Top financial advisors working with clients approaching retirement in Atchison, KS

Jackson Brimblecom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2022, he held various roles outside the financial sector, including positions at ABC Therapy and The Guidance Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Mark Begley is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC for 21 years. Outside of his advisory role, he serves on the finance committee of St. Benedict Parish and has held the position of Grand Knight in the Knights of Columbus. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers tailored services based on clients’ goals, risk tolerance, and time horizon.

Alex Gehring is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He has been with Thrivent since 2013, including 12 years at THRIVENT Financial. 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 community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

Timothy Gottschalk is a financial advisor with Strategic Asset Management, LLC, holding the PFS™ designation and Series 65 license, with 27 years of industry experience. He has served as president of Gottschalk & Company, CPA’s, LLC since 2002 and also leads management services at Gottschalk, Inc. and JJAA, Inc. outside of his advisory work. Strategic Asset Management, LLC provides investment supervisory services and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $32 million in discretionary assets, focusing on long-term, asset-allocation strategies using diversified, passively managed portfolios and maintains an affiliation with an accounting practice to offer integrated tax and trust-related advice.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.