Top financial advisors working with retirees in Great Bend, KS

Robert Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Dennis Sherman is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and the University of Kansas Health Systems. Sherman serves as a board member and officer of the Barton Community College Foundation and is also a board member of The People of The Book, Inc., a nonprofit organization. Independent Financial Partners is a nationwide advisory firm with over 260 advisors, providing investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model with a strong focus on retirement-plan advisory and pension consulting.

Patrick Mc Ginn is a financial advisor with GBKS LLC in Great Bend, KS. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Leading Edge Financial Planning, Troy Web Consulting, and several other firms. Outside of his advisory work, he has a consulting role involving business development and surgical on-call services with Central Plains Surgical Associates, LLC. GBKS LLC is a small, independent registered investment adviser serving primarily high-net-worth individuals. The firm offers discretionary portfolio management and investment advice, utilizing a combination of charting, fundamental, quantitative, and technical analysis, and includes a range of investment strategies from individual stocks to private placements and venture capital.

Leslie Klug is a financial advisor at OSAIC with 12 years of industry experience. Klug holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, Klug serves as treasurer for the Kansas Oil and Gas Museum and Foundation and holds accounting and management roles in several private companies. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and uses proprietary tools and third-party solutions to construct and manage portfolios across discretionary and non-discretionary accounts.

James Vopat is a financial advisor with Edward Jones in Great Bend, Kansas, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he officiates high school and junior high school basketball and football games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated capabilities, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.