Damon Schimming is a financial advisor with LPL Financial based in Wichita, KS, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Visionpoint Advisory Group, LLC and Oppenheimer & Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Gavin Scheer is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Spirit Aero Systems for two years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kendall Klaus is a Certified Financial Planner™ with over 40 years of experience in the financial services industry. He has been affiliated with OSAIC since 2024 and previously worked at Securities America Advisors, Inc. for over two decades. Klaus also serves as an advisor at Klaus Financial Group, where he engages in insurance sales and investment advising. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

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 holding a Series 66 designation. He has one year of industry experience and previously worked at Textron Aviation and Kansas University. Outside of advisory activities, he is also an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. 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 offers comprehensive financial planning and asset management services, employing firm-approved tools such as Monte Carlo simulations and automated asset-allocation software.

Wesley Spurgeon is a financial advisor with Stifel located in Wichita, KS. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Gibraltar Capital Management and Great Plains Industries, and he serves in the Kansas Air National Guard. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

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 with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Oliphant also serves as president of Oliphant Legacy, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Miguel Gonzalez Jr. is a financial advisor with LPL Financial based in Wichita, KS. He holds Series 63 and Series 65 licenses and has recently begun his career in the financial industry. Prior to joining LPL Financial, he held positions at Meritrust Credit Union and various other companies. 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 financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Dawson Jones is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience in the winery industry, having worked with Liquid Art Winery and Estate. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party management, and access to various financial products.

Vanessa Rohlman is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 designations and seven years of industry experience. She has previously worked at Voya Financial Advisors, Inc., Cetera, and RT Financial, LLC. Outside of advising, she has experience as a notary and has been involved with RT Financial, LLC in multiple capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by in-house and third-party research, as well as advanced portfolio management technologies.

Dallas Clemens is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Commerce Brokerage Services, Inc. and Commerce Bank. Clemens also serves as an Assistant Vice President at Commerce Bank in a non-investment-related role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 services, utilizing model portfolios and research from multiple sources.

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.