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.

Ted Emerson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Oppenheimer & Co. Inc. for 11 years. Emerson is also associated with Ad Astra Financial Group in Wichita, KS. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct and manage diversified portfolios.

Zachary Nichols is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. He holds a Series 66 license and has one year of industry experience. Prior to joining Cambridge, he worked at Purple Wave Auction and Exchange Bank and Trust. Nichols is also involved with CORE NORTH CAPITAL PLANNING as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering multiple portfolio management options and both discretionary and non-discretionary strategies.

Thomas Mc Millen is a financial advisor with Ameriprise in Wichita, KS, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Bottom Line Concepts as a referral partner. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight and emphasizes managed accounts within its product offerings.

Matthew O'Malley is a financial advisor with Equitable Advisors in Wichita, KS, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Textron Aviation and has experience in various roles including at the University of Kansas and Angelo's Italian. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a range of third-party and proprietary investment solutions.

Gregory Stahl is a financial advisor at Equitable Advisors based in Wichita, KS, with 20 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2005, also previously affiliated with Axa Advisors, LLC. Outside of advising, he is an owner/member of Greronica, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes client-specific risk assessment and utilizes a range of third-party managed advisory programs and investment products.

Kevin Nichols is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2013. Nichols serves on the board of the Wichita Cancer Foundation and is a trustee of Wichita Collegiate School, contributing to local nonprofit and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Paul Attwater III is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 designations and having 42 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2009. Attwater serves as a student advisor at Wichita State University’s Barton School of Business, where he educates students on saving, investing, and wealth management. Morgan Stanley Wealth Management is an SEC-registered firm that provides advisory and brokerage services to both individual and institutional clients. The firm offers tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Christopher Jacoby is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at New York Life Insurance Co and NYLife Securities Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Kelly Farber is a financial advisor with Edward Jones in Derby, Kansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Farber operates a remodeling business and has been involved in real estate investment and leasing through Pinstripe Properties LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of discretionary and non-discretionary investment solutions. The firm is notable for its large network of advisors and branches, as well as its affiliated mutual funds, trust services, and securities-based lending options.