Overwhelmed by options?
Answer a few questions to see advisors matched to you.
582 advisors near
67205
within the area shown on the map
Out of 400,000+ nationwide
Grant T
Series 63, Series 65
Wichita, KS
LPL Financial
Grant Ternes is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at LPL Financial since 2011 and also maintains a role at Intrust Bank, where he has been employed since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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.
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.
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.
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.
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.
Robert M
Series 66
Wichita, KS
OSAIC
Robert Melchor is a financial advisor with OSAIC based in Wichita, KS, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2015 and operates Melchor Consulting Group, a business consulting firm serving healthcare entities, primarily physician practices. Outside of his advisory role, he is involved in the occasional sale of life and disability insurance and Medicare supplement plans through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party managed accounts to support customized portfolio management.
Richard E
Series 65
Wichita, KS
LPL Financial
Richard Everett is a Series 65-licensed financial advisor with three years of industry experience, currently affiliated with LPL Financial in Wichita, KS. His career includes roles at Foundations Investment Advisors, Market Advisory Group, and Steckline Communications. Everett is also involved with Heartland Credit Union alongside his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.
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.
Shawn O
Series 63, Series 66
Wichita, KS
Cambridge Investment Research Advisors
Shawn Omara is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2001 and was associated with Hornor Townsend & Kent Inc for over two decades. Outside of his advisory role, he operates as an independent insurance agent through Schreck Financial Group. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services via a network of independent Financial Professionals. The firm offers diverse portfolio management options and emphasizes transparency around affiliated strategies and advisor business relationships.
Victoria M
Series 66
Wichita, KS
Wells Fargo Clearing
Victoria Mayfield is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Andrew K
Series 66
Wichita, KS
LPL Financial
Andrew Kocukov is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 12 years of industry experience. He previously worked for Wells Fargo Advisors and Wells Fargo Clearing from 2008 to 2026. Kocukov is a 25% owner of Horizon Wealth Management Group LLC, where he also serves as a co-trustee for related 401(k) and DBP plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary research and third-party strategies across discretionary and non-discretionary accounts.
Michael D
Series 66
Wichita, KS
LPL Financial
Michael Dennis is a financial advisor with LPL Financial based in Wichita, KS. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over a decade. Dennis has been involved in business activities related to insurance and investment through Midwest Farm & Family Insurance LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Michael P
Series 65, Series 63
Wichita, KS
Primerica Advisors
Michael Phelps is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2004 and also works with Loe Financial Group. In addition to advisory services, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets with nearly 3,700 advisors. The firm utilizes model-driven investment strategies supported by third-party managers and provides custody and trade execution through Pershing.
Norma K
Series 63
Wichita, KS
Wells Fargo Clearing
Norma Knox is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2022, following a 13-year tenure at Oppenheimer & Co. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
William B
Series 66
Wichita, KS
Cambridge Investment Research Advisors
William Benjamin is a Series 66-licensed financial advisor with eight years of industry experience. He currently serves at Cambridge Investment Research Advisors and previously worked at GWN Securities, Equitable Advisors, and AXA Advisors. Benjamin is a board member and volunteer with the Andover Area Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.
Matthew W
Series 66
Wichita, KS
Edward Jones
Matthew Washburn is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and is also involved with Return to Motion Medical, Inc., a medical sales and data processing company that is in the process of closing. Prior to his current role, he was associated with Total Solutions RX and West Side Medical Supply, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.
Sarah W
Series 66
Wichita, KS
Ameriprise
Sarah Wright is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience with the City of Rose Hill and USD 394 Rose Hill Schools. Wright also manages an advisory business through Andover Financial Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm delivers comprehensive, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ retirement income strategies.
Jessica R
Series 66
Wichita, KS
Morgan Stanley
Jessica Radmacher is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. She previously worked at Ernst & Young US LLP and has held positions within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Radmacher also has experience at Oklahoma State University and held a role at Top Gun in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its advisory process.
Hannah D
Series 66
Wichita, KS
OSAIC
Hannah Demaree is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and recently started her advisory career. She has prior experience working in the education sector with Unified School Districts 465 and 470. Osaic Wealth, Inc. serves a diverse client base that includes individual and 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 various asset-allocation tools and third-party platforms to construct and manage portfolios.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
582 advisors near
67205
within the area shown on the map
Out of 400,000+ nationwide