Top financial advisors working with established professionals in Wichita, KS

Tracee Adams is a financial advisor at American Independent Securities Group, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, Adams is active in community and nonprofit organizations, serving on boards including the Wichita Police & Fire retirement board, Junior Achievement of Kansas, Wichita State University Board of Trustees, and the Wichita Rotary Charitable Fund, where she is president. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach tailored to client objectives and risk tolerance, managing accounts on both discretionary and non-discretionary bases.

Scott Walker is a financial advisor at IAMS Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at IAMS since 2017. Prior to that, he was with Virtue Capital Management, LLC, and he has been involved with Walker Group, Inc. since 2009. Outside of his advisory role, Walker operates as an independent insurance agent and provides outsourced estate planning services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives using a range of asset classes and model portfolios.

Ishmael Morris is a financial advisor at LPL Financial with 10 years of industry experience and holds Series 63 and Series 65 designations. His prior roles include positions at Eagle Strategies (NY Life), Hoover Financial Group, NYLIFE Securities LLC, and New York Life Insurance Co. He is also involved in business activities including management of a non-variable insurance business and other investment-related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Justin Lawhon is a financial advisor with Central States Capital Markets, LLC in Wichita, KS. He holds a Series 66 designation and has one year of experience in the industry. His prior work experience includes roles at Equitable Advisors, Uber Technologies, and Fidelity Bank. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families. The firm follows a value-oriented investment approach that combines fundamental analysis with technical and economic research, maintaining generally longer-term portfolios that are rebalanced as needed.

William Wagner III is a CFP® professional with 19 years of industry experience, currently advising clients at LPL Financial. He previously worked at Wells Fargo Advisors and affiliated entities for eight years prior to joining LPL Financial. Wagner is also a principal owner of Horizon Wealth Management Group LLC in Wichita, KS, where he dedicates significant time to the practice and serves as a trustee of the Finet 401(k) plan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management solutions.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.