Lucas Mckee is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Securities America, Inc. and currently supports Ameritime LLC, an independent registered investment advisory firm. In addition, he is involved with Financial Markets, Inc., which offers non-variable insurance products. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Gaye Erwin is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, she serves as treasurer of the Optimist Club of N. Wichita and operates a craft sales business. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

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.

Robert Preble is a financial advisor at Edward Jones in Wichita, KS, with six years of industry experience. He holds a Series 66 designation and previously served for 22 years with the Wichita Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Chase is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones for his entire career, beginning in 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branches.

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.

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.

Michael Nielsen is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, The O.N. Equity Sales, Ohio National Financial Services, and Bombardier Learjet. Outside of finance, he performs as a musician with the Annie Up Band. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party platforms to construct and manage portfolios across a variety of asset classes.

Alaina Stevens is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at INTRUST Bank and spent a decade in education. She also has experience in a retail business unrelated to finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Molly Alvarez is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Fidelity in various roles since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Kyle Roberts is a financial advisor with Edward Jones in Wichita, KS, holding Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, One Digital, and several insurance firms. 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 advisors and branch offices.