Mark Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Brian Lewallen is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Equity Trust and Wealth Management, Commerce Brokerage Services, and Scottrade, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools as part of its process and manages approximately $2.74 trillion in client assets.

Jason Bailey is a financial advisor at Morgan Stanley in Wichita, KS, with 11 years of industry experience. He has held positions at Morgan Stanley since 2017 and previously worked at AXA Advisors from 2015 to 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Kevin Gruetter is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple firms, including CWM, LLC and Cetera Advisor Networks, and has been involved with Ascension Lutheran Church for over 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Seth Asher is a CFP® professional with 25 years of experience, currently with Cambridge Investment Research Advisors since 2014. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides both proprietary and third-party investment strategies through various platform arrangements, with services tailored to client objectives.

Sarah Dodds is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2012. Based in Wichita, KS, her career has been focused entirely at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of solutions supported by proprietary research and data analytics.

John Malicoat is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at RT Financial, Cetera Advisor Networks, and Theel Insurance Inc. He is also involved with RT Financial LLC as a business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from various sources.

Matthew Bennett is a financial advisor at Robert W. Baird & Co. in Wichita, KS, holding a Series 66 designation. He has been with Baird since 2024 and previously worked for ten years at Bennett Insulation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

John Toothaker is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Osaic and has previous experience at Penn Mutual Life Insurance and Hornor Townsend & Kent Inc. He serves as board chairman of Untamed Athletes, a nonprofit organization focused on youth in the Wichita area. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, using asset allocation tools and automated rebalancing to construct diversified portfolios.

Roy Nelson is a CFP®-designated financial advisor with 11 years of industry experience, currently practicing at Ameriprise in Wichita, KS. He previously worked at Edward Jones for 11 years. Nelson serves on the Board of Directors for the Rotary Club of East Wichita and acts as its Treasurer. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ashley Shields is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan White is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has been self-employed since 2016 while joining LPL Enterprise in 2025. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Wade West is a financial advisor with Edward Jones in Wichita, KS, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, including ten years prior to joining Edward Jones, where he has worked since 2018. Outside of advisory work, he owns a single rental property managed through West Wolf LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Travis Kvassay is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved in several business ventures including retail and e-commerce operations through The Closing Gift Store and Vincit Veritas, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ty Richardson is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Wichita from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Emma Hauser is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 65 licenses, and has six years of industry experience. Prior to joining Ameriprise in 2020, she worked at Powercat Financial, Mariner Wealth Advisors, and Meritrust Credit Union, among other roles. She serves on the Board of Directors for the Wichita Alpha Delta Pi Alumnae Association and is Vice President of both the Financial Planning Association of Kansas and EWI of Wichita. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines internal investment research with third-party data and utilizes a defined investment universe influenced by affiliated product relationships.

Joshua Johnsrud is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also has concurrent roles with Strategic Partners Financial Group and Cambridge Investment Research, Inc. Johnsrud is a principal at Amberway, a separate business involving trading activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various portfolio management options through a network of independent Financial Professionals and supports both discretionary and non-discretionary investment strategies.

Dallas Walker is a financial advisor with LPL Financial in Wichita, KS, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Northwestern Mutual and Meritrust Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Debra Caffrey is a CFP®-certified financial advisor with 19 years of industry experience, currently with LPL Financial since 2021. She previously operated her own advisory firm, Debra L. Caffrey LLC, and has held roles in insurance agencies and home health care. Caffrey also served with Reins Of Hope Therapeutic Riding, Inc., a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Stacy Trapp is a Series 66-credentialed financial advisor with Edward Jones, based in Derby, KS, and has three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.