Topeka, KS Office

Daniel Moylan is a financial advisor at Carlson Financial in Topeka, KS, holding a Series 65 credential with eight years of industry experience. He previously worked at Global Financial Private Capital, LLC from 2017 to 2019 and has been with Carlson Financial since 2015. Carlson Financial serves pre-retirees, retirees, and a range of individual and institutional clients, providing comprehensive financial planning and ongoing investment advisory services. The firm uses a cash-flow-based planning process and discretionary portfolios primarily composed of equities and exchange-traded funds to align with client goals and risk tolerances.

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.

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.

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.

Alexander Hammersley is a financial advisor at Carlson Financial with a Series 65 designation and three years of industry experience. His prior roles include positions at UHY Advisors MO, Inc., BDO USA, LLP, The College of William & Mary, and Christopher Newport University. Carlson Financial serves pre-retirees and retirees as well as individual, trust, small business, family office, and endowment clients, providing comprehensive financial planning and ongoing investment advisory services. The firm uses a cash-flow-based planning process and discretionary portfolios focused on equities and ETFs, with investment decisions managed by a dedicated team employing various analytical techniques.