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Justin C

Series 63, Series 66

Wichita, KS

LPL Financial

Justin Carlson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 17 years. Carlson also serves as an insurance agent with Producers XL in Salina, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various investment programs and uses a combination of model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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

Series 66

Wichita, KS

Ameriprise

Donovan Leighton is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, FBL Financial Group, and Equitable Advisors. Outside of his advisory role, he is employed by Sagecamp, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations in partnership with its financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Gia S

Series 63, Series 66

Wichita, KS

Morgan Stanley

Gia Selzer is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and has concurrently worked with Ids Life Insurance Co. since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market modeling techniques.

General estate planning guidance
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Rebekah B

Series 66

Derby, KS

Ameriprise

Rebekah Brooks is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Abigail H

Series 63, Series 66

Wichita, KS

Cambridge Investment Research Advisors

Abigail Holden is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been affiliated with Cambridge since 2014 and has worked for multiple firms, including DAS Financial and Financial Innovations, LLC. Outside of her advisory role, she volunteers as the Executive Event Chair for the Wichita Walk to End Alzheimer's through the Alzheimer's Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered via a network of independent professionals, utilizing both proprietary and third-party 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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Phillip G

Series 66

Wichita, KS

Robert Baird & Co.

Phillip Garrison is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Wichita, KS, where he has worked since 2015. He has 24 years of industry experience. Outside of his advisory role, he coaches at Trinity Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services using a range of investment strategies and managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Marvin F

Series 63

Wichita, KS

OSAIC

Marvin Fisher is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 63 designation and 43 years of industry experience. He was previously with Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Fisher serves as Vice-President and board member of the Central Community Church Foundation and is Board Chair of the Fellowship of Christian Athletes, a national nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance analysis, and multiple managed-account solutions across various investment types.

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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Sari C

Series 66

Wichita, KS

Mass Mutual Investors Services

Sari Cunningham is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Sierra Pacific Mortgage Company and Kansas Star Casino. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to clients’ goals.

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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Ryan P

Series 66

Wichita, KS

Ameriprise

Ryan Pater is a financial advisor with Ameriprise in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Kansas State University and the Derby School District. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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

CFP®, ChFC®, Series 63, Series 65

Wichita, KS

Ameriprise

John Rivera is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Ameriprise Financial Services LLC and has held prior roles at firms including OSAIC, Woodbury Financial Services, Premier Asset Solutions, Eagle Strategies (NY Life), NYLIFE Securities, and New York Life Insurance Company. Rivera is also the author of a book titled *Green Light Life*, which serves as a conversational guide to retirement. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Adam E

CFP®, Series 65, Series 63

Wichita, KS

Raymond James Financial

Adam Eilert is a CFP® with six years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has worked with several firms including Keating Financial Advisory Services, Inc. and Aspyre Wealth Partners. Eilert is part of the Converse Team Financial Services, operating as an independent contractor within Converse Financial Advisory, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and supports both 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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Vance G

CFP®, Series 63, Series 65

Wichita, KS

LPL Financial

Vance Garwood is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Raymond James Financial, SJ Prill Investment and Planning Inc, and Waddell & Reed. Outside of his advisory work, he is involved in farming and agriculture activities in Andover, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies.

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

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Zachary Mc Gill is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge and Corenorth Capital Planning. Outside of his advisory role, he is involved as an independent insurance agent and participates in sport, fitness, and gaming activities. Cambridge Investment Research Advisors serves a wide range of clients, 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 Financial Professionals, utilizing various portfolio management strategies and platforms tailored to client objectives.

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

Series 66

Valley Center, KS

Edward Jones

Matthew Jansen is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previous work experience in customer service roles, including positions at Chick-Fil-A. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing Founder/Business Owner Intergenerational Families
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Brent B

Series 63, Series 65

Wichita, KS

LPL Financial

Brent Barker is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2011 and maintains ongoing roles with Uvest Financial Services Group, Inc. and Intrust Bank N.A. Outside of advisory work, he spends significant time involved with Intrust Bank. 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 broad range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools to support its 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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Jacob S

Series 66

Wichita, KS

Merrill

Jacob Siggins is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has held multiple roles at Butler Community College. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Karen B

Series 63, Series 66

Wichita, KS

OSAIC

Karen Beal is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 66 licenses and having 32 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. for a combined 13 years. Outside of her advisory role, she is involved in farming activities at Beal Farms. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a diverse network of financial advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers across various 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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Robert R

Series 63, Series 66

Wichita, KS

Cetera

Robert Raymos is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with VOYA Financial Advisors and his own firm, RJR Financial Services, where he is president and owner. Outside of his advisory role, he provides tax preparation services through RJR Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

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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Karen C

Series 66

Wichita, KS

LPL Financial

Karen Conover is a financial advisor at LPL Financial with nine years of industry experience. She previously worked at Wells Fargo Advisors from 2014 to 2021. 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 various investment strategies, supported by technology tools for research and operations.

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

Series 66

Wichita, KS

LPL Financial

Nathan Channell is a financial advisor with LPL Financial, holding a Series 66 designation and based in Wichita, KS. He has been with LPL Financial since 2026 and has prior work experience at Intrust Bank and Dillons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers various investment programs and uses research and technology tools to support advisors.

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