Top financial advisors working with founders and business owners in Dodge City, KS

Travis Heath is a financial advisor with Raymond James Financial in Dodge City, KS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2006. Heath is also a partner in Dodge City Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.

Wes Owens is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 28 years of industry experience. He previously worked at Edward Jones for 21 years and has been self-employed since 1986. Outside of his advisory career, he owns and operates a farm in Dodge City, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amber Wallis is a financial advisor with Heritage Financial Solutions, LLC in Dodge City, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with firms including LPL Financial and Smoll & Banning CPAs, LLC. Outside of advisory services, she is a commissioned notary public. Heritage Financial Solutions provides investment management and financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, passive-oriented investment approach that emphasizes diversification and factor-aware allocation across no-load or load-waived mutual funds and ETFs.

Marietta Pianalto is a financial advisor at Edward Jones in Dodge City, KS, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2018 and previously worked for 18 years at High Plains Journal. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Clinton Goebel is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at Adams Brown, LLC, and Lewis, Hooper & Dick, LLC. Outside of his advisory role, Goebel is involved in managing a small family farm and serves on the Board of Directors for the Sacred Heart Cathedral Catholic School Endowment Board. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions, supported by a centralized consulting team that delivers tailored, non-discretionary recommendations.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.