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Richard M

Series 63, Series 65

Emporia, KS

LPL Financial

Richard Miller is a financial advisor with LPL Financial in Emporia, Kansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Transamerica Financial Advisors for nine years before joining LPL Financial in 2006. Outside of advisory work, he sells vintage trucks as a weekend hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering various financial planning and portfolio management solutions.

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

Series 66

Emporia, KS

Cetera

Daniel Robertson is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and its related entities since 2000 and also owns a CPA firm, Agler & Gaeddert, Chartered DBA A&G Consultants, where he provides tax and accounting services. Additionally, he serves on the board of directors and as treasurer of the Rotary Club of Emporia. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customizable 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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Karly W

CFP®, Series 66

Emporia, KS

Ameriprise

Karly Witte is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Ameriprise and has prior experience at OSAIC, SagePoint Financial, ESB Financial, and Community National Bank & Trust. Witte serves on the Board of Directors and the Rotary Club of Emporia and is president of 1801 Rural, a nonprofit organization in Emporia, KS. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tracy E

CFP®, Series 63

Emporia, KS

Ameriprise

Tracy Edwards is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Emporia, KS. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, Edwards serves on the Board of Directors for the Sigma Tau Gamma Delta Chapter Alumni Association and is involved with a local nonprofit social club as an owner. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support and offers a broad range of brokerage and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan G

CFP®, Series 63, Series 66

Emporia, KS

Edward Jones

Jonathan Geitz is a CFP® professional with 26 years of experience in financial advising, currently serving as an advisor at Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Emporia, KS. Outside of his advisory role, he serves as chairman of the Emporia Area Chamber of Commerce and participates in the Emporia High School Business Advisory committee. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Emporia, KS

Cetera

Joel Dieker is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. He has been involved with multiple Cetera entities since 2024 and is a partner at Dieker Financial, Inc. Outside of financial services, he works as a general laborer on Dieker Farms, where he performs animal care, crop inspection, and farm upkeep. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs 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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Jake S

Series 66

Emporia, KS

Ameriprise

Jake Scott is a Series 66-credentialed financial advisor with Ameriprise in Emporia, KS, where he has worked since 2021. He has four years of industry experience, including prior roles at Emporia State Federal Credit Union and Caliber Home Loans. Scott serves on the Board of Directors for Emporia Friends of the Zoo. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John N

Series 63, Series 66

Emporia, KS

Edward Jones

John Newland is a financial advisor at Edward Jones in Emporia, KS, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in farming and ranching businesses and holds ownership positions in several real estate ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. 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, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner
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Gregory S

Series 63, Series 66

Emporia, KS

Edward Jones

Gregory Seibel is a financial advisor with Edward Jones in Emporia, Kansas, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1978. Outside of advising, he owns a commercial rental building in Emporia. 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 advisory programs, including discretionary and non-discretionary 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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Kelly W

Series 66

Emporia, KS

LPL Financial

Kelly Wade is a financial advisor with LPL Financial in Emporia, KS, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, Wade worked with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory work, he serves as a board member for the Emporia Area Chamber of Commerce, participating in public relations and community events. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

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

Series 66

Emporia, KS

Edward Jones

Alice Tunks Jones is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Heartland Capital Investments, LLC, and has been with Edward Jones since 2022. Outside of advising, she facilitates Financial Peace University coursework and serves as secretary of the Emporia Pickleball Club. 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 advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Young Professionals
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William G

Series 66

Emporia, KS

LPL Financial

William Giesen is a financial advisor with LPL Financial in Emporia, Kansas, holding a Series 66 designation and over one year of industry experience. His prior work includes seven years at ESB Financial and roles in communications and other fields. Outside of advising, he is also a notary and involved in insurance-related activities through Miller Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Emporia, KS

LPL Financial

Derrick Duncan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers, and has served on the board of the Coffey County Rural Water District #2, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies through a large network of advisors and provides access to various platforms and financial products.

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

Series 63, Series 65

Emporia, KS

Cetera

Eric Dieker is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years at VOYA Financial Advisors. In addition to his advisory work, he owns and operates Dieker Farms, which involves daily farming activities. 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 and financial planning services, utilizing multiple program structures and third-party managers to provide customized investment solutions.

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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Lisa M

Series 66

Emporia, KS

Edward Jones

Lisa Maxfield is a Series 66 credentialed financial advisor with eight years of experience at Edward Jones in Emporia, KS. Prior to joining Edward Jones, she was with OzeScribe for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, 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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Andrea E

Series 66

Emporia, KS

LPL Financial

Andrea Edwards is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2013. Outside of her advisory role, Andrea is involved as a group fitness instructor at the Emporia Rec Center and serves as an ambassador for Plexus Worldwide. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

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

Series 63, Series 65

Emporia, KS

LPL Financial

Guy Jensen is a financial advisor with LPL Financial based in Emporia, Kansas, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at firms including Woodbury Financial Services and Mutual of Omaha Investor Services. Jensen is also involved in insurance agency work and property and casualty sales through separate business activities. 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 advisory services, including financial planning and access to model portfolios and third-party management, supported by technology and a broad suite of non-advisory financial services.

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

CFP®, Series 66

Emporia, KS

LPL Financial

Jenna Redeker is a CFP® with four years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior roles include positions at Margaret Stenseng and multiple engagements with Kansas State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a comprehensive range of financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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

Series 66

Emporia, KS

Edward Jones

Courtney Ward is a financial advisor with Edward Jones in Emporia, KS, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2016. In addition to her advisory role, she serves as an adjunct faculty member at Emporia State University, teaching a personal finance course. 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.

General retirement planning Retired Founder/Business Owner Executive
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Aaron L

Series 66

Emporia, KS

Ameriprise

Aaron Larson is a financial advisor with Ameriprise Financial Services in Emporia, Kansas. He holds the Series 66 designation and has been in the industry for one year. Prior to joining Ameriprise, Larson’s background includes work with Aspire, LLC, Midwest Evaluation and Research, LLC, and roles in education with Lebo-Waverly School USD 243 and Emporia State University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing a centralized team and proprietary investment research.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brent W

Series 66

Emporia, KS

LPL Financial

Brent Wagner is a financial advisor with LPL Financial in Emporia, Kansas, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2021, he was associated with Wd Holding Inc and Wagner Business & Tax Service, where he was involved in tax preparation and accounting. Wagner also has experience with various insurance carriers and Waddell & Reed, Inc. outside of his advisory role, he manages a tax preparation and accounting business. 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 wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

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

Series 66

Emporia, KS

Edward Jones

Elizabeth Schwerdtfeger is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Bluestem Insurance Group, Hopkins Manufacturing Corporation, and held various roles at Emporia State University, Haag Pharmacy, the Emporia Recreation Commission, and Emporia First United Methodist Church. 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 nationwide network of more than 23,700 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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