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Kaleb B

CFP®, Series 66

Colby, KS

Edward Jones

Kaleb Brzon is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Colby, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers comprehensive advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large 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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James B

Series 66

Colby, KS

LPL Financial

James Brackett is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2010, following a year at Waddell & Reed. He is also involved with Oliver & Associates in Colby, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services 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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Brett W

Series 63, Series 65

Colby, KS

LPL Financial

Brett Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Thrivent Financial, Ameriprise Financial Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad platform offering financial planning, model portfolios, third-party asset management, and institutional services. The firm supports its advisors with research-driven tools and a wide range of strategic and tactical investment options.

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

Series 66

Colby, KS

Ameriprise

Brent Wiedeman is a financial advisor with Ameriprise in Colby, Kansas, holding a Series 66 designation and over 26 years of industry experience. His career includes roles at Investment Professionals, Inc., Farmers & Merchants Bank, and Ameriprise Financial Services. Wiedeman serves on multiple bank boards, including Security Bancshares and Farmers & Merchants Bank of Colby, where he is also President and CEO. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver 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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Sara J

Series 66

Colby, KS

Edward Jones

Sara Jamison is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has also served as an assistant equestrian team coach at Colby Community College, where she coaches Hunt Seat practice and teaches an online class on the discipline. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors.

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