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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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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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Carolyn H

CFP®, Series 63, Series 66

Wichita, KS

LPL Financial

Carolyn Hobble is a CFP® with 39 years of industry experience. She is currently with LPL Financial and previously worked at Bank of America and Merrill Lynch, Pierce Fenner & Smith, Inc. She holds Series 63 and Series 66 licenses. 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 mix of financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory services through a large network of investment adviser representatives.

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

Series 66

Wichita, KS

OSAIC

John Toothaker is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Osaic and has previous experience at Penn Mutual Life Insurance and Hornor Townsend & Kent Inc. He serves as board chairman of Untamed Athletes, a nonprofit organization focused on youth in the Wichita area. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, using asset allocation tools and automated rebalancing to construct 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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Brent T

CFP®, ChFC®, Series 66

Wichita, KS

Cetera

Brent Thummel is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera in Wichita, KS. He has been with Cetera since 2015, including its wealth services division, and is a partner in 740 Event, LLC, an event rental business. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of advisory services to individuals, retirement plans, and institutional clients through a multi-manager platform. The firm offers portfolio management, financial planning, and access to third-party managers, supporting various program structures and custodial relationships.

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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Roy N

CFP®, Series 66

Wichita, KS

Ameriprise

Roy Nelson is a CFP®-designated financial advisor with 11 years of industry experience, currently practicing at Ameriprise in Wichita, KS. He previously worked at Edward Jones for 11 years. Nelson serves on the Board of Directors for the Rotary Club of East Wichita and acts as its Treasurer. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers 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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Bryan W

Series 66

Wichita, KS

LPL Enterprise

Bryan White is a financial advisor with LPL Enterprise in Wichita, KS, holding a Series 66 designation and one year of industry experience. He has been self-employed as a 1099 advisor since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, offering financial planning, third-party asset manager access, and participation in wrap programs, with additional services including affiliated trust custody and insurance products.

Tax-loss harvesting
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Jerome J

CFP®, Series 66

Wichita, KS

LPL Financial

Jerome Jones is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2018, following nine years at Invest Financial Corp. In addition to his advisory work, he has operated the Law Office of Jerome R. Jones since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a 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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Ryan B

Series 63, Series 65

Wichita, KS

Cetera

Ryan Boss is a financial advisor with Cetera in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2015 and currently serves as a partner at 740 Event, LLC, an event rental space business. Boss is also a deacon at Metro East Baptist Church and a member of the Wichita chapter of the Financial Planning Association. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients with a multi-manager platform offering a variety of portfolio management and financial planning services.

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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Brian J

Series 66

Valley Center, KS

Edward Jones

Brian Jansen is a financial advisor with Edward Jones in Valley Center, KS, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Jansen serves as the president of the Valley Center Chamber of Commerce and has experience as an executive pastor and recording artist. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement income strategy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Eric E

Series 66

Wichita, KS

Wells Fargo Clearing

Eric Esau is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Robert W

Series 66

Wichita, KS

Edward Jones

Robert Weidner is a Series 66-registered financial advisor with Edward Jones in Wichita, KS, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Wade W

ChFC®, Series 66

Wichita, KS

Edward Jones

Wade West is a financial advisor with Edward Jones in Wichita, KS, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, including ten years prior to joining Edward Jones, where he has worked since 2018. Outside of advisory work, he owns a single rental property managed through West Wolf LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Travis K

Series 66

Wichita, KS

Ameriprise

Travis Kvassay is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved in several business ventures including retail and e-commerce operations through The Closing Gift Store and Vincit Veritas, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ty R

Series 66

Wichita, KS

Edward Jones

Ty Richardson is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Wichita from 2009 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 discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Emma H

Series 65, Series 63

Wichita, KS

Ameriprise

Emma Hauser is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 65 licenses, and has six years of industry experience. Prior to joining Ameriprise in 2020, she worked at Powercat Financial, Mariner Wealth Advisors, and Meritrust Credit Union, among other roles. She serves on the Board of Directors for the Wichita Alpha Delta Pi Alumnae Association and is Vice President of both the Financial Planning Association of Kansas and EWI of Wichita. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines internal investment research with third-party data and utilizes a defined investment universe influenced by affiliated product relationships.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Joshua J

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Joshua Johnsrud is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also has concurrent roles with Strategic Partners Financial Group and Cambridge Investment Research, Inc. Johnsrud is a principal at Amberway, a separate business involving trading activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various portfolio management options through a network of independent Financial Professionals and supports both discretionary and non-discretionary investment strategies.

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

Series 66

Wichita, KS

Wells Fargo Clearing

Holly Esau is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2006 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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