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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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Cooper H

Series 63, Series 65

Wichita, KS

Mass Mutual Investors Services

Cooper Hanning is a financial advisor with Mass Mutual Investors Services in Wichita, KS, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and also maintains a role with MassMutual Life Insurance Company beginning in 2013. Outside of his advisory work, Hanning is involved with Proud Flag Productions, an entertainment and event-hosting business, and serves as a board member for Simply Hygiene, a nonprofit organization. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers structured, collaborative financial planning engagements and various programmatic investment solutions.

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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Logan W

Series 65, Series 63

Wichita, KS

LPL Financial

Logan Wiebe is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history at Intrust Bank and Chisholm Trail State Bank. He is also a notary public in Valley Center, Kansas. 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 advanced research tools and a broad 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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Christopher H

Series 66

Wichita, KS

Raymond James Financial

Christopher Helmick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Merrill Lynch, Wichita Federal Credit Union, and Wells Fargo Clearing. He is also an independent contractor with Converse Team Financial Services, providing financial planning and company retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting, supported by analytical tools and risk profiling, and maintains specialized offerings such as a SIMPLE IRA Employer Advisory & Consulting Services program.

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

CFP®, Series 66

Derby, KS

Edward Jones

Daniel Nottingham is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, he was associated with Burns and McDonnell. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Charitable giving & philanthropy General estate planning guidance Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
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Ryan D

Series 66

Wichita, KS

OSAIC

Ryan Dunbar is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for over 15 years. Outside of his advisory role, Dunbar is involved in several business activities including partnerships and directorships in insurance and advisory firms, as well as serving as a marketing manager for Medicare Campus. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple advisory platforms and third-party services.

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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