Top financial advisors working with high-net-worth individuals 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 at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with 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 other insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Valerie Nelson is a Series 66 licensed financial advisor with Edward Jones in Topeka, KS, with 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is involved as a Mary Kay consultant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a broad nationwide network of advisors and branch offices and over $1 trillion in assets under management.

Lawrence Hesse is a financial advisor with LPL Financial, holding a Series 66 credential and 52 years of industry experience. His career includes long tenures at American United Life Insurance Company, Union Central, Cornerstone Advisors, LLC, and Cambridge Investment Research. He is based in Topeka, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

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.