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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 in Wichita, KS, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Additionally, he operates as an independent insurance agent through Schreck Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians, providing both discretionary and non-discretionary management options, and features proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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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 15 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, with a broad offering of brokerage and advisory solutions supported by research and diversification-based investment evaluation.

Retired Founder/Business Owner
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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 at Wells Fargo Advisors and Wells Fargo Clearing for a total of 10 years. He is a 25% owner and co-trustee of Horizon Wealth Management Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, 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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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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Erin D

Series 66

Derby, KS

Edward Jones

Erin Drosselmeyer is a financial advisor at Edward Jones with one year of industry experience. Prior to rejoining Edward Jones, Erin worked at American Electric Power and held positions at Inceed and SBM Management Services. Erin holds the Series 66 designation. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management General retirement planning Inheritance planning Retired Founder/Business Owner Executive
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Michael P

Series 63, Series 65

Wichita, KS

Primerica Advisors

Michael Phelps is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica since 2002 and currently operates through Loe Financial Group, where he engages in sales of loan products and home-related services referrals in addition to investment-related products. Primerica Advisors is a large institutional firm providing a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and maintains a platform supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Norma K

Series 63

Wichita, KS

Wells Fargo Clearing

Norma Knox is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2022, following a 13-year tenure at Oppenheimer & Co. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Retired Founder/Business Owner
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William B

Series 66

Wichita, KS

Cambridge Investment Research Advisors

William Benjamin is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked for one year, following prior roles at GWN Securities and Equitable Advisors. Benjamin serves as a board member and volunteer for the Andover Area Chamber of Commerce. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and custodians, providing both discretionary and non-discretionary management through proprietary and third-party strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Matthew W

Series 66

Wichita, KS

Edward Jones

Matthew Washburn is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and is also involved with Return to Motion Medical, Inc., a medical sales and data processing company that is in the process of closing. Prior to his current role, he was associated with Total Solutions RX and West Side Medical Supply, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.

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

Series 66

Wichita, KS

Ameriprise

Sarah Wright is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience with the City of Rose Hill and USD 394 Rose Hill Schools. Wright also manages an advisory business through Andover Financial Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm delivers comprehensive, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ retirement income strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Clancy S

Series 63, Series 65

Derby, KS

Edward Jones

Clancy Sadiq is a financial advisor at Edward Jones in Derby, KS, holding Series 63 and Series 65 credentials. He has been with Edward Jones since 2025 and has prior work experience in the vision care industry with Jury Eye Care LLC and Visionworks. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

Series 66

Mulvane, KS

Edward Jones

Timothy Hottovy is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at PromptCare, ARJ Infusion, and Swanson Tool Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Inheritance planning Professional Athlete
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Jessica R

Series 66

Wichita, KS

Morgan Stanley

Jessica Radmacher is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Ernst & Young US LLP and Top Gun, as well as employment at Oklahoma State University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, focusing on tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and corporate financial planning agreements.

General estate planning guidance
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Hannah D

Series 66

Wichita, KS

OSAIC

Hannah Demaree is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and recently started her advisory career. She has prior experience working in the education sector with Unified School Districts 465 and 470. Osaic Wealth, Inc. serves a diverse client base that includes individual and 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 various asset-allocation tools and third-party platforms to construct and manage 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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Randall J

CFP®, Series 63

Wichita, KS

STIFEL

Randall Johnson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2014. He is based in Wichita, KS, and holds a Series 63 license. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

General retirement planning Income planning
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Anthony F

Series 66

Wichita, KS

LPL Financial

Anthony Flax is a Series 66-registered advisor with LPL Financial, based in Wichita, KS, and has 18 years of industry experience. Prior to joining LPL Financial in 2021, he held roles at Flax Holdings Inc, Prairie Travelers, Inc., and Waddell & Reed, Inc. He is also the owner of Flax Holdings, Inc., a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supporting advisors with technology 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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Stephen Y

CFP®, Series 63, Series 65

Wichita, KS

OSAIC

Stephen Yager is a financial advisor at OSAIC with over 55 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory work, he serves on the boards of the Rainbows United Charitable Foundation and Larksfield Retirement Communities Foundation, and he acts as trustee for a family trust. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services, offering diverse portfolio management options through multiple advisory platforms and third-party money managers.

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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William W

CFP®, Series 63, Series 66

Wichita, KS

LPL Financial

William Wagner III is a CFP® professional associated with LPL Financial, with 19 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 10 years before joining LPL Financial. Wagner is also a trustee of the FINET 401(k) plan and holds a significant ownership stake in Horizon Wealth Management Group LLC. 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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Thomas W

CFP®, Series 63, Series 65

Wichita, KS

Edelman Financial Engines

Thomas Wolford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Wichita, KS. He has worked with Financial Engines Advisors L.L.C. and related entities since 2010. Outside of his advisory role, he is a board member of the Kansas Racquetball Association. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management and online advice, using a committee-driven modeling process combined with diversified portfolios and periodic rebalancing.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Jonathan G

Series 66

Derby, KS

Edward Jones

Jonathan Gilmour is a financial advisor at Edward Jones in Derby, KS, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked for Evergy for 12 years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Oil & Gas
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