Kaden Adams is a financial advisor with Equitable Advisors in Andover, Kansas, holding a Series 66 credential and 12 years of industry experience. He has worked with Equitable Advisors since 2013 and also serves as a CPA at David L. Adams & Associates, Inc., where he prepares taxes and performs bookkeeping. Equitable Advisors serves a broad client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Brendan Lee is a financial advisor with Edward Jones in Wichita, KS, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Kyle Mauck is a financial advisor with OSAIC based in Wichita, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at American Century Investment Services, Independent Financial Partners, and IFP Securities. He serves as an instructor for the "Retirement Planning Today" seminar through FMT Solutions and Financial Educators Network. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and a range of investment products, supported by multiple advisory platforms and third-party partnerships.

Lisa Haffner is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and having 11 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Gregory Schlitter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Kelly Dandurand is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with eight years of industry experience. Before joining Edward Jones in 2019, Kelly worked at Morgan Stanley and Morgan Stanley Private Bank from 2018 to 2019. Prior to entering the financial industry, Kelly spent 12 years working at the Diocese of Wichita Kapaun Mt. Carmel Catholic High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is noted for its extensive network of financial advisors and branch offices, as well as additional capabilities including a trust company and securities-based lending.

Shawn Lancelot is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009 and has also worked with Bank of America since 2007. Outside of his advisory role, he serves as Board President of the Boys & Girls Club of South Central Kansas and is a board member of the Komen Breast Cancer Foundation Mid-Kansas Chapter and the Kansas Bankers Association. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Converse is a financial advisor with Raymond James Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Raymond James Financial since 2003. Outside of his advisory role, he is an independent insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cale Brown is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory work, Brown owns 5050 Soccer LLC, a business that sells soccer T-shirts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Rustin Leonard is a financial advisor with Thrivent Investment Management in Wichita, KS, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Leonard is involved in community activities including leadership of Blessed Hope Family, a nonprofit supporting foster and adoptive families, and participation on boards focused on Parkinson’s support and local fundraising events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans across a broad range of topics without discretionary portfolio management.

Tara Elliott is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2017, previously working at Ameriprise Financial Services from 2012 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured tools and models to support client planning efforts.

Peyton Pendergrass is a Series 66-licensed financial advisor at Equitable Advisors with four years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles in various industries, including retail and education. Equitable Advisors serves a wide range of clients, from individuals to institutional investors, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and uses third-party advisory programs alongside proprietary offerings.

Mark Wiebe is a ChFC® credentialed financial advisor with 35 years of industry experience. He has worked at Ameriprise since 2020 and previously spent 30 years at American Express Financial Advisors Inc. Outside of his advisory work, he serves as treasurer for the Wichita Diocese Cursillo. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining specialized research and modeling with a broad range of advisory, brokerage, and insurance solutions.

Codie Schlotterbeck is a financial advisor at Morgan Stanley in Wichita, KS, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2025, Codie worked at Commerce Bancshares, Inc., LPL Financial, and Commerce Brokerage Services, Inc. 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 featuring structured financial planning supported by proprietary tools and investment insights.

Zachary Giffin is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo since 2019. Prior to his advisory role, he worked at Target and attended Kansas State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christopher Mc Neil is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at CWM, LLC, Cetera Advisor Networks LLC, and Prudential Insurance Company of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Shane Goldsmith is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved with Kip and Billy, a business focused on disc golf apparel and equipment where he contributes to design assessment and production. 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 services including financial planning and asset management, utilizing a variety of investment strategies and operational tools across a large network of advisors.

Heike Beeson is a financial advisor with Edward Jones in Wichita, KS, holding the CFP®, ChFC®, and Series 66 designations. She has seven years of industry experience and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked for ten years at Skyline Schools USD 438. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Aldo Delgado is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at U.S. Bank and has been affiliated with Intrust Bank since 2017. Outside of his advisory role, Delgado provides bookkeeping services through CheckSix Creative Studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical investment approaches supported by technology and extensive resources.

Gregory Carr is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge since 2013 and is also involved as an independent insurance agent and advisory representative through related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse clientele, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.