Janae Roman

Amber Wallis is a financial advisor with Heritage Financial Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been associated with LPL Financial since 2014 and has provided investment advisory services through Diversified Portfolio Management, LLC since 2013. Outside of her advisory roles, Wallis is also a notary public in Dodge City, KS. Heritage Financial Solutions offers investment management and financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, passive-oriented investment approach based on modern portfolio theory, emphasizing diversified portfolios constructed primarily from no-load or load-waived mutual funds and ETFs.

Terry Rabe is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Belpointe in 2017, he worked at Tuttle Wealth Management, LLC for six years and has operated his own CPA practice since 1987, providing tax preparation and accounting services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm employs customized portfolios with a range of active and passive strategies and supports affiliated businesses including proprietary funds and back-office services for other advisers.

Travis Heath is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James since 2006. Heath is a partner in Dodge City Financial LLC, a support company based in Dodge City, Kansas. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers tailored financial planning and investment consulting, with a significant portion of its advisory business conducted on a non-discretionary basis.

Melanie Harshberger is a financial advisor with Edward Jones in Dodge City, KS, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is a partner in Harshberger Enterprises, a family-run agricultural production business. Edward Jones is a wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Wes Owens is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked at Edward Jones for 21 years and has been self-employed since 1986. Outside of his advisory role, Owens operates a farm in Dodge City, KS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gentry Peterson is a financial advisor at Edward Jones with eight years of industry experience. He has held roles at Edward Jones since 2017 and previously worked at Schneweis Tax & Accounting, CivicPlus, Inc, and American Family Insurance. Peterson holds the Series 66 designation. 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.