Top business exit / sale strategy financial advisors in Topeka, KS

Cale Yost is a financial advisor at Blazing Star Financial with two years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. Prior to his current role, he worked at Maize Financial and Rademacher Financial, Inc. Additionally, he serves as Inspector General Superintendent for the Kansas Air National Guard, a position he has held since 2004. Blazing Star Financial is a state-registered advisory firm serving individuals, high-net-worth households, and select small businesses. The firm provides discretionary portfolio management and financial planning with a diversified, passive investment approach informed by Modern Portfolio Theory, supplemented by fundamental and values-based analysis upon client request.

Julie Connor is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and Martell Financial Services since 2002. Outside of her advisory role, she is co-owner and president of Employee Benefit Services, Inc., providing group health and related insurance services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs, supported by a nationwide network of over 10,000 advisors.

Valerie Nelson is a Series 66-licensed financial advisor with Edward Jones in Topeka, KS, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is involved as a consultant in the skin care business Mary Kay. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lawrence Hesse is a Series 66-credentialed financial advisor with 52 years of industry experience. He has worked at several firms, including LPL Financial since 2024, Cambridge Investment Research Advisors, Cornerstone Advisors, Union Central, and American United Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathaniel Miller is a Series 65-licensed financial advisor with AE Wealth Management, LLC in Topeka, KS, bringing 11 years of industry experience. He has been with AE Wealth Management since 2016 and owns the Miller Retirement Group, where he serves as an insurance producer focusing on life and annuity products. Additionally, he is involved in educational development through the Prepare Institute, creating college-style courses on retirement planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management, utilizing various investment strategies and maintaining a platform that supports a large number of clients through standardized services.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.