Broker Check

Bruce Glenn, CRPS®, AAMS®, CPFA®, QPFC®

Senior Wealth Manager | President

913-308-0311

bruce@rallywb.com

Bruce Glenn provides comprehensive financial planning for individuals and families in all stages of their lives. He specializes in investment strategies not only to help ensure retirement preparedness, but also designed to maximize...
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Kristina Strickland, CPFA®

Senior Wealth Manager | Managing Partner

913-308-0363

kristina@rallywb.com

Kristina Strickland is a second-generation financial advisor whose passion is helping people. She believes that helping individuals reach their financial goals can change lives. She also knows firsthand that a good financial foundation...

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Gene Goldman, CFA®

Chief Investment Officer at Cetera

Gene Goldman is responsible for the strategic direction and continued growth of the firm’s research offerings. His role includes setting the vision for superior capabilities and enabling the delivery of objective investment advice. He...
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Joe Michael, QPFC™

Senior Wealth Manager | Vice President of Qualified Plans

913-308-0372

joe@rallywb.com

As Director of Qualified Plans for Glenn Team Wealth Planning, Joe is passionate about educating plan sponsors on current market trends, analyzing current plan design, and executing a customized plan to best meet the needs of the...

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Tatum Schuler, CFP®, CPWA®, TPCP®, CDFA®, CPFA®

 

 

Senior Wealth Manager

913-308-0425

tatum@rallywb.com

Tatum Schuler provides thorough wealth management advice and guidance for his clients, whether they be individuals, families, business owners, or executives. Tatum begins relationships with listening to his clients’ concerns,...

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Kiersten Wynn

Associate Wealth Advisor | Paraplanner

913-308-6016

kiersten@rallywb.com

Kiersten Wynn is an Associate Advisor and Paraplanner at Rally Wealth & Benefits, where she supports clients in navigating their financial lives with clarity and confidence. With a strong focus on building long-term relationships,...

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Carrie White

Operations Manager | Vice President of Operations

913-308-0374

carrie@rallywb.com

With a wealth of knowledge and experience in Client Relationship Management, Operations, and Marketing/Branding, Carrie brings a strategic, solutions-driven approach to every organization she serves. She is motivated by thoughtful...
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Bailey Lucito

Client Services Associate | Client Relationship Manager

913-308-0389

bailey@rallywb.com

Bailey joined the Rally Wealth & Benefits team in 2022 and plays an essential role in supporting the day-to-day needs of Kristina Strickland and Bruce Glenn’s clients. She helps ensure that client requests, account administration, and...
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Amy Barry

Registered Administrative Assistant | Senior Relationship Manager

913-308-0384

amy@rallywb.com

Registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

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Mischelle Glenn, MBA

Program Manager

913-308-0399

mischelle@rallywb.com

Mischelle is a seasoned Financial Professional with a background in Finance, Research and Business Management. She works part-time organizing projects for the team and helps bring structure and organization to Life Insurance cases....
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Danica Murdock-Colin

Client Services Associate

913-308-0396

danica@rallywb.com

Danica brings a background in Marketing Research and Employee & Customer Satisfaction, backed by a Bachelor of Science in Fashion Merchandising with an emphasis in Marketing from the University of Central Missouri. She maintains a life...
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Elena Michael

Administrative Assistant

913-308-0277

elena@rallywb.com

Elena approaches every endeavor with enthusiasm, focus, and genuine care. Fluent in both English and Spanish, she is committed to building meaningful connections across diverse communities.Currently a college student studying clinical...
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Kevin Brennan*

Group Benefits Specialist

913-649-0073

kevin@rallygroupbenefits.com

* These professionals are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Servcies, LLC or its registered representatives. Kevin has been...

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Rod O'Bryan*

Group Benefits Specialist

913-649-0073

rod@rallygroupbenefits.com

Rod is an account executive for Rally Benefits. He works with clients to establish and implement employee benefit programs. Rod believes the success of any benefit program is employee education. One of the more enjoyable aspects of...
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Mindy Clarkson*

Group Benefits Specialist

913-649-0073

mindy@rallygroupbenefits.com

* These professionals are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.
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Michael Simms

Tax & Consulting Services

913-383-8877

913-649-0235

michael@michaelsimmscpa.com

Michael has over 30 years of business, management, accounting and tax experience. He began his accounting career in 1995 at Deloitte & Touche, LLP (now Deloitte) in the tax department. He then joined Walsh Washburn, LLC in Overland...
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Jim Stanziola*

Managing Attorney

913-563-7350

jim@stanziolalaw.com

* These professionals are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.Jim has spent more than 25...
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Grace Stanziola*

Legal Intern

913-563-7350

grace@stanziolalaw.com

* These professionals are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.For a comprehensive review...
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Meredith Kinney*

Legal Support Executive Specialist

913-738-7368

meredith@stanziolalaw.com

*These professionals are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.For a comprehensive review...
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Derek Alexander

Insurance Consultant

913-406-4652

dalexander@fsgllp.com

As a point-of-sale with Financial Strategies Group, Derek provides support for individual, estate, and business planning. With 33 years in the insurance industry and 28 years in financial markets, Derek has extensive experience...

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Israel Cedillo*

Medicare Solutions

816-799-8979

israelcedillo15@gmail.com

Israel Cedillo is an experienced Medicare expert with a bachelor’s degree in communications from Rockhurst University. With over 26 years of dedicated service at Blue Cross Blue Shield of Kansas City, where he specialized in sales and...
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Tim Emerson*

Payroll Solutions & Merchant Services

816-360-9092

tim@emerson-co.com

* These professionals are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives. Emerson and Co, LLC is a...

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Steve Kuker*

President, Senior Care Consulting

(913) 945-2800

steve.kuker@seniorcareconsulting.com

* These professionals are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives. Meet Steve Kuker, the...

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Sean Robinson*

Home, Auto & Personal Insurance

816-768-8233

Sean@BrushCreekSelect.com

After graduating at the University of Kansas, Sean took a job working as an underwriting assistant at Philadelphia Insurance Companies. Shortly after, Sean made the decision to leave the carrier side and join Brush Creek Select....

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