Carlson Financial

Daniel Moylan is a financial advisor at Carlson Financial with nine years of industry experience. He holds a Series 65 designation and previously worked at Global Financial Private Capital, LLC from 2017 to 2019. Moylan is based in Topeka, Kansas. Carlson Financial is a retirement planning and wealth management firm that serves individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets for about 1,100 client households, offering comprehensive financial planning and portfolio management through a ten-advisor team. Their investment approach integrates cash-flow–based financial planning with discretionary portfolios primarily composed of equities and exchange-traded funds, guided by a combination of fundamental, technical, quantitative, and qualitative analysis.

Jordan Mistretta is a financial advisor at Carlson Financial with a Series 65 credential and one year of industry experience. Prior to joining Carlson Financial, he worked at Virginia Credit Union and has background experience in the retail and food service industries. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process with portfolios primarily composed of equities and ETFs.

Daniel Merriman is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he held roles in higher education and secondary school settings, including positions at James Madison University and various high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process, using equities and exchange-traded funds to balance long-term growth and income.

Carl Carlson is a financial advisor at Carlson Financial in Topeka, KS, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Carlson Financial since 2012, previously spending six years with Global Financial Private Capital. Outside of his advisory role, he is involved in selling bank-owned life insurance through Bank Compensation Group, Inc. Carlson Financial serves pre-retirees, retirees, and a range of individual and institutional clients, providing comprehensive financial planning and discretionary portfolio management. The firm uses a cash-flow-based planning process and primarily invests in equities and ETFs, employing various investment techniques tailored to client goals and risk tolerances.

Jacob Williams is a financial advisor at Carlson Financial with 13 years of industry experience and holds the Series 66 designation. He has worked at Carlson Financial since 2021, and previously held roles at Charles Schwab & Co., Inc. and Compassion International. Carlson Financial is a multi-office firm managing approximately $632 million in discretionary assets for about 1,100 client households. The firm serves individuals, trusts, small businesses, family offices, and institutional clients, offering comprehensive financial planning and investment advisory services with a cash-flow–based approach and portfolios focused on equities and exchange-traded funds.

Susannah Orzolek is a financial advisor at Carlson Financial with a Series 65 designation and six years of industry experience. She has worked at Carlson Financial since 2018 and previously spent three years at EURPAC. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, constructing discretionary portfolios primarily from equities and exchange-traded funds to balance long-term growth and income.

Jonathan Brobst is a financial advisor with Carlson Financial in Topeka, KS. He holds a Series 65 designation and has two years of industry experience. Outside of his advisory role, he owns and operates Yellow Brick Property Solutions, a real estate house-flipping business. Carlson Financial provides retirement planning and wealth management services to individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process with portfolios primarily built from equities and exchange-traded funds.

Anna Carlson is a financial advisor at Carlson Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Global Financial Private Capital, LLC. Carlson Financial serves pre-retirees, retirees, and a range of clients including individuals, trusts, small businesses, family offices, and endowments. The firm provides comprehensive financial planning and discretionary portfolio management, using a cash-flow-based process and primarily equities and ETFs to balance growth and income.

Ian Gallagher is a financial advisor at Carlson Financial with a Series 65 credential. He joined the firm in 2024 and has prior work experience in healthcare and administrative roles, including positions at Phreesia and New York Presbyterian Hospital. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, with portfolios primarily composed of equities and exchange-traded funds.

Reagan Huskisson is a financial advisor at Carlson Financial with a Series 65 designation and no prior industry experience. Before joining Carlson Financial, he worked in education at several schools and also at Dutch Bros. Coffee. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process with portfolios primarily composed of equities and exchange-traded funds.

Parker Duda is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he worked in education for nine years at various institutions, including James Madison University and multiple middle and high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients, managing approximately $632 million in discretionary assets. The firm’s investment approach is centered on a cash-flow–based financial planning process, with portfolios constructed from equities and exchange-traded funds to balance growth and income.

Alexander Hammersley is a financial advisor at Carlson Financial with four years of industry experience. He holds a Series 65 designation and has worked at Carlson Financial since 2022. His prior experience includes roles at UHY Advisors MO, Inc., BDO USA, LLP, and academic positions at The College of William & Mary and Christopher Newport University. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and focuses on a cash-flow–based financial planning process paired with diversified portfolios primarily composed of equities and exchange-traded funds.

Joseph Britt is an advisor at Carlson Financial with a Series 65 designation and no prior industry experience. Before joining Carlson Financial in 2026, he worked in education at James Madison University and various high schools from 2015 to 2026. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets for about 1,100 client households through a ten-advisor team, employing a cash-flow–based financial planning process and portfolios primarily constructed of equities and exchange-traded funds.

Marissa Waldron is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. She has worked at Fisher Investments and Global Financial Private Capital, LLC before joining Carlson Financial, where she has been since 2017. Carlson Financial serves pre-retirees, retirees, and various individual and institutional clients by providing comprehensive financial planning and portfolio management. The firm uses a cash-flow-based planning process to guide discretionary investment strategies focused on equities and ETFs, with an independent insurance licensing structure for certain product recommendations.