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John M

CFP®, Series 65

Newton, KS

Longview Advisors, LLC

John Miller is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has been with Longview Advisors, LLC since 2016, where he is the sole advisor. Outside of his advisory role, he serves as treasurer for his family's grain production farm. Longview Advisors is a fee-only independent firm serving individuals, retirement plans, trusts, and charitable organizations. The firm integrates investment strategy with financial planning using a passive, asset-class diversification approach and offers various structured planning frameworks under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Steven N

Series 63, Series 65

Newton, KS

Cetera

Steven Nikkel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cetera since 2014 and also has longstanding ties to The Citizens State Bank since 1998. Outside of his advisory role, he serves as treasurer on a church plant committee and is a board member of a church planning committee within the Western District Conference. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, operating a multi-manager platform with access to both affiliated and third-party investment strategies.

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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Nathaniel H

Series 66

Newton, KS

LPL Financial

Nathaniel Heilig is a financial advisor with LPL Financial based in Newton, Kansas. He holds a Series 66 designation and has one year of experience in the industry. Outside of advisory work, he is involved as a musician with DJ Vapormist and is associated with a business entity, GAINZ CENTRAL LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies.

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

Series 66

Newton, KS

Ameriprise

Sandra Rohe is a financial advisor with Ameriprise in Newton, Kansas, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she serves on the Board of Directors for the Caring Hands Humane Society and acts as Secretary of the Hospitality Commission at Bethel College Mennonite Church. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting process to deliver tailored retirement income advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Denise V

Series 66

Newton, KS

Cetera

Denise Voth is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 designation and has worked at Cetera and its related entities since 2019, as well as at Citizens Financial Services since 2016. Outside of her advisory role, she serves as treasurer for two local community organizations, handling bookkeeping and budget processing. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including 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 and supports over 10,000 advisors nationwide.

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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Kevin G

CFP®, Series 63, Series 65

Newton, KS

Cetera

Kevin Goering is a financial advisor with Cetera, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 34 years of industry experience, including over two decades at Avantax Advisory Services and related entities. Outside of his advisory work, he operates a CPA firm focused on tax preparation and accounting and serves as co-trustee of a family revocable trust. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures 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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Joanna H

Series 66

Newton, KS

Edward Jones

Joanna Hirsh is a financial advisor with Edward Jones in Newton, Kansas, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Series 63, Series 66

Hesston, KS

Cetera

Darrin Preheim is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Cetera since 2025 and previously worked at Concourse Financial Group Securities Inc. from 1994 to 2025. Outside of his advisory work, Preheim serves as a board member of the United Way of Harvey County Kansas. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party model portfolios and custom strategies.

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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James B

Series 66

Newton, KS

Edward Jones

James Burkett is a Series 66 designated financial advisor with Edward Jones in Newton, Kansas, where he has worked for five years. His prior experience includes roles at Lifeprep Academy and First MB Church. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated financial services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Wealth management Founder/Business Owner Religious/faith focused
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Emily S

ChFC®, Series 66

Newton, KS

Edward Jones

Emily Stewart is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Charitable giving & philanthropy Inheritance planning Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Richard P

Series 63, Series 65

Newton, KS

Cambridge Investment Research Advisors

Richard Parsons is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Cambridge Investment Research and Crossroads Financial Advisors, among others. Parsons is actively involved in his community, serving as president of the Wichita Toy Train Museum & Club and holding various board positions including treasurer of the Whitewater Fireman's Relief Fund and first vice president of the Mid Kansas Incident Response Team. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing multiple platform arrangements and proprietary as well as third-party model strategies tailored to client objectives.

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

CFP®, ChFC®, Series 66

Newton, KS

Edward Jones

Jeffrey Graber is a CFP® and ChFC® professional with 12 years of experience, all with Edward Jones. He serves as a public address announcer for athletics at Bethel College in North Newton, KS. 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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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Steven P

ChFC®, Series 63, Series 66

Hesston, KS

Cetera

Steven Perry is a financial advisor at Cetera with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining Cetera in 2025, he spent 31 years with Concourse Financial Group Securities Inc and has been co-owner of Preheim & Perry Financial Group Inc since 1993. Outside of his advisory roles, he acts as power of attorney and executor for his mother. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients across the United States. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes 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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Michael B

Series 63, Series 66

Newton, KS

Edward Jones

Michael Barron is a financial advisor at Edward Jones with 26 years of industry experience. He has held his position at Edward Jones since 1999 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Barron is the owner of Blue Chip Properties LLC, a real estate business in Newton, Kansas. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Newton, KS

Cetera

Matthew Goering is a financial advisor with Cetera, holding a Series 66 credential and eight years of industry experience. He previously worked for Avantax Investment Services, Inc. for seven years. In addition to his advisory role, he is involved in accounting and tax preparation through Goering CPA, P.A. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement 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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Tyler P

CFP®, Series 66

Newton, KS

Raymond James Financial

Tyler Peachey is a CFP® professional with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has held roles at firms including Wealth Alliance Advisory Group, Mutual Securities, The Prudential Insurance Company of America, LPL Financial, and Peoples Bank & Trust Co. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as deterministic and probability modeling to support client goals.

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