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Franklin F

Series 66

Wichita, KS

LPL Financial

Franklin Flower is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at Meritrust Credit Union, Cuso Financial Services, and Securities America. Flower is also involved with Meritrust Wealth Management, a business related to his LPL activities. 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 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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Ciara W

Series 63, Series 65

Haysville, KS

LPL Financial

Ciara Wickham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at Intrust Bank for several years before joining LPL Financial. Additionally, she serves as a notary public in Wichita, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions including model portfolios 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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Teresa M

Series 66

Wichita, KS

Cetera

Teresa Mayginnes is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated entities since 2023 and previously worked at Butler Community College for ten years. Outside of her advisory role, Teresa provides notarial services and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tammie M

Series 66

Wichita, KS

LPL Financial

Tammie Mc Coy is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Mutual Group, Oppenheimer & Co., and Fidelity. 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 broad range of advisory services including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various investment platforms.

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

ChFC®, Series 66

Wichita, KS

Edward Jones

Willie Tucker is a financial advisor at Edward Jones in Wichita, KS, holding the ChFC® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Innovate International Intelligence Integration for 16 years and has served in the United States Air Force on active duty and reserve since 1993. Outside of his advisory work, Tucker is a sole proprietor leather maker, serves as board chair of a Kansas nonprofit, and officiates high school and collegiate soccer matches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment options, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Military & Veterans Professional Athlete Entertainment Industry Government Employee Founder/Business Owner
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Mohammad A

Series 63, Series 66

Wichita, KS

Wells Fargo Clearing

Mohammad Awad Eljied is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Benjamin F Edwards & Co for nine years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he serves on the Economics Department Advisory Board at Wichita State University’s School of Business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary options. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Mark R

Series 63, Series 66

Haysville, KS

Edward Jones

Mark Richards is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retirement withdrawal strategies 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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Brent T

CFP®, ChFC®, Series 66

Wichita, KS

Cetera

Brent Thummel is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera in Wichita, KS. He has been with Cetera since 2015, including its wealth services division, and is a partner in 740 Event, LLC, an event rental business. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of advisory services to individuals, retirement plans, and institutional clients through a multi-manager platform. The firm offers portfolio management, financial planning, and access to third-party managers, supporting various program structures and custodial relationships.

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

Series 63, Series 65

Wichita, KS

Cetera

Ryan Boss is a financial advisor with Cetera in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2015 and currently serves as a partner at 740 Event, LLC, an event rental space business. Boss is also a deacon at Metro East Baptist Church and a member of the Wichita chapter of the Financial Planning Association. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients with a multi-manager platform offering a variety of portfolio management and financial planning services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brian J

Series 66

Valley Center, KS

Edward Jones

Brian Jansen is a financial advisor with Edward Jones in Valley Center, KS, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Jansen serves as the president of the Valley Center Chamber of Commerce and has experience as an executive pastor and recording artist. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement income strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Eric E

Series 66

Wichita, KS

Wells Fargo Clearing

Eric Esau is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Robert W

Series 66

Wichita, KS

Edward Jones

Robert Weidner is a Series 66-registered financial advisor with Edward Jones in Wichita, KS, where he has worked since 2013. He has 12 years of industry experience. 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 wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Holly E

Series 66

Wichita, KS

Wells Fargo Clearing

Holly Esau is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2006 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Keith D

CFP®, Series 66

Wichita, KS

Edward Jones

Keith Dater is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for the Kansas Department for Children & Families for five years. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Shannon S

Series 66

Wichita, KS

Raymond James Financial

Shannon Stauth is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds a Series 66 credential and has previously worked at LPL Financial LLC, Royal Alliance Associates, Inc., and Signator Investors, Inc. In addition to his advisory role, he is an insurance agent specializing in life and property casualty insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

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

Series 66

Wichita, KS

Thrivent Investment Management

Joseph Skinner is a financial advisor at Thrivent Investment Management in Wichita, KS, holding a Series 66 designation. He joined Thrivent in 2026 and previously worked at Northwestern Mutual and NAI Martens. His professional experience includes roles outside of finance, including senior care pharmacy and retail. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive written recommendations across various financial planning areas. The firm separates its planning service from managed accounts and does not accept discretionary trading authority for the planning engagements.

Business ownership considerations
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Aaron T

Series 63, Series 65

Wichita, KS

Wells Fargo Clearing

Aaron Towns is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He worked at Oppenheimer & Co for 13 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as a guardian for his daughter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Jerrod G

Series 66

Wichita, KS

Wells Fargo Clearing

Jerrod Giffin is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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