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Kara T

Series 66

Wichita, KS

Edward Jones

Kara Troyer is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation. She has been with Edward Jones since 2018 and has prior experience as a homemaker. Outside of her advisory role, she is involved in family investment partnerships and works as an independent representative for Zyia, a direct marketing company specializing in activewear and wellness supplements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, notable for its extensive network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

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

Series 63, Series 65

Wichita, KS

Wells Fargo Clearing

Robert Jacob is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of the Blue Sky Investment Club and serves as a trustee for his parents. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Austin H

CFP®, Series 66

Valley Center, KS

Edward Jones

Austin Hubert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Valley Center, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Michael F

Series 65

Wichita, KS

Edelman Financial Engines

Michael Farlow is a financial advisor at Edelman Financial Engines based in Wichita, KS. He holds a Series 65 designation and has been with the firm since 2026. Prior to his current role, he has diverse work experience including positions at Chicken N Pickle and Resolutions Therapy. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, and manages a broad range of portfolios with a long-term investment orientation.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Michael H

Series 63, Series 66

Wichita, KS

Cetera

Michael Howey is a financial advisor with Cetera in Wichita, KS, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Advisors, and Farm Bureau Wealth Management. Outside of his advisory work, he has been involved in modeling for advertising through Gregory Agency. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering multiple portfolio management options through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Justin C

Series 63, Series 66

Wichita, KS

LPL Financial

Justin Carlson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 17 years. Carlson also serves as an insurance agent with Producers XL in Salina, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various investment programs and uses a combination of 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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Marvin F

Series 63

Wichita, KS

OSAIC

Marvin Fisher is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 63 designation and 43 years of industry experience. He was previously with Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Fisher serves as Vice-President and board member of the Central Community Church Foundation and is Board Chair of the Fellowship of Christian Athletes, a national nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance analysis, and multiple managed-account solutions across various investment types.

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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Matthew J

Series 66

Valley Center, KS

Edward Jones

Matthew Jansen is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previous work experience in customer service roles, including positions at Chick-Fil-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 products supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing Founder/Business Owner Intergenerational Families
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Karen B

Series 63, Series 66

Wichita, KS

OSAIC

Karen Beal is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 66 licenses and having 32 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. for a combined 13 years. Outside of her advisory role, she is involved in farming activities at Beal Farms. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a diverse network of financial advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers across various 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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Robert R

Series 63, Series 66

Wichita, KS

Cetera

Robert Raymos is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with VOYA Financial Advisors and his own firm, RJR Financial Services, where he is president and owner. Outside of his advisory role, he provides tax preparation services through RJR Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nathan C

Series 66

Wichita, KS

LPL Financial

Nathan Channell is a financial advisor with LPL Financial, holding a Series 66 designation and based in Wichita, KS. He has been with LPL Financial since 2026 and has prior work experience at Intrust Bank and Dillons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers various investment programs and uses research and technology tools to support advisors.

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

Series 66

Wichita, KS

LPL Financial

Lance Graber is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, 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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Peter G

Series 63, Series 65

Wichita, KS

Primerica Advisors

Peter Glogowski is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2017 and has also been involved in various other business activities including driving for DoorDash and Amazon Flex. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies from unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Justin H

CFP®, Series 63

Wichita, KS

OSAIC

Justin Harrold is a CFP® with 20 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Harrold is involved in fixed insurance product sales and tax preparation through his ownership of JTH, Inc., and serves as treasurer and shareholder of Impact Financial Partners, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm utilizes proprietary asset-allocation tools and a range of investment products, supporting both discretionary and non-discretionary account management.

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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Andrew B

Series 66

Wichita, KS

LPL Financial

Andrew Beversdorf is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones for five years. 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 other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary research and third-party strategies, supported by 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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Todd R

Series 63, Series 66

Haysville, KS

Edward Jones

Todd Rhodes is a financial advisor with Edward Jones in Haysville, KS, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a fractional owner of a gas production business in Oklahoma City. 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 through a network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Damon S

Series 63, Series 65

Wichita, KS

LPL Financial

Damon Schimming is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Visionpoint Advisory Group, Oppenheimer & Co, Merrill, and Flagstone Investments LLC. He is based in Wichita, KS. 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 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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Gavin S

Series 66

Maize, KS

Edward Jones

Gavin Scheer is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Spirit Aero Systems for two years before joining Edward Jones in 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kendall K

CFP®, Series 63, Series 65

Wichita, KS

OSAIC

Kendall Klaus is a Certified Financial Planner™ with over 40 years of experience in the financial services industry. He has been affiliated with OSAIC since 2024 and previously worked at Securities America Advisors, Inc. for over two decades. Klaus also serves as an advisor at Klaus Financial Group, where he engages in insurance sales and investment advising. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various 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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Wendell S

ChFC®, Series 63, Series 66

Wichita, KS

Cetera

Wendell Smith is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 54 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has operated Financial Planning Concepts, Inc. since 1991. Smith is also an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. He is a member of the Wichita Regional Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment programs and portfolio management services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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