Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Christopher J
Series 63, Series 66
Wichita, KS
Ameriprise
Christopher Jacoby is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at New York Life Insurance Co and NYLife Securities Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.
Kelly F
Series 63, Series 66
Derby, KS
Edward Jones
Kelly Farber is a financial advisor with Edward Jones in Derby, Kansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Farber operates a remodeling business and has been involved in real estate investment and leasing through Pinstripe Properties LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of discretionary and non-discretionary investment solutions. The firm is notable for its large network of advisors and branches, as well as its affiliated mutual funds, trust services, and securities-based lending options.
Auston L
Series 66
Wichita, KS
Merrill
Auston Lauber is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their current financial situations and introduce them to the solutions available through Merrill and Bank of America.\n\nHe holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Auston earned a Bachelor's Degree from Friends University.\n\nHis approach focuses on helping clients identify what matters most to them and their families in order to develop strategies aligned with their financial goals.
Alex B
Series 66
Wichita, KS
Cambridge Investment Research Advisors
Alex Buck is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation. He joined the firm in 2026 and has prior experience at Foundation Building Materials since 2013. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of investment strategies across multiple platform arrangements.
Matthew H
Series 63, Series 65
Wichita, KS
LPL Financial
Matthew Hudson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at LPL Financial since 2011 and has been affiliated with Intrust Bank since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
James N
Series 63, Series 65
Wichita, KS
Cambridge Investment Research Advisors
James Neslage is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. Outside of his advisor role, he is involved with Neslage Investments LLC as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.
Brandon F
Series 66
Mulvane, KS
Edward Jones
Brandon Frazier is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Wurth Service Supply from 2012 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Timothy M
CFP®, Series 63, Series 65
Wichita, KS
LPL Financial
Timothy Milford is a CFP® professional with 26 years of experience in the financial services industry. He has worked at LPL Financial since 2009 and previously held positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. Outside of his advisory work, he owns and manages farmland in the Wichita, KS area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by both proprietary and third-party research, with a platform that includes model portfolios, direct indexing, and various alternative strategies.
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.
Wilson B
Series 66
Wichita, KS
Morgan Stanley
Wilson Brown is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with one year of industry experience. His prior work includes roles at GVH Distribution and Georgia Pacific. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced modeling tools and a wide array of investment products.
Danielle S
Series 66
Wichita, KS
Morgan Stanley
Danielle Schreck is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including customized financial planning supported by structured discovery processes and proprietary planning tools.
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.
Kristopher K
Series 63, Series 65
Wichita, KS
LPL Financial
Kristopher Kidwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Intrust Financial Services and LPL Financial since 2012. Outside of his advisory role, he is also involved in musical instrument repair and serves as a notary public. 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 and access to third-party asset management, supported by technology tools and extensive institutional platforms.
Robert M
Series 66
Wichita, KS
Morgan Stanley
Robert Morris is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and over 22 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Morris serves on the finance and investment committees for the United Methodist Health Ministry Fund in Hutchinson, Kansas. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.
Tracey E
Series 63, Series 66
Wichita, KS
Morgan Stanley
Tracey Easterberg is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position since 2010 at Morgan Stanley Smith Barney LLC. Easterberg holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.
Connie H
Series 63, Series 65
Wichita, KS
Morgan Stanley
Connie Haller is a financial advisor at Morgan Stanley with 33 years of industry experience. She previously worked at Merrill from 1993 to 2026. Connie holds Series 63 and Series 65 licenses. She serves as a board member for Safe Families For Children, a charitable organization based in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.
Brett B
Series 66
Wichita, KS
Ameriprise
Brett Bell is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain 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 personalized, non-discretionary advice through a centralized consulting team.
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.
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.
Ryan M
Series 66
Wichita, KS
Cambridge Investment Research Advisors
Ryan Morris is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has worked at multiple related entities within the Cambridge Investment Research network since 2018 and has additional experience in healthcare and cardiovascular consulting. Outside of advisory work, he serves as a volunteer treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of implementation platforms and strategies tailored to client objectives.
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.
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”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide