Large-firm, wealth management financial advisors in Hutchinson, KS

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

When you're managing significant assets and planning for long-term financial goals, you need an advisor who understands how to balance growth, risk, and liquidity in a comprehensive way. Without this expertise, you might miss opportunities to align your investments with your evolving life circumstances.

  • Integrated financial planning. Look for advisors who connect your investment strategy with tax, estate, and retirement considerations, not just portfolio returns.
  • Succession insight. In rural areas like Hutchinson, KS, ask how they handle agricultural land and family business succession, which require specialized knowledge.
  • Firm resources. Large firms often provide access to a broad team and research, so check how your advisor leverages these for your benefit.
  • Risk management approach. Confirm how they tailor risk strategies to your personal comfort and financial objectives, rather than applying generic models.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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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.)

Melanie C

Series 63, Series 66

Hutchinson, KS

Edward Jones

Melanie Collins is a financial advisor with Edward Jones in Hutchinson, KS, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she serves as Vice Chair of the Hutchinson Chamber of Commerce, filling in to lead meetings in the absence of the Chair. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

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

Series 66

Hutchinson, KS

LPL Financial

Chad Martens is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Waddell & Reed, Inc. for 17 years. Outside of his advisory role, he owns a storage business and is involved with Hoffnungsau Mennonite Church. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William S

Series 63, Series 65

Hutchinson, KS

Equitable Advisors

William Small is a financial advisor with Equitable Advisors in Hutchinson, Kansas, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a combination of firm-offered programs and third-party asset manager referrals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kolby H

Series 66

Hutchinson, KS

Ameriprise

Kolby Holmberg is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Argentine Federal Savings and Equitable Advisors, LLC. Holmberg has held various positions in athletics and community organizations. 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.

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

Series 65

Huntington Beach, CA

Northwest Asset Management

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.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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David H

Series 65

Irvine, CA

Martin Wealth Management, LLC

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Medicare planning Annuities
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Hassan A

Series 63, Series 65

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Amanda is also involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad platform of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey P

Series 66

Dacula, GA

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Scott M

Series 63, Series 65

New York, NY

Morgan Stanley

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

General estate planning guidance
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Wesley P

Series 63, Series 66

Fort Worth, TX

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Willie M

Series 63, Series 66

Cary, NC

Equitable Advisors

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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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