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Grant T

Series 63, Series 65

Wichita, KS

LPL Financial

Grant Ternes is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at LPL Financial since 2011 and also maintains a role at Intrust Bank, where he has been employed since 2005. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 66

Derby, KS

Edward Jones

Nancy Drosselmeyer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Doctor or Medical Professional
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Nicholas E

Series 63, Series 65

Wichita, KS

Primerica Advisors

Nicholas Eilert is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work experience outside finance including manual labor on Eilert Farms. He serves as Treasurer on the Chi Rho Alumni Association Board. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including 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 investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David P

Series 63, Series 65

Wichita, KS

Wells Fargo Clearing

David Payne is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of his advisory work, he serves as an executor for an estate in Wichita. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research with third-party data to support its investment strategies and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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David D

Series 66

Wichita, KS

Cetera

David Duvall is a financial advisor with Cetera in Wichita, KS, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Voya Financial Advisors and Cetera Wealth Services, and he is currently a part owner of DuVall Enterprises LLC. He is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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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Bradford S

ChFC®, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Bradford Schreck is a ChFC® credentialed financial advisor with 44 years of industry experience. He currently works at Cambridge Investment Research Advisors and previously spent 30 years at Hornor, Townsend & Kent, Inc. Schreck serves on the boards of St. Vincent de Paul and Starkey Inc., reflecting his involvement in nonprofit organizations. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform options.

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

Series 63

Wichita, KS

Wells Fargo Clearing

Cort Giffin is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 63 designation and 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Retired Founder/Business Owner
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Robert M

Series 66

Wichita, KS

OSAIC

Robert Melchor is a financial advisor with OSAIC based in Wichita, KS, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2015 and operates Melchor Consulting Group, a business consulting firm serving healthcare entities, primarily physician practices. Outside of his advisory role, he is involved in the occasional sale of life and disability insurance and Medicare supplement plans through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party managed accounts to support customized portfolio management.

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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Richard E

Series 65

Wichita, KS

LPL Financial

Richard Everett is a Series 65-licensed financial advisor with three years of industry experience, currently affiliated with LPL Financial in Wichita, KS. His career includes roles at Foundations Investment Advisors, Market Advisory Group, and Steckline Communications. Everett is also involved with Heartland Credit Union alongside his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

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

Series 63, Series 66

Wichita, KS

Cambridge Investment Research Advisors

Shawn Omara is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2001 and was associated with Hornor Townsend & Kent Inc for over two decades. Outside of his advisory role, he operates as an independent insurance agent through Schreck Financial Group. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services via a network of independent Financial Professionals. The firm offers diverse portfolio management options and emphasizes transparency around affiliated strategies and advisor business relationships.

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

Series 66

Wichita, KS

Wells Fargo Clearing

Victoria Mayfield is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Retired Founder/Business Owner
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Andrew K

Series 66

Wichita, KS

LPL Financial

Andrew Kocukov is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 12 years of industry experience. He previously worked for Wells Fargo Advisors and Wells Fargo Clearing from 2008 to 2026. Kocukov is a 25% owner of Horizon Wealth Management Group LLC, where he also serves as a co-trustee for related 401(k) and DBP plans. 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 financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

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

Series 66

Wichita, KS

LPL Financial

Michael Dennis is a financial advisor with LPL Financial based in Wichita, KS. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over a decade. Dennis has been involved in business activities related to insurance and investment through Midwest Farm & Family Insurance LLC. 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.

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

Series 66

Derby, KS

Edward Jones

Erin Drosselmeyer is a financial advisor at Edward Jones with one year of industry experience. Prior to rejoining Edward Jones, Erin worked at American Electric Power and held positions at Inceed and SBM Management Services. Erin holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management General retirement planning Inheritance planning Retired Founder/Business Owner Executive
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Michael P

Series 65, Series 63

Wichita, KS

Primerica Advisors

Michael Phelps is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2004 and also works with Loe Financial Group. In addition to advisory services, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets with nearly 3,700 advisors. The firm utilizes model-driven investment strategies supported by third-party managers and provides custody and trade execution through Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Norma K

Series 63

Wichita, KS

Wells Fargo Clearing

Norma Knox is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2022, following a 13-year tenure at Oppenheimer & Co. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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William B

Series 66

Wichita, KS

Cambridge Investment Research Advisors

William Benjamin is a Series 66-licensed financial advisor with eight years of industry experience. He currently serves at Cambridge Investment Research Advisors and previously worked at GWN Securities, Equitable Advisors, and AXA Advisors. Benjamin is a board member and volunteer with the Andover Area Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

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

Series 65, Series 63

Derby, KS

Edward Jones

Clancy Sadiq is a financial advisor at Edward Jones in Derby, KS, holding Series 63 and Series 65 licenses. He has one year of experience with Edward Jones and previously worked in the optical care industry, including five years at Jury Eye Care LLC and four years at Visionworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

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

CFP®, Series 63

Wichita, KS

STIFEL

Randall Johnson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2014. He is based in Wichita, KS, and holds a Series 63 license. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

General retirement planning Income planning
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