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Travis V

Series 66

Olathe, KS

Edward Jones

Travis Vandever is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Kristin M

Series 66

Lawrence, KS

Ameriprise

Kristin Meisel is a Series 66-licensed financial advisor with Ameriprise in Lawrence, Kansas, with 12 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Lawrence Restaurant Association and is an officer for Positive Bright Start. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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

Series 63, Series 66

Lawrence, KS

LPL Financial

Matthew Secrest is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Millennium Brokerage Group and Nationwide Investment 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. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Rachel C

Series 66

Lawrence, KS

Edward Jones

Rachel Conley is a Series 66-licensed financial advisor with Edward Jones in Lawrence, KS, where she has worked since 2016. She has nine years of industry experience. 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.

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

Series 63, Series 66

Lawrence, KS

LPL Financial

Brent Hoffman is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been a partner at Fifteen:22 Financial Partners since 2010 and previously worked at Nations Financial Group, Inc. Additionally, Hoffman serves as an assistant wrestling coach at Lawrence Free State High School and is the chair of the Douglas County Republican Party. 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, offering a range of advisory programs, financial planning, and brokerage services.

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

Series 63, Series 66

Lawrence, KS

Ameriprise

Phillip Fournier is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed and American Century Investment Services. Fournier is the owner of Cape Cod Consulting LTD and serves on the boards of the Invest In Others Development Committee and the RMHKC Development Committee. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James R

CFP®, Series 66

Shawnee, KS

Edward Jones

James Redwine is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is a retired Army Lieutenant Colonel and has authored a finance book aimed at soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

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

Series 66

Shawnee, KS

Edward Jones

Jackson Rader is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at United Bank & Trust and was involved with Mosquito Squad. He has also been active in university intramural sports during his time at Fort Hays State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, 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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Bryan O

Series 63, Series 65

Lawrence, KS

LPL Financial

Bryan O'Connor is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2012. Outside of his advisory work, he owns Say Cheez Photobooth, a company that rents photobooths for events, and works as an Uber driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

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

Series 63, Series 65

Lawrence, KS

Cambridge Investment Research Advisors

Stacey Heaton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been associated with Cambridge Investment Research firms since 2013 and owns Heaton Principal Services LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of investment strategies across multiple custody platforms, combining proprietary and third-party models to tailor solutions to client objectives.

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

Series 63, Series 66

Lawrence, KS

LPL Financial

Van Schaffer is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has previously worked at Nations Financial Group, Inc. and Great Plains Financial Group and has operated his own advisory business since 1994. Outside of financial advising, he serves as an independent starter for junior and senior high school track and field meets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides a range of advisory programs and services, including discretionary and non-discretionary management, supported by extensive research and various investment strategies.

College savings (529s, UTMA, etc.)
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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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Aaron W

Series 66

Gardner, KS

Edward Jones

Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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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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