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.

Cory Phelps is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Wichita, KS. He holds a Series 66 credential and has eight years of industry experience, including time at Edward Jones. Outside of his advisory role, he serves on the Finance and Investment Committee at Aldersgate United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christina Wilson is a financial advisor with OSAIC in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes roles at New York Life insurance company, NyLife Securities, LLC, Paulseen Financial, and Eagle Strategies. Outside of advising, she volunteers as a notary public and works part-time in retail at Cabelas. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services using a variety of investment tools and platforms, including model portfolios and third-party managed accounts.

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.

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®-certified financial advisor with Ameriprise in Wichita, KS, bringing 13 years of industry experience. Her prior roles include positions at Cetera Investment Services LLC, Equity Bank, and Ameriprise Financial Services, Inc. Outside of her advisory work, she serves on the board of directors and as treasurer for a family-related organization and has been involved in farmhand work at Hagman Hilltop Farms, Inc. for nearly three decades. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports through a centralized consulting team.

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.

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.

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.