Steven Edward Fry

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 with Raymond James Financial in Dodge City, KS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2006. Heath is also a partner in Dodge City Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.

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.

Janae Roman is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Farm Bureau Financial Services and AGH Wealth Advisors. Outside of advising, she is co-owner of a family farm business in Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wes Owens is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 28 years of industry experience. He previously worked at Edward Jones for 21 years and has been self-employed since 1986. Outside of his advisory career, he owns and operates a farm in Dodge City, Kansas. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.