Robert Jacob is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of the Blue Sky Investment Club and serves as a trustee for his parents. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Aaron Hargrave is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked with firms including NoxNumis, MML Investors Services LLC, Bluecrest Financial Alliance/Mass Mutual, and Penn Mutual Company. Outside of his advisory role, he serves as a teaching pastor at Destiny Christian Center, where he teaches classes on the Bible and Christian growth. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes a variety of asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment vehicles.

John Terry is a financial advisor at Edward Jones in Wichita, KS, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Konza Prairie Community Health and Dental for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Austin Hubert is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Valley Center, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Christian Koontz is a financial advisor at Edward Jones in Kechi, KS, with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is the owner of ACK, LLC, a real estate business focused on property acquisition and rental management. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Tayton Rico is a financial advisor at Osaic Wealth with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he held positions at NoxNumis, East Central University, Butler Community College, Campus High School, and Haysville Middle School. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using tools like asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Michael Farlow is a financial advisor at Edelman Financial Engines based in Wichita, KS. He holds a Series 65 designation and has been with the firm since 2026. Prior to his current role, he has diverse work experience including positions at Chicken N Pickle and Resolutions Therapy. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, and manages a broad range of portfolios with a long-term investment orientation.

Douglas Shoopman is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2022, he held various roles including positions at Menards, Wichita Property Management Partners, and Benedictine College. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of advisory models implemented through third-party managers and LPL-sponsored programs, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Curtis Bowersox is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is a partner in a family business that owns farmland leased to a local farmer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Michael Howey is a financial advisor with Cetera in Wichita, KS, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Advisors, and Farm Bureau Wealth Management. Outside of his advisory work, he has been involved in modeling for advertising through Gregory Agency. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering multiple portfolio management options through a large network of independent advisors.

Justin Carlson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 17 years. Carlson also serves as an insurance agent with Producers XL in Salina, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various investment programs and uses a combination of model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Donovan Leighton is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, FBL Financial Group, and Equitable Advisors. Outside of his advisory role, he is employed by Sagecamp, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations in partnership with its financial advisors.

Rebekah Brooks is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

Phillip Garrison is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Wichita, KS, where he has worked since 2015. He has 24 years of industry experience. Outside of his advisory role, he coaches at Trinity Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services using a range of investment strategies and managers.

Marvin Fisher is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 63 designation and 43 years of industry experience. He was previously with Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Fisher serves as Vice-President and board member of the Central Community Church Foundation and is Board Chair of the Fellowship of Christian Athletes, a national nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk-tolerance analysis, and multiple managed-account solutions across various investment types.

Sari Cunningham is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Sierra Pacific Mortgage Company and Kansas Star Casino. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to clients’ goals.

Ryan Pater is a financial advisor with Ameriprise in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Kansas State University and the Derby School District. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific 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 tailored, non-discretionary advice through a centralized consulting team.

John Rivera is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Ameriprise Financial Services LLC and has held prior roles at firms including OSAIC, Woodbury Financial Services, Premier Asset Solutions, Eagle Strategies (NY Life), NYLIFE Securities, and New York Life Insurance Company. Rivera is also the author of a book titled *Green Light Life*, which serves as a conversational guide to retirement. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Adam Eilert is a CFP® with six years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has worked with several firms including Keating Financial Advisory Services, Inc. and Aspyre Wealth Partners. Eilert is part of the Converse Team Financial Services, operating as an independent contractor within Converse Financial Advisory, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and supports both advisory programs and institutional consulting.

Matthew Jansen is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previous work experience in customer service roles, including positions at Chick-Fil-A. 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 products supported by a large nationwide network of advisors and branch offices.