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Derek K

Series 66

Wichita, KS

LPL Financial

Derek Keller is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. 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 asset management services, utilizing both proprietary research and third-party strategies, and supports its network with advanced operational tools.

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

Series 66

Augusta, KS

Ameriprise

David Mc Fadden II is a financial advisor with Ameriprise in Augusta, KS, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, MML Investors Services LLC, First Command, and Bank of the West. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sara S

Series 66

Augusta, KS

Edward Jones

Sara Schmidt is a financial advisor at Edward Jones with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent 13 years at Spirit AeroSystems. Schmidt serves as Treasurer and Financial Advisor for the NextGen Alliance in Douglass, KS, overseeing financial records and reporting to the Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Daniel W

Series 66

Wichita, KS

LPL Financial

Daniel Weishaar is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2013 and INTRUST Bank since 2006. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms like the Bank Wealth Program.

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

Series 63

Wichita, KS

Ameriprise

David Pater is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is a co-owner of RJJR Inc., a Sub S corporation that manages office suites in Wichita, Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Donald S

ChFC®, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Donald Schreck is a ChFC® and Series 63 credentialed financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He worked at Hornor, Townsend & Kent, Inc. for 30 years before joining Cambridge in 2022. Outside of his advisory role, he is an independent insurance agent through Schreck Financial Group, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals, employing a range of portfolio management strategies across multiple custody platforms.

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

CFP®, Series 66

Andover, KS

Edward Jones

Jonathan Hoskins is a CFP® with 13 years of experience in the financial industry, currently serving clients at Edward Jones since 2013. He holds the Series 66 designation and works out of Andover, Kansas. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

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

Series 66

Andover, KS

Equitable Advisors

Kaden Adams is a financial advisor with Equitable Advisors in Andover, Kansas, holding a Series 66 credential and 12 years of industry experience. He has worked with Equitable Advisors since 2013 and also serves as a CPA at David L. Adams & Associates, Inc., where he prepares taxes and performs bookkeeping. Equitable Advisors serves a broad client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

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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Heike B

CFP®, ChFC®, Series 66

Wichita, KS

Edward Jones

Heike Beeson is a financial advisor with Edward Jones in Wichita, KS, holding the CFP®, ChFC®, and Series 66 designations. She has seven years of industry experience and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked for ten years at Skyline Schools USD 438. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive
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Kelly L

Series 66

Andover, KS

Edward Jones

Kelly Lare is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at NetApp Inc. for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and fiduciary services through a nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Inheritance planning Retirement plans for business owners (SEP, solo 401k) Financial Professional
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Ariel L

CFP®, Series 66

Derby, KS

Edward Jones

Ariel Lee is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked for 18 years since 2008. She is based in Derby, KS. Outside of her advisory role, Lee serves as an assistant middle school basketball coach at Trinity Academy in Wichita, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing Doctor or Medical Professional Values-based investing Religious/faith focused
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Cody A

Series 66

Wichita, KS

OSAIC

Cody Ayres is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Osaic in 2024, he spent 16 years at Woodbury Financial Services, Inc. and 2 years at Equitable Advisors. Outside of advisory work, Ayres is involved in agricultural ventures, including raising Wagyu cattle, and serves as a board member for the Garden Plain Farmers Cooperative Elevator Company. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad advisory platform. The firm integrates brokerage and investment advisory services, employing tools such as asset-allocation models and risk-tolerance assessments to manage portfolios across a range of asset classes.

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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Juan G

Series 66

Wichita, KS

LPL Financial

Juan Gonzalez Robles is a Series 66-licensed financial advisor at LPL Financial with experience at firms including R.W. Baird and Meritrust Credit Union. He has held roles in both advisory and related capacities since 2018. Outside of advisory work, he is commissioned as a notary in Wichita, Kansas. 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 and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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

ChFC®, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Daniel Buck is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 16 years at Hornor Townsend And Kent, Inc., and has owned and operated Insurance Strategies Inc. since 1985. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using various portfolio management strategies and platform arrangements tailored to client objectives.

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

CFP®, Series 66

Rose Hill, KS

Edward Jones

Philip Garrison is a CFP® professional with seven years of experience in the financial industry. He has been with Edward Jones since 2018 and previously worked at RCH Enterprises, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

ChFC®, Series 66

Derby, KS

Edward Jones

Austin Lee is a financial advisor at Edward Jones with the ChFC® designation and a Series 66 license, bringing eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at INTRUST Bank, N.A. 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 nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Will S

Series 66

Derby, KS

Edward Jones

Will Sittenauer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various engineering roles at firms including Spirit AeroSystems and Koch Glitsch. He has also provided consulting services to his former employer, Spirit AeroSystems. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 and operates a nationwide network of over 23,700 financial advisors.

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

CFP®, Series 63, Series 66

Wichita, KS

LPL Financial

Carolyn Hobble is a CFP® with 39 years of industry experience. She is currently with LPL Financial and previously worked at Bank of America and Merrill Lynch, Pierce Fenner & Smith, Inc. She holds Series 63 and Series 66 licenses. 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 mix of financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory services through a large network of investment adviser representatives.

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

Series 66

Derby, KS

Edward Jones

Ashley Shields is a Series 66 licensed financial advisor with Edward Jones in Derby, KS, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management Planning for children with special needs Retired Founder/Business Owner Executive
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Jerome J

CFP®, Series 66

Wichita, KS

LPL Financial

Jerome Jones is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2018, following nine years at Invest Financial Corp. In addition to his advisory work, he has operated the Law Office of Jerome R. Jones since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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