Stuart Scheer is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at BNC National Bank, Paramount Bank, Mortgage Lenders of America/Zillow Home Loans, and Royal Summit Homes. Outside of his advisory role, he owns a duplex rental property in Wichita, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Dennis Greenwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Greenwood has sole ownership of Innovative Wealth Strategies, LLC, an unrelated business based in Andover, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Daniel Weishaar is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2013 and INTRUST Bank since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms like the Bank Wealth Program.

Nathan Nece is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2017, including a prior role at Profit Builders. Outside of his advisory work, Nece coaches youth soccer through the Together for Wichita Foundation. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on income reliability and tax-aware withdrawal strategies.

Mark Sloan is a CFP®-designated financial advisor with Edward Jones in Wichita, KS, where he has worked since 2008, totaling 18 years of industry experience. Outside of his advisory role, he is involved in managing a condominium rental property in Belize. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network supporting over one million clients and $1.01 trillion in assets under management.

Kyle Roberts is a financial advisor with Edward Jones in Wichita, KS, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at J.P. Morgan Securities, One Digital, and held various roles in insurance and banking. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

David Pater is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is a co-owner of RJJR Inc., a Sub S corporation that manages office suites in Wichita, Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Donald Schreck is a ChFC® and Series 63 credentialed financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He worked at Hornor, Townsend & Kent, Inc. for 30 years before joining Cambridge in 2022. Outside of his advisory role, he is an independent insurance agent through Schreck Financial Group, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals, employing a range of portfolio management strategies across multiple custody platforms.

Cassidy Cheray is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 66 designation and joined OSAIC in 2018 after six years at Jhfn Sii. Outside of her advisory work, she is involved in music education, teaching at Holy Cross Lutheran School and Friends University, and operates Cheray Music Services LLC. Cheray also serves on the boards of Wichita State University Music Associates and Bike Walk Wichita. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage investment portfolios across a wide range of asset classes.

Cole Johnson is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He is also the member and manager of Reclection Financial Strategies, LLC, established in 2023. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, focusing on client risk assessment and matching to appropriate investment models.

Jack Taylor is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Sequent Planning LLC and Futurity First Insurance Group. Taylor's background also includes roles outside of finance, such as teaching at Tabor College and working at Andover High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals and provides a range of portfolio management options, including proprietary models and access to unaffiliated strategists.

Andrew Smidt is a financial advisor with Thrivent Investment Management in Wichita, KS, holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Thrivent in 2025, he worked at Northwestern Mutual from 2023 to 2025. He has contracted to provide life insurance through providers such as Pacific Life, Banner Life, and Gerber Life. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Larry Chadwick is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Cambridge Investment Research since 2014. Outside of his advisory work, Chadwick serves in leadership roles with the Wichita Area Builders Association, including Chairman of the Education Committee and Vice Chairman of the WABA Builders Care Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Justin Dougan is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Brooklyn Young is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2015. He 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 customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Martha Johnson is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors, bringing 41 years of industry experience. She previously worked at New England Securities for 14 years before joining Cambridge in 2014. Johnson serves on the board of the Kansas Baptist Convention Foundation and volunteers with the Girl Scouts Kansas Heartland. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals. The firm offers a range of portfolio management options, proprietary and third-party strategies, and institutional features related to compliance and advisor business relationships.

Jonathan Hoskins is a CFP® with 13 years of experience in the financial industry, currently serving clients at Edward Jones since 2013. He holds the Series 66 designation and works out of Andover, Kansas. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Chelsey Mathias is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and four years of industry experience. She has been with Baird’s Private Wealth Management team since 2022 and previously worked for USD 309 for ten years. Chelsey is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a blend of manager-traded and model-traded strategies.

Luke Prill is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 credential and having one year of industry experience. Prior to joining LPL Financial, he worked at Alphia and held roles outside finance, including at Dold Foods (Hormel) and Tyson Foods. He is also involved in managing a farming business focused on show pigs. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive advisor-facing technology and a broad financial platform.

Tristan Block is a CFP® professional with eight years of industry experience, currently affiliated with OSAIC in Wichita, KS. His work history includes roles at Royal Alliance Associates, Sii, and Financial Solutions. Outside of his advisory work, he is the president and owner of Impact Financial Partners, Inc. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm emphasizes diversified portfolio construction using a range of investment vehicles and offers both discretionary and non-discretionary management options.