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.

James Nelson is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with 27 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Miller is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at SagePoint Financial Advisors for 12 years. Outside of his advisory role, he serves as the Athletic Director for St. Elizabeth Ann Seton Catholic School, coordinating the school's athletics programs. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various tools and third-party solutions to build and manage diversified portfolios.

Joseph Oswald is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with LPL Financial since 2006 and was previously with A. G. Edwards & Sons, Inc. from 2003 to 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management solutions and supports advisors with research models and technology tools.

Derek Roach is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. He holds a Series 65 designation and has six years of industry experience. Prior to joining Cambridge in 2020, he was self-employed and worked at American Family Insurance. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies across multiple platforms.

Christopher Weide is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Morgan Stanley, he worked at the Federal Aviation Administration and Wichita Public Schools USD 259. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced planning tools in its financial planning approach.

Cecilia Minette is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo in various capacities since 2009, with a brief tenure at LPL Financial from 2023 to 2024. Outside of her advisory role, she is a part-time customer service agent for Delta Airlines through Unifi Aviation LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, and it includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Juan Gonzalez Robles is a Series 66-licensed financial advisor at LPL Financial with experience at firms including R.W. Baird and Meritrust Credit Union. He has held roles in both advisory and related capacities since 2018. Outside of advisory work, he is commissioned as a notary in Wichita, Kansas. 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 utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Avery Gabel is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, Gabel worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent LLC. Outside of his advisory role, he owns and manages several small businesses related to financial and retirement planning, as well as community education on Medicare and retirement topics. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Darrick Hoover is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Eagle Strategies (NY Life) and New York Life-related entities. He also operates Hoover Financial Group, which is a business entity associated with his LPL activities. 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 portfolio programs, third-party asset management, and institutional platforms.

Chase Green is a financial advisor with Cetera in Wichita, KS, holding a Series 66 credential. He has two years of industry experience and has held roles at Cetera Wealth Services, Gough Financial Group, and educational institutions including Butler Community College and Wichita State University. Outside of advising, he has experience working in auction services and at a golf course. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.

Gabriel Markley is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked with OSAIC since 2018, previously spending three years at Sii. Outside of his advisory role, Markley serves on the finance committee of a local church. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various tools and solutions to construct and manage portfolios across a wide range of investment types.

Elizabeth Johnson Duke is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 12 years with Cambridge. Additionally, she works as an independent insurance agent for various companies. 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 through independent Financial Professionals using multiple investment platforms and strategies.

Eric Burrus is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, and previously at Riedl First Securities Co. from 2013 to 2017. Outside of his advisory role, he is a silent partner in the restaurant business Planet Sub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and proprietary tools, supported by broad investment and financial product capabilities.

Kimberly Read is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is involved in managing a human resources company that supports her practice’s staff. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing tax-aware retirement income planning through a collaborative, non-discretionary approach utilizing proprietary research and third-party data.

Daniel Buck is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 16 years at Hornor Townsend And Kent, Inc., and has owned and operated Insurance Strategies Inc. since 1985. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using various portfolio management strategies and platform arrangements tailored to client objectives.