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.

Stuart Scheer is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at BNC National Bank, Paramount Bank, Mortgage Lenders of America/Zillow Home Loans, and Royal Summit Homes. Outside of his advisory role, he owns a duplex rental property in Wichita, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dennis Greenwood is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Greenwood has sole ownership of Innovative Wealth Strategies, LLC, an unrelated business based in Andover, Kansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Daniel Weishaar is a financial advisor with LPL Financial in Wichita, KS. He holds a Series 66 designation and has 12 years of industry experience. Prior to and concurrently with his role at LPL Financial since 2013, he has worked at INTRUST Bank since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Nathan Nece is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2017, including a prior role at Profit Builders. Outside of his advisory work, Nece coaches youth soccer through the Together for Wichita Foundation. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on income reliability and tax-aware withdrawal strategies.

Mark Sloan is a CFP®-designated financial advisor with Edward Jones in Wichita, KS, where he has worked since 2008, totaling 18 years of industry experience. Outside of his advisory role, he is involved in managing a condominium rental property in Belize. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network supporting over one million clients and $1.01 trillion in assets under management.

Michael Nielsen is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, The O.N. Equity Sales, Ohio National Financial Services, and Bombardier Learjet. Outside of finance, he performs as a musician with the Annie Up Band. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party platforms to construct and manage portfolios across a variety of asset classes.

Alaina Stevens is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 registration and one year of industry experience. Prior to joining LPL, she worked at INTRUST Bank and Osaic and spent ten years in education. Outside of advising, she operated a bicycle pedaling business for two years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research and model portfolios.

Molly Alvarez is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Fidelity in various roles since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Kyle Roberts is a financial advisor with Edward Jones in Wichita, KS, holding Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, One Digital, and several insurance firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

David Pater is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory work, he is a co-owner of RJJR Inc., a Sub S corporation that manages office suites in Wichita, Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Donald Schreck is a ChFC® and Series 63 licensed financial advisor with 45 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2022, and prior to that spent 30 years at Hornor, Townsend & Kent, Inc. Schreck is also an independent insurance agent through Schreck Financial Group, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals using a range of portfolio management approaches tailored to client objectives.

Jonathan Madsen is a financial advisor at Edward Jones with 35 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Cassidy Cheray is a financial advisor at OSAIC with 14 years of industry experience. She holds the Series 66 designation and joined OSAIC in 2018 after six years at Jhfn Sii. Outside of her advisory work, she is involved in music education, teaching at Holy Cross Lutheran School and Friends University, and operates Cheray Music Services LLC. Cheray also serves on the boards of Wichita State University Music Associates and Bike Walk Wichita. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage investment portfolios across a wide range of asset classes.

Cole Johnson is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He is also the member and manager of Reclection Financial Strategies, LLC, established in 2023. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, focusing on client risk assessment and matching to appropriate investment models.

Jack Taylor is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Sequent Planning LLC and Futurity First Insurance Group. Taylor's background also includes roles outside of finance, such as teaching at Tabor College and working at Andover High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals and provides a range of portfolio management options, including proprietary models and access to unaffiliated strategists.

Andrew Smidt is a financial advisor with Thrivent Investment Management in Wichita, KS, holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Thrivent in 2025, he worked at Northwestern Mutual from 2023 to 2025. He has contracted to provide life insurance through providers such as Pacific Life, Banner Life, and Gerber Life. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Larry Chadwick is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Cambridge Investment Research since 2014. Outside of his advisory work, Chadwick serves in leadership roles with the Wichita Area Builders Association, including Chairman of the Education Committee and Vice Chairman of the WABA Builders Care Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.