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.

Jimmy Cox is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior experience includes 14 years at Sagepoint Financial, Inc. and over four decades at Al Williams. Outside of his advisory work, he co-owns an insurance sales business and serves as a notary. Osaic Wealth, Inc. provides services to a diverse client base that includes individual investors, corporations, and charitable organizations, offering integrated brokerage, advisory, and retirement planning solutions through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and works with third-party money managers to construct portfolios across a broad range of investment vehicles.

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.

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® professional with 18 years of industry experience, currently serving at Edward Jones since 2024. He previously worked at Bank of America and Merrill for ten years each. Outside of his financial career, he engages in musical performance as a saxophone player. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Brandon Mc Beth is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, including a period when the firm operated as Axa Advisors, LLC. Outside of advising, he serves on the Business Growth Partners Membership Committee for Business Networking International. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs, including third-party advisory models and in-house offerings, and delivers ERISA fiduciary services to qualified plans through credentialed advisers.

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.

Telzey Jantzen is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, Jantzen serves as President on the Board of Directors for Xi Beta. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.