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 a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as an appointed agent with Athene through an independent marketing agency. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales on an integrated platform.

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 based in Wichita, KS. He holds Series 63 and Series 66 licenses and has 23 years of industry experience. Prior to joining LPL Financial in 2022, Carlson worked at Thrivent Financial and Thrivent Investment Management Inc. for 17 years. He is also an insurance agent with Producers XL in Salina, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.

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.

Rebekah Brooks is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered through a centralized consulting team.

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.

Sari Cunningham is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds the Series 66 designation and has prior work experience including roles at Sierra Pacific Mortgage Company and Kansas Star Casino. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to clients’ goals.

Ryan Pater is a financial advisor with Ameriprise in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Kansas State University and the Derby School District. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

John Rivera is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Ameriprise Financial Services LLC and has held prior roles at firms including OSAIC, Woodbury Financial Services, Premier Asset Solutions, Eagle Strategies (NY Life), NYLIFE Securities, and New York Life Insurance Company. Rivera is also the author of a book titled *Green Light Life*, which serves as a conversational guide to retirement. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Adam Eilert is a CFP® with six years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has worked with several firms including Keating Financial Advisory Services, Inc. and Aspyre Wealth Partners. Eilert is part of the Converse Team Financial Services, operating as an independent contractor within Converse Financial Advisory, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and supports both advisory programs and institutional consulting.

Vance Garwood is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. He has held previous roles at Raymond James Financial and SJ Prill Investment and Planning Inc. Outside of advisory work, Garwood is involved in farming and agriculture in Andover, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.