Shawn Lancelot is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009 and has also worked with Bank of America since 2007. Outside of his advisory role, he serves as Board President of the Boys & Girls Club of South Central Kansas and is a board member of the Komen Breast Cancer Foundation Mid-Kansas Chapter and the Kansas Bankers Association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cale Brown is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory work, Brown owns 5050 Soccer LLC, a business that sells soccer T-shirts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Rustin Leonard is a financial advisor with Thrivent Investment Management in Wichita, KS, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Leonard is involved in community activities including leadership of Blessed Hope Family, a nonprofit supporting foster and adoptive families, and participation on boards focused on Parkinson’s support and local fundraising events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans across a broad range of topics without discretionary portfolio management.

Alexander Carro is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and having seven years of industry experience. His previous roles include positions at Intrust Bank and American Century Investment Services. 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 and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

Heidi Bowen is a financial advisor with Edward Jones in Goddard, KS, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Zachary Giffin is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2019. Prior to his advisory role, he worked at Target and attended Kansas State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Aldo Delgado is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at U.S. Bank and has been affiliated with Intrust Bank since 2017. Outside of his advisory role, Delgado provides bookkeeping services through CheckSix Creative Studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical investment approaches supported by technology and extensive resources.

Joseph Metzen is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Wichita, KS, he also assists with agricultural activities on a family farm in Viola, KS, including small livestock care and occasional harvest support. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive national network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds, trust services, and securities-based lending options.

Mitzi Larue is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Meritrust Credit Union, Wells Fargo Advisors, and Equity Bank, totaling over a decade of experience in financial services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Shelly Belcher is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for Sherwood, Harper, Dakan, Unruh & Pratt from 2008 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Dustin Wilson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is assigned a Medallion Guarantee Stamp at INTRUST Bank, N.A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Wilbert II is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kevin Miller is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial Advisors for 12 years. Outside of his advisory role, he serves as the Athletic Director for St. Elizabeth Ann Seton Catholic School, coordinating the school's athletics programs. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party solutions to build and manage diversified portfolios.

Derek Roach is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. He holds a Series 65 designation and has six years of industry experience. Prior to joining Cambridge in 2020, he was self-employed and worked at American Family Insurance. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies across multiple platforms.

Cecilia Minette is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo in various capacities since 2009, with a brief tenure at LPL Financial from 2023 to 2024. Outside of her advisory role, she is a part-time customer service agent for Delta Airlines through Unifi Aviation LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, and it includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Ashley Benitez is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked at Oxford Senior Living and has experience in design and journalism through roles at Plunder Designs and The Wichita Eagle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Darrick Hoover is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Eagle Strategies (NY Life) and New York Life-related entities. He also operates Hoover Financial Group, which is a business entity associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chase Green is a financial advisor with Cetera in Wichita, KS, holding a Series 66 credential. He has two years of industry experience and has held roles at Cetera Wealth Services, Gough Financial Group, and educational institutions including Butler Community College and Wichita State University. Outside of advising, he has experience working in auction services and at a golf course. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Elizabeth Johnson Duke is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 12 years with Cambridge. Additionally, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using multiple investment platforms and strategies.

Kimberly Read is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is involved in managing a human resources company that supports her practice’s staff. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing tax-aware retirement income planning through a collaborative, non-discretionary approach utilizing proprietary research and third-party data.