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Cynda W

Series 63, Series 65

Hutchinson, KS

LPL Financial

Cynda Wright is a financial advisor at LPL Financial with 41 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Oppenheimer & Co., Inc. for 30 years. Wright is involved with Altrusa International Inc. of Hutchinson, KS, a community service organization. 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, 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
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Jeffrey J

CFP®, Series 66

Hutchinson, KS

LPL Financial

Jeffrey Jackson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include working at Waddell and Reed for a decade and involvement with various insurance carriers and consulting through his own business. He has also served on local committees such as the Architectural Design Committee and the Highlands Homeowners Association Covenants Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 management solutions supported by a large network of advisors and a broad platform of tools and services.

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

Series 66

Hutchinson, KS

Edward Jones

Korie Kaufman is a financial advisor at Edward Jones based in Hutchinson, KS, holding a Series 66 designation. Kaufman has been with Edward Jones since 2024, with prior work experience in the food and service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

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

Series 66

Hutchinson, KS

LPL Financial

Jacob Nachtigal is a financial advisor with LPL Financial, holding a Series 66 credential and having 10 years of industry experience. His prior work includes roles at Newton Community Foundation, Chad Martens, Howard Kukula, and Waddell & Reed Inc. In addition to his advisory work, he is involved with WisdomPath Financial, a DBA for his LPL business. 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 portfolio programs, and access to third-party asset managers, supporting a wide variety of investment strategies.

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

Series 63, Series 65

Hutchinson, KS

LPL Financial

Scott Wilkens is a financial advisor with LPL Financial in Hutchinson, Kansas, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as leadership at Four H, LLC. Outside of his advisory work, he is involved with FOUR H, 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 investment management services through a large network of advisors utilizing both proprietary and third-party strategies.

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

Series 66

Hutchinson, KS

LPL Financial

Dustin Dick is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2023. He has three years of industry experience and previously served in pastoral duties at Buhler Mennonite Brethren Church for twelve years. In addition to his advisory role, he continues to perform limited pastoral duties outside of market hours. 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, supported by extensive operational tools and 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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Dale S

CFP®, Series 66

Hutchinson, KS

Ameriprise

Dale Snell is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services since 2012. He holds the Series 66 designation and is based in Hutchinson, Kansas. Outside of his advisory role, he serves as president of the Buhler Youth Basketball Association and sits on the board of Prairie Dunes Country Club. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jared H

Series 66

Hutchinson, KS

LPL Financial

Jared Heinen is a financial advisor at LPL Financial with the Series 66 designation and no prior industry experience. His career includes roles at PrairieLand Partners, Peoples Bank and Trust, and Foley Equipment. He operates Wisdom Path Financial as a DBA for 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, including financial planning, model portfolio programs, 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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Mary C

Series 63

Hutchinson, KS

Ameriprise

Mary Cloyd is a financial advisor at Ameriprise with 41 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she serves on the boards of multiple Crime Stoppers organizations and holds leadership positions with the Reno County Catbackers and the K-State Alumni Association. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise also provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jenna L

Series 66

Hutchinson, KS

Ameriprise

Jenna Lahann is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and previously worked at First National Bank of Hutchinson. Outside of her advisory role, she is a group fitness instructor at Genesis Health Clubs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Darren W

Series 63, Series 66

Hutchinson, KS

Edward Jones

Darren Wicks is a financial advisor with Edward Jones in Hutchinson, Kansas, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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Alex V

Series 66

Hutchinson, KS

LPL Financial

Alex Vermillion is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. His prior work includes roles at Howard Kukula, Waddell & Reed Inc., and Excel Industries. 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 portfolio programs, 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
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Denise A

Series 63

Hutchinson, KS

Ameriprise

Denise Avery is a financial advisor with Ameriprise in Hutchinson, Kansas, holding a Series 63 designation and 32 years of industry experience. She has been with Ameriprise since 2012. Outside of her advisory work, she co-owns Memory Lane Antiques, a retail business, and is involved in farming and livestock, including baling hay and raising various animals for food or sale. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research and modeling to deliver tax-efficient income strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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