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 an advisor with LPL Financial based in Wichita, KS. He holds Series 65 and Series 63 licenses and has been with LPL Financial since 2025. Prior to joining LPL, he has worked in various roles across the retail and automotive industries, including positions at Meritrust Credit Union, Subaru of America, and Carvana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions.

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 at LPL Financial with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at firms including Voya Financial Advisors and Cetera. In addition to her advisory role, she serves as a notary in Wichita, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of financial planning and investment services to individuals, retirement plan participants, institutions, and banks. The firm supports its advisors with model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

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.

Van Harrold is a financial advisor with OSAIC based in Wichita, KS, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. He is owner and president of Van Harold and Associates, an S-Corp focused on tax preparation, and serves as president and shareholder of Impact Financial Partners, Inc., an investment-related business. OSAIC serves a diverse client base including individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients through a large network of affiliated advisors and platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes.

Scott Moore is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Summit Financial Group. In addition to his advisory role, he operates as an independent insurance agent specializing in life insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an emphasis on asset allocation, risk management, and multiple third-party managed account solutions.

Rayce Hoepker is a CFP® with five years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2020. Prior to this role, he held positions in various sectors including education and retail. Outside of his advisory work, he is co-owner of a small business, Reflection Financial Strategies ICT, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, and institutional clients, utilizing a broad network of Investment Adviser Representatives and third-party program sponsors.

David Ewert is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Independent Advisors, LLC for 24 years and Eisenhart And Associates for over 30 years. Outside of his advisory work, he maintains and manages a rental property in Wichita, KS. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning and a range of asset-management programs. The firm uses a variety of advisory models, primarily implemented through third-party managers and TAMPs, and provides ERISA fiduciary services for qualified plans.

Katrina Erker is a Series 66-licensed financial advisor with UBS Financial Services in Wichita, KS, where she has worked since 2007. She has 17 years of industry experience and also serves as a consultant for a jewelry business. Additionally, she holds the position of Treasurer for the Conway Springs Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.