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Aldo D

Series 66

Wichita, KS

LPL Financial

Aldo Delgado is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at U.S. Bank and has been affiliated with Intrust Bank since 2017. Outside of his advisory role, Delgado provides bookkeeping services through CheckSix Creative Studio. 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 broad range of advisory and brokerage services, employing strategic and tactical investment approaches supported by technology and extensive resources.

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

CFP®, Series 66

Wichita, KS

Edward Jones

Joseph Metzen is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Wichita, KS, he also assists with agricultural activities on a family farm in Viola, KS, including small livestock care and occasional harvest support. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive national network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds, trust services, and securities-based lending options.

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

Series 66

Wichita, KS

Merrill

Jessica Martinez is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Ariel L

CFP®, Series 66

Derby, KS

Edward Jones

Ariel Lee is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked for 18 years since 2008. She is based in Derby, KS. Outside of her advisory role, Lee serves as an assistant middle school basketball coach at Trinity Academy in Wichita, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing Doctor or Medical Professional Values-based investing Religious/faith focused
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Mitzi L

Series 66

Wichita, KS

Wells Fargo Clearing

Mitzi Larue is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Meritrust Credit Union, Wells Fargo Advisors, and Equity Bank, totaling over a decade of experience in financial services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Minh N

CFP®, ChFC®, Series 66

Wichita, KS

Edward Jones

Minh Nguyen is a CFP®, ChFC®, and holds a Series 66 license, working as a financial advisor with Edward Jones in Wichita, KS. He has 12 years of industry experience, all with Edward Jones since 2014. Outside of advising, he owns and manages real estate investment entities that hold duplex properties in Wichita. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over 23,000 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning Founder/Business Owner Intergenerational Families
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Cody A

Series 66

Wichita, KS

OSAIC

Cody Ayres is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and worked previously at Woodbury Financial Services, Inc. for 16 years. Outside of advising, Ayres is involved in agricultural and local business ventures, including cattle farming through Wheat State Wagyu LLC and serving as a board member of the Garden Plain Farmers Cooperative Elevator Company. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage, advisory, and financial planning services. The firm employs a range of asset allocation tools and third-party platforms to manage portfolios across multiple investment types, accommodating 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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Shelly B

Series 66

Haysville, KS

Edward Jones

Shelly Belcher is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for Sherwood, Harper, Dakan, Unruh & Pratt from 2008 to 2017. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Series 66

Wichita, KS

Ameriprise

Lance Sloan is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Before entering financial services, he held positions in the automotive industry with Lewis Automotive Group and others. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dustin W

Series 63, Series 65

Wichita, KS

LPL Financial

Dustin Wilson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is assigned a Medallion Guarantee Stamp at INTRUST Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, 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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Brandon C

Series 63, Series 65

Wichita, KS

Raymond James Financial

Brandon Converse is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wichita, KS, holding Series 63 and Series 65 credentials and has 13 years of industry experience. He has previously worked at Keating & Associates, Inc. and currently leads retirement plan advisory services as president and chief compliance officer of Converse Team Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a range of advisory programs across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Daniel W

Series 66

Wichita, KS

Wells Fargo Clearing

Daniel Wilbert II is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 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 advice. 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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Adam A

Series 66

Wichita, KS

Robert Baird & Co.

Adam Alter is a financial advisor with Robert W. Baird & Co. based in Wichita, KS, holding a Series 66 designation and eight years of industry experience. He has worked at R.W. Baird since 2017, following brief roles at Allen, Gibbs, & Houlik, LC and the University of Arkansas. Outside of his advisory work, he serves as the public announcer for home football games at Wichita Collegiate School, his alma mater. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across traditional and complex investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kevin M

Series 66

Wichita, KS

OSAIC

Kevin Miller is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial Advisors for 12 years. Outside of his advisory role, he serves as the Athletic Director for St. Elizabeth Ann Seton Catholic School, coordinating the school's athletics programs. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party solutions to build and manage diversified portfolios.

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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Derek R

Series 65

Wichita, KS

Cambridge Investment Research Advisors

Derek Roach is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. He holds a Series 65 designation and has six years of industry experience. Prior to joining Cambridge in 2020, he was self-employed and worked at American Family Insurance. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies across multiple platforms.

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

Series 66

Wichita, KS

Wells Fargo Clearing

Cecilia Minette is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo in various capacities since 2009, with a brief tenure at LPL Financial from 2023 to 2024. Outside of her advisory role, she is a part-time customer service agent for Delta Airlines through Unifi Aviation LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, and it includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Retired Founder/Business Owner
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Juan G

Series 66

Wichita, KS

LPL Financial

Juan Gonzalez Robles is a Series 66-licensed financial advisor at LPL Financial with experience at firms including R.W. Baird and Meritrust Credit Union. He has held roles in both advisory and related capacities since 2018. Outside of advisory work, he is commissioned as a notary in Wichita, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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

Series 66

Wichita, KS

OSAIC

Avery Gabel is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, Gabel worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent LLC. Outside of his advisory role, he owns and manages several small businesses related to financial and retirement planning, as well as community education on Medicare and retirement topics. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

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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Ashley B

Series 66

Wichita, KS

Edward Jones

Ashley Benitez is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked at Oxford Senior Living and has experience in design and journalism through roles at Plunder Designs and The Wichita Eagle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Doctor or Medical Professional Women Professionals
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Darrick H

Series 63, Series 66

Wichita, KS

LPL Financial

Darrick Hoover is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Eagle Strategies (NY Life) and New York Life-related entities. He also operates Hoover Financial Group, which is a business entity associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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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