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Jamie H

Series 66

Park City, KS

Edward Jones

Jamie Hickok is a Series 66-licensed financial advisor with Edward Jones in Park City, Kansas, with eight years of industry experience. Before joining Edward Jones in 2018, he worked at Syndeo Outsourcing for two years. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Matthew B

Series 66

Wichita, KS

Edward Jones

Matthew Barton is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked for 12 years at GKN Aerospace. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Augusta, KS

Edward Jones

Stacy Hicks is a Series 66-registered financial advisor with Edward Jones in Augusta, Kansas, with 22 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Wichita, KS

OSAIC

Ted Emerson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oppenheimer & Co. Inc. for 11 years. Emerson is also associated with Ad Astra Financial Group in Wichita, KS. 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, utilizing various tools and third-party solutions to construct and manage diversified 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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Zachary N

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Zachary Nichols is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. He holds a Series 66 license and has one year of industry experience. Prior to joining Cambridge, he worked at Purple Wave Auction and Exchange Bank and Trust. Nichols is also involved with CORE NORTH CAPITAL PLANNING as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering multiple portfolio management options and both discretionary and non-discretionary strategies.

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

Series 63

Wichita, KS

Ameriprise

Thomas Mc Millen is a financial advisor with Ameriprise in Wichita, KS, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Bottom Line Concepts as a referral partner. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight and emphasizes managed accounts within its product offerings.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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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.

General estate planning guidance
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Tax-loss harvesting Active portfolio management Wealth management
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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.

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

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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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.

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

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

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

General estate planning guidance
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