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Shawn P

Series 66

Hutchinson, KS

3rd Level Wealth

Shawn Powell is a financial advisor at 3rd Level Wealth with 13 years of industry experience and holds a Series 66 designation. He has worked at firms including Waddell & Reed Inc and Cetera Advisor Networks LLC. Powell is also involved with 3rd Level Tax, a separate business that provides tax preparation and planning services. 3rd Level Wealth is a single-advisor independent registered investment adviser serving individual clients and small business entities with discretionary asset management. The firm employs a primarily passive investment strategy based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs, with services that may include financial planning covering investments, taxes, estate planning, and retirement income.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
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Seth S

Series 66

Hutchinson, KS

North Fork Financial, LLC

Seth Surface is a Series 66-licensed financial advisor with North Fork Financial, LLC, where he has worked since 2021. He has five years of industry experience, including roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he serves as a high school football official in Kansas. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analysis with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Shawn W

CFP®, Series 66

Hutchinson, KS

North Fork Financial, LLC

Shawn Wyatt is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at North Fork Financial, LLC. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Wyatt serves as a volunteer board member and financial services committee member for the Kansas Area United Methodist Foundation. North Fork Financial provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $27.8 million in discretionary assets and employs a variety of asset-allocation strategies, combining qualitative and technical analyses with both long- and short-term trading approaches.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Lori M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Lori Miller is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Packerland since 2011. She also operates Heartland Retirement & Benefits Consulting, LLC, where she serves as an agent providing life, health, disability, annuities, Medicare, and long-term care services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management through a variety of platforms, including firm-managed portfolios and third-party co-advisory arrangements.

Retirement income strategy Options & derivatives strategies Wealth management
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Corbin Y

Series 66

Hutchinson, KS

Packerland Brokerage Services, Inc.

Corbin Yutzy is a financial advisor at Packerland Brokerage Services, Inc. with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Solid Financial Solutions Inc, Jackson Dairy, Arconic, UPS, and Glenn's Bulk Food Shoppe & Gospel Bookstore. He volunteers to lead a monthly financial education class for foster children through Youthrive in Hutchinson, KS. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management and utilizes firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Cameron K

Series 63, Series 65

Buhler, KS

Nwf Advisory Services Inc

Cameron Kaufman is an investment advisor representative at NWF Advisory Services Inc with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including The Ameriflex Group, Osaic, Kaufman Financial, LLC, Independent Financial Group, and Main Street Advisors, LLC. Kaufman serves as a volunteer board member for the Buhler Community Foundation. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture wealth management platform combining advisor-managed portfolios, third-party models, and both strategic long-term and tactical investment approaches.

Wealth management Active portfolio management
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Benjamin M

Series 63, Series 65

Hutchinson, KS

Packerland Brokerage Services, Inc.

Benjamin Maser is a financial advisor with Packerland Brokerage Services, Inc. in Hutchinson, Kansas, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Packerland since 2009 and also holds leadership roles in Solid Financial Solutions Inc. and Jab Properties. Outside of advising, he owns Moe Joe Advertising LLC, a digital billboard advertising business. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages approximately $909 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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James M

Series 66

Hutchinson, KS

Empower Advisory Group

James Miller II is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Equitrust Marketing Serv LLC and Farm Bureau from 2010 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services focus on integrated financial planning and managed account solutions delivered alongside Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Shane W

Series 63, Series 65

Hutchinson, KS

Principal Financial Services

Shane Wiehl is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Stifel Independent Advisors, LLC for 23 years before joining Principal Financial Services and PRINCIPAL Life Insurance Company. Outside of his advisory role, he is the owner and president of North 61 Storage, LLC, a storage facility business, and serves as treasurer for Trinity United Methodist Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Retired Founder/Business Owner
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Johnathan E

Series 66

Hutchinson, KS

Ameriprise

Johnathan Earl is a financial advisor with Ameriprise in Hutchinson, KS, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Union Pacific Railroad, Farm Bureau Financial Services, and Aflac. Outside of advisory services, he co-owns several businesses, including a monument shop and a car wash in Osborne, KS. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes a written Recommendation Report supported by investment research and algorithmic tools, with implementation carried out by clients or their advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Howard K

Series 66

Hutchinson, KS

LPL Financial

Howard Kukula is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2021. He has been involved in multiple business activities including roles with Kukula, Martens & Associates LLC and Newton Substance Abuse Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management with support from proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Rion R

Series 66

Hutchinson, KS

Edward Jones

Rion Rhoades is a financial advisor at Edward Jones in Hutchinson, Kansas, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at the University of Arkansas and Hutchinson Community College. Outside of his advisory role, he serves as president of two real estate companies, RDR Holdings LLC and Big Cypress LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Zachary T

CFP®, Series 66

Hutchinson, KS

Ameriprise

Zachary Trumpp is a CFP®-certified financial advisor with Ameriprise, based in Hutchinson, Kansas, and has three years of industry experience. He previously worked for Lehman Brothers Holdings Inc. for 13 years. Outside of his advisory role, he is co-owner of Triptych LLC and serves on the board of the Briarwood Homeowners Association, as well as being a member of the Fox Theater in Hutchinson. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with significant investable assets held in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shawna B

Series 66

Hutchinson, KS

LPL Financial

Shawna Beltz is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Waddell & Reed Inc and has been involved in various roles since 2011, including service as a Notary Public. 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 comprehensive financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Curtis G

Series 66

Hutchinson, KS

Ameriprise

Curtis Grote is a financial advisor with Ameriprise in Hutchinson, Kansas, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliates since 2006. Outside of advisory work, Grote serves as an assistant high school track and field coach and is involved in local community organizations including the Knights of Columbus and the Church Finance Committee. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Patrick F

Series 66

Hutchinson, KS

Raymond James Financial

Patrick Fulton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and possessing 16 years of industry experience. Before joining Raymond James in 2020, he worked at Edward Jones for 11 years. Outside of his advisory role, he is a partner in Prairie Sky Health and Tax Consultants. 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 consulting using advanced analytical tools and supports municipal 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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Gina M

Series 66

Hutchinson, KS

Raymond James Financial

Gina Mansel is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and serves as Vice President and Trust Officer for personal investments at The First National Bank of Hutchinson. Mansel also holds a Vice President position at First Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations, with a focus on tailored, non-discretionary planning and the integration of advanced analytical tools.

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

Series 66

Hutchinson, KS

LPL Financial

Sam Leiker is a Series 66-credentialed financial advisor with LPL Financial, based in Hutchinson, KS, bringing 11 years of industry experience. Prior to joining LPL Financial in 2019, he held roles including operating Four H LLC and serving as a Notary Public. His business activities include ownership of Four H LLC, a non-investment entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management supported by research and technology, including model portfolios and alternative investment strategies.

College savings (529s, UTMA, etc.)
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William T

CFP®, Series 66

Hutchinson, KS

Edward Jones

William Thacker is a CFP®-credentialed financial advisor with Edward Jones in Hutchinson, KS, where he has worked for 11 years. He holds a Series 66 license and has spent his entire industry career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, operating under a fiduciary standard.

Business ownership considerations Business succession planning General estate planning guidance Planning for children with special needs Wealth management Founder/Business Owner
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Grant L

Series 63, Series 65

Hutchinson, KS

LPL Financial

Grant Lane is a financial advisor with LPL Financial based in Hutchinson, Kansas. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation among other firms. Lane also provides financial planning and consulting services through Ameritime, LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources along with technologies such as machine learning.

College savings (529s, UTMA, etc.)
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