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Wade W

ChFC®, Series 66

Wichita, KS

Edward Jones

Wade West is a financial advisor with Edward Jones in Wichita, KS, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, including ten years prior to joining Edward Jones, where he has worked since 2018. Outside of advisory work, he owns a single rental property managed through West Wolf LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Ty R

Series 66

Wichita, KS

Edward Jones

Ty Richardson is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Wichita from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Debra C

CFP®, Series 66

Wichita, KS

LPL Financial

Debra Caffrey is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. She has held prior roles including managing her own advisory firm, Debra L. Caffrey LLC, and experience in insurance agencies and real estate. Caffrey also served on the board of Reins Of Hope Therapeutic Riding, Inc. for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and access to third-party asset managers, supported by advisor-facing technology and a broad platform of affiliated 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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Stacy T

Series 66

Derby, KS

Edward Jones

Stacy Trapp is a Series 66-credentialed financial advisor with Edward Jones, based in Derby, KS, and has three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive Women Professionals
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Jacob M

Series 66

Wichita, KS

OSAIC

Jacob Moeder is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. Before joining OSAIC in 2024, he worked at Woodbury Financial Services from 2020 to 2024 and has experience at Kansas State University and Damm Pharmacy. Outside of advising, he works as a paraplanner with Wealth Legacy Advisors. OSAIC serves a wide range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and offering portfolios managed on discretionary or 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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Wyatt F

Series 66

Wichita, KS

LPL Financial

Wyatt Fouts is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 credential and has previously worked at Waddell & Reed, Inc. and Westar Energy. Based in Wichita, KS, he has been with LPL Financial since 2021. 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 wide 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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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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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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Eric K

Series 63, Series 66

Andover, KS

Edward Jones

Eric Kaufman is a financial advisor with Edward Jones in Andover, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a 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 under management 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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