Derrick Scott Duncan

Richard Miller is a financial advisor with LPL Financial in Emporia, Kansas, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory work, he is involved in the sale of vintage trucks as a weekend hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by in-house and third-party research.

Daniel Robertson is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and its related entities since 2000 and also owns a CPA firm, Agler & Gaeddert, Chartered DBA A&G Consultants, where he provides tax and accounting services. Additionally, he serves on the board of directors and as treasurer of the Rotary Club of Emporia. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies.

Karly Witte is a CFP® and Series 66-licensed financial advisor with three years of industry experience. She is currently with Ameriprise and has prior experience at OSAIC, SagePoint Financial, ESB Financial, and Community National Bank & Trust. Witte serves on the Board of Directors and the Rotary Club of Emporia and is president of 1801 Rural, a nonprofit organization in Emporia, KS. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Tracy Edwards is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Emporia, KS. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, Edwards serves on the Board of Directors for the Sigma Tau Gamma Delta Chapter Alumni Association and is involved with a local nonprofit social club as an owner. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory support and offers a broad range of brokerage and insurance solutions through its affiliated companies.

Jonathan Geitz is a CFP® professional with 26 years of experience in financial advising, currently serving as an advisor at Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Emporia, KS. Outside of his advisory role, he serves as chairman of the Emporia Area Chamber of Commerce and participates in the Emporia High School Business Advisory committee. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joel Dieker is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. He has been involved with multiple Cetera entities since 2024 and is a partner at Dieker Financial, Inc. Outside of financial services, he works as a general laborer on Dieker Farms, where he performs animal care, crop inspection, and farm upkeep. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.