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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 in Wichita, KS, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked with Intrust Financial Services and LPL Financial since 2012. Outside of his advisory role, Kidwell owns a musical instrument repair business and serves as a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, and institutional clients through a broad network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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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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Ryan M

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Ryan Morris is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has worked at multiple related entities within the Cambridge Investment Research network since 2018 and has additional experience in healthcare and cardiovascular consulting. Outside of advisory work, he serves as a volunteer treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of implementation platforms and strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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James E

Series 66, Series 63

Wichita, KS

Merrill

James Easter is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Merrill, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Jordan B

CFP®, Series 66

Wichita, KS

LPL Enterprise

Jordan Bowersox is a CFP® professional with eight years of industry experience, currently with LPL Enterprise since 2024. He previously worked at Pruco Securities, LLC from 2018 to 2024 and attended the University of Texas at Austin from 2014 to 2018. Bowersox serves on the boards of the YMCA of Wichita and Central Christian Academy, where he contributes to fundraising, awareness efforts, and financial oversight. LPL Enterprise serves a diverse client base 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 range of brokerage and insurance products, leveraging an integrated platform that combines advisory programs with sales of other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Maria M

CFP®, Series 65, Series 63

Wichita, KS

Ameriprise

Maria Martin is a CFP®-designated financial advisor with five years of industry experience. She is currently with Ameriprise in Wichita, KS, having previously worked at Gentry Private Wealth, LLC and other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach emphasizes written recommendations and tax-aware withdrawal strategies informed by proprietary research and third-party data.

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 registrations and bringing 32 years of industry experience. Her prior roles include positions at CapFinancial Securities LLC, Purshe Kaplan Sterling Investments, and Frontier Wealth Management LLC. She serves as a board member for the P.E.O. Chapter I EW nonprofit organization in Kansas. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 66

Wichita, KS

OSAIC

Justin Baxter is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. and SII Investments, Inc. He is a part owner of Baxter & Associates, Inc., where he contributes to marketing, client events, and staffing, and he also sells Medicare Advantage and other insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types.

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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