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Tyler P

Series 66, Series 63

Wichita, KS

Eagle Strategies (NY Life)

Tyler Porter is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has a longstanding affiliation with Paulseen Financial Group and New York Life Insurance dating back to 2009. Tyler serves as a board member on the Community National Bank and Trust, participating in strategic planning efforts. Eagle Strategies supports a diverse client base including individual and institutional investors by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jason M

CFA®

Wichita, KS

Hightower Advisors

Jason Mayers is a CFA® charterholder with four years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, following prior roles at Ameritas Investment Partners and Cargill, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Karsten B

Series 66

Witchita, KS

CWM, LLC

Karsten Bond is a financial advisor with CWM, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cetera Advisor Networks, Driven Wealth Strategies, and Waddell & Reed Inc. Outside of advisory work, he is involved in several business ventures, including ownership and management roles in financial services firms and serving on a homeowners association board. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shana C

Series 63, Series 66

Wichita, KS

&PARTNERS

Shana Curtis is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Advisors and Wells Fargo Clearing in various capacities from 2009 to 2025. Outside of her advisory role, Curtis is involved in several sales activities, including representing an online wine retailer, working as a beauty associate, and acting as a travel agent. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and portfolio management strategies, with services provided on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Ryan B

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Ryan Babel is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served in the United States Air Force from 2015 to 2026. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Thomas S

Series 63, Series 65

Wichita, KS

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Thomas Stark is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Securities America Advisors, IFS Advisors DBA Insight Financial Services, and National Planning Corporation. He also serves as trustee for the Riley H Denton Revocable Trust. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory services through independent representatives and utilizes multiple custodians and third-party managers, with the majority of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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John D

Series 66

Wichita, KS

Edward Jones

John Doan is a Series 66–licensed financial advisor at Edward Jones with one year of industry experience. His prior work includes roles at Cargill and Amplify Process Safety, as well as positions in education and agriculture sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services delivered through 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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Michael A

Series 66

Wichita, KS

Raymond James Financial

Michael Axline is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at FBL Financial Group and Edward Jones. He owns two support companies unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs throughout its extensive advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Milissa H

Series 63, Series 65

Wichita, KS

LPL Financial

Milissa Hengel is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Inc., Cuso Financial Services, LP, and Bancwest Investment Services, Inc. She is also involved with CUA Retirement and Investment, a business related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, 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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Brian G

Series 66

Wichita, KS

LPL Financial

Brian Graber is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and over 26 years of industry experience. He has been with LPL Financial and its predecessor since 1999. In addition to his advisory role, he is involved in the sale of fixed insurance products including property and casualty, life, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and advisory services supported by various investment strategies and technology tools, alongside complementary non-advisory financial services.

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

Series 66

Wichita, KS

LPL Financial

Jarrett Raney is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Meritrust Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he is involved with Meritrust Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by 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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Jarrod J

Series 66

Wichita, KS

OSAIC

Jarrod Janzing is a financial advisor at OSAIC with 12 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Janzing is involved in several private wealth management activities through his own and affiliated LLCs, and he serves as a director of WestUrban Baseball, a nonprofit youth baseball league. OSAIC serves a diverse range of clients including individual, high-net-worth, institutional, and nonprofit investors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Julie S

Series 63, Series 65

Wichita, KS

Primerica Advisors

Julie Sharp is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses with five years of industry experience. She has been associated with Primerica Advisors and Primerica Financial Services since 2021 and previously worked at Loe Financial Group. Outside of her advisory work, she owns and operates Play In the Rain, LLC, a massage therapy business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and offers a range of portfolio management options supported by third-party custody and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Nicholas E

Series 65, Series 63

Wichita, KS

LPL Financial

Nicholas Engle is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior work includes roles at NYLife Securities, Woodbury Financial Services, and Keene Insight Financial Strategies. Outside of finance, he has been involved in local government as a member of the Derby City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of advisory strategies supported by research and technology tools.

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

Series 65, Series 63

Wichita, KS

Equitable Advisors

Grant Ash is a financial advisor at Equitable Advisors in Wichita, KS, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Goolsby's and teaching positions at Kansas State University and Neosho County Community College. From 2018 to 2021, he operated a business called Ash's to Ashes. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Ryan K

Series 66

Wichita, KS

J.P. Morgan Securities

Ryan Keiter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James/Central National Bank for three years. His background includes roles in banking and various other sectors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Benjamin F

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Benjamin French is a Series 66-licensed financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Inc. since 2021 and serves on the board of Shepherd's Way Inc., a nonprofit organization based in Wichita, KS. His career also includes seven years at Heartspring Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Katherine D

Series 66

Wichita, KS

Morgan Stanley

Katherine Dixon is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 credential and has previously worked at Merrill Lynch and Intrust Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Erica N

Series 66

Wichita, KS

Edward Jones

Erica Nix is a financial advisor with Edward Jones in Wichita, Kansas, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in roofing and retail sectors and currently serves as a trustee for the Ann Houchin Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Founder/Business Owner Women Professionals Women's Finance
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Brandon H

CFP®, Series 66

Wichita, KS

Morgan Stanley

Brandon Haag is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon earned his high school diploma from Wichita Southeast and a bachelor's degree from the University of Kansas. Brandon specializes in helping clients build comprehensive wealth management strategies tailored to their individual needs. His expertise includes divorce transition planning, family wealth management, retirement income and planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. As a qualified portfolio manager, he offers personalized investment strategies that may incorporate individual securities, Merrill Lynch model portfolios, and third-party strategies, and he provides discretionary management through the firm’s Investment Advisory Program. Brandon is committed to transparent communication and uses a disciplined process to support clients’ current lifestyles, retirement goals, and legacy planning. In addition to his professional work, Brandon is actively involved in his community. He serves on the Board of Directors for CASA of Sedgwick County, supporting children in finding safe and permanent homes. Outside of work, he enjoys golfing, hiking, running marathons, skiing, traveling, and spending time with his wife and two daughters.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax-loss harvesting
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