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Nga H
Series 63, Series 66
Wichita, KS
Eagle Strategies (NY Life)
Nga Huynh is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS. She holds Series 63 and Series 66 licenses and has 11 years of experience in the industry, including roles at NYLIFE Securities LLC and New York Life since 2014. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.
Casey P
Series 63, Series 65
Wichita, KS
Empower Advisory Group
Casey Patterson is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Empower Advisory Group, Casey worked at GWFS Equities, Inc., J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Cobiz Financial. Outside of his advisory role, he works as a DoorDash delivery driver during non-business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.
Justin N
CFP®, Series 66
Wichita, KS
Beacon Pointe Advisors, LLC
Justin Nelson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His career includes roles at Essential Wealth Management, Principal Life Insurance Company, and LPL Financial, among others. Outside of financial advising, he owns and operates a quick lube business in Wichita, KS. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individual and institutional clients. The firm combines active and passive investment strategies with due diligence on third-party managers and offers proprietary private funds alongside broad institutional and retail client services.
Richard S
Series 63, Series 66
Wichita, KS
Principal Financial Services
Richard Schweninger is a financial advisor with Principal Financial Services in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes long-term roles at Principal Life Insurance Company and Kenneth Dingwall Insurance, along with a recent four-year tenure at Union Financial, Inc. He is involved in selling a variety of insurance products, including disability income insurance, individual and group medical, dental, and Medicare supplement policies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
Robert B
Series 63, Series 65
Wichita, KS
Hornor, Townsend & Kent, LLC
Robert Bissen is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked with firms including Penn Mutual Life Insurance, New York Life Insurance Company, and Nylife Securities. Bissen is also involved in insurance brokerage through agencies such as 1847Financial, Francis Legacy Builders, and Eck Agency Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets as of December 2025.
Leo W
Series 66
Wichita, KS
VOYA Financial Advisors, Inc.
Leo Wetta is a financial advisor with VOYA Financial Advisors, Inc. in Wichita, KS, holding a Series 66 designation and 10 years of industry experience. He has worked at VOYA Financial Advisors since 2016. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance product sales. VOYA Financial Advisors, Inc. serves a diverse range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm provides both discretionary and non-discretionary investment advice and operates as both an SEC-registered investment adviser and broker-dealer.
Jake E
Series 65
Wichita, KS
Integrated Wealth Concepts LLC
Jake Ellis is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Keating Financial Advisory Services and Prime Capital Investment Advisors. Ellis is also an officer and captain in the Arkansas Army National Guard. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, combining enterprise scale with a range of model and wrap fee options.
Daniel W
Series 63, Series 66
Wichita, KS
Osaic Advisory Services, LLC
Daniel Warnke is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Summit Brokerage Services, and Warnke Financial Services, which he has operated since 2006. Osaic Advisory Services is a registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to tailor portfolios to client needs.
Jerime W
Series 66
Wichita, KS
Tlg Advisors, Inc.
Jerime Wyant is a financial advisor with TLG Advisors, Inc. in Wichita, KS, holding a Series 66 designation and eight years of industry experience. He has been associated with The Leaders Group Inc since 2016. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services that include portfolio management, comprehensive financial planning, and investment fiduciary services for ERISA-qualified retirement plans.
Jarrod J
CFP®, Series 66
Wichita, KS
Osaic Advisory Services, LLC
Jarrod Jansen is a CFP® professional with four years of industry experience, currently advising at Osaic Advisory Services, LLC. His prior roles include positions at Securities America, Inc., Heritage Private Wealth Management, LLC, and Ranson Financial Group, LLC. Outside of his advisory work, he holds an unpaid notary position. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, and retirement plan consulting through multiple program models, utilizing a combination of proprietary and third-party platforms and managers.
Cody S
Series 63, Series 66
Wichita, KS
Principal Financial Services
Cody Schweninger is a financial advisor with Principal Financial Services in Wichita, KS, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Principal Financial Services since 2011 and has prior experience with Union Financial, Inc. Since 2025, he has engaged in selling sports cards on eBay with his daughter. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Clark M
Series 66
Wichita, KS
CWM, LLC
Clark Mcdonald is a financial advisor with CWM, LLC based in Wichita, KS, holding a Series 66 designation and ten years of industry experience. His work history includes roles at Cetera Advisor Network, Driven Wealth Strategies, and Waddell & Reed, Inc. Outside of his advisory duties, he volunteers with the Alzheimer’s Association Central and Western Kansas. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.
Albert J
Series 66
Wichitia, KS
Osaic Advisory Services, LLC
Albert Jansen Jr. is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, UBS Financial Services, and Summit Financial Group. Outside of advisory work, he owns a tax and accounting consulting practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.
Troy M
ChFC®, Series 63
Wichita, KS
Eagle Strategies (NY Life)
Troy Mcchristian is a financial advisor with Eagle Strategies (NY Life) in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 12 years of industry experience, including roles with New York Life Insurance and NYLIFE Securities LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis through an integrated New York Life affiliate network.
Kedre M
PFS™, Series 63
Wichita, KS
Focus Partners Wealth, LLC
Kedre Mellor is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ and Series 63 designations and bringing 34 years of industry experience. Her career includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Capital Wealthcare Advisors, L.C., as well as operating her own CPA practice for 15 years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Aaron F
Series 63, Series 66
Wichita, KS
Empower Advisory Group
Aaron Fisher is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower Advisory Group, he worked at CrossFirst Bank and Wells Fargo Bank N.A. Outside of his advisory role, he serves as Chief Musician at Exodus Church, leading the church’s musicians and music education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.
Justin H
Series 63, Series 65
Wichita, KS
Transamerica Retirement Advisors, LLC
Justin Hancock is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including LPL Financial LLC, Intrust Financial Services, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed advice and investment education, utilizing portfolio construction and oversight from Morningstar Investment Management.
Parker M
Series 63, Series 65
Wichita, KS
Planmember Securities Corporation
Parker Maldonado is a financial advisor with Planmember Securities Corporation in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He owns and operates Educators Plus, Investment and Financial Services, and is also involved with Great Plains Insurance Agency, LLC. Maldonado volunteers as a coordinator for Financial Peace University at St. Elizabeth Ann Seton Catholic Church and serves as president and treasurer of Ora Et Labora Farms, LLC. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing unitized, risk-based mutual fund portfolios, and offers education and support services, including seminars and personalized retirement planning.
Tammy B
Series 66
Wichita, KS
CWM, LLC
Tammy Breitenbach is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. She also serves as owner and president of Catalyst Partners, Inc., a strategic business consulting firm focused on marketing, operational efficiency, and business development for small and medium-sized businesses. Breitenbach has been with CWM, LLC since 2018 and has been involved with Catalyst Partners since 2008. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios complemented by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan and institutional services.
Karsten B
Series 66
Witchita, KS
CWM, LLC
Karsten Bond is a financial advisor with CWM, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cetera Advisor Networks, Driven Wealth Strategies, and Waddell & Reed Inc. Outside of advisory work, he is involved in several business ventures, including ownership and management roles in financial services firms and serving on a homeowners association board. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.
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235 advisors near
67052
within the area shown on the map
Out of 400,000+ nationwide