Casey Truman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, also affiliated with Bank of America since 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Janice Bonine is a financial advisor at Robert Baird & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex investments, alongside municipal advisory and public finance services.

Mark Andrews is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts and a product selection that includes affiliated funds.

Wendell Smith is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 54 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has operated Financial Planning Concepts, Inc. since 1991. Smith is also an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. He is a member of the Wichita Regional Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment programs and portfolio management services through a nationwide network of independent advisors.

James Wurbs is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and 23 years of industry experience. His background includes roles at Cambridge Investment Research Inc since 2014 and partnerships at Dunning & Associates CPAs, LLC, and Dunning Financial Partners. He is also an independent insurance agent and provides tax preparation and accounting services through Dunning and Associates CPAs. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through a network of independent professionals with access to proprietary and third-party model solutions across multiple platform arrangements.

Dexter Gooden is a financial advisor with Mass Mutual Investors Services in Wichita, KS, holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked in aviation and healthcare-related roles. He is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance. 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 comprehensive financial planning and asset management services, utilizing firm-approved software and collaborative annual planning to develop tailored recommendations.

Dan Topping is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Keating and Converse Team Financial Services, LLC. Outside of advising, he owns and manages Affordable Mini Storage, LLC in Wichita, KS. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Kent Giffin is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 63 designation and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and manages several businesses related to farming, hunting, and wildlife management in Sedgwick, Kansas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, with an investment approach grounded in modern portfolio theory and tailored to plan objectives. The firm offers both discretionary and non-discretionary services, including investment policy preparation, performance reporting, and participant education, and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Donald Oliphant is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Primerica Advisors since 1990. Oliphant is also involved in sales of loan products, home security and automation services through affiliated companies, and serves as president of Oliphant Legacy, Inc., a legal entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Miguel Gonzalez Jr. is an advisor at LPL Financial based in Wichita, KS. He holds Series 63 and Series 65 licenses and has been working in the financial industry since 2022, with prior experience in various roles at Meritrust Credit Union, Subaru of America, Carvana, Target, and other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services supported by extensive operational tools and a broad network of more than 22,800 advisors.

Dawson Jones is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has held roles at Liquid Art Winery and Estate. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and participates in various programs including the Model Wealth Portfolios wrap program.

Vanessa Rohlman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at firms including Cetera and Voya Financial Advisors, and has maintained a role with RT Financial, LLC since 2021. Outside of financial services, she has prior experience in the hospitality industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, combining advisory platforms with various non-advisory financial activities.

Dallas Clemens is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Commerce Brokerage Services and Commerce Bank. Clemens also serves as an Assistant Vice President at Commerce Bank in a non-investment-related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Cynthia Laub is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1993, starting immediately after graduating from Phillips University with a degree in Business Administration, emphasizing Economics and Marketing. Throughout her career, Cynthia has focused on wealth management consulting and helping clients prepare for and navigate retirement. Cynthia has extensive experience designing portfolios for high-net-worth individuals and their families. Her areas of expertise include divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and retirement income. She works closely with clients to develop investment approaches tailored to their unique goals and priorities, reviewing asset allocation, insurance needs, estate plans, and providing customized retirement analyses. Cynthia holds several professional designations, including Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor®, Personal Investment Advisor, and Retirement Benefits Consultant. Beyond her professional work, Cynthia has personal interests such as basketball, boating, cooking, gardening, golfing, interior decorating, music, singing, spending time with her family, and watching movies.

Cynthia Schlitter is a CFP® professional with seven years of experience in financial advising, currently with Wells Fargo Clearing since 2020. Prior to this, she worked for S & S Business Solutions LLC for eleven years. Outside of her advisory role, she manages a rental property business in Wichita, KS. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Taylor Matthews is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, Matthews worked at INTRUST Bank and LPL Financial. Matthews also serves as a notary in connection with bank services. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Thurston Thies is a financial advisor with Edward Jones in Augusta, KS, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1999. Outside of his advisory role, he serves as a board member of the Augusta Public Library and operates a personal training business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jacob Schwartz is a financial advisor at Equitable Advisors in Wichita, KS, holding a Series 66 credential. He has one year of advisory experience and previously worked at Strategic Resources Inc., Magellan Health, Verizon, and served 11 years in the Kansas Air National Guard. He also operates Schwartz Trading LLC, an independent business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

Joshua Humig is a financial advisor with OSAIC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Woodbury Financial Services, THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he serves as president of a nonprofit organization coordinating mission trips and is a board member of a mission sending organization. OSAIC Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios.

Jade Mccoy is a Series 66 licensed financial advisor with Morgan Stanley in Wichita, KS, and has six years of industry experience. Prior to joining Morgan Stanley in 2020, Jade worked at UMB Bank for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.