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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Lance G
Series 66
Wichita, KS
LPL Financial
Lance Graber is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.
Christina C
Series 63, Series 65
Wichita, KS
LPL Financial
Christina Cobb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her career includes roles at Waddell & Reed, various insurance carriers, and leadership of Cobb Resources, Inc. She has also been involved with Naifa Wichita and Resource Conservation & Development. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.
Robert H
Series 66
Wichita, KS
OSAIC
Robert Hubbard Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Ohio National Insurance Company. Hubbard serves as a board member for both Life Church of the Plains and White Eagle Credit Union. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.
Peter G
Series 63, Series 65
Wichita, KS
Primerica Advisors
Peter Glogowski is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2017 and has also been involved in various other business activities including driving for DoorDash and Amazon Flex. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies from unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Cary M
Series 63, Series 65
Wichita, KS
Morgan Stanley
Cary Morris is a financial advisor with Morgan Stanley in Wichita, Kansas, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Morris is involved in local recreational and hospitality ventures, serving as president of USTA Kansas and managing a restaurant and bar business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment services without providing individual security recommendations as part of standalone planning.
Brian D
CFP®, Series 66
Wichita, KS
Robert Baird & Co.
Brian Docking is a CFP® with 20 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. He holds leadership roles outside of his advisory work, including Chair of the Board at Union State Bank and board member and officer at Docking Bancshares, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.
Jeremy H
Series 65, Series 66
Wichita, KS
Morgan Stanley
Jeremy Horn is a financial advisor at Morgan Stanley in Wichita, KS, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, he worked at American Underwriters Life for 14 years. Outside of finance, Horn is a partner in several Wichita Brewing Company entities, including a microbrewery, restaurant, and event venue. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.
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Finding advisors...
595 advisors near
67226
within the area shown on the map
Out of 400,000+ nationwide