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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

28 advisors near 67042

Out of 400,000+ nationwide

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Ryan W

Series 63, Series 65

El Dorado, KS

IHT Wealth Management LLC

Ryan Weyrauch is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and LPL Financial. Outside of his advisory role, he is involved with Briny Deep Diving, LLC, where he serves as a dive master providing scuba instruction. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Erica T

Series 66

El Dorad, KS

IHT Wealth Management LLC

Erica Tipton is a financial advisor at IHT Wealth Management LLC with a Series 66 designation. She has experience working at LPL Financial, W Investments, and INTRUST Bank, N.A., and she provides administrative support to IHT Wealth Management. Prior to her financial services roles, she worked in education and retail, including positions at Wichita State University and Red Robin Restaurant Company. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and an advisor-enhanced algorithmic investment option, supported by a network of approximately 153 investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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David W

Series 63, Series 65

El Dorado, KS

IHT Wealth Management LLC

David Wernli is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at nVision Wealth Group and LPL Financial. Outside of advisory work, he is a partner in WOW Human Resource Management LLC, a business unrelated to investment advisory services. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Jason C

CFP®, Series 63, Series 65

Andover, KS

Savvy

Jason Craine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savvy since 2024. He previously worked at Mariner Wealth Advisors for nine years and at Msec, LLC for five years. Outside of his advisory role, he serves on the boards of the Financial Planning Association of Kansas, the YMCA in Andover, KS, and Exploration Place, Inc., a science center in Wichita, KS. He is also the owner of Cedar+Sevens Divorce Planning, LLC, providing divorce financial counseling. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Mike S

Series 63

El Dorado, KS

IHT Wealth Management LLC

Mike Spencer is a financial advisor with IHT Wealth Management LLC in El Dorado, Kansas. He holds a Series 63 designation and has 34 years of industry experience. His prior work includes roles at nVision Wealth Group, LLC and LPL Financial, LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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James S

Series 66

El Dorado, KS

IHT Wealth Management LLC

James Sexton is a financial advisor with LPL Financial in El Dorado, Kansas, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2010 and previously was with nVision Wealth Group, LLC. Sexton also operates IHT Wealth Management LLC, an independent registered investment advisory firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory delivery options supported by in-house research and combines large-scale advisory capabilities with non-advisory product offerings.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Chandler K

Series 66

El Dorado, KS

IHT Wealth Management LLC

Chandler Kirkhart is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial, LLC and has a background with Seward County Community College. Kirkhart serves as a board member of the Butler Community College Foundation. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools, utilizing diversified model portfolios and option strategies, and offers discretionary asset management alongside ERISA fiduciary services.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Andrew T

CFP®, Series 66

El Dorado, KS

IHT Wealth Management LLC

Andrew Tipton is a CFP® professional affiliated with LPL Financial in El Dorado, KS, with five years of industry experience. He also provides investment advisory services and administrative support through IHT Wealth Management LLC, an independent registered investment advisor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a broad network of investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Shannon H

Series 63, Series 65

Augusta, KS

Primerica Advisors

Shannon Hettenbach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies and holds a farm lease related to investment activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brett M

Series 66

El Dorado, KS

Edward Jones

Brett Mohr is a financial advisor with Edward Jones in El Dorado, KS. He holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at Russell Marine Products and was employed at Bluestem USD 205. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jonathan T

Series 66

El Dorado, KS

OSAIC

Jonathan Twidwell is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for 10 years. Outside of his advisory role, he serves on the boards of Inclusion Connections, a nonprofit focused on opportunities for individuals with disabilities, and the Entrepreneurs' Organization of Kansas City. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with portfolio optimization tools and supports a large network of advisors, managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Thurston T

Series 63, Series 66

Augusta, KS

Edward Jones

Thurston Thies is a financial advisor with Edward Jones in Augusta, Kansas, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Thies serves on the board of the Augusta Public Library and owns a personal training business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports clients through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Stacy H

Series 66

Augusta, KS

Edward Jones

Stacy Hicks is a Series 66-licensed financial advisor with Edward Jones, based in Augusta, Kansas. She has 21 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey C

Series 63, Series 66

El Dorado, KS

Edward Jones

Jeffrey Christensen is a financial advisor at Edward Jones in El Dorado, Kansas, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David W

Series 63, Series 65

El Dorado, KS

Edward Jones

David Wilson is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, nVision Wealth Group, IHT Wealth Management, and FBL Financial Group. Outside of his advisory role, he owns the building that houses his Edward Jones branch in El Dorado, Kansas. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Derek H

Series 63, Series 65

Andover, KS

Cambridge Investment Research Advisors

Derek Hammond is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2014. Outside of his advisory role, he is an owner and partner of a business entity, Advanced Care Home Plus, in Wichita, Kansas. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory through a network of independent professionals using multiple account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Christopher D

Series 66

Andover, KS

Edward Jones

Christopher Drake is a financial advisor at Edward Jones with a Series 66 designation and seven years of prior experience at Koch Industries, Inc. He has also worked at CURO Financial Technologies and Community Choice Financial before joining Edward Jones in 2025. Outside of financial services, he is involved with Kendra & Co, a marketing and CRM start-up, where he serves as Head of Web Development in an advisory capacity. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of 23,701 financial advisors and 15,121 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David M

Series 66

Augusta, KS

Mass Mutual Investors Services

David Mc Fadden is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Ameriprise and First Command Advisory Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved software and event-driven planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Sara S

Series 66

Augusta, KS

Edward Jones

Sara Schmidt is a financial advisor at Edward Jones with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent 13 years at Spirit AeroSystems. Schmidt serves as Treasurer and Financial Advisor for the NextGen Alliance in Douglass, KS, overseeing financial records and reporting to the Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Ryan B

Series 66

Andover, KS

Edward Jones

Ryan Bippert is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a First Sergeant with the Kansas Air National Guard and owns a small coffee roasting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Military & Veterans
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Leann N

Series 63, Series 66

El Dorado, KS

Edward Jones

Leann Nickel is a financial advisor with Edward Jones in El Dorado, KS, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of advising, she owns farm land in Kansas that is rented out and used for raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and providing various tax-efficient and alternative investment services.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Jonathan H

CFP®, Series 66

Andover, KS

Edward Jones

Jonathan Hoskins is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2013. He holds the Series 66 designation and is based in Andover, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James A

Series 63, Series 65

Andover, KS

Cambridge Investment Research Advisors

James Allen is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Commonwealth Financial Network. Outside of his advisory work, he founded Tartan Financial Group LLC, where he acts as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Kelly L

Series 66

Andover, KS

Edward Jones

Kelly Lare is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at NetApp Inc. for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and fiduciary services through a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Joel Y

Series 63, Series 66

Augusta, KS

Edward Jones

Joel Yourdon is a financial advisor with Edward Jones in Augusta, Kansas, holding Series 63 and Series 66 licenses and totaling 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is an owner of Yourdon Farms and serves as an angel investor in the Wingfeather Saga TV series project; he has also held leadership and board roles with the North Alabama Auburn Club and the Boys & Girls Club in Decatur, Alabama. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of thousands of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Religious/faith focused
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Tyler D

Series 66

El Dorado, KS

OSAIC

Tyler Davidson is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for 10 years. Outside of his advisory role, he is involved with Cornerstone Wealth Management and Cornerstone Companies as a licensed insurance agent, selling life, health, disability, long-term care, and critical illness insurance. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with asset allocation and portfolio optimization tools, offering a wide range of investment products and advisory programs.

Annuities Founder/Business Owner Executive Retired
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Lance L

CFP®, Series 63, Series 66

El Dorado, KS

Raymond James Financial

Lance Lechtenberg is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Raymond James Financial in El Dorado, Kansas. He previously worked at Edward Jones for 18 years before joining Raymond James in 2020. Outside of his advisory role, Lechtenberg owns and operates a beef cattle ranch. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions, offering financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Eric K

Series 63, Series 66

Andover, KS

Edward Jones

Eric Kaufman is a financial advisor with Edward Jones in Andover, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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