Top ESG / Sustainable investing financial advisors in Atchison, KS

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.

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.

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.

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 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.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.