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Thomas S

Series 63, Series 65

Wichita, KS

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Thomas Stark is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Securities America Advisors, IFS Advisors DBA Insight Financial Services, and National Planning Corporation. He also serves as trustee for the Riley H Denton Revocable Trust. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory services through independent representatives and utilizes multiple custodians and third-party managers, with the majority of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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John D

Series 66

Wichita, KS

Edward Jones

John Doan is a Series 66–licensed financial advisor at Edward Jones with one year of industry experience. His prior work includes roles at Cargill and Amplify Process Safety, as well as positions in education and agriculture sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services delivered through a large 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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Michael A

Series 66

Wichita, KS

Raymond James Financial

Michael Axline is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at FBL Financial Group and Edward Jones. He owns two support companies unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs throughout its extensive advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Milissa H

Series 63, Series 65

Wichita, KS

LPL Financial

Milissa Hengel is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Inc., Cuso Financial Services, LP, and Bancwest Investment Services, Inc. She is also involved with CUA Retirement and Investment, a business related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, 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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Brian G

Series 66

Wichita, KS

LPL Financial

Brian Graber is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and over 26 years of industry experience. He has been with LPL Financial and its predecessor since 1999. In addition to his advisory role, he is involved in the sale of fixed insurance products including property and casualty, life, and health insurance. 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 provides a broad range of financial planning and advisory services supported by various investment strategies and technology tools, alongside complementary non-advisory financial services.

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

Series 63, Series 65

Wichita, KS

Primerica Advisors

Julie Sharp is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses with five years of industry experience. She has been associated with Primerica Advisors and Primerica Financial Services since 2021 and previously worked at Loe Financial Group. Outside of her advisory work, she owns and operates Play In the Rain, LLC, a massage therapy business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and offers a range of portfolio management options supported by third-party custody and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Logan W

Series 65, Series 63

Wichita, KS

LPL Financial

Logan Wiebe is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history at Intrust Bank and Chisholm Trail State Bank. He is also a notary public in Valley Center, Kansas. 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, supported by advanced research tools and a broad 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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Grant G

Series 65, Series 63

Wichita, KS

Raymond James Financial

Grant Goering is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at RCB Bank for ten years. In addition to his advisory role, he provides investment research and portfolio allocation support for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and maintains a range of specialized advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alan C

Series 66

Wichita, KS

LPL Financial

Alan Corliss is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2011 and previously spent three years at A. G. Edwards & Sons, Inc. Corliss also serves as a financial advisor at Intrust Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advisor tools including machine learning, while maintaining oversight of more than $819 billion in discretionary assets.

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

Series 66

Goddard, KS

Edward Jones

Johnatan Hernandez is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Kansas Life Insurance Agency for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, ChFC®, Series 63, Series 65

Wichita, KS

OSAIC

Stephen Mattocks is a CFP® and ChFC® with 34 years of industry experience. He is currently with OSAIC and has worked previously at AIG Financial Advisors, Inc. since 2005. Outside of his advisory role, he owns Wheatland Insurance Group, Inc., which provides insurance products and sales training to agents. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes firm-provided tools and third-party solutions to construct and manage investment 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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Shane E

Series 66

Wichita, KS

Edward Jones

Shane Ewing is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for KAKE-TV (Lockwood Broadcasting) for 13 years. Outside of his advisory role, he serves as a trustee for the Goddard Education Foundation and is running for a position on the Goddard USD 265 Board of Education. He also assists clients in planning Disney World vacations through a travel agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics
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Gage K

CFP®, Series 66

Wichita, KS

Raymond James Financial

Gage Kennedy is a CFP® with two years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has held roles at Aristata Financial and Raymond James Financial Services, Inc., among other positions in educational institutions and credit unions. Kennedy assists with client relations and marketing at Aristata Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Connor A

CFP®, Series 66

Wichita, KS

Edward Jones

Connor Aronis is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones in Wichita, KS since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets 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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Maelauren H

CFP®, Series 66

Wichita, KS

LPL Financial

Maelauren Hudson is a CFP® with 12 years of industry experience, currently practicing at LPL Financial. Her work history includes roles at Intrust Bank NA and Hightower Advisors, along with prior tenure at LPL Financial. 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, supported by technology tools and a broad 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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Ishmael M

Series 63, Series 65

Wichita, KS

LPL Financial

Ishmael Morris is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies, Hoover Financial Group, NYLIFE Securities LLC, and New York Life Insurance Co. He is involved with Hoover Financial Group, a DBA for his LPL business. 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 access to institutional platforms, supporting advisors with research tools and a broad array of 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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Micheal S

Series 63, Series 66

Wichita, KS

LPL Financial

Micheal Sampson is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Waddell & Reed, various insurance carriers, and Textron Aviation. Outside of his advisory role, he serves as a precinct committeeman. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, managed portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using both model portfolios and customized strategies.

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

Series 66

Wichita, KS

LPL Financial

Amy Mckinley is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Bergkamp Financial Inc and Waddell & Reed, Inc. She has also managed her own businesses, including McKinley Mowing Service and McKinley Pasture Solutions, LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by 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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Jimmy C

Series 63, Series 65

Wichita, KS

OSAIC

Jimmy Cox is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior experience includes 14 years at Sagepoint Financial, Inc. and over four decades at Al Williams. Outside of his advisory work, he co-owns an insurance sales business and serves as a notary. Osaic Wealth, Inc. provides services to a diverse client base that includes individual investors, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement planning solutions through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and works with third-party money managers to construct portfolios across a broad range of investment vehicles.

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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Rex C

CFP®, Series 63, Series 65

Wichita, KS

Raymond James Financial

Rex Clevenger is a CFP® professional with 35 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, Clevenger is the managing principal of Aristata Financial, a support company based in Wichita, KS, and serves as a co-trustee managing investment decisions for his and his wife’s revocable living trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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