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 at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Purple Wave Auction, Exchange Bank and Trust, and in recruitment and admissions at Kansas State University. Nichols is also involved as an Investment Advisor Representative with CORE NORTH CAPITAL PLANNING. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple custodians, proprietary model strategies, and third-party advisers.

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.

Jon Lewis is a CFP® professional with 17 years of experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Mulvane, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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 with approximately $1.01 trillion in assets under management.

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.

Auston Lauber is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to understand their current financial situations and introduce them to the solutions available through Merrill and Bank of America.\n\nHe holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Auston earned a Bachelor's Degree from Friends University.\n\nHis approach focuses on helping clients identify what matters most to them and their families in order to develop strategies aligned with their financial goals.

Alex Buck is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. Prior to his current role, he has been involved with Foundation Building Materials since 2013. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jason Ewertt is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience, all of which he has spent at Edward Jones in Wichita, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Matthew Hudson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at LPL Financial since 2011 and has been affiliated with Intrust Bank since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rune Larneng is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including 16 years at Edward Jones before joining Raymond James in 2021. Outside of his advisory role, he is a 50% owner of Valhalla Fitness LLC, which operates an Anytime Fitness location in west Wichita. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary advice supported by analytical tools and a broad advisor network. The firm also maintains municipal advisory affiliations and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.