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Joseph T

Series 63, Series 66

Wichita, KS

LPL Financial

Joseph Tigert is a financial advisor with LPL Financial based in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, Eagle Strategies, and New York Life Insurance Company. He is also involved with RT Financial, LLC, where he provides fixed annuity insurance products. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified and alternative investment strategies.

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

Series 63, Series 65

Wichita, KS

LPL Financial

Ishmael Morris is a financial advisor at LPL Financial with 10 years of industry experience and holds Series 63 and Series 65 designations. His prior roles include positions at Eagle Strategies (NY Life), Hoover Financial Group, NYLIFE Securities LLC, and New York Life Insurance Co. He is also involved in business activities including management of a non-variable insurance business and other investment-related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Gabriel P

Series 66

Wichita, KS

LPL Financial

Gabriel Parham is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Micheal S

Series 63, Series 66

Wichita, KS

LPL Financial

Micheal Sampson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and with 23 years of industry experience. His career includes roles at LPL Financial since 2019 and prior experience at Waddell & Reed, Textron Aviation, and self-employment. Outside of his advisory work, he serves as a precinct committeeman. 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, financial planning, and retirement consulting, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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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 roles include positions at Bergkamp Financial Inc and Duane Bergkamp, as well as operating her own business ventures such as McKinley Pasture Solutions, LLC and McKinley Mowing Service. She has also worked as an insurance agent specializing in long-term care, term life, and annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Donna D

Series 66

Wichita, KS

Ameriprise

Donna Davis is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 credential and seven years of industry experience. She has worked at several firms including OSAIC, Woodbury Financial Services, Eagle Strategies, and NYLIFE Securities. Outside of advisory work, she is involved as an operations manager at Greenlight Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Corey R

Series 66

Wichita, KS

UBS Financial Services

Corey Rausch is a financial advisor with UBS Financial Services in Wichita, KS, holding a Series 66 designation and eight years of industry experience. He has worked at UBS since 2017 and previously spent a year at The Commerce Trust Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Joseph G

Series 63, Series 66

Wichita, KS

Charles Schwab

Joseph Gray is a financial advisor with Charles Schwab in Wichita, KS, holding Series 63 and Series 66 licenses. He has 31 years of industry experience, including over two decades with Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and a distinctive operational model.

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

Series 63, Series 65

Wichita, KS

OSAIC

Jimmy Cox is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior experience includes 14 years at Sagepoint Financial, Inc. and over four decades at Al Williams. Outside of his advisory work, he co-owns an insurance sales business and serves as a notary. Osaic Wealth, Inc. provides services to a diverse client base that includes individual investors, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement planning solutions through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and works with third-party money managers to construct portfolios across a broad range of investment vehicles.

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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Rex C

CFP®, Series 63, Series 65

Wichita, KS

Raymond James Financial

Rex Clevenger is a CFP® professional with 35 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, Clevenger is the managing principal of Aristata Financial, a support company based in Wichita, KS, and serves as a co-trustee managing investment decisions for his and his wife’s revocable living trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Wichita, KS

Edward Jones

Kara Troyer is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation. She has been with Edward Jones since 2018 and has prior experience as a homemaker. Outside of her advisory role, she is involved in family investment partnerships and works as an independent representative for Zyia, a direct marketing company specializing in activewear and wellness supplements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, notable for its extensive network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachary T

Series 66

Wichita, KS

Morgan Stanley

Zachary Thomas is a Series 66-licensed financial advisor with Morgan Stanley in Wichita, KS, with four years of industry experience. He previously worked at Bank of America for six years before joining Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory role, he operates a music production company, providing contract services to musical artists on a limited basis. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

General estate planning guidance
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Nolan P

Series 63, Series 66

Wichita, KS

LPL Financial

Nolan Pauly is a financial advisor with LPL Financial in Wichita, Kansas, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Christina Cobb, and managing Pauly Resources Inc. outside of securities trading. Pauly also has a background in insurance sales and agency work with various carriers. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Daniel D

Series 66

Andover, KS

Edward Jones

Daniel Day is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he was involved with NewDays LLC and held roles under Prudential/Valeris and LPL Enterprise. Outside of his advisory work, Daniel owns two food service businesses in Wichita, Kansas. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert J

Series 63, Series 65

Wichita, KS

Wells Fargo Clearing

Robert Jacob is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of the Blue Sky Investment Club and serves as a trustee for his parents. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Thomas R

Series 63, Series 65

Wichita, KS

UBS Financial Services

Thomas Roulston is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brendan O

CFP®, Series 63, Series 65

Wichita, KS

Edward Jones

Brendan O Bryhim is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2024. He previously worked at Bank of America and Merrill for ten years each. Outside of his financial career, he engages in musical performance as a saxophone player. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Aaron H

Series 66

Wichita, KS

OSAIC

Aaron Hargrave is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked with firms including NoxNumis, MML Investors Services LLC, Bluecrest Financial Alliance/Mass Mutual, and Penn Mutual Company. Outside of his advisory role, he serves as a teaching pastor at Destiny Christian Center, where he teaches classes on the Bible and Christian growth. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes a variety of asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment vehicles.

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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John T

Series 66

Wichita, KS

Edward Jones

John Terry is a financial advisor at Edward Jones in Wichita, KS, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Konza Prairie Community Health and Dental for one year. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Austin H

CFP®, Series 66

Valley Center, KS

Edward Jones

Austin Hubert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Valley Center, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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