James Roman is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Gregory Brown is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2008. Outside of his advisory role, he serves as a board member overseeing the distribution of funds for the Sacred Heart Jr. Sr. High School Endowment in Salina, KS. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers both direct and employer-sponsored plans.

Chad Langhofer is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Independent Financial Group, Main Street Advisors, and Banc of America Investment Services. He serves on the board of His Helping Hands, Inc., a ministry affiliated with Central Christian Church in Wichita. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, leveraging proprietary research and third-party data.

James Dye is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at several institutions including Commerce Bank, Sunflower Bank, and Simmons Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by both discretionary and non-discretionary management and comprehensive research resources.

Carla Schartz is a Series 66-licensed financial advisor with Edward Jones in Wichita, KS, where she has worked since 2022. She has four years of industry experience, including seven years in the public education sector with Derby Public School District USD 260. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Chase Demaree is a financial advisor at OSAIC Wealth Inc with a Series 66 designation. He has been with BarnesCo Inc. since 2010 and joined OSAIC in 2026. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services utilizing asset-allocation tools, automated rebalancing, and third-party managed account solutions.

Brett Blackwood is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Blackwood has owned or managed several related business entities focused on retirement planning, insurance sales, and wealth management services. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage, advisory, and financial planning services utilizing proprietary tools and third-party platforms to construct and manage portfolios that may include various asset classes and investment vehicles.

Wyatt Fouts is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and Westar Energy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Phung Van is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with Ameriprise Financial Services LLC and has previously worked at New York Life and several affiliated firms. Outside of his advisory role, Van is the owner of an insurance brokering business and an investor in cryptocurrency. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware strategies. Their retirement income service combines proprietary research and third-party data to deliver customized recommendation reports and ongoing advice.

Jonathan Du Vall is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with firms including Voya Financial Advisors and Axa Advisors, and is a part owner of Duvall Wealth Partners LLC. Outside of investment advisory, he is also an independent insurance agent specializing in fixed insurance product sales. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers with discretionary and non-discretionary program options.

Bryce Flaming is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns and operates a dog kennel where he breeds and raises hunting and field trial dogs as a hobby. He also serves on the board of directors for Butler Rural Electric Cooperative and is vice president of the Circle Booster Club, which supports local educational activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans and portfolio management.

Kenneth Lejuerrne is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2009, totaling 17 years at the firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, model portfolios, and both discretionary and non-discretionary management options.

Simon White is a financial advisor at LPL Financial with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Connect Wealth Advisors, First National Bank of Hutchinson, and the International Brotherhood of Electrical Workers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by model portfolios and research.

Timothy Siefer is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and 13 years of industry experience. His prior roles include work at Waddell & Reed Inc. and Siefer & Kelly Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and technology-driven portfolio management.

Luke Willson is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016, based in Wichita, KS. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lance Lechtenberg is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for 18 years before joining Raymond James in 2020. Outside of his advisory role, Lechtenberg owns and operates a beef cattle ranch near El Dorado, KS. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and nonprofit organizations. The firm uses a tailored, non-discretionary approach based on risk profiling and analytical modeling, supporting implementation through advisory programs and other providers.

Sean Smith is a financial advisor at Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is involved in several private wealth management and financial services ventures focused on retirement planning, insurance products, and financial education. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing across portfolios comprising stocks, bonds, mutual funds, ETFs, and alternative investments.

Delilah Reid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Verizon Wireless and has held various roles in retail and service industries. Merrill, together 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 a range of individual and institutional clients.

Cavon Cockrum is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2016, respectively. Outside of his advisory role, he is involved with AIC Builders LLC, a family-owned business focused on rental homes and property flipping. Merrill, together 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, and institutions.

Paul Baranivsky is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2019, following a nine-year tenure at Invesco Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.