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Dane B

Series 65

Seneca, KS

AE Wealth Management, LLC

Dane Brinker is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2015. He has four years of industry experience. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, using a platform-centered approach that combines internally managed and third-party models.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Amber B

CFP®, Series 66

Sabetha, KS

Independent Financial Partners

Amber Bletscher is a CFP® with eight years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. Her prior roles include positions at National Securities and Painter and Johnson Financial. Outside of advising, she teaches educational classes in her community, serves as treasurer and board member of the USD 113 Foundation, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model allowing customized investment strategies and offers specialized retirement-plan consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Ethan R

Series 65

Seneca, KS

Creative Planning

Ethan Rethman is a financial advisor at Creative Planning with a Series 65 designation and 10 years of industry experience. He worked at Invisor Financial LLC for 10 years before joining Creative Planning in 2026. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Steven S

Series 63, Series 66

Sabetha, KS

Thrivent Investment Management

Steven Stoller is a financial advisor with Thrivent Investment Management in Sabetha, Kansas, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he manages a rental property that includes his office space and additional commercial tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and holistic planning across various financial topics. The firm offers planning separately from managed account services and does not provide portfolio management or institutional advisory mandates.

Business ownership considerations
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Jeffrey R

Series 63, Series 66

Sabetha, KS

Edward Jones

Jeffrey Russell is a financial advisor with Edward Jones in Sabetha, KS, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a hay crop operation in Oneida, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

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

Series 63

Seneca, KS

LPL Financial

Rosette Randel is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. She previously worked for Waddell & Reed, Inc. and various insurance carriers over 25 years. Randel serves as a board member of the Nemaha Central FFA Alumni and Supporters. 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 and access to model portfolios and third-party asset managers.

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

Series 66

Sabetha, KS

Edward Jones

Andrew Leonard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Trust Company and has a varied background including roles outside finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning Retired Founder/Business Owner Executive
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Kellen R

Series 66

Sabetha, KS

Edward Jones

Kellen Russell is a financial advisor at Edward Jones in Sabetha, KS, holding a Series 66 designation. He has experience working in insurance and manufacturing sectors, with prior roles at Lockton Affinity, LLC, SBS Insurance, and Wenger Manufacturing, Inc. Russell also has experience with the University of Kansas Memorial Corporation and the City of Sabetha. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide 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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