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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Thomas H

Series 66

Manhattan, KS

KONZA Capital Advisors

Thomas Hintz is a financial advisor with KONZA Capital Advisors in Manhattan, KS, holding a Series 66 designation and 23 years of industry experience. He has been a partner at Varney & Associates CPA's since 1977, where he provides investment advice incidental to tax and accounting services. Konza Capital Advisors is a fee-only firm owned and operated by Hintz that offers discretionary portfolio management and financial advice to individuals, trusts, and IRAs. The firm manages approximately $16 million in client assets and primarily uses low-cost mutual funds and ETFs to implement client-directed allocations.

Wealth management Passive / index investing
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Randy S

Series 65

Manhattan, KS

Abundance Wealth Management

Randy Stitt is a financial advisor at Abundance Wealth Management, an independent firm based in Manhattan, KS. He holds a Series 65 credential and has over two decades of experience, including roles at Community First National Bank since 2002 and Kansas State University since 2009. Abundance Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm uses a blend of fundamental analysis and Modern Portfolio Theory, offering tailored asset allocation strategies that include passive, active, and socially conscious investment options.

Wealth management Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Stuart H

CFP®

Manhattan, KS

No Coast Financial Group

Stuart Heckman is a CFP® professional with nine years of industry experience, currently serving as the principal advisor at No Coast Financial Group. He has held roles at Garrett Investment Advisors and CGN Advisors and is an Associate Professor of Practice at Texas Tech University. He also owns Heckman Research Consulting, LLC, a non-investment-related business. No Coast Financial Group is a fee-only independent advisory firm serving individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs asset-allocation strategies based on Modern Portfolio Theory and fundamental analysis, offering tailored portfolio management with options for socially responsible investing and educational seminars.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Derek L

CFP®, Series 63

Manhattan, KS

Priority Financial Partners

Derek Lawson is a CFP® with nine years of experience at Priority Financial Partners in Manhattan, KS. He has held academic positions at Kansas State University since 2015, currently serving as an assistant professor teaching CFP Board Core Content classes and conducting research. Prior to his current role, he also worked at Texas Tech University. Priority Financial Partners is a small advisory firm serving individual and high-net-worth clients with comprehensive financial planning and investment management. The firm employs a passive, asset-class-based investment approach, focusing on diversified, cost-efficient portfolios tailored to client risk profiles.

College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance General retirement planning General tax planning
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Anthony H

Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Anthony Hayden is a financial advisor at Keating Financial Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial and Keating & Associates, Inc. Hayden is the founder of Abundance Alliance, a nonprofit supporting community causes and entrepreneurial philanthropy. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, focusing on mutual funds, ETFs, equities, and fixed income, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Chad T

Series 66

Manhattan, KS

Independent Advisor Alliance, llc

Chad Tepe is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has prior experience with LPL Financial and Independent Financial Partners. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm utilizes model portfolios, sub-advisors, and technology platforms to provide asset management and financial planning services through a network of over 200 advisory representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Brian N

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Brian Nickel is a CFP® with 20 years of experience in the financial services industry. He is affiliated with Keating Financial Advisory Services and has held roles at Raymond James Financial and Assurity Life Insurance. Outside of his advisory work, he is involved with Phoreus Biotech, a company that licenses nanotechnology. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Paul N

Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Paul Nickel is a financial advisor with Keating Financial Advisory Services in Manhattan, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with Keating Financial Advisory Services since 2007 and has prior experience with Raymond James Financial dating back to 1999. Outside of his advisory role, he serves as president of Keating & Assoc./Nickel, Inc., a financial advisory practice. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and consulting services, using mutual funds, ETFs, individual equities, and fixed income in its portfolios.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Bryson M

Series 66

Manhattan, KS

Keating Financial Advisory Services

Bryson Meinhardt is a financial advisor at Keating Financial Advisory Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services Advisors and Kansas State University. Outside of his advisory role, Meinhardt is the owner of Oz Financial Group, LLC, an investment advisory business. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and provides modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Preston K

Series 66

Manhattan, KS

IHT Wealth Management LLC

Preston Klick is a financial advisor with IHT Wealth Management LLC, holding a Series 66 credential and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, and WCG Wealth Advisors. Outside of advisory work, Klick is a Notary Public. IHT Wealth Management serves a diverse client base including individuals, pension plans, and charitable organizations, offering services such as discretionary asset management and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified portfolios, alongside proprietary programs and algorithmic options through LPL’s Guided Wealth Portfolios.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Lindsay A

CFP®

Manhattan, KS

CGN Advisors, LLC

Lindsay Adams is a CFP® professional with three years of industry experience, currently serving at CGN Advisors, LLC. Prior to joining CGN Advisors, Adams worked at Keating & Associates, Legacy Financial Strategies, and United Bank & Trust. She serves as a board member and secretary of the International Farm Transitions Network, a professional organization focused on farm transfer and succession planning. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and offers tax-aware investment solutions, frequently collaborating with institutional third-party managers.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Brigham G

CFP®, Series 65

Manhattan, KS

CGN Advisors, LLC

Brigham Glaves is a CFP® professional with two years of industry experience, currently serving as an advisor at CGN Advisors, LLC in Manhattan, KS. His prior work includes a role at Advisors Excel and experience outside the financial industry at Blueville Nursery. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and offers services such as educational workshops and pension consulting.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Daniel K

CFP®, Series 63, Series 66

Scottsdale, AZ

CGN Advisors, LLC

Daniel King is a CFP® professional with 23 years of experience in financial advising. He is currently with CGN Advisors, LLC and has previously worked at DEK Financial Solutions and Watermark Asset Management. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles and frequently collaborates with institutional third-party managers.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Benjamin J

Series 66

Manhattan, KS

Keating Financial Advisory Services

Benjamin Johnson is a financial advisor at Keating Financial Advisory Services with three years of industry experience. He holds a Series 66 credential and has worked previously at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors, Inc. Outside of his advisory role, he is the owner of a small manufacturing company where he assists with finances and high-level management decisions. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients. The firm offers both discretionary and non-discretionary investment management, often on a non-discretionary 3(21) basis, using mutual funds, ETFs, individual equities, and fixed income, and provides modular financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Krista H

Series 66

Manhattan, KS

Keating Financial Advisory Services

Krista Hubert is a financial advisor at Keating Financial Advisory Services with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial and Steward Advisory Services. Krista is also a member of The Weddle Team, where she serves as a financial advisor. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, as well as financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Aaron W

Series 63, Series 65

Manhattan, KS

IHT Wealth Management LLC

Aaron Windhorst is a financial advisor at IHT Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, V Wealth Management, and Stewart Advisory Services. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and provides advisor-enhanced algorithmic investment options.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Justin N

CFP®

Manhattan, KS

CGN Advisors, LLC

Justin Nichols is a CFP® professional with 18 years of industry experience, currently serving at CGN Advisors, LLC since 2011. He has also been affiliated with Garrett Planning Network, Inc. for 20 years. Nichols is a director on the National Association of Personal Financial Advisors (NAPFA) National Board and serves on the Finance Committee at First United Methodist Church in Manhattan, KS. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware investment vehicles, and it maintains relationships with institutional third-party managers while offering pension consulting and educational services.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Matthew S

CFP®, Series 65

Manhattan, KS

CGN Advisors, LLC

Matthew Schlossman is a CFP® with four years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC. Prior to joining CGN Advisors in 2025, he worked at Aspyre Wealth Partners for five years. His background also includes roles outside finance, such as positions at Powercat Sports Grill and Kansas State University. CGN Advisors, LLC provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm uses a variety of asset-allocation strategies and tax-aware investment vehicles, offering both discretionary and non-discretionary advice while maintaining relationships with institutional third-party managers.

General retirement planning Income planning College savings (529s, UTMA, etc.)
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Morgan Z

CFP®, Series 63, Series 65

Manhattan, KS

Keating Financial Advisory Services

Morgan Ziegler is a CFP® professional with five years of industry experience currently associated with Keating Financial Advisory Services. He has worked with Raymond James Financial Services Advisors, Inc. and Purposeful Wealth Advisors, where he serves as an associate and financial advisor. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, modular financial planning, and consulting services, utilizing mutual funds, ETFs, individual equities, and fixed income in its investment approach.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Benjamin F

CFP®, Series 66

Manhattan, KS

Keating Financial Advisory Services

Benjamin Fair is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Keating Financial Advisory Services since 2016. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Investacorp. He is also a licensed insurance agent engaged in insurance sales. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing approximately $330 million in plan assets. The firm provides both discretionary and non-discretionary investment management, employing mutual funds, ETFs, individual equities, and fixed income within its portfolios, along with financial planning and consulting services.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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