Lisa Haffner is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and having 11 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Kelly Dandurand is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Kelly worked at Morgan Stanley and Morgan Stanley Private Bank from 2018 to 2019. Before entering the financial industry, Kelly was employed at the Diocese of Wichita Kapaun Mt. Carmel Catholic High School for twelve years. Kelly holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Michael Converse is a financial advisor with Raymond James Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Raymond James Financial since 2003. Outside of his advisory role, he is an independent insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tara Elliott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2017, previously working at Ameriprise Financial Services from 2012 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured tools and models to support client planning efforts.

Peyton Pendergrass is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he held various roles in retail, customer service, and education, including at DJ Liquor, College Works Painting, and Fort Hays State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, offering both proprietary and third-party investment solutions without sponsoring its own wrap fee program.

Mark Wiebe is a ChFC® credentialed financial advisor with 35 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 30 years at American Express Financial Advisors Inc. Outside of his advisory work, he serves as treasurer for the Wichita Diocese Cursillo. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining specialized research and modeling with a broad range of advisory, brokerage, and insurance solutions.

Codie Schlotterbeck is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has previously worked at Commerce Bancshares, Inc., LPL Financial, and Commerce Brokerage Services, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers services that include but do not focus on individual security recommendations.

Christopher Mc Neil is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at CWM, LLC, Cetera Advisor Networks LLC, and Prudential Insurance Company of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Shane Goldsmith is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in a side business assessing design ideas for disc golf apparel and equipment. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Susan Thurman is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2020 and has been associated with Financial Benefits Inc and Cambridge Investment Research, Inc since 2013. Outside of advising, she serves as secretary for the nonprofit H3America in Council Grove, KS, and is a licensed notary public in Kansas. 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 advisory services delivered through a network of independent professionals using both proprietary and third-party investment strategies across multiple platform arrangements.

Gregory Carr is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge since 2013 and is also involved as an independent insurance agent and advisory representative through related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse clientele, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Caitlyn Craig is a financial advisor with UBS Financial Services in Wichita, KS, holding a Series 66 designation and eight years at UBS following prior roles in various industries. She has two years of experience as a financial advisor. Outside of her advisory work, Caitlyn is involved as a fitness instructor with Bungee Fit. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Kelly Lare is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at NetApp Inc. for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and fiduciary services through a nationwide network of financial advisors and branch offices.

Grant Garwood is a CFP® and ChFC® with 12 years of industry experience, currently serving with LPL Financial. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services. Garwood is also an author of non-investment related books through his business Proof You Can't Ignore, LLC. LPL Financial is an SEC-registered adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment management options.

Jessica Martinez is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ariel Lee is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked for 18 years since 2008. She is based in Derby, KS. Outside of her advisory role, Lee serves as an assistant middle school basketball coach at Trinity Academy in Wichita, KS. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Blake Standiford is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Morgan Stanley, he worked in various roles including at Summit Materials LLC and Tabor College. Outside of finance, he is involved as a coach with Holman Baseball Shed. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing financial planning through structured discovery and firm-approved tools without individual security recommendations as part of standalone plans.

Emily Harris is a Series 66 licensed financial advisor with Morgan Stanley in Wichita, KS, bringing two years of industry experience. Prior to joining Morgan Stanley, she worked at Newman University and was involved with the Cherokee Strip Landrush Museum and Wichita Northwest High School. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.

Andrew Carro is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2009. 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 and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

Joel Yourdon is a financial advisor with Edward Jones in Augusta, Kansas, holding Series 63 and Series 66 licenses and totaling 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is an owner of Yourdon Farms and serves as an angel investor in the Wingfeather Saga TV series project; he has also held leadership and board roles with the North Alabama Auburn Club and the Boys & Girls Club in Decatur, Alabama. 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 options, supported by a nationwide network of thousands of advisors and branch offices.