Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

594 advisors near
67226

Out of 400,000+ nationwide

user avatar
firm logo

Thomas A

Series 65, Series 63

Wichita, KS

LPL Financial

Thomas Alstrom is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Securities America Advisors and continues to provide financial planning and consulting services through Ameritime, LLC, an independent registered investment adviser firm he founded. Alstrom also maintains a part-time outside employment role with Unified School District 440. 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, supported by 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
user avatar
firm logo

Kenneth L

Series 63, Series 66

Wichita, KS

LPL Financial

Kenneth Lejuerrne is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad range of financial offerings.

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

Gaylien Q

Series 63

Wichita, KS

Ameriprise

Gaylien Quindica Rafferty is a financial advisor at Ameriprise with 40 years of industry experience. She has been with Ameriprise and its affiliated entities since 1986. Rafferty holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Simon W

Series 66

Wichita, KS

LPL Financial

Simon White is a financial advisor at LPL Financial in Wichita, KS, holding a Series 66 credential. He has recently entered the industry and has worked at Connect Wealth Advisors and First National Bank of Hutchinson, among other roles. Outside of finance, his background includes experience with the International Brotherhood of Electrical Workers and various local businesses. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform of financial and credit services.

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

Timothy S

Series 65, Series 63

Wichita, KS

LPL Financial

Timothy Siefer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Siefer & Kelly Management LLC, Waddell & Reed Inc, and various insurance carriers. He has also worked in athletics program management with Park & Recreation Athletics (Crusaders). 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 advisory and brokerage services through a broad network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across a range of asset classes and investment styles.

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

Russell L

Series 63, Series 66

Wichita, KS

OSAIC

Russell Lovett is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Ameriprise Financial Services. He is also involved in insurance sales through Astra Bank. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms. The firm employs asset-allocation tools and multiple investment vehicles to tailor portfolios for individual client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
firm logo

Luke W

CFP®, Series 66

Wichita, KS

Edward Jones

Luke Willson is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016, based in Wichita, KS. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Wealth management Founder/Business Owner
user avatar
firm logo

Sean S

Series 63, Series 65

Wichita, KS

OSAIC

Sean Smith is a financial advisor at Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is involved in several private wealth management and financial services ventures focused on retirement planning, insurance products, and financial education. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing across portfolios comprising stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Delilah R

Series 66

Wichita, KS

Merrill

Delilah Reid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Verizon Wireless and has held various roles in retail and service industries. Merrill, together 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 individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Cavon C

Series 66

Wichita, KS

Merrill

Cavon Cockrum is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2016, respectively. Outside of his advisory role, he is involved with AIC Builders LLC, a family-owned business focused on rental homes and property flipping. Merrill, together 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 individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

Daniel M

Series 66

Wichita, KS

Thrivent Investment Management

Daniel Meyers is a financial advisor with Thrivent Investment Management in Wichita, KS, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, Meyers serves as Committee Chair for Cub Scout Pack 736 and as a Board Member at Large for Scouting for the Future, Inc., both scouting organizations in Wichita. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under consolidated billing options.

Business ownership considerations
user avatar
firm logo

Brandi B

ChFC®, Series 66

Wichita, KS

OSAIC

Brandi Blaylock is a financial advisor at OSAIC with 11 years of industry experience. She holds the ChFC® and Series 66 credentials. Prior to joining OSAIC in 2026, she worked at Edward Jones for 11 years. Blaylock is also employed as a financial advisor by Cordell & Associates, where she conducts client meetings and provides financial planning, securities, and insurance services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports 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
user avatar
firm logo

Joseph Y

Series 66

Wichita, KS

OSAIC

Joseph Yager is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of his advisory work, he serves as a board member for Plymouth Congregational Church’s Missions Board in Wichita, KS. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes and supports 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
user avatar
firm logo

Alexis S

Series 66

Wichita, KS

LPL Financial

Alexis Schulte is a Series 66-registered financial advisor with five years of industry experience. She currently works at LPL Financial and has previous experience with Advised Assets Group, GWFS Equities, Bank of America, Merrill, and other organizations. 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, 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
user avatar
firm logo

Paul B

Series 63, Series 65

Wichita, KS

Morgan Stanley

Paul Baranivsky is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2019, following a nine-year tenure at Invesco Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
user avatar
firm logo

Elizabeth P

Series 66

Wichita, KS

OSAIC

Elizabeth Parks is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has held roles at Sagepoint Financial, Inc. and Ad Astra Financial Group, where she serves as Director of Operations. Outside of advising, she is involved with the American Heart Association as a Circle of Red member. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios comprising a range of investment vehicles on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Scott M

Series 63, Series 65

Wichita, KS

LPL Financial

Scott Mc Ewen is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at Edward Jones for 19 years before joining LPL Financial in 2018. Outside of his advisory work, he is involved with SCM Financial LLC, a business entity used for tax and investment purposes. 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 financial planning and portfolio management services through a large network of advisors and employs both proprietary and third-party investment strategies.

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

Quinn K

Series 63, Series 65

Wichita, KS

Primerica Advisors

Quinn Kirsop is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Corium, Loe Financial Group, and Pfs Investments Inc. Kirsop is also involved in sales of home security and automation products through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Sueanna B

Series 63, Series 66

Wichita, KS

Merrill

Sueanna Budde is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2017, following a prior role at Wells Fargo from 2013 to 2017. Merrill, together 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
firm logo

Dustin K

Series 66

Wichita, KS

Merrill

Dustin Kuhn is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He focuses on developing strategies and recommendations to assist successful individuals and their families in achieving their financial goals, particularly in areas such as retirement planning, college education planning, personal retirement income, and investment consulting for defined contribution plans. Dustin is a member of the Laub Kuhn Wealth Management Group team and contributes to client communication and team marketing efforts. Dustin holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), and Certified Plan Fiduciary Advisor® (CPFA®). He also carries the title of Retirement Benefits Consultant from Merrill, reflecting his experience servicing company retirement plans. Dustin graduated from Wichita State University with a bachelor's degree. His accomplishments have been recognized by Forbes, naming him to its "Best-in-State Next-Generation Wealth Advisors" list multiple years and to the "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists as recently as 2026. Outside of his professional responsibilities, Dustin is actively involved in the Wichita community as a member of the Rotary Club of Wichita, the Air Capital Cosmopolitan Club, and the Young Professionals of Wichita. He also holds membership with Magdalen Catholic Church. His personal interests include football, golfing, softball, tennis, traveling, and spending time with his family, including his children.

General retirement planning Retirement income strategy Income planning Mid-Career Professionals Parents
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")