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Joshua F

Series 63, Series 65

Concordia, KS

American Century Investments Private Client Group, Inc.

Joshua Freeborn is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with American Century Investment Services Inc. for 11 years. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Tax-loss harvesting
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Jami S

Series 66

Concordia, KS

Edward Jones

Jami Strecker is a Series 66 licensed advisor with Edward Jones, based in Concordia, KS, and has one year of industry experience. She has been with Edward Jones since 2015. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains 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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Austin G

Series 66

Concordia, KS

Edward Jones

Austin Graham is a Series 66 licensed financial advisor with Edward Jones in Concordia, KS, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, he serves as president of a local real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Luke M

Series 66

Concordia, KS

LPL Financial

Luke Malone is a financial advisor with LPL Financial, holding a Series 66 credential and 16 years of industry experience. His previous roles include work at Malone Financial, LLC, Luke G Malone, LLC, various insurance carriers with W&R Insurance Agencies, and Waddell & Reed, Inc. He also owns Malone Accounting, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms supported by advanced research and operational tools.

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

Series 66

Concordia, KS

Raymond James Financial

Jesse Pounds is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Central National Bank's Wealth Management & Trust Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling 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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Linsay V

Series 66

Concordia, KS

Edward Jones

Linsay Van Meter is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2006, serving continuously within the firm. 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 investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

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