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Matthew O
Series 66
Wichita, KS
Equitable Advisors
Matthew O'Malley is a financial advisor with Equitable Advisors in Wichita, KS, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Textron Aviation and has experience in various roles including at the University of Kansas and Angelo's Italian. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a range of third-party and proprietary investment solutions.
Gregory S
Series 66
Wichita, KS
Equitable Advisors
Gregory Stahl is a financial advisor at Equitable Advisors based in Wichita, KS, with 20 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2005, also previously affiliated with Axa Advisors, LLC. Outside of advising, he is an owner/member of Greronica, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes client-specific risk assessment and utilizes a range of third-party managed advisory programs and investment products.
Kevin N
Series 63, Series 65
Wichita, KS
UBS Financial Services
Kevin Nichols is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2013. Nichols serves on the board of the Wichita Cancer Foundation and is a trustee of Wichita Collegiate School, contributing to local nonprofit and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.
Paul A
Series 63, Series 65
Wichita, KS
Morgan Stanley
Paul Attwater III is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2009. Attwater serves as a student advisor at Wichita State University’s Barton School of Business, where he educates students on saving, investing, and wealth management. Morgan Stanley Wealth Management is an SEC-registered firm that provides advisory and brokerage services to both individual and institutional clients. The firm offers tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.
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.
Auston L
Series 66
Wichita, KS
Merrill
Auston Lauber is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Spirit Aerosystems, Wichita Federal Credit Union, and Friends University among others. 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 for individuals, high-net-worth clients, and institutions, supporting portfolio implementation, trading, and account administration.
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.
Jason E
Series 66
Wichita, KS
Edward Jones
Jason Ewertt is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience, all of which he has spent at Edward Jones in Wichita, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.
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.
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.
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.
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 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.
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.
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.
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582 advisors near
67205
within the area shown on the map
Out of 400,000+ nationwide