Cary Morris is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in local recreation and hospitality businesses and serves as president of the USTA Kansas chapter. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Brian Docking is a CFP® with 20 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. He holds leadership roles outside of his advisory work, including Chair of the Board at Union State Bank and board member and officer at Docking Bancshares, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

John Cole is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jeremy Horn is a financial advisor at Morgan Stanley in Wichita, KS, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, he worked at American Underwriters Life for 14 years. Outside of finance, Horn is a partner in several Wichita Brewing Company entities, including a microbrewery, restaurant, and event venue. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Justin Harrold is a financial advisor with Osaic Wealth, Inc. He holds a Series 63 designation and has 20 years of industry experience. His prior firms include Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, Harrold is president of JTH, Inc., which provides fixed insurance products and tax preparation services, and he serves as treasurer and shareholder of Impact Financial Partners, Inc. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and risk-assessment tools and supports both discretionary and non-discretionary portfolio management.

Andrew Beversdorf is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Todd Rhodes is a financial advisor with Edward Jones in Haysville, KS, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a fractional owner of a gas production business in Oklahoma City. 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 through a network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Damon Schimming is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Visionpoint Advisory Group, Oppenheimer & Co, Merrill, and Flagstone Investments LLC. He is based in Wichita, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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, holding a Series 66 designation and 23 years of industry experience. He has been with Cambridge since 2014 and is also a partner at Dunning & Associates CPAs, LLC, where he provides accounting and tax services. In addition, he operates as an independent insurance agent through Dunning Financial. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to proprietary model strategies and third-party advisers.

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.

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 who holds a Series 63 designation and has 38 years of industry experience. He worked previously at A. G. Edwards & Sons, Inc. for 10 years before joining Wells Fargo in 2016. Outside of advising, he is involved in several agricultural and wildlife-related businesses, including leasing farm equipment, guided hunting trips, and providing wildlife management services in Sedgwick, Kansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.