Martha Johnson is a ChFC® credentialed financial advisor with Cambridge Investment Research Advisors, bringing 41 years of industry experience. She previously worked at New England Securities for 14 years before joining Cambridge in 2014. Johnson serves on the board of the Kansas Baptist Convention Foundation and volunteers with the Girl Scouts Kansas Heartland. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent financial professionals. The firm offers a range of portfolio management options, proprietary and third-party strategies, and institutional features related to compliance and advisor business relationships.

Jonathan Hoskins is a CFP® with 13 years of experience in the financial industry, currently serving clients at Edward Jones since 2013. He holds the Series 66 designation and works out of Andover, Kansas. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Chelsey Mathias is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and four years of industry experience. She has been with Baird’s Private Wealth Management team since 2022 and previously worked for USD 309 for ten years. Chelsey is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a blend of manager-traded and model-traded strategies.

Luke Prill is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 credential and having one year of industry experience. Prior to joining LPL Financial, he worked at Alphia and held roles outside finance, including at Dold Foods (Hormel) and Tyson Foods. He is also involved in managing a farming business focused on show pigs. 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 and access to third-party asset management, supported by extensive advisor-facing technology and a broad financial platform.

Tristan Block is a CFP® professional with eight years of industry experience, currently affiliated with OSAIC in Wichita, KS. His work history includes roles at Royal Alliance Associates, Sii, and Financial Solutions. Outside of his advisory work, he is the president and owner of Impact Financial Partners, Inc. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm emphasizes diversified portfolio construction using a range of investment vehicles and offers both discretionary and non-discretionary management options.

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.