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Thomas H

Series 66

Manhattan, KS

KONZA Capital Advisors

Thomas Hintz is a financial advisor with KONZA Capital Advisors in Manhattan, KS, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Varney & Associates CPA's since 1977, where he provides investment advice incidental to tax and accounting services. Konza Capital Advisors is a fee-only firm owned and operated by Hintz that offers discretionary portfolio management and financial advice to individuals, trusts, and IRAs. The firm manages approximately $16 million in client assets and primarily uses low-cost mutual funds and ETFs to implement client-directed allocations.

Wealth management Passive / index investing
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Michael H

Series 66, Series 63

Manhattan, KS

Heartland Wealth Strategies LLC

Michael Hammersmith is a financial advisor with Heartland Wealth Strategies LLC in Manhattan, KS. He holds Series 66 and Series 63 licenses and has 18 years of industry experience. Prior to founding Heartland Wealth Strategies in 2018, he worked at Central Financial Services and Ameritas Investment Corp. Outside of advising, he is a partner in a retail liquor store and a fitness business in Maple Hill, KS. Heartland Wealth Strategies is an independent, single-advisor registered investment adviser managing approximately $59 million for about 174 clients. The firm provides personalized investment management to individuals and various institutions, focusing on risk-oriented asset allocation, risk management, and a mix of long-term and short-term investment strategies.

Wealth management
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Stuart H

CFP®

Manhattan, KS

No Coast Financial Group

Stuart Heckman is a CFP® with 10 years of industry experience, currently serving as the principal of No Coast Financial Group. He has held positions at Garrett Investment Advisors, CGN Advisors, and runs Heckman Research Consulting, LLC. He is also an Associate Professor of Practice at Texas Tech University. No Coast Financial Group is a fee-only independent advisory firm that serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans. The firm follows asset-allocation principles based on Modern Portfolio Theory and fundamental analysis, offering tailored investment management and financial planning services with discretionary management and periodic reporting.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Lindsay A

CFP®

Manhattan, KS

CGN Advisors, LLC

Lindsay Adams is a CFP® professional with four years of industry experience, currently serving as an advisor at CGN Advisors, LLC. Her prior roles include positions at Keating & Associates and United Bank & Trust. She is a board member and secretary of the International Farm Transitions Network, an organization focused on farm transfer and succession planning. CGN Advisors provides financial advisory services to individuals, families, pension plans, businesses, foundations, and charitable organizations. The firm uses a long-term, globally diversified investment approach combining Modern Portfolio Theory, core-plus-satellite, and active management strategies, with an emphasis on fiduciary duty and regular portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Brigham G

CFP®, Series 65

Manhattan, KS

CGN Advisors, LLC

Brigham Glaves is a CFP® professional with two years of industry experience, currently serving as an advisor at CGN Advisors, LLC in Manhattan, KS. His prior work includes a role at Advisors Excel and experience outside the financial industry at Blueville Nursery. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and offers services such as educational workshops and pension consulting.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Justin N

CFP®

Manhattan, KS

CGN Advisors, LLC

Justin Nichols is a CFP® professional with 18 years of industry experience, currently serving at CGN Advisors, LLC since 2011. He has also been affiliated with Garrett Planning Network, Inc. for 20 years. Nichols is a director on the National Association of Personal Financial Advisors (NAPFA) National Board and serves on the Finance Committee at First United Methodist Church in Manhattan, KS. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, and it maintains relationships with institutional third-party managers while offering pension consulting and educational services.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Matthew S

CFP®, Series 65

Manhattan, KS

CGN Advisors, LLC

Matthew Schlossman is a CFP® with five years of industry experience, currently serving as an advisor at CGN Advisors, LLC. He previously worked at Aspyre Wealth Partners for five years and has diverse experience including roles outside of financial services such as with Powercat Sports Grill. CGN Advisors provides a broad range of advisory services to individuals, families, businesses, and institutional clients, employing a long-term, globally diversified investment approach that combines Modern Portfolio Theory, core-plus-satellite, and active management strategies. The firm emphasizes fiduciary duty, periodic due diligence, and regular portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Jennifer B

CFP®

Manhattan, KS

CGN Advisors, LLC

Jennifer Barker is a CFP® professional with 11 years of industry experience. She has worked at BCWM for 10 years before joining CGN Advisors, LLC, where she has been since 2026. CGN Advisors serves a diverse client base including individuals, families, pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment approach that combines asset allocation with Modern Portfolio Theory, core-plus-satellite, and active management strategies.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Callen S

CFP®, Series 65

Manhattan, KS

CGN Advisors, LLC

Callen Shimkus is a CFP® with four years of experience in financial advising, currently practicing at CGN Advisors, LLC. Based in Manhattan, Kansas, he began his career at CGN Advisors in 2022 following a decade as a student. CGN Advisors serves a diverse client base including individuals, families, pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment strategy that integrates Modern Portfolio Theory, core-plus-satellite, and active management elements, with an emphasis on fiduciary duty and regular portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Chad C

Series 65

Manhattan, KS

CGN Advisors, LLC

Chad Chase is a financial advisor at CGN Advisors, LLC with 10 years of industry experience. He holds a Series 65 credential and has been with CGN Advisors since 2016. Outside of his advisory role, he is involved in managing a family ranch, serves as treasurer of the Alpha Gamma Rho Alumni Association of Alpha Zeta, and holds board positions with the Adult Congenital Heart Association and Manhattan Community Health Foundation. CGN Advisors provides advisory services to individuals, families, businesses, and nonprofit organizations, employing a long-term, globally diversified investment approach that blends asset allocation with Modern Portfolio Theory, core-plus-satellite strategies, and active management when appropriate. The firm offers comprehensive financial planning, investment consultation, ongoing supervisory services, and engages institutional third-party managers as needed.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Jamie B

CFP®

Manhattan, KS

CGN Advisors, LLC

Jamie Bosse is a CFP® professional with 12 years of industry experience, currently serving at CGN Advisors, LLC since 2024. Prior to joining CGN, Bosse worked at Aspyre Wealth Partners from 2013 to 2024 and has also been associated with KHC Wealth Management since 2013. Outside of advisory work, Bosse is an author of financial education books, including "Milton the Money Savvy Pup" and "Money Boss Mom." CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, with a focus on fiduciary responsibility and periodic portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Michael G

Series 63, Series 65

Manhattan, KS

CGN Advisors, LLC

Michael Greim is a financial advisor with CGN Advisors, LLC in Manhattan, Kansas, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with CGN Advisors since 2016 and is an owner and member of CGN Companies, LLC, which provides administrative functions for Garrett Investment Advisors. CGN Advisors serves a diverse client base including individuals, families, businesses, pension plans, foundations, and charitable organizations, offering comprehensive financial planning and investment services. The firm employs a long-term, globally diversified investment approach that combines asset allocation, Modern Portfolio Theory, core-plus-satellite, and active management strategies.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Scott E

CFP®, Series 63

Manhattan, KS

CGN Advisors, LLC

Scott Emley is a financial advisor with CGN Advisors, LLC, holding CFP® and Series 63 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory work, he serves as Vice-Chair of the Board of Directors for a local homecare and hospice provider and holds board memberships with several community organizations focused on social services and child advocacy. CGN Advisors serves a diverse client base including individuals, families, pension plans, businesses, and charitable organizations, offering comprehensive financial planning and investment management. The firm employs a long-term, globally diversified investment approach combining asset allocation with strategies such as Modern Portfolio Theory and active management, emphasizing fiduciary duty and regular portfolio reviews.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Parker W

Series 66

Wamego, KS

Creative Planning

Parker Waters is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 66 designation and previously worked at Arvest Wealth Management and Wamego Telecommunications. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical and tax-efficient techniques.

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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Devin S

Series 66

Manhattan, KS

Raymond James Financial

Devin Schwartz is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and previously worked for Waddell & Reed, Inc. from 2009 to 2021. Outside of his advisory role, he is involved in agriculture and farming businesses, serving as CEO and treasurer of Bryce Schwartz & Sons LLC and owner of Devin Schwartz Farms LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports a range of advisory programs and institutional consulting services.

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

Series 63, Series 65

Manhattan, KS

Thrivent Investment Management

David Mack is a financial advisor with Thrivent Investment Management in Manhattan, Kansas, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Mack serves as a board member for Flint Hills Praisefest, a community outreach and fundraising event supporting various charities. 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, holistic planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Arthur K

CFA®, Series 63, Series 66

Manhattan, KS

STIFEL

Arthur Kennedy II is a CFA® charterholder with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2006. His prior work includes brief tenures at UBS Financial Services and Piper Sandler & Co. Arthur is based in Manhattan, Kansas. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

General retirement planning Income planning
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Adam G

Series 66

Wamego, KS

Edward Jones

Adam Greenwalt is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Parker Hannifin from 2013 to 2019. Outside of his advisory role, he owns and operates a cattle operation and a small nursery tree farm in Saint George, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors.

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

Series 63, Series 65

Manhattan, KS

Raymond James Financial

Mathew Bishop is a financial advisor with Raymond James Financial in Manhattan, KS, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Raymond James since 2019 and previously spent 16 years at Waddell & Reed, Inc. Bishop also serves as an investment-related instructor for the Association of Financial Educators and manages a non-investment business, Critical Thinking LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network, with specialized municipal and public finance advisory capabilities.

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

Series 66

Manhattan, KS

Raymond James Financial

Ross Mc Donald is a financial advisor with Raymond James Financial in Manhattan, Kansas, holding a Series 66 designation and 18 years of industry experience. He previously worked at W & R Insurance Agencies and Waddell and Reed, Inc. from 2008 to 2021. Outside of his advisory role, he is the owner and CEO of Ross McDonald LLC. 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 entities. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals and maintains a unique affiliation with a municipal advisor to support municipal and public finance work.

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

Series 66

Manhattan, KS

Edward Jones

Allen Reid is a financial advisor with Edward Jones in Manhattan, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he spent thirteen years at Parker Hannifin. Outside of his advisory work, he owns a side business creating and selling online horseshoe art under the name County Line Decor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Anthony G

Series 65, Series 63

Manhatton, KS

Cetera

Anthony Gagnon is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. He is also a member of New Prosperity Group LLC, which oversees his advisory and insurance business formerly conducted under HGH Wealth Management LLC. In addition, he assists with tax, bookkeeping, and business advisory services at the CPA firm Pottberg, Gassman & Hoffman Chartered. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that supports various program structures, discretionary and non-discretionary portfolio management, and access to both affiliated and unaffiliated 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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Gregory B

Series 63, Series 65

Manhattan, KS

STIFEL

Gregory Barron is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 1982. Outside of his advisory role, he is involved in ranch work, including farrier and cattle-related activities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.

General retirement planning Income planning
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Lisa M

Series 63, Series 65

Paxico, KS

Equitable Advisors

Lisa Mccue is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Oppenheimer & Co. Inc. for nine years. In addition to her advisory role, she serves as the mayor of Paxico, Kansas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of programs and third-party asset managers to tailor investment solutions based on client information and risk tolerance.

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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Carlin M

Series 63, Series 66

Manhattan, KS

STIFEL

Carlin Murphy is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Ryan H

Series 66

Manhattan, KS

Raymond James Financial

Ryan Hayden is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc. Aside from his advisory work, Hayden serves as a pastor at multiple churches, is a professor at Manhattan Christian College, and participates as an officer and board member for Habitat for Humanity of the Northern Flint Hills. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports advisory programs, as well as municipal and public-finance services.

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

CFP®, Series 66

Wamego, KS

Edward Jones

Sarah Lovendahl Pacheco is a CFP® professional with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy ESG / Sustainable investing Inheritance planning Founder/Business Owner LGBTQIA
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Skyler S

Series 66

Manhattan, KS

STIFEL

Skyler Saunders is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Oracle and Cerner Corporation. Outside of finance, Saunders has experience in diverse roles including positions at Evolution Gym and involvement with educational and community organizations. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance uses proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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