Tristyn Lane Westhoff

Tonya Brutchin is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2004, totaling 22 years with the firm. She has eight years of industry experience and holds the Series 66 license. Outside of her advisory role, she is a member of Legacy Management LLC, which leases office space to Edward Jones for her branch office. 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 advisory programs, tax-efficient services, and proprietary investment products through a nationwide network of financial advisors.

Bret Rollins is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2000. 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 portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Kelly Castle is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services for 18 years, as well as Morgan Stanley and its affiliates for eight years. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Bruce Mullen is a financial advisor with Ameriprise in Erie, Kansas, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, Mullen is involved in local business as part owner of 5th Street Bar & Grill and serves on the boards of Neosho Memorial Regional Medical Center and its foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing tax-aware withdrawal advice coordinated with the firm's investment research and advisory resources.

Chad Boaz is a financial advisor with Ameriprise in Erie, Kansas, holding a Series 66 designation and 21 years of industry experience. He previously worked at Edward Jones for 12 years before joining Ameriprise in 2024. Outside of advising, Boaz serves on the board of the Cherry Street Youth Center, acts as treasurer for the Chanute Regional Development Authority, and is a director at The Foundation of NMRMC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized team while offering a broad range of advisory, brokerage, and insurance solutions.