Shannon Hettenbach is a financial advisor with Primerica Advisors in Augusta, KS, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to advisory work, she is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and provides model-based investment strategies supported by third-party asset managers and custodians. The firm focuses on advisory services for individual clients rather than institutional or pension plans.

Joel Dickey is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a range of capital markets and research resources to tailor investment strategies.

Braden Archer is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commerce Bank, Bank of America, Merrill Lynch, and Mercer-Zimmerman. Outside of his financial career, he has worked in the restaurant and retail sectors, including Chester's Chophouse & Wine Bar and Tradehome Shoes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.

Mark Keene is a financial advisor with Osaic Wealth, Inc. in Andover, Kansas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Woodbury Financial Services, Eagle Strategies (NY Life), New York Life Insurance Company, and founding Keene Insight Financial Strategies, LLC. Keene also serves as Vice President of a local homeowners association. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs a variety of investment tools and platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Maelauren Hudson is a CFP® with 12 years of industry experience, currently practicing at LPL Financial. Her work history includes roles at Intrust Bank NA and Hightower Advisors, along with prior tenure at LPL Financial. 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, supported by technology tools and a broad network of over 22,800 advisors.

Joseph Tigert is a financial advisor at LPL Financial with 37 years of industry experience. His prior roles include tenures at New York Life, Eagle Strategies, Voya Financial Advisors, Cetera, and RT Financial, LLC. He holds Series 63 and Series 66 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers.

Ishmael Morris is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies, Hoover Financial Group, NYLIFE Securities LLC, and New York Life Insurance Co. He is involved with Hoover Financial Group, a DBA for his LPL business. 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 access to institutional platforms, supporting advisors with research tools and a broad array of investment strategies.

Gabriel Parham is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. 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 access to third-party asset managers, supported by technology tools and a broad platform of financial products.

Micheal Sampson is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Waddell & Reed, various insurance carriers, and Textron Aviation. Outside of his advisory role, he serves as a precinct committeeman. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, managed portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using both model portfolios and customized strategies.

Donna Davis is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 credential and seven years of industry experience. She has worked at several firms including OSAIC, Woodbury Financial Services, Eagle Strategies, and NYLIFE Securities. Outside of advisory work, she is involved as an operations manager at Greenlight Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Corey Rausch is a Series 66-licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2017. He previously worked at The Commerce Trust Company for one year. He is based in Wichita, KS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor investment strategies.

Joseph Gray is a financial advisor with Charles Schwab in Wichita, KS, holding Series 63 and Series 66 licenses. He has 31 years of industry experience, including over two decades with Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and a distinctive operational model.

Rex Clevenger is a CFP® professional with 35 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years. Outside of his advisory role, Clevenger is the managing principal of Aristata Financial, a support company based in Wichita, KS, and serves as a co-trustee managing investment decisions for his and his wife’s revocable living trusts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kara Troyer is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation. She has been with Edward Jones since 2018 and has prior experience as a homemaker. Outside of her advisory role, she is involved in family investment partnerships and works as an independent representative for Zyia, a direct marketing company specializing in activewear and wellness supplements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, notable for its extensive network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Zachary Thomas is a Series 66-licensed financial advisor with Morgan Stanley in Wichita, KS, with four years of industry experience. He previously worked at Bank of America for six years before joining Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory role, he operates a music production company, providing contract services to musical artists on a limited basis. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Nolan Pauly is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Pauly Resources Inc and Christina Cobb, as well as various roles in insurance and financial services dating back to 2009. Outside of advisory work, he is the sole member of Pauly Resources Inc, a non-investment-related LLC. 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 range of financial planning and investment management services, employing both proprietary and third-party strategies with a focus on scale and breadth in advisory and non-advisory financial activities.

Daniel Day is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he was involved with NewDays LLC and held roles under Prudential/Valeris and LPL Enterprise. Outside of his advisory work, Daniel owns two food service businesses in Wichita, Kansas. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Thomas Roulston is a financial advisor at UBS Financial Services with 34 years of industry experience. He has previously worked at Wells Fargo Clearing and Morgan Stanley DW Inc. for a combined total of nine years. Roulston holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory process.

Brendan O Bryhim is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Edward Jones in Wichita, KS, having joined the firm in 2024. His prior experience includes roles at Bank of America, Merrill, and Principal Financial Services. Outside of finance, he has engaged in musical performance as a saxophone player. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.