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Dustin K

Series 66

Wichita, KS

Merrill

Dustin Kuhn is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He focuses on developing strategies and recommendations to assist successful individuals and their families in achieving their financial goals, particularly in areas such as retirement planning, college education planning, personal retirement income, and investment consulting for defined contribution plans. Dustin is a member of the Laub Kuhn Wealth Management Group team and contributes to client communication and team marketing efforts. Dustin holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®). He also carries the title of Retirement Benefits Consultant from Merrill, reflecting his experience servicing company retirement plans. Dustin graduated from Wichita State University with a bachelor's degree. His accomplishments have been recognized by Forbes, naming him to its "Best-in-State Next-Generation Wealth Advisors" list multiple years and to the "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists as recently as 2026. Outside of his professional responsibilities, Dustin is actively involved in the Wichita community as a member of the Rotary Club of Wichita, the Air Capital Cosmopolitan Club, and the Young Professionals of Wichita. He also holds membership with Magdalen Catholic Church. His personal interests include football, golfing, softball, tennis, traveling, and spending time with his family, including his children.

General retirement planning Retirement income strategy Income planning Mid-Career Professionals Parents
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Monika S

Series 66

Wichita, KS

LPL Enterprise

Monika Stonehocker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 66 designation and has previous experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Stoutheart Financial Group/Ameriprise Financial. Outside of her advisory roles, she has managed Stonehocker Farms for over three decades. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products supported by an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jessica B

Series 66

Wichita, KS

LPL Financial

Jessica Brokaw is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 credential and eight years of industry experience. She previously worked at CUSO Financial Services, LP for seven years and is currently involved with Mid American Credit Union, where she has been engaged for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Scott B

Series 63, Series 65, Series 66

Wichita, KS

OSAIC

Scott Brown is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior firms include Sagepoint Financial, Inc. and SII Investments, Inc., and he also serves as team manager at Baxter & Associates. Brown has a notary role where he notarizes documents for clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party models to construct 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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Colleen M

Series 66

Wichita, KS

Edward Jones

Colleen Mc Gee is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2015, following a prior role at Chico’s FAS. 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 national network of advisors and branch offices.

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

CFP®, Series 63

Wichita, KS

LPL Financial

Shane Prill is a CFP® professional based in Wichita, KS, with 40 years of experience in the financial services industry. He has been with LPL Financial since 2025 and previously worked at Raymond James Financial and Raymond James Financial Services. In addition to his advisory work, he owns a farm and agricultural operation and a quarter horse business. 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, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Michelle H

Series 63, Series 65

Wichita, KS

Morgan Stanley

Michelle Harris is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

General estate planning guidance
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Gregory E

Series 63, Series 65

Wichita, KS

Morgan Stanley

Gregory Ek is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2013. Ek serves on the Emporia State University School of Business Advisory Council and the Kansas Board of Regents, contributing to educational program assessment and university leadership initiatives. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based planning services.

General estate planning guidance
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Lori R

CFP®, Series 66

Wichita, KS

Ameriprise

Lori Richardson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 11 years. Richardson is a board member of the Financial Planning Association of Kansas and co-owns Sagecamp Inc., a pass-through business used for paying business expenses related to financial advice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Series 63, Series 66

Andover, KS

Edward Jones

Eric Kaufman is a financial advisor with Edward Jones in Andover, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through 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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