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Justin D
Series 66
Wichita, KS
Morgan Stanley
Justin Dougan is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.
Brooklyn Y
Series 66
Wichita, KS
Robert Baird & Co.
Brooklyn Young is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Martha J
ChFC®, Series 63
Wichita, KS
Cambridge Investment Research Advisors
Martha Johnson is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Cambridge Investment Research Advisors since 2014. She is based in Wichita, KS, and has served as an independent insurance agent as well as a board member for the Kansas Baptist Convention Foundation. Johnson also volunteers with Girls Scouts Kansas Heartland and participates in several community and nonprofit organizations. 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 services, utilizing a variety of portfolio management approaches tailored to client objectives.
Jonathan H
CFP®, Series 66
Andover, KS
Edward Jones
Jonathan Hoskins is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2013. He holds the Series 66 designation and is based in Andover, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.
Chelsey M
Series 66
Wichita, KS
Robert Baird & Co.
Chelsey Mathias is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and four years of industry experience. She has been with Baird’s Private Wealth Management team since 2022 and previously worked for USD 309 for ten years. Chelsey is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a blend of manager-traded and model-traded strategies.
Luke P
Series 66
Wichita, KS
LPL Financial
Luke Prill is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Financial in 2025, he was associated with Prill Garwood Financial Advisors and Alphia. Outside of his advisory work, he operates Prill Show Pigs, a farming business in Andover, KS. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.
Tristan B
CFP®, Series 66
Wichita, KS
OSAIC
Tristan Block is a CFP® professional with eight years of industry experience, currently affiliated with OSAIC in Wichita, KS. His work history includes roles at Royal Alliance Associates, Sii, and Financial Solutions. Outside of his advisory work, he is the president and owner of Impact Financial Partners, Inc. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm emphasizes diversified portfolio construction using a range of investment vehicles and offers both discretionary and non-discretionary management options.
Kaden A
Series 66
Andover, KS
Equitable Advisors
Kaden Adams is a financial advisor with Equitable Advisors in Andover, Kansas, holding a Series 66 credential and 12 years of industry experience. He has worked with Equitable Advisors since 2013 and also serves as a CPA at David L. Adams & Associates, Inc., where he prepares taxes and performs bookkeeping. Equitable Advisors serves a broad client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.
Brendan L
Series 63, Series 66
Wichita, KS
Edward Jones
Brendan Lee is a financial advisor with Edward Jones in Wichita, KS, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
Tony T
Series 63, Series 66
Wichita, KS
LPL Financial
Tony Thomas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes 18 years at Edward Jones and five years at an independent financial group before joining LPL Financial. He is also involved with Thomas Financial LLC, a non-variable insurance business related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.
Kyle M
Series 63, Series 65
Wichita, KS
OSAIC
Kyle Mauck is a financial advisor with OSAIC based in Wichita, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at American Century Investment Services, Independent Financial Partners, and IFP Securities. He serves as an instructor for the "Retirement Planning Today" seminar through FMT Solutions and Financial Educators Network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and a range of investment products, supported by multiple advisory platforms and third-party partnerships.
Lisa H
Series 66
Wichita, KS
Morgan Stanley
Lisa Haffner is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and having 11 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.
Blake H
Series 66
Wichita, KS
Edward Jones
Blake Hubert is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Bankers Life and Pinnacle Bank. 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 under management and offers a range of investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors.
Gregory S
Series 63, Series 65
Wichita, KS
Wells Fargo Clearing
Gregory Schlitter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.
Kelly D
Series 66
Wichita, KS
Edward Jones
Kelly Dandurand is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Kelly worked at Morgan Stanley and Morgan Stanley Private Bank from 2018 to 2019. Before entering the financial industry, Kelly was employed at the Diocese of Wichita Kapaun Mt. Carmel Catholic High School for twelve years. Kelly holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.
Shawn L
Series 66
Wichita, KS
Merrill
Shawn Lancelot is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009 and has also worked with Bank of America since 2007. Outside of his advisory role, he serves as Board President of the Boys & Girls Club of South Central Kansas and is a board member of the Komen Breast Cancer Foundation Mid-Kansas Chapter and the Kansas Bankers Association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Michael C
ChFC®, Series 63, Series 65
Wichita, KS
Raymond James Financial
Michael Converse is a financial advisor with Raymond James Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Raymond James Financial since 2003. Outside of his advisory role, he is an independent insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Cale B
Series 63, Series 65
Wichita, KS
Wells Fargo Clearing
Cale Brown is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory work, Brown owns 5050 Soccer LLC, a business that sells soccer T-shirts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.
Rustin L
Series 63, Series 65
Wichita, KS
Thrivent Investment Management
Rustin Leonard is a financial advisor with Thrivent Investment Management in Wichita, KS, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Leonard is involved in community activities including leadership of Blessed Hope Family, a nonprofit supporting foster and adoptive families, and participation on boards focused on Parkinson’s support and local fundraising events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans across a broad range of topics without discretionary portfolio management.
Tara E
Series 66
Wichita, KS
Morgan Stanley
Tara Elliott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2017, previously working at Ameriprise Financial Services from 2012 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured tools and models to support client planning efforts.
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Finding advisors...
627 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide