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James E

Series 63, Series 66

Wichita, KS

Merrill

James Easter is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2023 to 2026 and has experience in both financial services and other industries, including higher education and logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Maria M

CFP®, Series 63, Series 65

Wichita, KS

Ameriprise

Maria Martin is a CFP®-credentialed financial advisor with five years of industry experience. She is currently with Ameriprise and has prior experience at firms including Gentry Private Wealth, LLC and V Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, algorithmic tools, and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

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

Series 63, Series 65

Wichita, KS

Morgan Stanley

Kay Koehler is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Since 2012, Koehler has been with Morgan Stanley Smith Barney LLC. Outside of financial advising, Koehler is involved in an agricultural business selling eggs in Harper, Kansas. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and employer-based arrangements.

General estate planning guidance
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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
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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
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Justin B

Series 66

Wichita, KS

OSAIC

Justin Baxter is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Inc. and SII Investments, Inc. Outside of his advisory role, Baxter is a part owner of Baxter & Associates, Inc., where he manages marketing and client events and also sells insurance products, primarily Medicare Advantage plans. OSAIC Wealth, Inc. serves a diverse client base that includes individuals, 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 advanced portfolio construction tools and offering both discretionary and non-discretionary account 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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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
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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
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Stephanie B

Series 66

Mulvane, KS

Edward Jones

Stephanie Barger is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience at Edward Jones Investments, as well as roles with USD 394 Rose Hill Schools and Wheat State Retreat Center. 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 services 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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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
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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
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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
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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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Richard E

Series 65

Wichita, KS

LPL Financial

Richard Everett is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Foundations Investment Advisors, LLC and Heartland Credit Union, alongside ongoing work with Market Advisory Group and earlier experience at Steckline Communications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by technology tools and offers access to various investment strategies 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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Antonia H

Series 66

Wichita, KS

Morgan Stanley

Antonia Hunter is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and 7 years of industry experience. She 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 tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

General estate planning guidance
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