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Manuel O

Series 65

Nashville, TN

United Capital Management Of Kansas, Inc.

Manuel Otero is a financial advisor at United Capital Management of Kansas, Inc. with a Series 65 credential. He has eight years of prior experience at Pinnacle Financial Partners and has been with United Capital Management since 2024. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios across multiple asset classes and provides services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Miller B

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in a variety of roles including positions at Office Depot, UT Chattanooga, and Barnett Farms. United Capital Management of Kansas serves individuals, trusts, estates, corporations, and retirement plans with a team-based approach. The firm offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management, employing an active, research-driven strategy utilizing equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Christopher T

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Christopher Tripe is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for five years before joining his current firm in 2016. Outside of his advisory work, he serves as Vice President of the Alma Chamber of Commerce and is involved with Alma Development Corp, which promotes businesses relocating to Alma, Nebraska. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, in addition to managing pooled vehicles. The firm employs an active, research-driven investment approach, constructing diversified portfolios that include equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Jerad B

CFP®, Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Jerad Busch is a CFP® with 18 years of experience, currently serving as a financial advisor at United Capital Management of Kansas, Inc. He has held multiple roles within affiliated United Capital entities since 2013. Outside of his advisory work, Busch is chairman of the Dodge City Community College Foundation board. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios and provides a range of services including financial planning, portfolio management, retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Jeffrey H

Series 65

Norton, KS

United Capital Management Of Kansas, Inc.

Jeffrey Hardiek is a financial advisor with United Capital Management of Kansas, Inc. He holds a Series 65 designation and has been with United Capital since 2026. Prior to joining the firm, he worked in the insurance industry and spent over three decades at PrairieLand Electric. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to constructing diversified portfolios across equities, fixed income, ETFs, and alternative assets, and provides services including financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Nathan W

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Nathan Weigel is a financial advisor with United Capital Management of Kansas, Inc. based in Salina, KS. He holds a Series 65 credential and has four years of industry experience. Prior to his current role at United Capital Management, he worked in marketing and insurance, and he also officiates basketball in his community. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven investment approach, offering financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Ronald W

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Ronald Ward is a financial advisor at United Capital Management of Kansas, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles in multiple businesses, including insurance and payroll service providers. Outside of advisory work, he is president and majority owner of Paradigm Engineers and Constructors, an architectural and engineering firm. United Capital Management of Kansas operates as a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to portfolio management, offering diversified investments across equities, fixed income, ETFs, and alternative assets, along with comprehensive financial planning and fiduciary retirement-plan consulting.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Landen A

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Landen Allen is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 65 credential and one year of industry experience. His career includes roles at Kasa Controls and Frisbie Construction, as well as nearly a decade at Allen Lawn Service. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm uses a research-driven approach to build diversified portfolios across equities, fixed income, ETFs, and alternative assets, providing comprehensive financial planning, fiduciary services, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Chad K

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Chad Koehn is a financial advisor with United Capital Management Of Kansas, Inc., holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with United Capital Management Of Kansas since 2004, with overlapping tenure at Sterne Agee Financial Services, Inc. from 2004 to 2020. Outside of his advisory role, he is involved in managing an event venue and operates an agricultural business. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven investment approach that includes diversified portfolios of equities, fixed income, ETFs, and alternative assets, and it provides comprehensive financial planning and fiduciary consulting services.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Jared S

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Jared Schamberger is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. He has worked at United Capital Management of Kansas since 2013 and is also involved with United Capital Insurance, LLC. Outside of his advisory work, he assists with farm labor on his family farm. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm takes an active, research-driven approach to constructing diversified portfolios, offering financial planning, portfolio management, fiduciary retirement-plan consulting, and private fund management among its services.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Mark H

Series 63, Series 65, Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Mark Halpin is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at United Capital Management of Kansas since 2019 and has operated MJH Insurance & Financial Services, Inc., an independent insurance agency, as its president since 1999. Halpin also serves as a trust relationship manager for National Advisors Trust Company, FSB. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios across various asset classes and provides a range of services including financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Shannon B

Series 63, Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Shannon Benish is a financial advisor at United Capital Management of Kansas, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at StoneX Securities Inc, Cetera Advisor Networks, CWM, LLC, and Linsco Private Ledger. Outside of her advising role, she is an author and publisher with Rebel Redd Books and contributes written articles to 30seconds.com. She also serves as secretary for Boy Scout Troop #162. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a research-driven approach to build diversified portfolios across equities, fixed income, ETFs, and alternative investments, offering financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Cole G

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Cole Graham is a financial advisor with United Capital Management of Kansas, Inc. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Greater Salina Community Foundation and KW Integrity, as well as a long tenure at The Mortgage Company. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, offering financial planning, portfolio management, fiduciary consulting, and private fund management. The firm employs an active, research-driven approach to construct diversified portfolios that may include equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Raymond H

Series 63, Series 66

Wichita, KS

United Capital Management Of Kansas, Inc.

Raymond Haskell is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with firms including StoneX Securities Inc, Cambridge Investment Research Inc, and Producers Financial Network, LLC. Haskell is also president of Haskell Financial Group LLC, which manages investment-related business operations. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, as well as managing pooled vehicles. The firm uses an active, research-driven approach to construct diversified portfolios across multiple asset classes and provides both discretionary and non-discretionary portfolio management along with fiduciary retirement-plan consulting and estate-planning support.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Candice G

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Candice Graham is a financial advisor at United Capital Management of Kansas, Inc., holding a Series 65 credential with nine years of industry experience. She worked at V Wealth Advisors LLC from 2013 to 2020 before joining her current firm. In addition to her advisory role, Graham is involved in insurance sales, focusing on life, health, annuity, and long-term care products. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios across various asset classes and provides financial planning, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Tanner J

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Tanner Jackman is a financial advisor with United Capital Management of Kansas, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his advisory career, he was a full-time student for 17 years and has been self-employed as a rodeo participant for over two decades. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm utilizes an active, research-driven approach to construct diversified portfolios and offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Elisha F

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Elisha Friess is a Series 65-registered financial advisor with United Capital Management of Kansas, Inc. in Salina, KS. Friess joined the firm in 2024 and has prior experience at US Bank and Guaranteed Rate, Inc. The firm operates as a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. United Capital Management employs an active, research-driven approach to construct diversified portfolios across multiple asset classes and provides a range of services including financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Alan J

CFP®, Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Alan Jilka is a CFP® professional with 13 years of experience, currently serving as an advisor at United Capital Management of Kansas, Inc. He has been with the firm since 2013 and also worked at StoneX Securities Inc. alongside his current role. Outside of finance, he is a musical performer who sings and plays guitar at events. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven investment approach, constructing diversified portfolios that include equities, fixed income, ETFs, and alternative exposures, with regular portfolio reviews and calendar-based reporting.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Joshua W

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Joshua Weiser is a financial advisor at United Capital Management of Kansas, Inc. with one year of industry experience. He holds the Series 65 credential and has prior work history with Security Bank of Kansas and Sunder Energy. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios using equities, fixed income, ETFs, and alternative investments, while also offering financial planning, fiduciary consulting, and private fund management services.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Francis S

Series 65

Roswell, GA

United Capital Management Of Kansas, Inc.

Francis Schafer is a Series 65-credentialed advisor at United Capital Management of Kansas, Inc. with one year of industry experience. His background includes a 20-year tenure with the US Army and roles in tutoring and tree service. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios and offers services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Steven P

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Steven Plott is a financial advisor at United Capital Management of Kansas, Inc. with eight years of industry experience. He holds a Series 65 credential and has previously worked at Sunflower Bank, N.A. In addition to his advisory role, he serves as a high school wrestling official during the winter months. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios, including equities, fixed income, ETFs, and alternative investments, while providing financial planning, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Ryan K

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Ryan Kolzow is a financial advisor at United Capital Management of Kansas, Inc. with 26 years of industry experience. He holds the Series 66 designation and is a founder, coach, and tournament director of Salina Spikes Baseball. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management, employing an active, research-driven approach with diversified portfolios across multiple asset classes.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Justin S

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Justin Schamberger is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at United Capital Insurance, LLC, United Capital Management of KS, Inc., and StoneX Securities Inc. since 2014-2015. Outside of his advisory work, he performs manual labor on a farm in a non-investment capacity. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to construct diversified portfolios, including equities, fixed income, ETFs, and alternative exposures, while offering comprehensive financial planning and portfolio management services.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Bradley B

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Bradley Blew is a financial advisor at United Capital Management of Kansas, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Capital Trust, Inc. and StoneX Securities Inc. since 2018. Outside of his advisory work, he serves as a wrestling referee for the Kansas State High School Activities Association. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, offering financial planning, portfolio management, fiduciary consulting, and private fund management. The firm employs a research-driven approach to construct diversified portfolios across various asset classes and provides regular reporting and held-away account management tailored to client objectives.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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William C

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

William Chilton is a Series 65 credentialed advisor with United Capital Management of Kansas, Inc. He has one year of experience in financial advising. Prior to joining United Capital Management, he held positions in education and public safety, including roles at Miami University and the Evanston Fire Department. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios including equities, fixed income, ETFs, and alternative exposures, while providing financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Kyle G

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Kyle Gordon is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at United Capital Management since 2017, following six years at Straub International and seven years at LPL Financial. In addition to his advisory role, he is a managing member and director of United Capital Insurance, LLC, where he works with agents to offer fixed insurance products. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm uses an active, research-driven approach to construct diversified portfolios across various asset classes and provides services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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