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Ronald B

Series 66

Wichita, KS

Cetera

Ronald Boss is a financial advisor with Cetera, holding a Series 66 license and 25 years of industry experience. He has been affiliated with Cetera and its related entities since 2015 and operates Boss & Company, providing accounting, tax preparation, and bookkeeping services. Outside of advisory work, he is the owner and president of Heartland Granite Inc., a granite sales and installation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

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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Cory P

Series 66

Wichita, KS

Raymond James Financial

Cory Phelps is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Wichita, KS. He holds a Series 66 credential and has eight years of industry experience, including time at Edward Jones. Outside of his advisory role, he serves on the Finance and Investment Committee at Aldersgate United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using various analytical 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 H

Series 63, Series 66

Wichita, KS

OSAIC

George Hornbeck is a financial advisor with OSAIC in Wichita, KS, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial Advisors from 2010 to 2023. He also serves as a Notary Public and has experience presenting educational seminars on retirement topics. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs a range of tools and strategies to construct diversified portfolios tailored to clients’ risk tolerance and investment restrictions.

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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Lucas M

Series 65, Series 63

Wichita, KS

LPL Financial

Lucas Mckee is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Securities America, Inc. and currently supports Ameritime LLC, an independent registered investment advisory firm. In addition, he is involved with Financial Markets, Inc., which offers non-variable insurance products. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through its 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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Gaye E

Series 63, Series 65

Wichita, KS

LPL Financial

Gaye Erwin is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, she serves as treasurer of the Optimist Club of N. Wichita and operates a craft sales business. 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, supporting both discretionary and non-discretionary 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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Connie D

Series 63, Series 65

Wichita, KS

Wells Fargo Advisors

Connie Dutton is a financial advisor with Wells Fargo Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her role at Wells Fargo, she has a 50% ownership stake in Androit Wealth Management LLC and serves as a trustee for her daughter. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad menu of planning services and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert P

ChFC®, Series 66

Wichita, KS

Edward Jones

Robert Preble is a financial advisor at Edward Jones in Wichita, KS, with six years of industry experience. He holds a Series 66 designation and previously served for 22 years with the Wichita Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Wichita, KS

Edward Jones

Matthew Chase is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones for his entire career, beginning in 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branches.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Stuart S

Series 66

Wichita, KS

Edward Jones

Stuart Scheer is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at BNC National Bank, Paramount Bank, Mortgage Lenders of America/Zillow Home Loans, and Royal Summit Homes. Outside of his advisory role, he owns a duplex rental property in Wichita, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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Alaina S

Series 66

Wichita, KS

LPL Financial

Alaina Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at INTRUST Bank and spent a decade in education. She also has experience in a retail business unrelated to finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm 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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Molly A

Series 63, Series 65, Series 66

Valley Center, KS

Fidelity

Molly Alvarez is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Fidelity in various roles since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Charitable giving & philanthropy Active portfolio management
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Jonathan M

CFP®, ChFC®, Series 63

Maize, KS

Edward Jones

Jonathan Madsen is a financial advisor at Edward Jones with 35 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1992. 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 and offers a range of advisory strategies and affiliated investment products through a 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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Jack T

Series 65

Wichita, KS

Cambridge Investment Research Advisors

Jack Taylor is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Sequent Planning LLC and Futurity First Insurance Group. Taylor's background also includes roles outside of finance, such as teaching at Tabor College and working at Andover High School. 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 independent Financial Professionals and provides a range of portfolio management options, including proprietary models and access to unaffiliated strategists.

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

Series 63, Series 65

Wichita, KS

Thrivent Investment Management

Andrew Smidt is a financial advisor with Thrivent Investment Management in Wichita, KS, holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Thrivent in 2025, he worked at Northwestern Mutual from 2023 to 2025. He has contracted to provide life insurance through providers such as Pacific Life, Banner Life, and Gerber Life. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Martha J

ChFC®, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Martha Johnson is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Cambridge Investment Research Advisors since 2014. She is based in Wichita, KS, and has served as an independent insurance agent as well as a board member for the Kansas Baptist Convention Foundation. Johnson also volunteers with Girls Scouts Kansas Heartland and participates in several community and nonprofit organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a variety of portfolio management approaches tailored to client objectives.

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

CFP®, Series 66

Wichita, KS

OSAIC

Tristan Block is a CFP® professional with eight years of industry experience, currently affiliated with OSAIC in Wichita, KS. His work history includes roles at Royal Alliance Associates, Sii, and Financial Solutions. Outside of his advisory work, he is the president and owner of Impact Financial Partners, Inc. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm emphasizes diversified portfolio construction using a range of investment vehicles and offers both discretionary and non-discretionary management options.

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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Brendan L

Series 63, Series 66

Wichita, KS

Edward Jones

Brendan Lee is a financial advisor with Edward Jones in Wichita, KS, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Tony T

Series 63, Series 66

Wichita, KS

LPL Financial

Tony Thomas is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 18 years and the Independent Financial Group for five years. Thomas also operates Thomas Financial, LLC, a non-variable insurance business related to his investment activities. 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, supporting advisors with technology and research tools while overseeing over $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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Blake H

Series 66

Wichita, KS

Edward Jones

Blake Hubert is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Bankers Life and Pinnacle Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors.

Retirement income strategy General retirement planning Wealth management Financial Professional
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Gregory S

Series 63, Series 65

Wichita, KS

Wells Fargo Clearing

Gregory Schlitter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Retired Founder/Business Owner
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