James Neslage is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Raymond James Financial Services, Wells Fargo Advisors, Morgan Stanley, and Merrill. He is also an independent insurance agent operating through Neslage Investments LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Timothy Milford is a CFP® professional with 26 years of experience in the financial services industry. He has worked at LPL Financial since 2009 and previously held positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley Dw Inc. Outside of his advisory work, he owns and manages farmland in the Wichita, KS area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by both proprietary and third-party research, with a platform that includes model portfolios, direct indexing, and various alternative strategies.

Scott Sennett is a financial advisor at LPL Financial in Wichita, KS, with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a 31% owner of Horizon Wealth Management Group, LLC. 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 financial planning and investment management services through a large network of investment adviser representatives using model portfolios, third-party subadvisors, and customized strategies.

Wilson Brown is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with one year of industry experience. His prior work includes roles at GVH Distribution and Georgia Pacific. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by advanced modeling tools and a wide array of investment products.

Danielle Schreck is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. 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 customized financial planning supported by structured discovery processes and proprietary planning tools.

Krysten Eilert is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and two years of industry experience. Her prior roles include positions at Primerica Financial Services and PFS Investments Inc. She has also been involved in community and nonprofit work related to the Diocese of Dodge City and Divine Mercy Radio. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models supported by BNY Mellon Advisors and Pershing.

Lin Zhou is a financial advisor with J.P. Morgan Securities in Wichita, KS, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining J.P. Morgan in 2023, Zhou worked at Bank of America and has ownership roles in two aviation-related businesses, Mid-America Aircraft Sales LLC and Steel Panda Aviation LLC, which focus on small aircraft sales, leasing, and servicing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Robert Morris is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and over 22 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Morris serves on the finance and investment committees for the United Methodist Health Ministry Fund in Hutchinson, Kansas. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Tracey Easterberg is a financial advisor at Morgan Stanley with 30 years of industry experience. She has held her current position since 2010 at Morgan Stanley Smith Barney LLC. Easterberg holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Connie Haller is a financial advisor at Morgan Stanley with 33 years of industry experience. She previously worked at Merrill from 1993 to 2026. Connie holds Series 63 and Series 65 licenses. She serves as a board member for Safe Families For Children, a charitable organization based in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Brett Bell is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Suparna Tirukonda is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors and Financial Benefits, Inc. She serves as Finance Committee Chair for United Way of the Plains and is Chair of the Wichita Independent Business Association board. She is also president of Anura Capital LLC and co-owner of Cordell & Associates, conducting business through their DBA Cordell Wealth Management. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services and access to third-party money managers. The firm employs various asset-allocation tools and investment platforms, managing portfolios across multiple asset classes on discretionary or non-discretionary bases.

Wendy Cox is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network for nine years. Outside of her advisory role, she is involved with Conway Springs Veterinary Service and assists with Aristata Financial, where she supports client relations and marketing efforts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and advisory services, utilizing risk profiling and analytical tools to support informed client decisions.

Jill Docking is a financial advisor with Robert W. Baird & Co., holding a Series 63 designation and bringing 36 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she serves as a board member of Docking Bancshares in Arkansas City, Kansas. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary management, employing a range of traditional and complex investment strategies.

Ryan Morris is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has worked with Cambridge Investment Research Advisors since 2021 and previously was employed at Ascension St. Francis Hospital and Cardiovascular Consultants of KS. Outside of advising, he serves as a volunteer treasurer. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

James Easter is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2023 to 2026 and has experience in both financial services and other industries, including higher education and logistics. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, pension plans, corporations, and charitable organizations.

Jordan Bowersox is a CFP® professional affiliated with LPL Enterprise, with eight years of industry experience. He previously worked at Pruco Securities, LLC for six years and has an academic background from the University of Texas at Austin. Outside of his advisory role, Bowersox serves on the boards of the YMCA of Wichita and Central Christian Academy, focusing on fundraising and financial oversight. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Maria Martin is a CFP®-credentialed financial advisor with five years of industry experience. She is currently with Ameriprise and has prior experience at firms including Gentry Private Wealth, LLC and V Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines research, algorithmic tools, and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Kay Koehler is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Since 2012, Koehler has been with Morgan Stanley Smith Barney LLC. Outside of financial advising, Koehler is involved in an agricultural business selling eggs in Harper, Kansas. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and employer-based arrangements.

Julie Staehr is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 1993 and has been affiliated with Bank of America, N.A. since 2016. Outside of her advisory role, she assists with a telecommunications consulting LLC started by her husband. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.