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Chad L

Series 63, Series 65

Wichita, KS

Ameriprise

Chad Langhofer is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Independent Financial Group, Main Street Advisors, and Banc of America Investment Services. He serves on the board of His Helping Hands, Inc., a ministry affiliated with Central Christian Church in Wichita. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, leveraging proprietary research and third-party data.

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

Series 66

Wichita, KS

LPL Financial

James Dye is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at several institutions including Commerce Bank, Sunflower Bank, and Simmons Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and comprehensive research resources.

College savings (529s, UTMA, etc.)
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Shannon S

Series 66

Wichita, KS

Raymond James Financial

Shannon Stauth is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds a Series 66 credential and has previously worked at LPL Financial LLC, Royal Alliance Associates, Inc., and Signator Investors, Inc. In addition to his advisory role, he is an insurance agent specializing in life and property casualty insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joseph S

Series 66

Wichita, KS

Thrivent Investment Management

Joseph Skinner is a financial advisor at Thrivent Investment Management in Wichita, KS, holding a Series 66 designation. He joined Thrivent in 2026 and previously worked at Northwestern Mutual and NAI Martens. His professional experience includes roles outside of finance, including senior care pharmacy and retail. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive written recommendations across various financial planning areas. The firm separates its planning service from managed accounts and does not accept discretionary trading authority for the planning engagements.

Business ownership considerations
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Carla S

Series 66

Wichita, KS

Edward Jones

Carla Schartz is a Series 66-licensed financial advisor with Edward Jones in Wichita, KS, where she has worked since 2022. She has four years of industry experience, including seven years in the public education sector with Derby Public School District USD 260. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Aaron T

Series 63, Series 65

Wichita, KS

Wells Fargo Clearing

Aaron Towns is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He worked at Oppenheimer & Co for 13 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as a guardian for his daughter. 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 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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Chase D

Series 66

Wichita, KS

OSAIC

Chase Demaree is a financial advisor at OSAIC Wealth Inc with a Series 66 designation. He has been with BarnesCo Inc. since 2010 and joined OSAIC in 2026. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services utilizing asset-allocation tools, automated rebalancing, and third-party managed account solutions.

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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Brett B

Series 63, Series 65

Wichita, KS

OSAIC

Brett Blackwood is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Blackwood has owned or managed several related business entities focused on retirement planning, insurance sales, and wealth management services. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage, advisory, and financial planning services utilizing proprietary tools and third-party platforms to construct and manage portfolios that may include various asset classes and investment vehicles.

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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Wyatt F

Series 66

Wichita, KS

LPL Financial

Wyatt Fouts is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and Westar Energy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Jerrod G

Series 66

Wichita, KS

Wells Fargo Clearing

Jerrod Giffin is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Phung V

CFP®, ChFC®, Series 63, Series 65

Wichita, KS

Ameriprise

Phung Van is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with Ameriprise Financial Services LLC and has previously worked at New York Life and several affiliated firms. Outside of his advisory role, Van is the owner of an insurance brokering business and an investor in cryptocurrency. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware strategies. Their retirement income service combines proprietary research and third-party data to deliver customized recommendation reports and ongoing advice.

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

Series 63, Series 65

Wichita, KS

Equitable Advisors

Frederick Warren is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes long tenures at Stifel Independent Advisors, LLC, and shorter periods at Oppenheimer and Stifel. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a mix of proprietary and third-party investment models and discretionary portfolio management, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jonathan D

Series 66

Wichita, KS

Cetera

Jonathan Du Vall is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with firms including Voya Financial Advisors and Axa Advisors, and is a part owner of Duvall Wealth Partners LLC. Outside of investment advisory, he is also an independent insurance agent specializing in fixed insurance product sales. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers with discretionary and non-discretionary program options.

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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Bryce F

Series 63, Series 65

Wichita, KS

UBS Financial Services

Bryce Flaming is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns and operates a dog kennel where he breeds and raises hunting and field trial dogs as a hobby. He also serves on the board of directors for Butler Rural Electric Cooperative and is vice president of the Circle Booster Club, which supports local educational activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans and portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Thomas A

Series 65, Series 63

Wichita, KS

LPL Financial

Thomas Alstrom is a financial advisor with LPL Financial based in Wichita, KS, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and Securities America, Inc. from 2019 to 2024. He provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisor firm. Alstrom also maintains outside employment with Unified School District 440. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported portfolio models.

College savings (529s, UTMA, etc.)
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Kenneth L

Series 63, Series 66

Wichita, KS

LPL Financial

Kenneth Lejuerrne is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2009, totaling 17 years at the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, model portfolios, and both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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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
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Simon W

Series 66

Wichita, KS

LPL Financial

Simon White is a financial advisor at LPL Financial with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Connect Wealth Advisors, First National Bank of Hutchinson, and the International Brotherhood of Electrical Workers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Timothy S

Series 65, Series 63

Wichita, KS

LPL Financial

Timothy Siefer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 13 years of industry experience. His prior roles include work at Waddell & Reed Inc. and Siefer & Kelly Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and technology-driven portfolio management.

College savings (529s, UTMA, etc.)
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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
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