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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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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.

General estate planning guidance
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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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

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

Wealth management Executive Founder/Business Owner
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

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

CFP®, Series 66

Wichita, KS

OSAIC

Suparna Tirukonda is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors and Financial Benefits, Inc. She serves as Finance Committee Chair for United Way of the Plains and is Chair of the Wichita Independent Business Association board. She is also president of Anura Capital LLC and co-owner of Cordell & Associates, conducting business through their DBA Cordell Wealth Management. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services and access to third-party money managers. The firm employs various asset-allocation tools and investment platforms, managing portfolios across multiple asset classes on discretionary or non-discretionary bases.

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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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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