Caitlyn Craig is a financial advisor with UBS Financial Services in Wichita, KS, holding a Series 66 designation and eight years at UBS following prior roles in various industries. She has two years of experience as a financial advisor. Outside of her advisory work, Caitlyn is involved as a fitness instructor with Bungee Fit. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Kelly Lare is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at NetApp Inc. for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and fiduciary services through a nationwide network of financial advisors and branch offices.

Grant Garwood is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining LPL Financial in 2025, he worked at Green Valley Investments, LLC and Ameriprise Financial Services, Inc., among other firms. He is also an author with a book published through Proof You Can't Ignore, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by extensive advisor-facing technology and a broad set of affiliated financial services.

Jessica Martinez is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ariel Lee is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked for 18 years since 2008. She is based in Derby, KS. Outside of her advisory role, Lee serves as an assistant middle school basketball coach at Trinity Academy in Wichita, KS. 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.

Blake Standiford is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Morgan Stanley, he worked in various roles including at Summit Materials LLC and Tabor College. Outside of finance, he is involved as a coach with Holman Baseball Shed. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing financial planning through structured discovery and firm-approved tools without individual security recommendations as part of standalone plans.

Emily Harris is a Series 66 licensed financial advisor with Morgan Stanley in Wichita, KS, bringing two years of industry experience. Prior to joining Morgan Stanley, she worked at Newman University and was involved with the Cherokee Strip Landrush Museum and Wichita Northwest High School. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate partnerships.

Andrew Carro is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at LPL Financial since 2009 and previously spent 10 years at Merrill. 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 financial planning and investment management services, utilizing various portfolio strategies and technology tools, and supports a network of over 22,800 advisors.

Mitzi Larue is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at Meritrust Credit Union, Wells Fargo Advisors, and Equity Bank, totaling over a decade of experience in financial services. 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 provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Robert Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Morgan Stanley and its affiliated private bank since 2015 and previously spent four years at Mission Peak Capital Advisors LLC. Outside of his advisory role, he serves on the University of Kansas Alumni Board. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and wealth management services supported by structured processes and a broad range of investment solutions.

Kevin Brown is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Cody Ayres is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Osaic in 2024, he spent 16 years at Woodbury Financial Services, Inc. and 2 years at Equitable Advisors. Outside of advisory work, Ayres is involved in agricultural ventures, including raising Wagyu cattle, and serves as a board member for the Garden Plain Farmers Cooperative Elevator Company. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad advisory platform. The firm integrates brokerage and investment advisory services, employing tools such as asset-allocation models and risk-tolerance assessments to manage portfolios across a range of asset classes.

William May is a Certified Financial Planner® with 24 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and is also an independent insurance agent in Wichita, Kansas. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and other clients. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing customizable investment strategies across multiple platforms.

Carson Collinsworth is a financial advisor at OSAIC based in Wichita, KS. He holds a Series 66 designation and has recently entered the industry. His prior work experience includes roles at DoorDash, Hatchett Devlin Automotive Group, Vantage Pointe Financial Group, and teaching positions at Wichita State University and Butler Community College. OSAIC serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of financial services utilizing various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

Shelly Belcher is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for Sherwood, Harper, Dakan, Unruh & Pratt from 2008 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Lance Sloan is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Before entering financial services, he held positions in the automotive industry with Lewis Automotive Group and others. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dustin Wilson is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is assigned a Medallion Guarantee Stamp at INTRUST Bank, N.A. 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, model portfolios, third-party asset management, and institutional platforms.

Brandon Converse is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wichita, KS, holding Series 63 and Series 65 credentials and has 13 years of industry experience. He has previously worked at Keating & Associates, Inc. and currently leads retirement plan advisory services as president and chief compliance officer of Converse Team Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a range of advisory programs across a large network of advisors.

Daniel Wilbert II is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Adam Alter is a financial advisor with Robert W. Baird & Co. based in Wichita, KS, holding a Series 66 designation and eight years of industry experience. He has worked at R.W. Baird since 2017, following brief roles at Allen, Gibbs, & Houlik, LC and the University of Arkansas. Outside of his advisory work, he serves as the public announcer for home football games at Wichita Collegiate School, his alma mater. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including high-net-worth individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a blend of in-house and third-party managers across traditional and complex investment strategies.