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.

Nicholas Farlow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes long-term roles at PFS Investments Inc. and Primerica Financial Services, as well as nearly three decades with The Boeing Company. He is also involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,964 advisors and $15.5 billion in assets under management. The firm delivers advisory services primarily through model-driven strategies managed by third parties, supported by custodial and execution platforms such as BNY Mellon Advisors and Pershing.

Joseph Knorp is a financial advisor at LPL Financial in Wichita, KS, holding a Series 66 designation with nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at INTRUST Bank from 2015 to 2017 and was affiliated with the University of Kansas from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, while supporting advisors with advanced operational and research tools.

Ronald Wherritt is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2010. In addition to his role there, he has 50% ownership in Adroit Wealth Management, LLC, where he also serves as a financial advisor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, and business-owner transition planning, using Wells Fargo research and tools to develop tailored recommendations.

Todd Wessel Jr. is a Series 66 licensed financial advisor with Ameriprise in Wichita, KS, with 10 years of industry experience. He has worked with Ameriprise Financial Services since 2016. Outside of his advisory role, he participates in promotional sports activities and social media engagements related to his local recognition as a former college athlete. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Eric Fender is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2006. Fender also manages his own financial planning practice through a business he owns. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement income recommendations.

Brock Toothaker is a financial advisor at OSAIC based in Wichita, KS, holding a Series 66 designation. He has less than one year of industry experience and has prior work history in education, including roles at Wichita State University, Fort Hays State University, Butler Community College, and Clearwater High School. OSAIC serves a diverse client base that includes individual investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and automated rebalancing to manage portfolios.

Caleb Klein is a financial advisor with MassMutual Investors Services in Wichita, KS, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Klein is also involved in fee-based insurance advisory and operates Klein Hanning Financial, LLC, which supports his financial advising and client care activities. MassMutual 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 financial planning, asset management, and educational seminars, using firm-approved tools and structured, collaborative planning engagements.

Travis Tanner is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Apex Engineering International and Cox Communication. Outside of his advisory role, he co-owns a rental property inherited by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a wide range of advisory programs and investment strategies and operates under a fiduciary standard.

Lori Zern is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 license and eight years of industry experience. She previously worked at Bergkamp Financial Inc and has experience with insurance agencies and advisory roles dating back to 2018. Outside of her advisory work, she was involved with Village Tours LLC for 14 years. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supporting clients with strategic, tactical, and alternative investment strategies.

Jamie Hickok is a Series 66-licensed financial advisor with Edward Jones in Park City, Kansas, with eight years of industry experience. Before joining Edward Jones in 2018, he worked at Syndeo Outsourcing for two years. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Matthew Barton is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked for 12 years at GKN Aerospace. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.