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Amy M

Series 66

Wichita, KS

LPL Financial

Amy Mckinley is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Bergkamp Financial Inc and Waddell & Reed, Inc. She has also managed her own businesses, including McKinley Mowing Service and McKinley Pasture Solutions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lori Z

Series 66

Wichita, KS

LPL Financial

Lori Zern is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 license and eight years of industry experience. She previously worked at Bergkamp Financial Inc and has experience with insurance agencies and advisory roles dating back to 2018. Outside of her advisory work, she was involved with Village Tours LLC for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supporting clients with strategic, tactical, and alternative investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael D

Series 66

Wichita, KS

LPL Financial

Michael Dennis is a financial advisor with LPL Financial based in Wichita, KS. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over a decade. Dennis has been involved in business activities related to insurance and investment through Midwest Farm & Family Insurance LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan Z

Series 66

Wichita, KS

LPL Financial

Ryan Zern is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he spent seven years at OneSource Technology. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Danielle Q

Series 63, Series 65

Wichita, KS

LPL Financial

Danielle Qualls is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for 12 years before joining LPL Financial. Outside of advising, she owns and operates a farm business in Cheney, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to diverse investment strategies, supported by advisor-facing tools and a broad platform that encompasses non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Samuel M

Series 63, Series 66

Wichita, KS

LPL Financial

Samuel Milner is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at AXA Advisors and Ohio National Financial Services, as well as work with Catholic Charities. Milner is also involved with Bergkamp Financial, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools while supporting a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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