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Jessica R

Series 66

Wichita, KS

Morgan Stanley

Jessica Radmacher is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. She previously worked at Ernst & Young US LLP and has held positions within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Radmacher also has experience at Oklahoma State University and held a role at Top Gun in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its advisory process.

General estate planning guidance
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Hannah D

Series 66

Wichita, KS

OSAIC

Hannah Demaree is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and recently started her advisory career. She has prior experience working in the education sector with Unified School Districts 465 and 470. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.

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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Anthony F

Series 66

Wichita, KS

LPL Financial

Anthony Flax is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include ownership of Flax Holdings Inc. and work at Waddell & Reed, Inc., among other insurance and financial entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing a combination of discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Thomas W

CFP®, Series 63, Series 65

Wichita, KS

Edelman Financial Engines

Thomas Wolford is a CFP® with 18 years of industry experience, currently serving at Edelman Financial Engines since 2016. Prior to that, he worked at Tmfs Advisors, LLC from 2014 to 2016. He is a board member of the Kansas Racquetball Association. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing model-based and customized portfolios while supporting a large participant base through advisor-led and online offerings.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Derek K

Series 66

Wichita, KS

LPL Financial

Derek Keller is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 credential and 20 years of industry experience. He previously worked for Bank of America and Merrill from 2010 to 2024. Keller is also involved in tax preparation and accounting through a licensed business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by LPL Research and third-party resources.

College savings (529s, UTMA, etc.)
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David M

Series 66

Augusta, KS

Ameriprise

David Mc Fadden II is a financial advisor with Ameriprise in Augusta, KS, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, MML Investors Services LLC, First Command, and Bank of the West. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rachel L

Series 63, Series 65

Wichita, KS

Morgan Stanley

Rachel Long is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2023 and previously spent four years at IMA Wealth, Inc. Outside of her advisory role, she is involved with R & K Holding, LLC, a real estate business based in Wichita, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Nathan R

Series 66

Wichita, KS

Morgan Stanley

Nathan Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and AXA Advisors, as well as a prior position outside finance at Ziggys Pizza. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and proprietary planning tools.

General estate planning guidance
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Shane P

Series 66

Wichita, KS

OSAIC

Shane Pfingsten is a financial advisor at Osaic Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. In addition to his advisory role, Pfingsten provides general education on retirement-related topics through a marketing business. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms with a portfolio construction process that includes asset allocation tools, risk assessments, and automated rebalancing.

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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Matthew A

Series 66

Wichita, KS

Morgan Stanley

Matthew Anderson is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Anderson serves on the Valley Center, Kansas, school board and operates Hornet Aviation LLC, a business related to aviation where he is also a pilot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Dylan K

Series 66

Wichita, KS

Merrill

Dylan Kuhn is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill and Bank of America in 2022, he worked with KMS, LLC and KMS, Inc., and has prior experience with Wichita State University and Ora Design Group Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Christina W

Series 63, Series 66

Wichita, KS

OSAIC

Christina Wilson is a financial advisor with OSAIC in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes roles at New York Life insurance company, NyLife Securities, LLC, Paulseen Financial, and Eagle Strategies. Outside of advising, she volunteers as a notary public and works part-time in retail at Cabelas. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services using a variety of investment tools and platforms, including model portfolios and third-party managed accounts.

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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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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Cynthia P

Series 63, Series 66

Wichita, KS

Charles Schwab

Cynthia Patry is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and TD Ameritrade. She has also volunteered for a nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment due diligence.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Katherine H

CFP®, Series 66

Wichita, KS

Ameriprise

Katherine Hagman is a CFP®-certified financial advisor with Ameriprise in Wichita, KS, bringing 13 years of industry experience. Her prior roles include positions at Cetera Investment Services LLC, Equity Bank, and Ameriprise Financial Services, Inc. Outside of her advisory work, she serves on the board of directors and as treasurer for a family-related organization and has been involved in farmhand work at Hagman Hilltop Farms, Inc. for nearly three decades. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James B

Series 63, Series 66

Wichita, KS

Cambridge Investment Research Advisors

James Bonifas Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and offering 24 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. Outside of his advisory role, he is also an independent insurance agent in Wichita, KS. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

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

Series 66

Wichita, KS

Equitable Advisors

Gabriel Buckbee is a Series 66 licensed financial advisor with Equitable Advisors, based in Wichita, KS, and has three years of industry experience. Prior to joining Equitable Advisors in 2023, he held roles at Bombardier Learjet and Wichita State University, among other positions. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and emphasizes personalized risk assessment and matching clients to a range of firm-offered and third-party investment programs.

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 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 Wealth management General estate planning guidance Multi-generational wealth transfer Military & Veterans Newlywed/Engaged
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Dustin L

Series 63, Series 66

Wichita, KS

Ameriprise

Dustin Lentz is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he performs as a keyboardist in a band. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brett W

Series 63

Wichita, KS

Charles Schwab

Brett Winter is a financial advisor at Charles Schwab with 33 years of industry experience. He holds a Series 63 designation and has worked at Charles Schwab since 1995, including roles at Charles Schwab Bank, SSB. He is also associated with BMW Investments, LLC since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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