Jake Swisher is a Series 66-registered financial advisor with Charles Schwab in Wichita, KS, where he has worked since 2025. Prior to joining Schwab, he held roles at Southern Glazer's Wine & Spirits and The Home Depot. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment approach includes primarily non-discretionary advice combined with access to discretionary separately managed accounts and multi-asset model portfolios.

Kevin Mcwhorter is a financial advisor with Robert W. Baird & Co. in Wichita, KS, holding Series 63 and Series 66 registrations and bringing 48 years of industry experience. He has been with Robert W. Baird since 2015. Outside of his advisory role, Mcwhorter serves as a board member for Sedgwick County USD #265 Goddard, participates on the Wichita Library Board and Foundation, acts as secretary for the Breezy Lake Homeowners Association, and is treasurer for the Kelly Rogers Gubernatorial Inauguration Committee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a variety of investment strategies and oversight tailored to client goals and risk tolerances.

Dennis Greenwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Greenwood has sole ownership of Innovative Wealth Strategies, LLC, an unrelated business based in Andover, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Daniel Weishaar is a financial advisor with LPL Financial in Wichita, KS. He holds a Series 66 designation and has 12 years of industry experience. Prior to and concurrently with his role at LPL Financial since 2013, he has worked at INTRUST Bank since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Nathan Nece is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2017, including a prior role at Profit Builders. Outside of his advisory work, Nece coaches youth soccer through the Together for Wichita Foundation. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on income reliability and tax-aware withdrawal strategies.

Mark Sloan is a CFP®-designated financial advisor with Edward Jones in Wichita, KS, where he has worked since 2008, totaling 18 years of industry experience. Outside of his advisory role, he is involved in managing a condominium rental property in Belize. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network supporting over one million clients and $1.01 trillion in assets under management.

Leann Nickel is a financial advisor with Edward Jones in El Dorado, KS, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of advising, she owns farm land in Kansas that is rented out and used for raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and providing various tax-efficient and alternative investment services.

Michael Nielsen is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, The O.N. Equity Sales, Ohio National Financial Services, and Bombardier Learjet. Outside of finance, he performs as a musician with the Annie Up Band. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party platforms to construct and manage portfolios across a variety of asset classes.

Kyle Roberts is a financial advisor with Edward Jones in Wichita, KS, holding Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, One Digital, and several insurance firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Pater is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is a co-owner of RJJR Inc., a Sub S corporation that manages office suites in Wichita, Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Cassidy Cheray is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 66 designation and joined OSAIC in 2018 after six years at Jhfn Sii. Outside of her advisory work, she is involved in music education, teaching at Holy Cross Lutheran School and Friends University, and operates Cheray Music Services LLC. Cheray also serves on the boards of Wichita State University Music Associates and Bike Walk Wichita. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage investment portfolios across a wide range of asset classes.

Cole Johnson is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He is also the member and manager of Reclection Financial Strategies, LLC, established in 2023. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, focusing on client risk assessment and matching to appropriate investment models.

Larry Chadwick is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Cambridge Investment Research since 2014. Outside of his advisory work, Chadwick serves in leadership roles with the Wichita Area Builders Association, including Chairman of the Education Committee and Vice Chairman of the WABA Builders Care Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Justin Dougan is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Brooklyn Young is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jonathan Hoskins is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2013. He holds the Series 66 designation and is based in Andover, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Chelsey Mathias is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and four years of industry experience. She has been with Baird’s Private Wealth Management team since 2022 and previously worked for USD 309 for ten years. Chelsey is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a blend of manager-traded and model-traded strategies.

Luke Prill is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Financial in 2025, he was associated with Prill Garwood Financial Advisors and Alphia. Outside of his advisory work, he operates Prill Show Pigs, a farming business in Andover, KS. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Kaden Adams is a financial advisor with Equitable Advisors in Andover, Kansas, holding a Series 66 credential and 12 years of industry experience. He has worked with Equitable Advisors since 2013 and also serves as a CPA at David L. Adams & Associates, Inc., where he prepares taxes and performs bookkeeping. Equitable Advisors serves a broad client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Kyle Mauck is a financial advisor with OSAIC based in Wichita, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at American Century Investment Services, Independent Financial Partners, and IFP Securities. He serves as an instructor for the "Retirement Planning Today" seminar through FMT Solutions and Financial Educators Network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and a range of investment products, supported by multiple advisory platforms and third-party partnerships.