Carlson Financial

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.

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 experience in the food service industry, including roles at Vertigo Burgers & Fries and Qdoba Mexican Eats. 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, utilizing a cash-flow-based planning approach and primarily investing in equities and exchange-traded funds.

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 in Colorado Springs, CO, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. from 2017 to 2020 and had a role at Compassion International in 2016. Carlson Financial serves pre-retirees, retirees, and a range of individual and institutional clients by providing comprehensive financial planning and investment advisory services. The firm emphasizes a cash-flow-based planning approach and discretionary portfolio management using equities and ETFs, supported by an investment team that employs various asset allocation techniques tailored to client goals.

Susannah Orzolek is a financial advisor at Carlson Financial with five years of industry experience. She holds a Series 65 designation and has worked at Carlson Financial since 2018, following three years at EURPAC. Carlson Financial serves pre-retirees, retirees, and a range of individual and institutional clients, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes a cash-flow-based planning approach and employs a mix of equities and ETFs to balance growth and income objectives.

Jonathan Brobst is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. He has been with Carlson Financial since 2024. Outside of his advisory role, Brobst is the owner and operator of Yellow Brick Property Solutions, a real estate house flipping business based in Topeka, Kansas. Carlson Financial serves pre-retirees, retirees, and a variety of individual, trust, small business, family office, and endowment clients, providing comprehensive financial planning and portfolio management. The firm’s investment approach emphasizes cash-flow-based financial planning and discretionary portfolio management, primarily using equities and exchange-traded funds tailored to client goals and risk tolerances.

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 and two years of experience at the firm. His prior work includes roles at Phreesia, SCRIBE America at New York Presbyterian Hospital, and the University of Richmond. Carlson Financial serves pre-retirees, retirees, and a variety of individual and institutional clients by providing comprehensive financial planning and discretionary portfolio management. The firm uses a cash-flow-based financial planning process and employs a range of investment techniques focused on balancing growth and income, while also offering insurance products through independently licensed representatives.

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.

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.