Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

477 advisors near
67235

Out of 400,000+ nationwide

user avatar
firm logo

Rune L

Series 63, Series 66

Wichita, KS

Raymond James Financial

Rune Larneng is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including 16 years at Edward Jones before joining Raymond James in 2021. Outside of his advisory role, he is a 50% owner of Valhalla Fitness LLC, which operates an Anytime Fitness location in west Wichita. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and a broad advisor network. The firm also maintains municipal advisory affiliations and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Scott S

Series 63, Series 65, Series 66

Wichita, KS

LPL Financial

Scott Sennett is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining LPL Financial in 2026. Outside of his advisory role, he serves as a co-trustee for family trusts and manages power of attorney responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

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

Krysten E

Series 63, Series 65

Wichita, KS

Primerica Advisors

Krysten Eilert is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and two years of industry experience. Her prior roles include positions at Primerica Financial Services and PFS Investments Inc. She has also been involved in community and nonprofit work related to the Diocese of Dodge City and Divine Mercy Radio. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models supported by BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Kristopher K

Series 65, Series 63

Wichita, KS

LPL Financial

Kristopher Kidwell is a financial advisor with LPL Financial based in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with Intrust Financial Services and LPL Financial since 2012. Outside of advising, he operates a musical instrument repair business and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers, supported by advanced advisor tools.

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

Lin Z

Series 66, Series 63

Wichita, KS

J.P. Morgan Securities

Lin Zhou is a financial advisor at J.P. Morgan Securities with three years of industry experience. Zhou holds Series 63 and Series 66 licenses and has worked at Bank of America and JPMorgan Chase Bank, N.A. Outside of financial services, Zhou is involved in aircraft sales and leasing as an owner and partner of Mid-America Aircraft Sales LLC and Steel Panda Aviation LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Suparna T

CFP®, Series 66

Wichita, KS

OSAIC

Suparna Tirukonda is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors and Financial Benefits, Inc. She serves as Finance Committee Chair for United Way of the Plains and is Chair of the Wichita Independent Business Association board. She is also president of Anura Capital LLC and co-owner of Cordell & Associates, conducting business through their DBA Cordell Wealth Management. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services and access to third-party money managers. The firm employs various asset-allocation tools and investment platforms, managing portfolios across multiple asset classes on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Wendy C

Series 66

Wichita, KS

Raymond James Financial

Wendy Cox is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for nine years. Outside of her advisory role, she is involved with Conway Springs Veterinary Service and assists with Aristata Financial, where she supports client relations and marketing efforts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and advisory services, utilizing risk profiling and analytical tools to support informed client decisions.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jill D

Series 63

Wichita, KS

Robert Baird & Co.

Jill Docking is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and bringing 36 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she serves as a board member of Docking Bancshares in Arkansas City, Kansas. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, employing a range of traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

James E

Series 66, Series 63

Wichita, KS

Merrill

James Easter is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Merrill, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Jordan B

CFP®, Series 66

Wichita, KS

LPL Enterprise

Jordan Bowersox is a CFP® professional affiliated with LPL Enterprise, with eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and has an academic background from the University of Texas at Austin. Outside of his advisory role, Bowersox serves on the boards of the YMCA of Wichita and Central Christian Academy, focusing on fundraising and financial oversight. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Tax-loss harvesting
user avatar
firm logo

Maria M

CFP®, Series 65, Series 63

Wichita, KS

Ameriprise

Maria Martin is a CFP®-designated financial advisor with five years of industry experience. She is currently with Ameriprise in Wichita, KS, having previously worked at Gentry Private Wealth, LLC and other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach emphasizes written recommendations and tax-aware withdrawal strategies informed by proprietary research and third-party data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Julie S

Series 66

Wichita, KS

Merrill

Julie Staehr is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 1993 and has been affiliated with Bank of America, N.A. since 2016. Outside of her advisory role, she assists with a telecommunications consulting LLC started by her husband. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Deborah F

Series 63, Series 65

Wichita, KS

LPL Financial

Deborah Farnham is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her career includes roles at UBS Financial Services, Frontier Wealth Management, Purshe Kaplan Sterling Investments, and CapFinancial Securities. She serves as a board member of the P.E.O. Chapter I EW nonprofit in Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

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

Ronald R

Series 66

Wichita, KS

Merrill

Ronald Rivas is a Financial Advisor based in Wichita, Kansas, working with Merrill Lynch Wealth Management. He partners with individuals, families, and small business owners to provide thoughtful, long-term financial guidance aimed at retirement planning, income strategies, business transition planning, and overall wealth management. Ronald's approach centers on understanding clients' priorities, values, and timelines to develop personalized strategies that evolve as their needs change. He emphasizes building lasting relationships to offer consistent advice and support. His expertise includes retirement planning, managing new wealth, family wealth management strategies, college education planning, and small business owner guidance. Ronald holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma from Derby High School. Outside of his professional role, Ronald enjoys bowling, chess, cooking, football, golfing, music, pickleball, spending time with his family, and watching movies.

General retirement planning Retirement income strategy Business ownership considerations Business exit / sale strategy Wealth management
user avatar
firm logo

Scott H

Series 66

Wichita, KS

Cetera

Scott Henderson is a financial advisor at Cetera with the Series 66 designation and over a year of experience at the firm. He has been involved in Wichita Furniture Inc. since 2012. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
firm logo

Kyrstin S

Series 66

Wichita, KS

Merrill

Kyrstin Segura is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with high-net-worth individuals and their families to develop and execute custom financial strategies tailored to their personal goals. Her expertise spans a comprehensive understanding of taxes, real estate, generational wealth, estate planning strategies, investments, entrepreneurship, and insurance, aiming to address all aspects of a client's financial life. Kyrstin holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Colorado Mesa University and completed a master's degree in financial planning at the College for Financial Planning in 2023. Kyrstin’s approach is informed by a commitment to integrity shaped by her upbringing in a military and law enforcement family, combined with her extensive training and experience. Based in Grand Junction, Colorado, Kyrstin lives with her husband, a firefighter since 2000, and their two children. Outside of work, she stays active through hiking, running, pickleball—participating with the Western Slope Pickleball Club—and enjoys cooking with her family. She emphasizes connecting all aspects of clients’ financial lives to help prioritize and pursue the goals that matter most to them.

General retirement planning Retirement income strategy Wealth management ESG / Sustainable investing Tax-loss harvesting Young Families
user avatar
firm logo

Donald B

Series 63, Series 66

Wichita, KS

Robert Baird & Co.

Donald Barry is a financial advisor with Robert W. Baird & Co. in Wichita, KS, holding Series 63 and Series 66 licenses and with 45 years of industry experience. He has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar
firm logo

Jason B

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Jason Brotsky is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 66 designation and has served as a managing partner and independent insurance agent for multiple firms, including Strategic Partners Financial Group and Dunning Financial. Brotsky is also involved in financial education as a workshop presenter for the Association of Financial Educators. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Brent B

CFP®, Series 66

Wichita, KS

STIFEL

Brent Buller is a CFP®-credentialed financial advisor with Stifel, based in Wichita, KS, and has 21 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he co-owns Great Day Salons, LLC, a franchised hair care salon business, where he manages bookkeeping, finance, and strategy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Hunter B

Series 66

Wichita, KS

STIFEL

Hunter Briggs is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Cargill for five years and has experience in both the financial and educational sectors, including roles at Credit Union of America, Friends University, and Butler Community College. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)