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Alivia K

Series 65

Cherryvale, KS

Mariner

Alivia Kaiser is a Series 65 credentialed advisor at Mariner with one year of industry experience. She has held multiple roles including tutoring at Kansas State University and participation in Powercat Financial at the university. Mariner serves a broad client base including individuals, pension plans, trusts, estates, and corporations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized portfolios overseen by an Investment Committee and integrates in-house research with external managers, while also offering extensive tax, accounting, and family office services uncommon at the enterprise scale.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregg W

Series 63, Series 66

Independence, KS

Edward Jones

Gregg Webster is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers multiple advisory strategies, affiliated mutual funds, and additional services including tax-efficient investing and securities-based lending.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kendall C

Series 66

Independence, KS

Edward Jones

Kendall Carroll is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Carroll worked in educational roles including 14 years at USD 446 Independence School District and shorter tenures at Four County Mental Health and USD 445 Coffeyville School District. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 66

Independence, KS

Edward Jones

Gavin Webster is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2015, he was affiliated with Baker University from 2013 to 2017. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with 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 General retirement planning Wealth management Retired Founder/Business Owner Executive
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Ryan S

Series 66

Independence, KS

Thrivent Investment Management

Ryan Smith is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has one year of industry experience, including prior roles at Ameriprise and various positions outside the financial sector. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority.

Business ownership considerations
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Teresa L

Series 66

Independence, KS

Edward Jones

Teresa Lewis is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 1996. She is based in Independence, KS, and has over 30 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managed under a fiduciary standard, and supports clients through a nationwide network of over 23,700 financial advisors.

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

Series 63, Series 65

Neodesha, KS

LPL Financial

Laura Skinner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at LPL Financial since 2009, following prior roles at Mutual Service Corporation and American General Securities Incorporated. Outside of her advisory work, she is involved as a stylist with Color Street, an internet-based venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of advisors, offering a range of financial planning, asset management, and retirement solutions supported by technology and extensive operational resources.

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

CFP®, Series 63

Independence, KS

Edward Jones

Robert Miller is a financial advisor at Edward Jones with 43 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Edward Jones in 2022, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC from 2009 to 2022. Outside of his advisory role, he owns multiple rental properties and an office building which he rents to Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 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 General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Jason R

Series 63, Series 66

Independence, KS

Edward Jones

Jason Rutledge is a financial advisor with Edward Jones in Independence, KS, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he owns and manages rental properties, including a home rented to his daughter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Sam H

Series 66

Independence, KS

Edward Jones

Sam Hilger is a financial advisor at Edward Jones in Independence, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he held roles at Textron and the University of Kansas Endowment. Outside of finance, he serves as a tennis coach for the USD 446 education system. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive nationwide advisor and branch network and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other financial services.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Engineering Professional
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Matthew Y

Series 66

Independence, KS

Edward Jones

Matthew Ysusi is a financial advisor at Edward Jones in Independence, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has been involved with the Tri-County Special Education Interlocal 607 since 2009. Outside of advisory services, he is president of the Class LTD Foundation Board, which manages investments and loans to clients with disabilities, and is a partner in MakeSpace, LLC, a self-storage facility in Chetopa, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with an emphasis on both discretionary and non-discretionary investment strategies. The firm operates under a fiduciary standard and offers a broad range of advisory services supported by a nationwide network of over 23,000 financial advisors.

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