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.

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.

Gia Selzer is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and has concurrently worked with Ids Life Insurance Co. since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market modeling techniques.

Abigail Holden is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been affiliated with Cambridge since 2014 and has worked for multiple firms, including DAS Financial and Financial Innovations, LLC. Outside of her advisory role, she volunteers as the Executive Event Chair for the Wichita Walk to End Alzheimer's through the Alzheimer's Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered via a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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.