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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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William M

CFP®, Series 63, Series 66

Wichita, KS

Cambridge Investment Research Advisors

William May is a Certified Financial Planner® with 24 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and is also an independent insurance agent in Wichita, Kansas. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and other clients. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing customizable investment strategies across multiple platforms.

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

Series 66

Wichita, KS

OSAIC

Carson Collinsworth is a financial advisor at OSAIC based in Wichita, KS. He holds a Series 66 designation and has recently entered the industry. His prior work experience includes roles at DoorDash, Hatchett Devlin Automotive Group, Vantage Pointe Financial Group, and teaching positions at Wichita State University and Butler Community College. OSAIC serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of financial services utilizing various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

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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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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James N

Series 66

Wichita, KS

Edward Jones

James Nelson is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with 27 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 with approximately $1.01 trillion in assets under management. 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.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Multi-generational wealth transfer 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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Joseph O

Series 63, Series 65

Wichita, KS

LPL Financial

Joseph Oswald is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with LPL Financial since 2006 and was previously with A. G. Edwards & Sons, Inc. from 2003 to 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management solutions and supports advisors with research models and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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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Christopher W

Series 65, Series 63

Wichita, KS

Morgan Stanley

Christopher Weide is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Morgan Stanley, he worked at the Federal Aviation Administration and Wichita Public Schools USD 259. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools in its financial planning approach.

General estate planning guidance
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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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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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Gabriel M

Series 66

Wichita, KS

OSAIC

Gabriel Markley is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked with OSAIC since 2018, previously spending three years at Sii. Outside of his advisory role, Markley serves on the finance committee of a local church. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various tools and solutions to construct and manage portfolios across a wide range of investment types.

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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