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Jarrod J

Series 66

Wichita, KS

OSAIC

Jarrod Janzing is a financial advisor at OSAIC with 12 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Janzing is involved in several private wealth management activities through his own and affiliated LLCs, and he serves as a director of WestUrban Baseball, a nonprofit youth baseball league. OSAIC serves a diverse range of clients including individual, high-net-worth, institutional, and nonprofit investors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party 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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Nicholas E

Series 65, Series 63

Wichita, KS

LPL Financial

Nicholas Engle is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Woodbury Financial Services, NYLife Securities, and New York Life Insurance Company. Outside of finance, he serves on the Derby City Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and integrating research from multiple sources.

College savings (529s, UTMA, etc.)
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Ryan K

Series 66

Wichita, KS

J.P. Morgan Securities

Ryan Keiter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James/Central National Bank for three years. His background includes roles in banking and various other sectors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Wealth management Executive Founder/Business Owner
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Benjamin F

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Benjamin French is a Series 66-licensed financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Inc. since 2021 and serves on the board of Shepherd's Way Inc., a nonprofit organization based in Wichita, KS. His career also includes seven years at Heartspring Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including 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, providing both proprietary and third-party investment strategies across multiple platform arrangements.

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

Series 66

Wichita, KS

Morgan Stanley

Katherine Dixon is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 credential and has previously worked at Merrill Lynch and Intrust Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Erica N

Series 66

Wichita, KS

Edward Jones

Erica Nix is a financial advisor with Edward Jones in Wichita, Kansas, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in roofing and retail sectors and currently serves as a trustee for the Ann Houchin Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General retirement planning Wealth management Founder/Business Owner Women Professionals
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Brandon H

CFP®, Series 66

Wichita, KS

Morgan Stanley

Brandon Haag is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon earned his high school diploma from Wichita Southeast and a bachelor's degree from the University of Kansas. Brandon specializes in helping clients build comprehensive wealth management strategies tailored to their individual needs. His expertise includes divorce transition planning, family wealth management, retirement income and planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. As a qualified portfolio manager, he offers personalized investment strategies that may incorporate individual securities, Merrill Lynch model portfolios, and third-party strategies, and he provides discretionary management through the firm’s Investment Advisory Program. Brandon is committed to transparent communication and uses a disciplined process to support clients’ current lifestyles, retirement goals, and legacy planning. In addition to his professional work, Brandon is actively involved in his community. He serves on the Board of Directors for CASA of Sedgwick County, supporting children in finding safe and permanent homes. Outside of work, he enjoys golfing, hiking, running marathons, skiing, traveling, and spending time with his wife and two daughters.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax-loss harvesting
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Christopher H

Series 66

Wichita, KS

Raymond James Financial

Christopher Helmick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Merrill Lynch, Wichita Federal Credit Union, and Wells Fargo Clearing. He is also an independent contractor with Converse Team Financial Services, providing financial planning and company retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting, supported by analytical tools and risk profiling, and maintains specialized offerings such as a SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 66

Wichita, KS

OSAIC

Ryan Dunbar is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for over 15 years. Outside of his advisory role, Dunbar is involved in several business activities including partnerships and directorships in insurance and advisory firms, as well as serving as a marketing manager for Medicare Campus. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple advisory platforms and third-party services.

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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Aaron A

Series 63, Series 66

Wichita, KS

Morgan Stanley

Aaron Alexander is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Commerce Bank and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

General estate planning guidance
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Robert M

Series 63, Series 65

Wichita, KS

Merrill

Robert Moore is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1983, concurrently affiliated with Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, charities, and institutional investors through managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America’s broader banking and capital-markets platform.

Tax-loss harvesting Active portfolio management Wealth management
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Gage H

Series 63, Series 66

El Dorado, KS

Raymond James Financial

Gage Hiebert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has held various roles including positions in education and event staffing. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 65

Wichita, KS

LPL Financial

George Chandler is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2013 alongside a 12-year tenure at INTRUST Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

College savings (529s, UTMA, etc.)
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Taylor G

CFP®, Series 66

Wichita, KS

Morgan Stanley

Taylor Gilmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Taylor also provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Taylor holds a Bachelor's Degree from Wichita State University, where he was a member of the baseball team. He carries the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, services for endowments and non-profits, managing new wealth, sports and entertainment, and retirement income strategies. He is actively involved in community organizations including Knights of Columbus, March of Dimes, National Multiple Sclerosis Society, and St. Catherine of Siena Men's Club. Taylor’s personal interests include baseball, basketball, cooking, football, golfing, traveling, and watching movies.

Concentrated stock management Liquidity event planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.) Executive
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Donald B

CFP®, Series 63, Series 65

Wichita, KS

OSAIC

Donald Baxter is a CFP® professional with 49 years of industry experience. He currently works at OSAIC and has held prior positions at SagePoint Financial, Inc. and SII Investments, Inc. He is president of Baxter & Associates, Inc. and has served as past president and board member of the Air Capital Cosmopolitan Club International of Wichita. Baxter is also a member of the East Y’s Mens Group, which organizes fundraisers benefiting local YMCA chapters. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with a platform built on multiple mergers and private-equity ownership.

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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Michael C

Series 66

Wichita, KS

LPL Financial

Michael Caffrey is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill, each for about a decade. Outside of his advisory work, he is involved with Big Daddy Oil, LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, leveraging research from LPL and third-party subadvisors, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Christopher M

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Christopher McGill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Benjamin F. Edwards & Co for eight years before joining Cambridge in 2020. McGill serves as a board member for the Highlands at Terradyne Townhomes HOA in Andover, KS. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services utilizing a range of portfolio management approaches and proprietary model strategies.

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

Series 65, Series 63

Augusta, KS

Primerica Advisors

Shannon Hettenbach is a financial advisor with Primerica Advisors in Augusta, KS, holding Series 65 and Series 63 licenses and possessing 26 years of industry experience. She has worked at PFS Investments Inc and Primerica Financial Services since 1999. Outside of advisory services, she is involved in sales of loan and home-related products through affiliated companies. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers, supported by overlay management and custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joel D

Series 63, Series 65

Wichita, KS

UBS Financial Services

Joel Dickey is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a range of capital markets and research resources to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Braden A

Series 66

Wichita, KS

LPL Financial

Braden Archer is a financial advisor with LPL Financial based in Wichita, Kansas. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, Archer worked at Commerce Bank and Bank of America, N.A., among other positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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