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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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Kyrstin S

Series 66

Wichita, KS

Merrill

Kyrstin Segura is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with high-net-worth individuals and their families to develop and execute custom financial strategies tailored to their personal goals. Her expertise spans a comprehensive understanding of taxes, real estate, generational wealth, estate planning strategies, investments, entrepreneurship, and insurance, aiming to address all aspects of a client's financial life. Kyrstin holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Colorado Mesa University and completed a master's degree in financial planning at the College for Financial Planning in 2023. Kyrstin’s approach is informed by a commitment to integrity shaped by her upbringing in a military and law enforcement family, combined with her extensive training and experience. Based in Grand Junction, Colorado, Kyrstin lives with her husband, a firefighter since 2000, and their two children. Outside of work, she stays active through hiking, running, pickleball—participating with the Western Slope Pickleball Club—and enjoys cooking with her family. She emphasizes connecting all aspects of clients’ financial lives to help prioritize and pursue the goals that matter most to them.

General retirement planning Retirement income strategy Wealth management ESG / Sustainable investing Tax-loss harvesting Young Families
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Donald B

Series 63, Series 66

Wichita, KS

Robert Baird & Co.

Donald Barry is a financial advisor with Robert W. Baird & Co. in Wichita, KS, holding Series 63 and Series 66 licenses and with 45 years of industry experience. He has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and the use of artificial intelligence in client advice.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Jason B

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Jason Brotsky is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 66 designation and has served as a managing partner and independent insurance agent for multiple firms, including Strategic Partners Financial Group and Dunning Financial. Brotsky is also involved in financial education as a workshop presenter for the Association of Financial Educators. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client goals.

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

CFP®, Series 66

Wichita, KS

STIFEL

Brent Buller is a CFP®-credentialed financial advisor with Stifel, based in Wichita, KS, and has 21 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he co-owns Great Day Salons, LLC, a franchised hair care salon business, where he manages bookkeeping, finance, and strategy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Hunter B

Series 66

Wichita, KS

STIFEL

Hunter Briggs is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Cargill for five years and has experience in both the financial and educational sectors, including roles at Credit Union of America, Friends University, and Butler Community College. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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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.

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

ESG / Sustainable investing Tax-loss harvesting Income planning
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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.

Retired Founder/Business Owner
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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.

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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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.

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

Retired Founder/Business Owner
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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.

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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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.

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

General estate planning guidance
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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.

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

Retired Founder/Business Owner
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Christopher D

Series 66

Augusta, KS

Edward Jones

Christopher Drake is a financial advisor at Edward Jones in Augusta, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kendra & Co, Community Choice Financial, CURO Financial Technologies, and Koch Industries, Inc. He also serves as Head of Web Development in a limited advisory role at Kendra & Co, a start-up focused on marketing and CRM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of advisors and branch offices.

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

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

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