Richard Kluge is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing and its affiliates since 2009. Kluge also serves as a trustee and holds power of attorney for his mother's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rachel Long is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley since 2023 and previously spent four years at IMA Wealth, Inc. Outside of her advisory role, she is involved with R & K Holding, LLC, a real estate business based in Wichita, Kansas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Nathan Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank and AXA Advisors, as well as a prior position outside finance at Ziggys Pizza. 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 that utilizes structured discovery and proprietary planning tools.

Matthew Anderson is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Anderson serves on the Valley Center, Kansas, school board and operates Hornet Aviation LLC, a business related to aviation where he is also a pilot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

Ronald Boss is a financial advisor with Cetera, holding a Series 66 license and 25 years of industry experience. He has been affiliated with Cetera and its related entities since 2015 and operates Boss & Company, providing accounting, tax preparation, and bookkeeping services. Outside of advisory work, he is the owner and president of Heartland Granite Inc., a granite sales and installation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Dylan Kuhn is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill and Bank of America in 2022, he worked with KMS, LLC and KMS, Inc., and has prior experience with Wichita State University and Ora Design Group Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

George Hornbeck is a financial advisor with OSAIC in Wichita, KS, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial Advisors from 2010 to 2023. He also serves as a Notary Public and has experience presenting educational seminars on retirement topics. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs a range of tools and strategies to construct diversified portfolios tailored to clients’ risk tolerance and investment restrictions.

Sara Schmidt is a financial advisor at Edward Jones with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent 13 years at Spirit AeroSystems. Schmidt serves as Treasurer and Financial Advisor for the NextGen Alliance in Douglass, KS, overseeing financial records and reporting to the Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Bryan Hanning is a financial advisor with MassMutual Investors Services in Wichita, KS, holding Series 63 and Series 65 designations. He has 32 years of industry experience, including over three decades with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Hanning serves as a board member of Heartland Community Church and is involved in insurance sales and fee-based insurance advisory activities through his own entities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning engagements supported by firm-approved software, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Cynthia Patry is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and TD Ameritrade. She has also volunteered for a nonprofit organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment due diligence.

Katherine Hagman is a CFP® with 14 years of industry experience, currently advising clients at Ameriprise in Wichita, KS. She has held prior roles at Cetera Investment Services and Equity Bank. Outside of her advisory work, she is involved in farm operations and serves on the board of directors and as treasurer for a family business. 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 dependable income and tax-aware withdrawal strategies.

Gaye Erwin is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, Erwin serves as treasurer for the Optimist Club of North Wichita and is involved in craft sales. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Connie Dutton is a financial advisor with Wells Fargo Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her role at Wells Fargo, she has a 50% ownership stake in Androit Wealth Management LLC and serves as a trustee for her daughter. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad menu of planning services and integrates advisory services with other financial products and referral channels.

James Bonifas Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and offering 24 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. Outside of his advisory role, he is also an independent insurance agent in Wichita, KS. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Gabriel Buckbee is a Series 66 licensed financial advisor with Equitable Advisors, based in Wichita, KS, and has three years of industry experience. Prior to joining Equitable Advisors in 2023, he held roles at Bombardier Learjet and Wichita State University, among other positions. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and emphasizes personalized risk assessment and matching clients to a range of firm-offered and third-party investment programs.

Ryan Bippert is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a First Sergeant with the Kansas Air National Guard and owns a small coffee roasting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Dustin Lentz is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he performs as a keyboardist in a band. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Brett Winter is a financial advisor at Charles Schwab with 33 years of industry experience. He holds a Series 63 designation and has worked at Charles Schwab since 1995, including roles at Charles Schwab Bank, SSB. He is also associated with BMW Investments, LLC since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational infrastructure.

Jake Swisher is a Series 66-registered financial advisor with Charles Schwab in Wichita, KS, where he has worked since 2025. Prior to joining Schwab, he held roles at Southern Glazer's Wine & Spirits and The Home Depot. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment approach includes primarily non-discretionary advice combined with access to discretionary separately managed accounts and multi-asset model portfolios.

Kevin Mcwhorter is a financial advisor with Robert W. Baird & Co. in Wichita, KS, holding Series 63 and Series 66 registrations and bringing 48 years of industry experience. He has been with Robert W. Baird since 2015. Outside of his advisory role, Mcwhorter serves as a board member for Sedgwick County USD #265 Goddard, participates on the Wichita Library Board and Foundation, acts as secretary for the Breezy Lake Homeowners Association, and is treasurer for the Kelly Rogers Gubernatorial Inauguration Committee. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing a variety of investment strategies and oversight tailored to client goals and risk tolerances.