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Jeffrey B

Series 63, Series 65

Arkansas City, KS

Ameritas Advisory Services, LLC

Jeffrey Bryant is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been involved in insurance sales and service through his own firm, Bryant Financial, since 1987 and has held various roles within the Ameritas organization since 2007. 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 utilizes a range of investment vehicles and program platforms, combining firm-developed and third-party models with individualized portfolio management.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Daniel J

CFP®, Series 63, Series 66

Arkansas City, KS

Edward Jones

Daniel Jurkovich is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He serves on the Board of Directors for South Central Kansas Medical Center in Arkansas City, KS. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Arkansas City, KS

Raymond James Financial

Travis Combs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been affiliated with Raymond James since 2010 and is a co-owner of Mid-Continent Financial in Arkansas City, Kansas, where he serves as Branch Manager and financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network.

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

CFP®, Series 63, Series 65

Arkansas City, KS

Raymond James Financial

Clinton Combs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 34 years of industry experience. Combs has been affiliated with Raymond James since 2009 and manages multiple business activities including ownership roles in real estate and agricultural enterprises. Outside of financial advisory, he is involved in managing agricultural operations through South Cowle Ranch LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting with analytical tools and risk profiling to help clients implement investment strategies.

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

Series 66

Winfield, KS

Edward Jones

Raymond Stewart is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has six years of industry experience and previously spent 23 years at Husky Liners. Stewart and his wife manage rental properties together outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Arkansas City, KS

Raymond James Financial

Katherine Schwyhart is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Mid-Continent Financial LLC. She previously worked with Arkansas City Schools USD 470 Head Start and First Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Winfield, KS

Cetera

Logan Weakley is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He also serves as a trust officer for Community National Bank and Trust, where he reviews investments, recommends changes, and communicates with trust customers. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, providing access to a multi-manager platform with discretionary and non-discretionary program options.

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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Nikolas F

Series 66

Winfield, KS

Edward Jones

Nikolas Ford is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has a background in healthcare, including roles at Greenwood County Hospital and Integrity Healthcare Professionals, and is co-owner of StatCare, LLC, a medical staffing company. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Early retirement planning Doctor or Medical Professional Founder/Business Owner
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Kyle T

Series 63, Series 66

Arkansas City, KS

Edward Jones

Kyle Tipton is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at Charles Schwab for seven years and has been involved in family-operated tree service businesses since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Kelsey W

Series 63, Series 65

Winfield, KS

LPL Financial

Kelsey Wonser is a financial advisor with LPL Financial based in Winfield, Kansas, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Union State Bank and LPL Financial since 2013. Wonser also operates a family wealth management business. 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 and access to various model portfolio programs 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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Michael H

Series 63, Series 65

Winfield, KS

LPL Financial

Michael Harvey is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 1999. Outside of his advisory role, he is involved with Family Wealth Management, LLC, focusing on non-variable insurance. 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 and access to various portfolio programs, supported by a large 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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John D

Series 63, Series 65

Winfield, KS

LPL Financial

John Donaldson is a financial advisor with LPL Financial in Winfield, KS. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he operated Big N Small's BBQ for five years. 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.

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

Series 63, Series 66

Winfield, KS

Edward Jones

Rodger Steffen is a financial advisor with Edward Jones in Winfield, Kansas, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Steffen serves as president of Winfield Economic Development Inc. and manages an oil and gas company, Majcore, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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