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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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