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Michael C

Series 66

Derby, KS

Ameritas Advisory Services, LLC

Michael Canfield is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Cornerstone Financial Partners, Ltd, First Heartland Capital Inc, LPL Financial LLC, and Credit Union of America. Outside of advisory services, he is involved with insurance and health product sales through Cornerstone Financial Partners, Ltd. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities across various platforms, supported by affiliations with broker-dealer, insurance, and investment entities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Matthew M

Series 66

Wichita, KS

First Command Advisory Services

Matthew Moore is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Landmark National Bank and in various roles including service in the United States Marine Corps, where he serves as a Platoon Sergeant. Moore is also a shareholder in Prairie Fire Advisors, Inc. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority under an Investment Management Agreement.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Jonathan C

Series 63, Series 66

Derby, KS

VOYA Financial Advisors, Inc.

Jonathan Cross is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Voya since 2014 and also operates Cross Financial Services, Inc. outside of his role at Voya. Outside of finance, Cross is an ordained minister and serves on the Kansas Christian Education Board, where he is involved in planning and organizing church educational activities and youth events. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and third-party strategists through model portfolios and technology-driven tools, offering primarily non-discretionary account management alongside limited discretionary services.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Nicholas B

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Nicholas Bell is a financial advisor with First Command Advisory Services in Wichita, KS. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2025. His prior experience includes roles at Vector Marketing and the University of Kansas. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Stephen C

Series 66

Derby, KS

VOYA Financial Advisors, Inc.

Stephen Cross Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Voya Financial Advisors in 2022, he worked at GWFS Equities, Inc. for seven years. Outside of finance, he is involved with Cross Valley K9, a dog breeding, training, and importing business, and serves as head softball coach at Trinity Academy. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and technology-enabled tools with both affiliated and unaffiliated investment products to deliver customized solutions primarily on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Melissa H

Series 63, Series 66

Derby, KS

First Citizens Investor Services, Inc.

Melissa Hutson is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at BancWest Investment Services, Inc., LPL Financial, and BMO Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering portfolio management, advisory, and brokerage services through a variety of platforms and strategies. The firm focuses on comprehensive client assessments and uses fundamental, quantitative, and technical analysis to allocate assets across multiple investment types.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Ryan B

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Ryan Babel is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served in the United States Air Force from 2015 to 2026. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Nicholas E

Series 63, Series 65

Wichita, KS

LPL Financial

Nicholas Engle is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses. Before joining LPL Financial in 2025, he worked at OSAIC and Woodbury Financial Services, and he has prior experience with NYLife Securities and New York Life Insurance Company. Outside of finance, he serves on the Derby City Council, a role he has held since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, and institutional clients. The firm supports advisors with various investment strategies and combines its advisory platform with a broad array of financial services and partnerships.

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

CFP®, Series 66

Derby, KS

Edward Jones

Daniel Nottingham is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, he was associated with Burns and McDonnell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Charitable giving & philanthropy General estate planning guidance Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
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Scott K

Series 63, Series 66

Derby, KS

Edward Jones

Scott Kitterman is a financial advisor with Edward Jones in Derby, KS, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both retail and institutional client services.

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

Series 66

Derby, KS

LPL Financial

Jeffrey Smith is a financial advisor with LPL Financial in Derby, Kansas, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2012 and with Linsco/Private Ledger since 2002. 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 a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

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

Series 63, Series 65

Wichita, KS

Cambridge Investment Research Advisors

Joshua Bolan is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at Hornor Townsend & Kent Inc and multiple firms he founded or has been involved with, including JSB Retirement Solutions and Schreck Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers a variety of portfolio management options and employs both proprietary and third-party model 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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Michael C

Series 66

Wichita, KS

LPL Financial

Michael Caffrey is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory work, he is involved with Big Daddy Oil, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions 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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Shannon H

Series 63, Series 65

Augusta, KS

Primerica Advisors

Shannon Hettenbach is a financial advisor with Primerica Advisors in Augusta, KS, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to advisory work, she is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and provides model-based investment strategies supported by third-party asset managers and custodians. The firm focuses on advisory services for individual clients rather than institutional or pension plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Gabriel P

Series 66

Wichita, KS

LPL Financial

Gabriel Parham is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. 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 a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

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

Series 66

Derby, KS

Ameriprise

Rebekah Brooks is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan P

Series 66

Wichita, KS

Ameriprise

Ryan Pater is a financial advisor with Ameriprise in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Kansas State University and the Derby School District. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific 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 tailored, 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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Jacob F

Series 63, Series 65

Derby, KS

J.P. Morgan Securities

Jacob Fitzjarrell is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he has been involved with the American Grappling Federation. 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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John C

Series 66

Derby, KS

Edward Jones

John Cole is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. 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 solutions supported by a large 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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Miguel G

Series 63, Series 65

Wichita, KS

LPL Financial

Miguel Gonzalez Jr. is an advisor at LPL Financial based in Wichita, KS. He holds Series 63 and Series 65 licenses and has been working in the financial industry since 2022, with prior experience in various roles at Meritrust Credit Union, Subaru of America, Carvana, Target, and other firms. 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 a range of financial planning and advisory services supported by extensive operational tools and a broad network of more than 22,800 advisors.

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