Brandon Haag is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brandon earned his high school diploma from Wichita Southeast and a bachelor's degree from the University of Kansas. Brandon specializes in helping clients build comprehensive wealth management strategies tailored to their individual needs. His expertise includes divorce transition planning, family wealth management, retirement income and planning, portfolio management, tax minimization, and services for endowments, foundations, and non-profits. As a qualified portfolio manager, he offers personalized investment strategies that may incorporate individual securities, Merrill Lynch model portfolios, and third-party strategies, and he provides discretionary management through the firm’s Investment Advisory Program. Brandon is committed to transparent communication and uses a disciplined process to support clients’ current lifestyles, retirement goals, and legacy planning. In addition to his professional work, Brandon is actively involved in his community. He serves on the Board of Directors for CASA of Sedgwick County, supporting children in finding safe and permanent homes. Outside of work, he enjoys golfing, hiking, running marathons, skiing, traveling, and spending time with his wife and two daughters.

Cooper Hanning is a financial advisor with Mass Mutual Investors Services in Wichita, KS, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and also maintains a role with MassMutual Life Insurance Company beginning in 2013. Outside of his advisory work, Hanning is involved with Proud Flag Productions, an entertainment and event-hosting business, and serves as a board member for Simply Hygiene, a nonprofit organization. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers structured, collaborative financial planning engagements and various programmatic investment solutions.

Logan Wiebe is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intrust Bank and Chisholm Trail State Bank. Based in Wichita, KS, he also serves as a notary for Intrust Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Christopher Helmick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Merrill Lynch, Wichita Federal Credit Union, and Wells Fargo Clearing. He is also an independent contractor with Converse Team Financial Services, providing financial planning and company retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting, supported by analytical tools and risk profiling, and maintains specialized offerings such as a SIMPLE IRA Employer Advisory & Consulting Services program.

Daniel Nottingham is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, he was associated with Burns and McDonnell. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Ryan Dunbar is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for over 15 years. Outside of his advisory role, Dunbar is involved in several business activities including partnerships and directorships in insurance and advisory firms, as well as serving as a marketing manager for Medicare Campus. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple advisory platforms and third-party services.

Scott Kitterman is a financial advisor with Edward Jones in Derby, KS, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both retail and institutional client services.

Jeffrey Smith is a financial advisor with LPL Financial in Derby, Kansas, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2012 and with Linsco/Private Ledger since 2002. 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 range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Grant Goering is a financial advisor with Raymond James Financial in Wichita, KS, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at Raymond James Financial since 2021 and previously spent ten years at RCB Bank. Outside of his primary role, he provides investment research and portfolio allocation support at Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Aaron Alexander is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Commerce Bank and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Alan Corliss is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2011 and previously spent three years at A. G. Edwards & Sons, Inc. Corliss also serves as a financial advisor at Intrust Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advisor tools including machine learning, while maintaining oversight of more than $819 billion in discretionary assets.

Robert Moore is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1983, concurrently affiliated with Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, charities, and institutional investors through managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America’s broader banking and capital-markets platform.

George Chandler is a financial advisor with LPL Financial based in Wichita, KS. He holds the Series 63 and Series 65 designations and has three years of industry experience. Chandler has worked with LPL Financial since 2013 and concurrently at INTRUST Bank since 2014. 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 access, and institutional platforms such as the Bank Wealth Program.

Stephen Mattocks is a CFP® and ChFC® with 34 years of industry experience. He is currently with OSAIC and has worked previously at AIG Financial Advisors, Inc. since 2005. Outside of his advisory role, he owns Wheatland Insurance Group, Inc., which provides insurance products and sales training to agents. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes firm-provided tools and third-party solutions to construct and manage investment portfolios.

Gage Kennedy is a CFP® certificant with three years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has worked at Aristata Financial and Raymond James Financial Services, Inc., among other roles in the financial sector and educational institutions. Kennedy also assists at Aristata Financial in client relations and marketing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, offering tailored, non-discretionary advice supported by advanced analytical tools.

Joshua Bolan is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at Hornor Townsend & Kent Inc and multiple firms he founded or has been involved with, including JSB Retirement Solutions and Schreck Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers a variety of portfolio management options and employs both proprietary and third-party model strategies tailored to client objectives.

Taylor Gilmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Taylor also provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Taylor holds a Bachelor's Degree from Wichita State University, where he was a member of the baseball team. He carries the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, services for endowments and non-profits, managing new wealth, sports and entertainment, and retirement income strategies. He is actively involved in community organizations including Knights of Columbus, March of Dimes, National Multiple Sclerosis Society, and St. Catherine of Siena Men's Club. Taylor’s personal interests include baseball, basketball, cooking, football, golfing, traveling, and watching movies.

Donald Baxter is a CFP® professional with 49 years of industry experience. He currently works at OSAIC and has held prior positions at SagePoint Financial, Inc. and SII Investments, Inc. He is president of Baxter & Associates, Inc. and has served as past president and board member of the Air Capital Cosmopolitan Club International of Wichita. Baxter is also a member of the East Y’s Mens Group, which organizes fundraisers benefiting local YMCA chapters. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with a platform built on multiple mergers and private-equity ownership.

Michael Caffrey is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory work, he is involved with Big Daddy Oil, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher McGill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Benjamin F. Edwards & Co for eight years before joining Cambridge in 2020. McGill serves as a board member for the Highlands at Terradyne Townhomes HOA in Andover, KS. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services utilizing a range of portfolio management approaches and proprietary model strategies.