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Lyndon Z
CFP®, Series 65
Wichita, KS
StewardRight
Lyndon Zielke is a CFP® with seven years of industry experience, currently serving at StewardRight in Wichita, KS. His prior roles include positions at Leading Edge Growth, LLC and Leading Edge Financial Planning, LLC, each since 2019, and experience at VIAVI Solutions and Aeroflex Wichita. Outside of financial advising, he is co-owner of Eighth Wonder, LLC, a commercial real estate holding. StewardRight offers financial planning, discretionary portfolio management, retirement plan consulting, and educational seminars to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm manages approximately $69.7 million in mainly discretionary assets, employing a globally diversified investment approach that combines passive and tactical strategies depending on account size.
Randall Y
Series 65
Wichita, KS
Yeisley Wealth Solutions, Inc.
Randall Yeisley is the sole advisor at Yeisley Wealth Solutions, Inc. in Wichita, KS, holding a Series 65 designation with 16 years of industry experience. He has led several related businesses, including Yeisley Financial Group, Inc. and Yeisley Tax Solutions, Inc., serving as president of these firms. Outside of advisory services, he operates a seasonal lawn care business. Yeisley Wealth Solutions serves individual and high-net-worth clients by providing written financial plans, consultations, and portfolio management through both advisor-managed accounts and third-party model portfolios on the AE Wealth Management platform. The firm combines fundamental, technical, tactical, and strategic asset allocation methods, employing a wrap-fee TAMP to centralize model access, trading, and reporting.
Bryan L
Series 65
Wichita, KS
StewardRight
Bryan Looper is a financial advisor with StewardRight based in Wichita, KS. He holds a Series 65 designation and has six years of industry experience. Looper has held roles at Leading Edge Growth, LLC and TERM Hedging and Consulting, Inc., among others, and serves with Archuleta School District 50 Jt. since 2008. Outside of his advisory work, he owns Bronco Energy, LLC, a real estate business in Colorado. StewardRight provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach using ETFs, mutual funds, and annuity products, offering both tactical and passive strategies tailored to account size.
Jason D
Series 66
Wichita, KS
Douglass Investment Group
Jason Douglass is a financial advisor at Douglass Investment Group with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Douglass Investment Group provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-strategy, client-specific approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, managing approximately $173.6 million in discretionary assets across 142 client relationships.
Nicholas O
CFP®, Series 66
Wichita, KS
Financial Benefits, Inc.
Nicholas Oglesby is a CFP® with 20 years of industry experience, currently serving as an advisor at Financial Benefits, Inc. He has worked with Cambridge Investment Research Advisors since 2018 and has prior experience at MetLife Securities and Wealth Conductor. Outside of his advisory work, he facilitates educational series for The Fathers House in Hutchinson, KS. Financial Benefits, Inc. is a small financial planning firm that serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate document preparation, providing services on a fixed or negotiated fee basis while investment management is handled through an affiliation with Cambridge Investment Research Advisors.
Michael P
CFP®, Series 63
Wichita, KS
StewardRight
Michael Proctor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at StewardRight in Wichita, KS. His career includes roles at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Secure Financial Firm. Outside of advising, he serves as a city council member for Bel Aire, KS, and is president of the Wichita Estate Planning Council. StewardRight provides financial planning, discretionary portfolio management, retirement plan consulting, and educational seminars to individuals, families, trusts, charitable organizations, retirement plans, and businesses. The firm manages approximately $69.7 million in predominantly discretionary assets, employing a mix of tactical and passive investment strategies tailored to account size.
Lance R
Series 66
Wichita, KS
Legacy Map Design, LLC
Lance Rappard is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Legacy Map Design since 2013 and previously held roles at On Investment Management Co, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, Mr. Rappard serves as president of the Lance Rappard Insurance Agency, where he provides life insurance and annuity recommendations. Legacy Map Design offers portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and quarterly reviews documented in individualized Investment Policy Statements.
Thomas D
CFP®, Series 66
Wichita, KS
Douglass Investment Group
Thomas Douglass is a CFP® with 27 years of industry experience, currently serving as CEO and managing partner at Douglass Investment Group. His prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Outside of advisory work, he is also an insurance agent. Douglass Investment Group LLC is an SEC-registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and banking institutions. The firm’s investment approach is tailored to clients’ time horizons and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with most accounts managed on a discretionary basis.
Shawn S
Series 63, Series 65
Wichita, KS
Pollux Wealth Management
Shawn Sokolosky is a financial advisor with Pollux Wealth Management in Wichita, KS, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at Frontier Wealth Management LLC for nine years before joining Pollux Wealth Management in 2023. Pollux Wealth Management serves approximately 40 clients, primarily individuals and high-net-worth individuals, providing investment advisory and portfolio management services. The firm manages about $53.5 million in discretionary assets and engages in discretionary portfolio management as well as monitoring of third-party managers, with a noted emphasis on private funds and pooled investment vehicles.
Jerald B
Series 65
Wichita, KS
Gentry Private Wealth
Jerald Betts is a financial advisor at Gentry Private Wealth with three years of industry experience. He holds a Series 65 designation and has worked at firms including HV Management, LLC and Leslie Rudd Investment Co. Outside of advisory services, he is sole owner of Jerald Betts Advisory Services, LLC, which provides business valuation, business exit planning, outsourced CFO services, and income tax planning. He also serves as a director at High Plains Farm Credit, an agriculture lending institution. Gentry Private Wealth offers personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis and fundamental research, operating a sponsored wrap fee program and providing family office services and affiliated tax/accounting support.
Larry K
Series 65
Wichita, KS
Market Investment Group, LLC
Larry Kloefkorn is a financial advisor with Market Investment Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been affiliated with multiple related firms, including Market Medicare Advisors, Market Tax Services, Foundations Investment Advisors, and Market Advisory Group, where he is involved in life insurance, annuity sales, tax planning, and Medicare services. He also serves as managing partner at MAG Holdings Inc. Market Investment Group, LLC provides financial planning and discretionary portfolio management to individuals, pension plans, trusts, and other entities. The firm utilizes third-party model portfolios with sub-advisers like Foundations Investment Advisors LLC and offers integrated services including insurance, tax, human resources outsourcing, and legal estate-planning referrals.
Richard S
CFP®, Series 63, Series 65
Wichita, KS
Financial Benefits, Inc.
Richard Stumpf is a CFP® with 39 years of experience in financial advising. He is affiliated with Financial Benefits, Inc. and has worked with Cambridge Investment Research and Cambridge Investment Research Advisors for over two decades. Outside of advising, he is an independent insurance agent for multiple companies. Financial Benefits, Inc. is a small, state-registered financial planning firm serving individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate-document preparation, operating with a small client roster and providing services on a fixed, quoted, or negotiated fee basis.
Gary G
Wichita, KS
Redstone Advisors Inc
Gary Gamm is a financial advisor at Redstone Advisors Inc in Wichita, KS, with 34 years of industry experience. He has been with Redstone Advisors since 1991. In addition to his advisory role, Mr. Gamm serves on the board of a family limited partnership and acts as trustee for two trusts, providing investment guidance and decisions through his consulting firm. Redstone Advisors specializes in discretionary fixed-income investment management for institutional clients and high-net-worth individuals, focusing on separately managed portfolios of municipal and government bonds. The firm emphasizes active management, tailored portfolios, and formalized reporting and governance.
Jude F
PFS™, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Jude Fox is a financial advisor at AdamsBrown Wealth Consultants LLC with nine years of industry experience. He holds the PFS™ and Series 66 designations and has worked with firms including Private Client Services and HD Vest Insurance Agency. Outside of advising, he serves as the treasurer for the United Way of Ellis County. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach that uses ETFs, mutual funds, and individual securities, offering discretionary portfolio management and ongoing due diligence.
Bradly B
Series 66
Wichita, KS
AGH Wealth Advisors, LLC
Bradly Bechtel is a financial advisor with AGH Wealth Advisors, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with LPL Financial and has been associated with Allen, Gibbs & Houlik, LLC since 1996, serving as SVP of Retirement Plan Accounting & Compliance Services. AGH Wealth Advisors is an SEC-registered firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and institutions by providing portfolio management, retirement plan consulting, and financial planning. The firm delivers tailored, discretionary investment management using a combination of fundamental and technical analysis alongside third-party model strategies, and operates a firm‑sponsored wrap fee program with custody and execution services through LPL Financial.
Bruce V
Series 63, Series 65
Wichita, KS
Wealth Alliance Advisory Group, LLC
Bruce Van Bebber is a financial advisor with Wealth Alliance Advisory Group, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at UBS Financial Services Inc and Mutual Securities, Inc. He is also licensed as an insurance agent. Wealth Alliance Advisory Group provides financial planning, consulting, and investment management services to individuals, trusts, estates, institutions, and businesses. The firm emphasizes risk management and tailored asset allocation, utilizing a variety of investment vehicles and maintaining affiliated accounting and third-party administration services.
Chad S
Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Chad Somers is a financial advisor at AdamsBrown Wealth Consultants LLC with a Series 65 credential and one year of industry experience. He has been associated with Adams Brown LLC since 2019 and previously worked at Benefit Management, LLC. Outside of his advisory role, Somers is a managing member of several local business ventures, including a hunting club and a movie theatre. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, individual stocks, bonds, and REITs, and serves approximately 1,485 clients with $881 million in assets under management.
Duane M
Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Duane Moppin is a financial advisor at AdamsBrown Wealth Consultants LLC with six years of industry experience. He holds a Series 66 designation and previously worked at MMA Securities LLC, Marsh McLennan, and State Street Bank and Trust NA. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that utilizes a long-term, strategic investment approach with a mix of ETFs, mutual funds, individual securities, and other instruments.
Marc V
CFA®
Wichita, KS
Redstone Advisors Inc
Marc Vincent is a CFA® charterholder with 34 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.
Stephanie H
Series 65, Series 63
Witchita, KS
Kilter Group
Stephanie Holston is a financial advisor at Kilter Group with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Northwestern Mutual Wealth Management Company and Aaron Stark prior to joining Kilter Group. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm uses a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering both discretionary and non-discretionary portfolio management alongside financial planning and pension consulting services.
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Finding advisors...
628 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide