, Series 65

Overland Park, KS

Equitable Advisors

Connor Hampton is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Equitable Advisors since 2018, previously affiliated with AXA Advisors and has held volunteer leadership roles including Vice President and board member of the NAIFA Kansas City Wichita chapter. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes assessing client risk tolerance and matching clients to program models or discretionary managers, 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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Lance W

CFP®, Series 63, Series 66

Overland Park, KS

Fidelity

Lance Wade serves as Vice President and Branch Leader at Fidelity Investments, where he partners with a team of financial professionals to enhance and maintain the Fidelity brand in the greater Kansas City area. He has held this leadership role since 2017. Prior to his current position, Lance gained experience within Fidelity Investments as Assistant Branch Office Manager from 2016 to 2017, Regional Planning Consultant from 2013 to 2016, and Account Executive from 2010 to 2013. Throughout his career at Fidelity, Lance has developed expertise in branch management and financial planning, contributing to the firm's operations and client service. Outside of his professional responsibilities, Lance has personal interests that include food, football, golf, soccer, and traveling.

Charitable giving & philanthropy Active portfolio management Financial Professional
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Jason G

Series 63, Series 66

Overland Park, KS

Equitable Advisors

Jason Gragg is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at GWFS Equities, Inc. and JP Morgan Institutional Investments Inc. from 2014 to 2023 before joining Equitable Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing third-party asset managers and advisory platforms alongside its own strategies.

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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Bradly R

Series 66

Overland Park, KS

LPL Financial

Bradly Rogers is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Waddell & Reed and FedEx Ground. Rogers is also a notary public in Overland Park, Kansas. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various institutional client services.

College savings (529s, UTMA, etc.)
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Charles E

CFP®, Series 66

Overland Park, KS

Edward Jones

Charles Earnest is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Overland Park, KS. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Business ownership considerations Family Business Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Adam L

Series 63, Series 66

Overland Park, KS

Cetera

Adam Luke is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services and Foresters Financial from 2009 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of advisors. The firm offers a range of portfolio management, financial planning, and consulting services, and features a multi-manager platform with various program structures and access to both affiliated 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 S

Series 66

Overland Park, KS

Edward Jones

Justin Shaw is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to his current role, he was employed at Auto Zone and Arrowhead General Insurance. Outside of his advisory work, Shaw manages PBJ Properties18 LLC, a real estate business based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Isabel E

Series 65, Series 63

Overland Park, KS

Fidelity

Isabel Engelbert is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Wells Fargo Advisors for three years and Rye Plaza for two years. Outside of finance, she has held positions at Radius Brewing Company and has experience in both educational and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Reed S

Series 66

Overland Park, KS

Fidelity

Reed Stark is a Financial Consultant who partners with clients to build financial plans and strategies tailored to their individual needs. He focuses on understanding clients' overall situations to develop customized financial plans for them and their families. His professional experience includes roles at Fidelity Investments, where he worked as an Investment Consultant from 2025 to 2026, Planning Consultant from 2023 to 2025, and Relationship Manager from 2022 to 2023. Prior to that, Reed served as a Client Relationship Manager at Tall Oaks Advisors LLC between 2020 and 2021, and as a Paraplanner at BMG Advisors from 2019 to 2020. He began his career as a Branch Intern at TD Ameritrade from 2017 to 2019. Outside of his professional work, Reed's personal interests include boating, attending concerts, football, spending time by the lake, music, and traveling.

General retirement planning Wealth management Cash flow / budgeting Financial Professional
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Robert W

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Robert Williams is a financial advisor with Raymond James & Associates in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Fahnestock & Co., Inc. for 20 years before joining Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Justin S

Series 63, Series 66

Overland Park, KS

Wells Fargo Clearing

Justin Schaffer is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including U.S. Bancorp Investments, Merrill, and Bank of America. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Scott L

CFP®, Series 66

Overland Park, KS

Edward Jones

Scott Limkemann is a CFP® professional with 16 years of industry experience, currently serving at Edward Jones since 2009. He and his wife co-own and operate preschool and childcare businesses in Lenexa and Overland Park, Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Erik S

Series 66

Overland Park, KS

Merrill

Erik Stone is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill, he worked at Bank of America and Mortgage Lenders of America and spent eleven years at Hendrick Automotive Group. Outside of his advisory role, he is the owner of Inside the Box LLC. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Kody C

Series 66

Overland Park, KS

Mass Mutual Investors Services

Kody Cook is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has held prior roles at MassMutual Life Insurance Company, New York Life Insurance Co., NYLIFE Securities LLC, Mutual of Omaha, and Northwestern Mutual. Outside of his advisory work, Cook serves as an associate board member for the Insurance Industry Charitable Foundation and is a board member of the Cystic Fibrosis Foundation, where he assists with event organization and fundraising efforts. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tailored planning supported by firm-approved analytical tools and emphasizes collaborative, ongoing advisor-client relationships.

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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Robert M

Series 65, Series 63

Olathe, KS

LPL Financial

Robert Miller is a financial advisor with LPL Financial in Olathe, Kansas. He holds Series 63 and Series 65 licenses and has two years of experience in the industry. Prior to joining LPL Financial, he worked at Securities America, Inc. and has consulting experience with the Raymore-Peculiar School District. 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 and financial planning services supported by proprietary research, model portfolios, and technology-driven solutions.

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

Series 66

Overland Park, KS

Cetera

Erin Fagan is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has worked at Cetera Wealth Services, LLC since 2025. Prior to her advisory role, her background includes positions at Huhtamaki, State Farm, and Cyclebar. Outside of her advisory duties, she is involved as a babysitter apprentice with Nou Nou Neighbors, a service connecting babysitters with families. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures including discretionary and non-discretionary 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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Colby Z

Series 66

Overland Park, KS

Thrivent Investment Management

Colby Zink is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding a Series 66 designation. He has one year of industry experience and previously worked in accounting and the restaurant business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without portfolio management or discretionary trading authority.

Business ownership considerations
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Angela F

ChFC®, Series 63, Series 65

Olathe, KS

LPL Financial

Angela Ford is a financial advisor at LPL Financial with 32 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Prior to joining LPL in 2024, she worked at Securities America Advisors and National Planning Corporation. Ford is also involved in two investment-related businesses, Ameritime, LLC and Compass Financial Resources, which she has managed for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning and various advisory programs, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

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

CFP®, Series 66

Overland Park, KS

Edward Jones

Tracy Kunkel is a CFP® and registered Series 66 advisor with Edward Jones, where she has worked for nine years. Prior to joining Edward Jones, she spent five years at GlynnDevins Advertising Agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Business ownership considerations Divorce financial planning Wealth management Founder/Business Owner
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Nathan G

Series 66

Overland Park, KS

Cetera

Nathan Goertzen is a financial advisor with Cetera who holds the Series 66 designation and has five years of industry experience. He has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Co, among others. Outside of his advisory work, he is involved with Fresh Prints and has experience teaching at the University of Kansas. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and third-party model portfolios with various program structures.

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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