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.

Justin Dougan is a Series 66-licensed financial advisor at Morgan Stanley in Wichita, KS, with 20 years of industry experience. He has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Brooklyn Young is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2015. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Martha Johnson is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Cambridge Investment Research Advisors since 2014. She is based in Wichita, KS, and has served as an independent insurance agent as well as a board member for the Kansas Baptist Convention Foundation. Johnson also volunteers with Girls Scouts Kansas Heartland and participates in several community and nonprofit organizations. 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, and retirement plan advisory services, utilizing a variety of portfolio management approaches tailored to client objectives.

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.

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.

Tony Thomas is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 18 years and the Independent Financial Group for five years. Thomas also operates Thomas Financial, LLC, a non-variable insurance business related to his investment activities. 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 portfolio programs, and institutional platforms, supporting advisors with technology and research tools while overseeing over $819 billion in discretionary assets.

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.

Blake Hubert is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Bankers Life and Pinnacle Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors.

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 with seven years of industry experience. Prior to joining Edward Jones in 2019, Kelly worked at Morgan Stanley and Morgan Stanley Private Bank from 2018 to 2019. Before entering the financial industry, Kelly was employed at the Diocese of Wichita Kapaun Mt. Carmel Catholic High School for twelve years. Kelly holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

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.