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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 credentials and bringing 32 years of industry experience. Her career includes roles at UBS Financial Services, Frontier Wealth Management, Purshe Kaplan Sterling Investments, and CapFinancial Securities. She serves as a board member of the P.E.O. Chapter I EW nonprofit in Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

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

Series 66

Wichita, KS

OSAIC

Justin Baxter is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Sagepoint Financial, Inc. and SII Investments, Inc. Outside of his advisory role, Baxter is a part owner of Baxter & Associates, Inc., where he manages marketing and client events and also sells insurance products, primarily Medicare Advantage plans. OSAIC Wealth, Inc. serves a diverse client base that includes individuals, 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 advanced portfolio construction tools and offering both discretionary and non-discretionary account 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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Ronald R

Series 66

Wichita, KS

Merrill

Ronald Rivas is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop strategies aimed at pursuing their financial goals, including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Ronald emphasizes a client-centered approach, focusing on understanding what matters to each client and providing ongoing advice as their needs evolve. Born and raised in Wichita as a first-generation American, Ronald's interest in finance began in high school with the Financial Independence, Retire Early (F.I.R.E.) movement. He holds a high school diploma from Derby High School and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Ronald enjoys bowling, chess, cooking, football, golfing, music, pickleball, spending time with his family, and watching movies. He values building relationships within his community and maintains a balanced and practical approach in both his personal life and advising practice.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management FIRE (Financial Independence Retire Early) Young Families Parents Hispanic/Latino/Latinx
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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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Stephanie B

Series 66

Mulvane, KS

Edward Jones

Stephanie Barger is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience at Edward Jones Investments, as well as roles with USD 394 Rose Hill Schools and Wheat State Retreat Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired 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 with Cambridge Investment Research Advisors who holds a Series 66 designation and has 24 years of industry experience. He has held roles at multiple firms since 2002, including serving as managing partner and independent insurance agent at several entities. Outside of advisory work, Brotsky presents workshops for the Association of Financial Educators and operates a tax service firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of platforms and proprietary model strategies to support both discretionary and non-discretionary management.

Annuities Retirement plans for business owners (SEP, solo 401k)
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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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Nancy D

Series 66

Derby, KS

Edward Jones

Nancy Drosselmeyer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Doctor or Medical Professional
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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, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1997 to 2003. Additionally, he serves as an executor for the Estate of Veda Koelling in Wichita, KS. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

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 has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2022, following a 30-year tenure at Hornor, Townsend & Kent, Inc. Schreck serves as a board member for both St. Vincent de Paul and Starkey Inc., and acts as an independent insurance agent through Schreck Financial Group. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Cort G

Series 63

Wichita, KS

Wells Fargo Clearing

Cort Giffin is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, previously spending nine years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a large national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party data to support its investment decisions and offers a broad range of brokerage and advisory solutions.

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 financial advisor with LPL Financial based in Wichita, KS, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Foundations Investment Advisors, LLC and Heartland Credit Union, alongside ongoing work with Market Advisory Group and earlier experience at Steckline Communications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by technology tools and offers access to various investment strategies 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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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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