CFP®-certified financial advisors in Emporia, KS

Daniel Robertson is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and its related entities since 2000 and also owns a CPA firm, Agler & Gaeddert, Chartered DBA A&G Consultants, where he provides tax and accounting services. Additionally, he serves on the board of directors and as treasurer of the Rotary Club of Emporia. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies.

Jonathan Geitz is a CFP® professional with 26 years of experience in financial advising, currently serving as an advisor at Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Emporia, KS. Outside of his advisory role, he serves as chairman of the Emporia Area Chamber of Commerce and participates in the Emporia High School Business Advisory committee. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jake Scott is a Series 66-credentialed financial advisor with Ameriprise in Emporia, KS, where he has worked since 2021. He has four years of industry experience, including prior roles at Emporia State Federal Credit Union and Caliber Home Loans. Scott serves on the Board of Directors for Emporia Friends of the Zoo. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized, non-discretionary recommendations through a centralized consulting team.

Guy Jensen is a financial advisor with LPL Financial based in Emporia, Kansas. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and OSAIC. Jensen is also involved in insurance agency work through Theel Insurance and Financial Services Inc. and property and casualty insurance via DNM Holdings LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

Diana Hizar is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2019. Prior to her current role, she worked at Express Employment for six years and has been involved with Emporia First Presbyterian Church for over a decade. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.