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67206
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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.
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.
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.
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.
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.
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 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 at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011. Hudson also serves in multiple roles at Intrust Bank, including a financial institution duty since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and a variety of portfolio strategies.
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® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Based in Wichita, KS, he holds Series 63 and Series 65 licenses. Outside of his advisory work, Milford has involvement in agricultural business activities, including owning and managing farmland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supported by research and model portfolio options.
Scott S
Series 63, Series 65, Series 66
Wichita, KS
LPL Financial
Scott Sennett is a financial advisor with LPL Financial in Wichita, KS, holding Series 63, 65, and 66 licenses. He has 32 years of industry experience, including eight years at Wells Fargo Advisors and related entities before joining LPL Financial in 2026. Outside of his advisory role, he is a co-owner of Horizon Wealth Management Group, LLC, and serves as a trustee or co-trustee for several family and employee benefit trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting diversified investment strategies with resources from its own research and third-party subadvisors.
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.
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Finding advisors...
627 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide