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Chase G

Series 66

Wichita, KS

Cetera

Chase Green is a financial advisor with Cetera in Wichita, KS, holding a Series 66 credential. He has two years of industry experience and has held roles at Cetera Wealth Services, Gough Financial Group, and educational institutions including Butler Community College and Wichita State University. Outside of advising, he has experience working in auction services and at a golf course. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

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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Elizabeth J

Series 63, Series 65

Wichita, KS

Cambridge Investment Research Advisors

Elizabeth Johnson Duke is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 12 years with Cambridge. Additionally, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using multiple investment platforms and strategies.

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

Series 66

Wichita, KS

Ameriprise

Kimberly Read is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is involved in managing a human resources company that supports her practice’s staff. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing tax-aware retirement income planning through a collaborative, non-discretionary approach utilizing proprietary research and third-party data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Daniel B

ChFC®, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Daniel Buck is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 16 years at Hornor Townsend And Kent, Inc., and has owned and operated Insurance Strategies Inc. since 1985. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using various portfolio management strategies and platform arrangements tailored to client objectives.

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

Series 63, Series 66

Wichita, KS

Merrill

Alexander Croy is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial solutions to high-net-worth investors. He focuses on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Alexander works closely with clients to develop customized financial approaches that align with their priorities, risk tolerance, time horizon, and liquidity needs. He is committed to offering transparent guidance and helping clients navigate the complexities of investing to achieve their personal and family goals. Alexander holds a Bachelor's Degree from Wichita State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes clarity in fees and services, ongoing assessment of clients’ financial plans, and responsiveness to changing life circumstances and market conditions. Outside of his professional role, Alexander enjoys spending time with his wife, Taylor, and engaging in activities such as golfing, traveling, camping, and yoga.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management General estate planning guidance
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Franklin F

Series 66

Wichita, KS

LPL Financial

Franklin Flower is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at Meritrust Credit Union, Cuso Financial Services, and Securities America. Flower is also involved with Meritrust Wealth Management, a business related to his LPL activities. 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 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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Austin L

ChFC®, Series 66

Derby, KS

Edward Jones

Austin Lee is a financial advisor at Edward Jones with the ChFC® designation and a Series 66 license, bringing eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at INTRUST Bank, N.A. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Ciara W

Series 63, Series 65

Haysville, KS

LPL Financial

Ciara Wickham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at Intrust Bank for several years before joining LPL Financial. Additionally, she serves as a notary public in Wichita, KS. 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 other institutions. The firm offers a range of financial planning and investment solutions including model portfolios 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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Teresa M

Series 66

Wichita, KS

Cetera

Teresa Mayginnes is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated entities since 2023 and previously worked at Butler Community College for ten years. Outside of her advisory role, Teresa provides notarial services and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers across various program structures.

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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Martin T

CFP®, Series 63, Series 65

Wichita, KS

Cambridge Investment Research Advisors

Martin Thurman is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. He has previously worked at Financial Benefits, Inc. and has been involved with Thurman Financial, LLC since 2016. Thurman also serves as CEO of H3America, a nonprofit organization that raises funds and provides outdoor outings for veterans. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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

Series 66

Wichita, KS

LPL Financial

Tammie Mc Coy is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Mutual Group, Oppenheimer & Co., and Fidelity. 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 broad range of advisory services including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various investment platforms.

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

ChFC®, Series 66

Wichita, KS

Edward Jones

Willie Tucker is a financial advisor at Edward Jones in Wichita, KS, holding the ChFC® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Innovate International Intelligence Integration for 16 years and has served in the United States Air Force on active duty and reserve since 1993. Outside of his advisory work, Tucker is a sole proprietor leather maker, serves as board chair of a Kansas nonprofit, and officiates high school and collegiate soccer matches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment options, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Military & Veterans Professional Athlete Entertainment Industry Government Employee Founder/Business Owner
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Kevin G

CFP®, Series 66

Wichita, KS

Raymond James Financial

Kevin Gruetter is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple firms, including CWM, LLC and Cetera Advisor Networks, and has been involved with Ascension Lutheran Church for over 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 66

Wichita, KS

Wells Fargo Clearing

Mohammad Awad Eljied is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Benjamin F Edwards & Co for nine years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he serves on the Economics Department Advisory Board at Wichita State University’s School of Business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary options. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Mark R

Series 63, Series 66

Haysville, KS

Edward Jones

Mark Richards is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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 under management and provides a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Danielle Q

Series 63, Series 65

Wichita, KS

LPL Financial

Danielle Qualls is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for 12 years before joining LPL Financial. Outside of advising, she owns and operates a farm business in Cheney, KS. 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 and access to diverse investment strategies, supported by advisor-facing tools and a broad platform that encompasses non-advisory financial activities.

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

Series 66

Derby, KS

Edward Jones

Will Sittenauer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various engineering roles at firms including Spirit AeroSystems and Koch Glitsch. He has also provided consulting services to his former employer, Spirit AeroSystems. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 over 23,700 financial advisors.

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

Series 63, Series 66

Wichita, KS

LPL Financial

Samuel Milner is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at AXA Advisors and Ohio National Financial Services, as well as work with Catholic Charities. Milner is also involved with Bergkamp Financial, a DBA related to his LPL business. 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, utilizing various investment strategies and technology tools while supporting a large network of over 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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John M

Series 63, Series 66

Wichita, KS

LPL Financial

John Malicoat is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at RT Financial, Cetera Advisor Networks, and Theel Insurance Inc. He is also involved with RT Financial LLC in a business capacity related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and uses a combination of proprietary research, third-party subadvisors, and technology tools to support portfolio management.

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

Series 66

Wichita, KS

Robert Baird & Co.

Matthew Bennett is a financial advisor at Robert W. Baird & Co. in Wichita, KS, holding a Series 66 designation. He has been with Baird since 2024 and previously worked for ten years at Bennett Insulation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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