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John E

Series 63, Series 65

Wichita, KS

Financial Benefits, Inc.

John Edgar is a financial advisor at Financial Benefits, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Cambridge Investment Research. He serves as a board member and volunteer for the YMCA Child Care and Camp in Wichita, KS. Financial Benefits, Inc. provides integrated financial planning services to individuals, trusts, estates, and businesses, covering areas such as retirement, tax, college, budget, and estate planning. Investment management is conducted through an affiliation with Cambridge Investment Research Advisors, with the firm focusing on financial planning and consulting rather than holding client assets directly.

General retirement planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Business ownership considerations Founder/Business Owner
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Nicholas O

CFP®, Series 66

Wichita, KS

Financial Benefits, Inc.

Nicholas Oglesby is a CFP® with 20 years of industry experience, currently serving as an advisor at Financial Benefits, Inc. He has worked with Cambridge Investment Research Advisors since 2018 and has prior experience at MetLife Securities and Wealth Conductor. Outside of his advisory work, he facilitates educational series for The Fathers House in Hutchinson, KS. Financial Benefits, Inc. is a small financial planning firm that serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate document preparation, providing services on a fixed or negotiated fee basis while investment management is handled through an affiliation with Cambridge Investment Research Advisors.

General retirement planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Business ownership considerations Founder/Business Owner
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Richard S

CFP®, Series 63, Series 65

Wichita, KS

Financial Benefits, Inc.

Richard Stumpf is a CFP® with 39 years of experience in financial advising. He is affiliated with Financial Benefits, Inc. and has worked with Cambridge Investment Research and Cambridge Investment Research Advisors for over two decades. Outside of advising, he is an independent insurance agent for multiple companies. Financial Benefits, Inc. is a small, state-registered financial planning firm serving individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate-document preparation, operating with a small client roster and providing services on a fixed, quoted, or negotiated fee basis.

General retirement planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Business ownership considerations Founder/Business Owner
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