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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 associated with various Ameritas entities since 2007 and has operated Bryant Financial since 1987, focusing on insurance sales and service. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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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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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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Kelsey W

Series 63, Series 65

Winfield, KS

LPL Financial

Kelsey Wonser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Union State Bank and LPL Financial since 2013. Wonser also operates a family wealth management business in Winfield, Kansas. 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 retirement plan consulting.

College savings (529s, UTMA, etc.)
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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 has been with LPL Financial since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Family Wealth Management, LLC, a non-variable insurance business. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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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, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining LPL Financial, he worked at Union State Bank and spent five years with Big N Small's BBQ. 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, financial planning, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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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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