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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.
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.
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.
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.
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.
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.
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.
Alexis S
Series 66
Wichita, KS
LPL Financial
Alexis Schulte is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Advised Assets Group. She is based in Wichita, KS. 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 brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.
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.
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.
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 credentials and 28 years of industry experience. He previously worked at Edward Jones for 19 years before joining LPL Financial in 2018. He is also involved with SCM Financial LLC in a non-investment capacity. LPL Financial serves 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, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.
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.
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.
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.
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.
Monika S
Series 66
Wichita, KS
LPL Enterprise
Monika Stonehocker is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 66 designation and has previous experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Stoutheart Financial Group/Ameriprise Financial. Outside of her advisory roles, she has managed Stonehocker Farms for over three decades. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products supported by an integrated platform.
Jessica B
Series 66
Wichita, KS
LPL Financial
Jessica Brokaw is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 credential and eight years of industry experience. She previously worked at CUSO Financial Services, LP for seven years and is currently involved with Mid American Credit Union, where she has been engaged for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.
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.
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.
Ashlee C
Series 66
Wichita, KS
LPL Financial
Ashlee Childress is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and five years of industry experience. She previously worked at Meritrust Credit Union and CUSO Financial Services, LP, and engages in speaking and workshop activities with the Women's Network and the Boys & Girls Club of South Central Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.
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Finding advisors...
628 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide