Paul Attwater III is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2009. Attwater serves as a student advisor at Wichita State University’s Barton School of Business, where he educates students on saving, investing, and wealth management. Morgan Stanley Wealth Management is an SEC-registered firm that provides advisory and brokerage services to both individual and institutional clients. The firm offers tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Christopher Jacoby is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at New York Life Insurance Co and NYLife Securities Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Kelly Farber is a financial advisor with Edward Jones in Derby, Kansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Farber operates a remodeling business and has been involved in real estate investment and leasing through Pinstripe Properties LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of discretionary and non-discretionary investment solutions. The firm is notable for its large network of advisors and branches, as well as its affiliated mutual funds, trust services, and securities-based lending options.

Auston Lauber is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Spirit Aerosystems, Wichita Federal Credit Union, and Friends University among others. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supporting portfolio implementation, trading, and account administration.

Matthew Hudson is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011. Hudson also serves in multiple roles at Intrust Bank, including a financial institution duty since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and a variety of portfolio strategies.

James Neslage is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. Outside of his advisor role, he is involved with Neslage Investments LLC as an independent insurance agent. 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 advisory services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Timothy Milford is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Based in Wichita, KS, he holds Series 63 and Series 65 licenses. Outside of his advisory work, Milford has involvement in agricultural business activities, including owning and managing farmland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, supported by research and model portfolio options.

Wilson Brown is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with one year of industry experience. His prior work includes roles at GVH Distribution and Georgia Pacific. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced modeling tools and a wide array of investment products.

Danielle Schreck is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including customized financial planning supported by structured discovery processes and proprietary planning tools.

Kristopher Kidwell is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked with Intrust Financial Services and LPL Financial since 2012. Outside of his advisory role, Kidwell owns a musical instrument repair business and serves as a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, and institutional clients through a broad network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Wilson is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, nVision Wealth Group, IHT Wealth Management, and FBL Financial Group. Outside of his advisory role, he owns the building that houses his Edward Jones branch in El Dorado, Kansas. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices.

Robert Morris is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and over 22 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Morris serves on the finance and investment committees for the United Methodist Health Ministry Fund in Hutchinson, Kansas. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Tracey Easterberg is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position since 2010 at Morgan Stanley Smith Barney LLC. Easterberg holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Connie Haller is a financial advisor at Morgan Stanley with 33 years of industry experience. She previously worked at Merrill from 1993 to 2026. Connie holds Series 63 and Series 65 licenses. She serves as a board member for Safe Families For Children, a charitable organization based in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Brett Bell is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Jill Docking is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and bringing 36 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she serves as a board member of Docking Bancshares in Arkansas City, Kansas. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, employing a range of traditional and complex investment strategies.

Ryan Morris is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has worked at multiple related entities within the Cambridge Investment Research network since 2018 and has additional experience in healthcare and cardiovascular consulting. Outside of advisory work, he serves as a volunteer treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of implementation platforms and strategies tailored to client objectives.

James Easter is a financial advisor at Merrill with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Merrill, he held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jordan Bowersox is a CFP® professional with eight years of industry experience, currently with LPL Enterprise since 2024. He previously worked at Pruco Securities, LLC from 2018 to 2024 and attended the University of Texas at Austin from 2014 to 2018. Bowersox serves on the boards of the YMCA of Wichita and Central Christian Academy, where he contributes to fundraising, awareness efforts, and financial oversight. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory programs with sales of other financial products.

Maria Martin is a CFP®-designated financial advisor with five years of industry experience. She is currently with Ameriprise in Wichita, KS, having previously worked at Gentry Private Wealth, LLC and other financial firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach emphasizes written recommendations and tax-aware withdrawal strategies informed by proprietary research and third-party data.