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Timothy G

PFS™, Series 65

Atchison, KS

Strategic Asset Management, LLC

Timothy Gottschalk is a financial advisor at Strategic Asset Management, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. He is also the president of Gottschalk & Company, CPA's, LLC, a CPA firm he has managed since 1998. Strategic Asset Management, LLC is a small registered investment adviser serving around 143 individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm integrates tax-related services with investment management and maintains formal policies on information security and elder-abuse protection.

Wealth management Passive / index investing Annuities Retirement income strategy
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Jackson B

Series 63, Series 66

Atchison, KS

Fidelity

Jackson Brimblecom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he has held various roles including work at ABC Therapy and The Guidance Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios that incorporate mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Mark B

Series 63, Series 65

Atchison, KS

Equitable Advisors

Mark Begley is a financial advisor at Equitable Advisors with 33 years of industry experience. He holds Series 63 and 65 licenses and has been with Equitable Advisors since 1999, previously associated with AXA Advisors. Begley serves as a finance committee member at St. Benedict Parish and is a past Grand Knight of the Knights of Columbus. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individual clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and works with third-party asset managers, focusing on matching clients to suitable investment models and discretionary managers.

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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Zoey S

Series 66

Atchison, KS

Edward Jones

Zoey Stec is a Series 66 licensed financial advisor with Edward Jones, based in Atchison, KS, with several years of experience at the firm in various roles since 2024. Prior to her current position, she worked at Stagg Hill Golf Course and Blish-Mize, among other employers. She also has experience in entrepreneurship through Rox's Images. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Newlywed/Engaged
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Alden E

Series 66

Atchison, KS

Edward Jones

Alden Ensminger III is a financial advisor with Edward Jones in Atchison, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers various advisory programs and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

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

Series 66

Atchison, KS

Edward Jones

Ryan Halling is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Walmart. Halling holds the Series 66 designation. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Benjamin G

Series 63, Series 65

Atchison, KS

LPL Financial

Benjamin Gilmore is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Berthel, Fisher & Company Financial Services, Grain Belt Insurance, and Bendena State Bank. Gilmore serves as a church elder and board member at First Christian Church of Troy and is the author of a book titled *Playing the Game: Life After Sports*, which discusses religious and personal development. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad 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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Jennifer M

Series 63, Series 65

Atchison, KS

Thrivent Investment Management

Jennifer Maxwell is a financial advisor at Thrivent Investment Management with nine years of industry experience. She has worked with Thrivent and its affiliates since 2016 and previously spent 23 years at Exchange National Bank & Trust Co. In addition to her advisory role, Maxwell serves as Treasurer for the Atchison Area United Way, partnering with local nonprofit agencies to provide financial resources. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of planning topics. The firm provides these services through financial advisors, maintaining a separation between planning and managed-account programs.

Business ownership considerations
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Jack C

Series 66

Atchison, KS

LPL Financial

Jack Caudle is a financial advisor with LPL Financial in Atchison, Kansas, holding a Series 66 credential and one year of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Caudle Financial Group, Berthel, Fisher & Company Financial Services, Inc., and Canvas Wealth Advisors. Outside of advisory work, he is the owner of Gateway Capital LLC, a real estate business. LPL Financial is a large national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by proprietary research and technology, serving clients through a broad network of advisors.

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

Series 63, Series 65

Atchison, KS

Thrivent Investment Management

Alex Gehring is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Thrivent and its affiliated firms since 2013. Outside of his advisory role, Gehring serves as president of the Fuller Center for Housing of Atchison, a nonprofit focused on providing affordable housing in the local community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial analyses without portfolio management or institutional advisory services. The firm’s approach integrates planning and managed-account options while maintaining separate service relationships.

Business ownership considerations
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Todd C

Series 63, Series 65

Atchison, KS

LPL Financial

Todd Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes over three decades at Berthel, Fisher & Company Financial Services, Inc., and longstanding involvement with Bendena State Bank as a director and chairman. He serves on several community and nonprofit boards, including the MHMA Endowment Board and Advocate Health Services, and holds leadership roles in local organizations such as the Atchison County Republican Central Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions, offering customized investment strategies and access to third-party asset managers.

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

Series 66

Atchison, KS

Edward Jones

Jane Pickman is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 65

Atchison, KS

LPL Financial

Anthony Buford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2026, he spent ten years with BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. Buford also serves as a teaching pastor at Crosspointe Community Church, a role he has held since 1982, and is involved in insurance sales and construction supervision. 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 institutions. The firm offers a range of financial planning and investment management solutions, leveraging technology and a large network of advisors to support client needs.

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

Series 66

Atchison, KS

Edward Jones

Michael Hundley is a financial advisor with Edward Jones in Atchison, KS, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

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