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Meghan F

Series 66

Overland Park, KS

Cetera

Meghan Fries is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. Her background includes teaching roles at the University of Nebraska-Lincoln and involvement with community organizations such as the United Methodist Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to 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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Darren P

Series 66

Parkville, MO

Edward Jones

Darren Prather is a financial advisor at Edward Jones in Parkville, MO, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at KOAM-TV for 34 years and has been affiliated with Pittsburg State University since 2010. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Passive / index investing Retired Founder/Business Owner Executive
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Edward C

Series 63, Series 65, Series 66

Leawood, KS

Raymond James & Associates

Edward Carroll is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining Raymond James in 2021, he worked at Waddell & Reed, Inc. from 2013 to 2021. Outside of his advisory role, he is a passive partner in a volleyball gym business in Kansas City. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Chad G

Series 66

Overland Park, KS

Cetera

Chad Gerdes is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp. since 2016, alongside roles at Minnesota Life Insurance Co. and Securian Financial Services. Gerdes serves on the advisory board of Big Brothers Big Sisters in Kansas City. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to over 10,000 advisors nationwide. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services.

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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David F

CFP®, Series 66

Olathe, KS

Edward Jones

David Fletcher is a Certified Financial Planner® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to this, he worked at OptumRx for twelve years and has contributed to the University of Kansas School of Pharmacy by training pharmacy students on an as-needed basis. He also serves as a finance committee member for Grace United Methodist Church in Olathe, KS. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large network of financial advisors and branch offices across the United States.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Doctor or Medical Professional
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Brooke H

Series 66

Overland Park, KS

Thrivent Investment Management

Brooke Harvey is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Overland Park, KS, with four years of industry experience. Prior to joining Thrivent, she worked at American Family Insurance and has experience as a homemaker and entrepreneur. Outside of advising, she owns and designs a small retail business, Wander & Waffle, selling original art and graphic tees online and at local events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations across various planning topics without discretionary trading authority. The firm combines planning and managed-account services through its WealthPlan program, emphasizing client-focused, holistic financial planning.

Business ownership considerations
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Jeremy J

Series 65, Series 63

Overland Park, KS

Thrivent Investment Management

Jeremy Johnson is a financial advisor with Thrivent Investment Management in Overland Park, KS. He holds Series 65 and Series 63 licenses and has experience at multiple financial institutions, including First Interstate Bank and UMB Bank. Johnson has been with Thrivent since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and written recommendations across a variety of planning topics without discretionary trading authority.

Business ownership considerations
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Jay C

Series 66

Overland Park, KS

Wells Fargo Advisors

Jay Carroll is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, Carroll designs fireworks displays through a separate business he operates in Iowa. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, with services tailored to clients meeting certain net-worth thresholds.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Eric J

Series 63, Series 65

Overland Park, KS

LPL Financial

Eric Johnson is a financial advisor with LPL Financial in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Personal Financial Group and LPL Financial since 2015. Outside of his advisory work, he contributes as a freelance writer for WIN Magazine, covering youth wrestling in Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology-enhanced investment strategies.

College savings (529s, UTMA, etc.)
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Eric M

Series 66

Kansas City, KS

Edward Jones

Eric Mc Tye is a financial advisor at Edward Jones in Kansas City, KS, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Doctor or Medical Professional Public Service Employee
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Trevor H

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Trevor Howard is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for nine years before joining Raymond James in 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew C

Series 63, Series 66

Overland Park, KS

LPL Financial

Matthew Campbell is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at SCOTTRADE and Waddell & Reed, Inc. Campbell is based in Overland Park, Kansas. 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, financial planning, and retirement plan consulting, alongside various investment management strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Timothy D

Series 63, Series 66

Shawnee, KS

Edward Jones

Timothy Deves is a financial advisor with Edward Jones in Shawnee, KS, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves on the advisory board of the Lee Ann Britain Infant Development Center, where he contributes to program development, marketing, fundraising, and scholarship decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices as well as its affiliated capabilities beyond advisory services.

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

CFP®, Series 66

Prairie Village, KS

Edward Jones

Danielle Trabon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds a Series 66 license and is based in Prairie Village, KS. Outside of her advisory role, she is involved as a partner in a rental property business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner Divorced Intergenerational Families
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Jason P

CFP®, ChFC®, Series 66

Overland Park, KS

Edward Jones

Jason Perez is a financial advisor with Edward Jones in Overland Park, KS. He holds CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Ezekiel R

Series 66

Overland Park, KS

LPL Enterprise

Ezekiel Reazin is a financial advisor with LPL Enterprise holding a Series 66 designation. He began his career in the financial industry in 2025 after working in education for several years at Ottawa University Kansas, Eudora High School, and Eudora Middle School. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jeffry C

Series 66

Overland Park, KS

LPL Enterprise

Jeffry Curry is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside his advisory role, Curry operates Expedition Financial Services, offering financial planning and investment advisory services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew C

Series 63, Series 66

Overland Park, KS

Fidelity

Maguire Copeland is a Planning Consultant at Fidelity Investments, where they provide personalized financial planning services tailored to clients' goals, needs, and priorities. In this role, Maguire collaborates with the Wealth Management Team to offer guidance and strategies aimed at helping clients build confidence and maintain progress toward their financial objectives. Maguire has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to Relationship Manager before assuming the current position of Planning Consultant. This experience has contributed to a broad understanding of client needs and relationship management within the financial services industry. Outside of their professional role, Maguire has interests in bowling, comedy, food, football, and golf.

General retirement planning Income planning Retirement income strategy Wealth management Cash flow / budgeting
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Robert L

Series 63, Series 65

Olathe, KS

LPL Financial

Robert Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He also provides financial planning and consulting services through Ameritime, LLC, an independent investment advisor firm he started in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Joshua N

Series 63, Series 66

Overland Park, KS

Fidelity

Joshua Nickle is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity Investments since 2003, progressing through various roles including Financial Consultant, Investment Solutions Consultant, Annuity Specialist, and Investments Representative. Prior to joining Fidelity, he worked as a Relationship Manager at H&R Block Financial Advisors, Inc., a Product and Service Specialist at American Century Investment Services Inc., and in customer service roles at IDS Life Insurance and American Express Financial Advisors. With 22 years of experience in the financial industry, Joshua applies his knowledge to develop personalized financial plans and investment strategies tailored to different styles of investors. He holds an Arkansas Insurance License and works closely with families to guide them through financial decisions across various stages of life, offering consultations in person, by phone, or via Zoom. Outside of his professional work, Joshua has interests in baseball, football, pets, reading, and traveling.

Wealth management Passive / index investing Active portfolio management Annuities
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