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Clark M
Series 66
Wichita, KS
Carson Wealth
Clark Mcdonald is a financial advisor with Carson Wealth, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at firms including Cetera Advisor Network, Waddell & Reed, and Driven Wealth Strategies. Mcdonald volunteers with the Alzheimer’s Association Central and Western Kansas. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that manages model portfolios and offers customized investment options.
Ryan H
CFP®, Series 66
Wichita, KS
Kestra Advisory
Ryan Hoover is a CFP® with two years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. Before his current role, he worked at Koch Industries Inc. for seven years and spent a year with Kansas State Athletics. Outside of his advisory work, he owns Limestone Capital, LLC, a business focused on payroll and taxes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds.
Robert H
Series 63, Series 65
Wichita, KS
Independent Financial Partners
Robert Hiss is a financial advisor with Independent Financial Partners in Wichita, KS, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked with Independent Financial Partners since 2012 and spent seven years at LPL Financial. Outside of his advisory work, he owns and operates Tumbleweed Aviation LLC, an aviation business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.
Gavin C
Series 66
Wichita, KS
First Command Advisory Services
Gavin Crowe is a financial advisor with First Command Advisory Services in Wichita, KS, holding a Series 66 credential and two years of industry experience. His background includes service in the United States Air Force and roles across multiple First Command entities. He is also a shareholder of Prairie Fire Advisors, Inc., a non-investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Sarah H
CFP®, Series 66
Wichita, KS
Hightower Advisors
Sarah Hampton is a CFP® and Series 66-licensed advisor with 21 years of industry experience. She is currently affiliated with Hightower Advisors and has previously worked at Morgan Stanley, Citigroup Global Markets, and several other firms. Hampton has experience across private client services and wealth management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles including mutual funds, ETFs, and alternative investments.
Albert J
Series 66
Wichitia, KS
Osaic Advisory Services, LLC
Albert Jansen Jr. is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, UBS Financial Services, and Summit Financial Group. Outside of advisory work, he owns a tax and accounting consulting practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.
Bryan G
Series 63, Series 66
Wichita, KS
Hightower Advisors
Bryan Green is a financial advisor with Hightower Advisors based in Wichita, KS. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Bryan’s prior roles include positions at Morgan Stanley and Citigroup Global Markets, among others. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a manager selection approach that integrates affiliated and third-party managers across various investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices.
Michael C
Series 66
Derby, KS
Ameritas Advisory Services, LLC
Michael Canfield is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Cornerstone Financial Partners, Ltd, First Heartland Capital Inc, LPL Financial LLC, and Credit Union of America. Outside of advisory services, he is involved with insurance and health product sales through Cornerstone Financial Partners, Ltd. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities across various platforms, supported by affiliations with broker-dealer, insurance, and investment entities.
Shawn B
Series 65
Wichita, KS
Carson Wealth
Shawn Bauman is a financial advisor at Carson Wealth with a Series 65 designation and two years of industry experience. His prior roles include positions at Regier Carr & Monroe and Larson & Company. Bauman also serves as a director at Driven Tax Strategies, where he prepares tax returns for businesses and individuals. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory relationships, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and providing access to custom indexing and alternative investments.
Troy M
ChFC®, Series 63
Wichita, KS
Eagle Strategies (NY Life)
Troy Mcchristian is a financial advisor with Eagle Strategies (NY Life) in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 12 years of industry experience, including roles with New York Life Insurance and NYLIFE Securities LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis through an integrated New York Life affiliate network.
Grant L
Series 66
Wichita, KS
Bankers Life Advisory Services, Inc.
Grant Loyd is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS. He holds the Series 66 designation and has been working in the financial services industry since 2023, with prior experience in several service and community roles including positions at YMCA and St. Elizabeth Ann Seton. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create customized portfolios aligned with clients’ goals and risk tolerances.
Kevin C
Series 65
Andover, KS
Cerity partners LLC
Kevin Costello is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at ARGI Investment Services, AmeriSave Mortgage Corporation, Republic Bank, VanMeter Insurance, and Bowling Green Hot Rods. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that incorporates client-specific profiles, asset allocation, and access to alternative and private market solutions.
Kedre M
PFS™, Series 63
Wichita, KS
Focus Partners Wealth, LLC
Kedre Mellor is a financial advisor at Focus Partners Wealth, LLC with 34 years of industry experience. He holds the PFS™ and Series 63 designations. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, and Capital Wealthcare Advisors, as well as managing his own CPA firm. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
Derek S
Series 66
Wichita, KS
&PARTNERS
Derek Slaymaker is a financial advisor at &PARTNERS with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. His background also includes roles with Wichita State Shocker Athletics and Wichita State University. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.
Jarod R
Series 63, Series 66
Wichita, KS
Hightower Advisors
Jarod Rucker is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Northwestern Mutual and Eagle Strategies. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio customization and a broad spectrum of investment options.
Matthew M
Series 66
Wichita, KS
First Command Advisory Services
Matthew Moore is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Landmark National Bank and in various roles including service in the United States Marine Corps, where he serves as a Platoon Sergeant. Moore is also a shareholder in Prairie Fire Advisors, Inc. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority under an Investment Management Agreement.
Kevin R
Series 63, Series 65
Wichita, KS
Bankers Life Advisory Services, Inc.
Kevin Rogg is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining Bankers Life, he worked at The Hutchinson News for five years. Outside of advising, he serves on the Board of Directors for Dillon Credit Union and is a swim official and coach for the Hutchinson YMCA. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.
Ayron L
Series 65
Wichita, KS
Mariner
Ayron Lawson is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has previously worked in roles at Walmart, Radix Solar, and the Oklahoma State University Department of Wellness. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.
Ronald P
ChFC®, Series 63
Wichita, KS
Eagle Strategies (NY Life)
Ronald Paulseen is a financial advisor at Eagle Strategies with the ChFC® designation and over 44 years of industry experience. He has been with Eagle Strategies Corp since 2003 and has operated Paulseen Financial Group since 1994. He is also a minority owner of Kansas Heart Hospital. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.
Cameron S
CFP®
Wichita, KS
Hightower Advisors
Cameron Sellers is a CFP® professional at Hightower Advisors with experience in the financial industry since 2015. His prior roles include positions at Bank of America, Commerce Bank, and Emprise Bank. He is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors, and employs a multi-manager investment approach with access to affiliated and third-party managers.
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629 advisors near
67213
within the area shown on the map
Out of 400,000+ nationwide