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Ryan W

Series 63, Series 65

El Dorado, KS

IHT Wealth Management LLC

Ryan Weyrauch is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and LPL Financial. Outside of his advisory role, he is involved with Briny Deep Diving, LLC, where he serves as a dive master providing scuba instruction. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Erica T

Series 66

El Dorad, KS

IHT Wealth Management LLC

Erica Tipton is a financial advisor at IHT Wealth Management LLC with a Series 66 designation. She has experience working at LPL Financial, W Investments, and INTRUST Bank, N.A., and she provides administrative support to IHT Wealth Management. Prior to her financial services roles, she worked in education and retail, including positions at Wichita State University and Red Robin Restaurant Company. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and an advisor-enhanced algorithmic investment option, supported by a network of approximately 153 investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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David W

Series 63, Series 65

El Dorado, KS

IHT Wealth Management LLC

David Wernli is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at nVision Wealth Group and LPL Financial. Outside of advisory work, he is a partner in WOW Human Resource Management LLC, a business unrelated to investment advisory services. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Mike S

Series 63

El Dorado, KS

IHT Wealth Management LLC

Mike Spencer is a financial advisor with IHT Wealth Management LLC in El Dorado, Kansas. He holds a Series 63 designation and has 34 years of industry experience. His prior work includes roles at nVision Wealth Group, LLC and LPL Financial, LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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James S

Series 66

El Dorado, KS

IHT Wealth Management LLC

James Sexton is a financial advisor with LPL Financial in El Dorado, Kansas, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2010 and previously was with nVision Wealth Group, LLC. Sexton also operates IHT Wealth Management LLC, an independent registered investment advisory firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory delivery options supported by in-house research and combines large-scale advisory capabilities with non-advisory product offerings.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Chandler K

Series 66

El Dorado, KS

IHT Wealth Management LLC

Chandler Kirkhart is a financial advisor with IHT Wealth Management LLC, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial, LLC since 2021 and has prior experience at Seward County Community College. Kirkhart serves as a board member of the Butler Community College Foundation. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm provides discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers and custodial platforms, utilizing a combination of fundamental value screening, quantitative optimization, and tax-related strategies.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Andrew T

CFP®, Series 66

El Dorado, KS

IHT Wealth Management LLC

Andrew Tipton is a CFP® with five years of industry experience, currently serving at IHT Wealth Management LLC. He has held roles at LPL Financial, Wichita State University, and the University of Kansas - Robinson Center. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of proprietary model portfolios, third-party managers, and discretionary mandates, employing fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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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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Shannon H

Series 65, Series 63

Augusta, KS

Primerica Advisors

Shannon Hettenbach is a financial advisor with Primerica Advisors based in Augusta, KS, holding Series 65 and Series 63 credentials and bringing 25 years of industry experience. She has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-driven investment strategies managed by third parties.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brett M

Series 66

El Dorado, KS

Edward Jones

Brett Mohr is a financial advisor with Edward Jones in El Dorado, KS. He holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at Russell Marine Products and was employed at Bluestem USD 205. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national 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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Jonathan T

Series 66

El Dorado, KS

OSAIC

Jonathan Twidwell is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services Inc. for 10 years. Twidwell serves on the boards of Inclusion Connections, a nonprofit focused on opportunities for individuals with disabilities, and the Entrepreneurs' Organization of Kansas City. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and supports a variety of investment strategies, managing accounts on both discretionary and non-discretionary bases.

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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Thurston T

Series 63, Series 66

Augusta, KS

Edward Jones

Thurston Thies is a financial advisor with Edward Jones in Augusta, KS, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1999. Outside of his advisory role, he serves as a board member of the Augusta Public Library and operates a personal training business. 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 programs and investment solutions supported by a large network of financial advisors and branch offices.

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

Series 66

Augusta, KS

Edward Jones

Stacy Hicks is a Series 66-registered financial advisor with Edward Jones in Augusta, Kansas, with 22 years of industry experience. She has been with Edward Jones since 2009. 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 wrap fee 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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Jeffrey C

Series 63, Series 66

El Dorado, KS

Edward Jones

Jeffrey Christensen is a financial advisor at Edward Jones in El Dorado, Kansas, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. 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 strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

El Dorado, KS

Edward Jones

David Wilson is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, nVision Wealth Group, IHT Wealth Management, and FBL Financial Group. Outside of his advisory role, he owns the building that houses his Edward Jones branch in El Dorado, Kansas. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients nationwide. 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.

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

Series 66

Augusta, KS

Edward Jones

Christopher Drake is a financial advisor at Edward Jones in Augusta, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kendra & Co, Community Choice Financial, CURO Financial Technologies, and Koch Industries, Inc. He also serves as Head of Web Development in a limited advisory role at Kendra & Co, a start-up focused on marketing and CRM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a 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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David M

Series 66

Augusta, KS

Ameriprise

David Mc Fadden II is a financial advisor with Ameriprise in Augusta, KS, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, MML Investors Services LLC, First Command, and Bank of the West. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sara S

Series 66

Augusta, KS

Edward Jones

Sara Schmidt is a financial advisor at Edward Jones with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent 13 years at Spirit AeroSystems. Schmidt serves as Treasurer and Financial Advisor for the NextGen Alliance in Douglass, KS, overseeing financial records and reporting to the Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Leann N

Series 63, Series 66

El Dorado, KS

Edward Jones

Leann Nickel is a financial advisor with Edward Jones in El Dorado, KS, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of advising, she owns farm land in Kansas that is rented out and used for raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and providing various tax-efficient and alternative investment services.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Joel Y

Series 63, Series 66

Augusta, KS

Edward Jones

Joel Yourdon is a financial advisor with Edward Jones in Augusta, Kansas, holding Series 63 and Series 66 licenses and totaling 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is an owner of Yourdon Farms and serves as an angel investor in the Wingfeather Saga TV series project; he has also held leadership and board roles with the North Alabama Auburn Club and the Boys & Girls Club in Decatur, Alabama. 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 and investment options, supported by a nationwide network of thousands of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Religious/faith focused
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Tyler D

Series 66

El Dorado, KS

OSAIC

Tyler Davidson is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services for 10 years. In addition to his advisory role, he is involved with Cornerstone Wealth Management and Cornerstone Companies as a licensed insurance agent, focusing on property casualty, life, health, disability, long-term care, and critical illness insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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Lance L

CFP®, Series 63, Series 66

El Dorado, KS

Raymond James Financial

Lance Lechtenberg is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for 18 years before joining Raymond James in 2020. Outside of his advisory role, Lechtenberg owns and operates a beef cattle ranch near El Dorado, KS. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and nonprofit organizations. The firm uses a tailored, non-discretionary approach based on risk profiling and analytical modeling, supporting implementation through advisory programs and other providers.

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