David Mc Fadden II is a financial advisor with Ameriprise in Augusta, KS, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, MML Investors Services LLC, First Command, and Bank of the West. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Ryan Zern is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he spent seven years at OneSource Technology. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shane Pfingsten is a financial advisor at Osaic Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. In addition to his advisory role, Pfingsten provides general education on retirement-related topics through a marketing business. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms with a portfolio construction process that includes asset allocation tools, risk assessments, and automated rebalancing.

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.

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.

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®-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.