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Gary D

Series 66

Junction City, KS

NEwEdge Advisors

Gary Drake is a financial advisor with NewEdge Advisors, holding a Series 66 license and bringing 16 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2016. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of independent advisors, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Leslie G

Series 66

Junction City, KS

Edward Jones

Leslie Goodwin is a Series 66-licensed financial advisor with Edward Jones, based in Junction City, KS, and has two years of industry experience. Prior to joining Edward Jones in 2023, Goodwin worked at Redfish LLC and Junction City Enterprises Inc. Goodwin is involved in local community organizations as a board member of the Junction City Noon Kiwanis, Greater Geary Community Foundation, Geary Community Schools Foundation, and Manhattan Area Technical College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Passive / index investing Military & Veterans Founder/Business Owner Newlywed/Engaged
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Lance S

Series 66, Series 63

Junction City, KS

Raymond James Financial

Lance Shriver is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and one year of industry experience. His background includes roles at Empower Advisory Group, Regions Bank, and a decade at Union Pacific Railroad Company before entering the financial services industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

CFP®, Series 66

Junction City, KS

Raymond James Financial

Cleopatra Jones is a CFP® with 23 years of industry experience currently affiliated with Raymond James Financial. She has worked extensively in wealth management and trust services at Central National Bank since 2002. Jones also holds a role providing sales support, client relations, and marketing for Central National Bank's Wealth Management & Trust Services Division. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its unique municipal advisor affiliation.

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

ChFC®, Series 66

Junction City, KS

Edward Jones

Nicole Printz is a financial advisor with Edward Jones in Junction City, KS, holding the ChFC® designation and Series 66 license. She has seven years of industry experience, all with Edward Jones. Outside of her advisory role, she owns a part-time photography business providing portraits and manages a commercial rental property. 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 nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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Elizabeth A

Series 63, Series 65

Junction City, KS

Edward Jones

Elizabeth Anyango is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at First Command Advisory Services, First Command Brokerage Services Inc, and First Command Insurance Services Inc. Outside of her advisory work, she has been involved with Vavart25 and previously with Treetops Collective. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a broad range of advisory programs and investment solutions through a large 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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Duane B

CFP®, Series 63, Series 65

Junction City, KS

Raymond James Financial

Duane Blythe is a CFP® professional with 29 years of industry experience, currently serving at Raymond James Financial. He has held roles at Raymond James Financial Services, Inc. since 2000 and at Central National Bank since 1989, where he is Vice President and Trust Division Manager. Outside of financial services, he is involved in agricultural operations as a partner in family farm ventures focused on registered Angus cattle and farm real estate management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client decision-making, while also maintaining specialized programs for municipal finance and SIMPLE IRA employer consulting.

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

Series 63, Series 65

Dwight, KS

Thrivent Investment Management

Blaine Cash is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2014. Outside of his advisory role, he serves as Vice President on the executive board of the Flint Hills Praisefest, overseeing sponsorship and accounting for the annual event. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Lisa D

CFP®, Series 66

Junction City, KS

Edward Jones

Lisa Deibler Miller is a CFP®-certified financial advisor with Edward Jones in Junction City, KS, where she has worked since 2015, accumulating 10 years of industry experience. Outside of her advisory role, she is involved in farming activities, including tending cattle and farm maintenance in Junction City. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan S

Series 63, Series 66

Junction City, KS

Edward Jones

Ryan Shaull is a financial advisor with Edward Jones in Junction City, KS, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include seven years at The Vanguard Group and a year at AE Financial Services, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment strategies supported by a large national network of advisors and branch offices. The firm operates under a fiduciary standard and provides integrated services including tax-efficient management and access to affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans
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