Leawood, KS Office

Charlotte Teruya Westcott is a financial advisor at Cetera Planning Partners with 12 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Lee Financial Group Hawaii, Inc. and related entities for a decade. Westcott also operated as a CPA from 2013 to 2019. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolio management using mutual funds and ETFs aligned with client risk tolerance.

Kayla Droege is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. She has four years of industry experience, including prior roles at Edward Jones and Skywest Airlines. Kayla also spent nine years with the Cultural Exchange Network. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process and emphasizes diversified portfolios using mutual funds and ETFs aligned with client risk tolerance.

Brandon Stegall is a Certified Financial Planner® at Cetera Planning Partners with 22 years of industry experience. He has worked at Cetera Planning Partners since 2020 and previously spent six years at TD Ameritrade. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on those approaching or in retirement. The firm employs a structured planning process and offers diversified portfolio management alongside supplementary services such as tax planning, bookkeeping, and estate-planning support.

Brian Dightman is a financial advisor at Cetera Planning Partners with 24 years of industry experience. He holds the Series 66 designation and previously operated Dightman Capital Group, Inc. for 17 years before joining Cetera in 2024. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process focused on personalized financial plans, diversified allocations using mutual funds and ETFs, and offers additional services such as tax planning, bookkeeping, and estate-planning support through third-party providers.

Alexis Barling is a financial advisor with Cetera Planning Partners, holding a Series 65 license and 11 years of industry experience. Prior to joining Cetera Planning Partners in 2019, Alexis worked at Creative Planning and Umb. Outside of financial advising, Alexis serves as Vice President and bookkeeper for a decorative painting company in Leawood, KS. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process to deliver personalized financial plans and emphasizes diversified portfolio management aligned to client risk tolerance.

David Nyman is a Series 65-licensed financial advisor with Cetera Planning Partners, where he has worked since 2018. He has five years of industry experience and previously worked in academic roles at Avila University and Mid-America Nazarene University. Outside of finance, he operated a cleaning service for ten years. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolios using mutual funds and ETFs aligned with client risk tolerance.

Brian Thomas is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds the Series 66 designation and previously worked at The Retirement Planning Group, Bank of America, Merrill, and SelectQuote Insurance Services. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified allocations using mutual funds and ETFs aligned to client risk tolerance.

Nancy Luther is a financial advisor at Cetera Planning Partners with 15 years of industry experience. She holds a Series 65 designation and previously worked at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process that results in personalized financial plans and emphasizes diversified allocations through mutual funds and ETFs aligned to client risk tolerance.

Kevin Conard is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Blooom, Inc. from 2013 to 2018 and has been with The Retirement Planning Group, Inc. since 2004. Outside of his advisory role, he is a partner in GRISWOLD LLC, a real estate investment business. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm emphasizes a structured planning process with personalized financial plans and diversified portfolios, alongside supplementary services such as tax planning and estate-planning support.

Andrew Thomas is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Blooom Inc. Andrew has been with Cetera Planning Partners since 2024. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on those approaching or in retirement. The firm employs a structured planning process with personalized financial plans, diversified portfolio management, and supplementary services such as tax planning and estate-planning support.

John Vu is a CFP® professional with 22 years of industry experience and currently serves at Cetera Planning Partners. His previous roles include positions at The Retirement Planning Group, Financial Engines Advisors L.L.C., and Tmfs Advisors, LLC. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many nearing or in retirement. The firm emphasizes a structured planning process and diversified portfolio management using mutual funds and ETFs, along with supplementary services such as tax planning and estate-planning support.

Jandi Iha is a financial advisor at Cetera Planning Partners with four years of industry experience and a Series 66 credential. Prior to joining Cetera Planning Partners, Jandi worked for Lee Financial Group Hawaii, Inc. and its related entities for ten years. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process and offers diversified portfolio management alongside supplementary services such as tax planning and estate-planning support.

Jakob Benelli is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at The Retirement Planning Group and American Century Investment Services, as well as experience in the health and retail sectors. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process to deliver personalized financial plans and manages accounts with diversified allocations aligned to client risk tolerance, offering additional services such as tax planning, bookkeeping, payroll, and estate-planning support.

Stephanie Kuwaye is a financial advisor at Cetera Planning Partners with eight years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services LLC, Lee Financial Securities, Inc., Lee Financial Recordkeeping, Inc., and Lee Financial Group Hawaii, Inc. over the course of her career. Cetera Planning Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm uses a structured planning process that includes portfolio management, Social Security optimization, income planning, and supplemental services such as tax planning and estate-planning support.

Robert O'Blennis is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Planning Partners since 2006. In addition to his advisory work, Mr. O'Blennis maintains a part-time law practice focused on estate and business planning and serves as a commissioner on the Town and Country Parks and Trails Commission in Missouri. Cetera Planning Partners provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, many nearing or in retirement. The firm employs a structured planning process with personalized financial plans, offering diversified portfolio management alongside supplementary services such as tax planning, bookkeeping, and estate-planning support.