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Jill E

Series 66

Wichita, KS

Edward Jones

Jill Engel is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she spent several years involved with YMCA Camp Lakewood and currently teaches group exercise classes at the Greater Wichita YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Inheritance planning Retired Founder/Business Owner Executive
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Monika S

Series 66

Wichita, KS

LPL Enterprise

Monika Stonehocker is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Stoutheart Financial Group/Americpirse Financial. She also has a long-standing connection to Stonehocker Farms, where she was involved for over three decades. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, using portfolios developed by internal research, third-party strategists, or TAMP sponsors, with a focus on financial planning and access to third-party asset managers.

Tax-loss harvesting
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Jessica B

Series 66

Wichita, KS

LPL Financial

Jessica Brokaw is a financial advisor at LPL Financial with eight years of industry experience. She previously worked at CUSO Financial Services, LP for seven years and has been associated with Mid American Credit Union for over a decade. Brokaw holds a Series 66 designation and is based in Wichita, KS. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools such as machine learning for operational and research purposes.

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

Series 63, Series 65, Series 66

Wichita, KS

OSAIC

Scott Brown is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior firms include Sagepoint Financial, Inc. and SII Investments, Inc., and he also serves as team manager at Baxter & Associates. Brown has a notary role where he notarizes documents for clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party models 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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Loal W

Series 63, Series 65

Wichita, KS

Cambridge Investment Research Advisors

Loal Wilson is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neidiger, Tucker, Bruner, Inc. for 19 years and the Momentum Independent Network for 2 years. Outside of advising, Wilson is the owner of Wilson Properties, a business entity in Wichita, KS. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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

Series 66

Wichita, KS

LPL Financial

Ashlee Childress is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and five years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at Meritrust Credit Union and CUSO Financial Services, LP. Childress is involved in community education through speaking engagements and workshops with the Women's Network and the Boys & Girls Club of South Central Kansas. 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 supported by a large network of advisors and incorporates various portfolio management strategies 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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Colleen M

Series 66

Wichita, KS

Edward Jones

Colleen Mc Gee is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2015, following a prior role at Chico’s FAS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

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

Series 63, Series 66

Wichita, KS

Cetera

Jade Smith is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She has been affiliated with Cetera and its affiliated entities since 2013 and also operates as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform 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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Shane P

CFP®, Series 63

Wichita, KS

LPL Financial

Shane Prill is a financial advisor at LPL Financial with 40 years of industry experience. He holds the CFP® designation and the Series 63 license. His prior experience includes long tenures at Raymond James Financial and Raymond James Financial Services, Inc., and he also operates S.J. Prill Financial & Investment Planning, Inc. outside of his advisory work. In addition to financial services, he is involved in agricultural activities including farming and horse ranching. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by proprietary research 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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Michelle H

Series 63, Series 65

Wichita, KS

Morgan Stanley

Michelle Harris is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

General estate planning guidance
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Gregory E

Series 63, Series 65

Wichita, KS

Morgan Stanley

Gregory Ek is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2013. Ek serves on the Emporia State University School of Business Advisory Council and the Kansas Board of Regents, contributing to educational program assessment and university leadership initiatives. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based planning services.

General estate planning guidance
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Lori R

CFP®, Series 66

Wichita, KS

Ameriprise

Lori Richardson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 11 years. Richardson is a board member of the Financial Planning Association of Kansas and co-owns Sagecamp Inc., a pass-through business used for paying business expenses related to financial advice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. 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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Eric K

Series 63, Series 66

Andover, KS

Edward Jones

Eric Kaufman is a financial advisor with Edward Jones in Andover, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

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

Series 63

Wichita, KS

Jcm Capital Management

John Jacob is the sole advisor at Jcm Capital Management in Wichita, KS, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Jcm Capital Management since its founding in 1996. Jcm Capital Management provides discretionary portfolio management and investment advisory services to institutional clients and high-net-worth individuals. The firm manages approximately $35 million in client assets for a focused group of 12 clients, offering tailored investment strategies with an emphasis on institutional relationships and wealthier households.

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