Large-firm financial advisors in Salina, KS

Joshua Chapman is a financial advisor at Ameriprise with six years of industry experience. Prior to joining Ameriprise in 2020, he worked with the Kansas State University Foundation and Kansas State University. He serves on the Board of Finance for First Covenant and is the Treasurer for the Salina chapter of Ducks Unlimited. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Julie Weems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. She has been with Cambridge since 2007. Outside of her advisory role, she serves as secretary for two local businesses and is involved as an owner or bookkeeper in several family and other business entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, utilizing both proprietary and third-party model strategies.

Lance Billings is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and 37 years of industry experience. He previously worked at Waddell & Reed, Inc. for 32 years and has led the Billings Group, Inc. since 2013. His background includes roles in both investment advisory and insurance services. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm employs primarily discretionary investment strategies using various model portfolios and third-party platforms and acts as a sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology solutions.

Jamie Pedigo is a Series 66 licensed financial advisor with Edward Jones, based in Salina, KS. He has one year of experience at Edward Jones and a diverse background in healthcare and community services, including roles at Central Kansas Mental Health Center and Sunflower Health Plan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Eric Hawk is a financial advisor with LPL Financial in Salina, Kansas, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed Inc and was involved with Salina Area Young Professionals. His business activities include offering non-variable insurance products alongside his advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options and supports advisors with research, technology, and various non-advisory financial 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.

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.

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.

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, 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.