Shane Goldsmith is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved with Kip and Billy, a business focused on disc golf apparel and equipment where he contributes to design assessment and production. 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 services including financial planning and asset management, utilizing a variety of investment strategies and operational tools across a large network of advisors.

Heike Beeson is a financial advisor with Edward Jones in Wichita, KS, holding the CFP®, ChFC®, and Series 66 designations. She has seven years of industry experience and has been with Edward Jones since 2018. Prior to her career in financial advising, she worked for ten years at Skyline Schools USD 438. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Susan Thurman is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2020 and has been associated with Financial Benefits Inc and Cambridge Investment Research, Inc since 2013. Outside of advising, she serves as secretary for the nonprofit H3America in Council Grove, KS, and is a licensed notary public in Kansas. 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 advisory services delivered through a network of independent professionals using both proprietary and third-party investment strategies across multiple platform arrangements.

Aldo Delgado is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at U.S. Bank and has been affiliated with Intrust Bank since 2017. Outside of his advisory role, Delgado provides bookkeeping services through CheckSix Creative Studio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical investment approaches supported by technology and extensive resources.

Gregory Carr is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge since 2013 and is also involved as an independent insurance agent and advisory representative through related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse clientele, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

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.

Joel Yourdon is a financial advisor with Edward Jones in Augusta, Kansas, holding Series 63 and Series 66 licenses and totaling 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is an owner of Yourdon Farms and serves as an angel investor in the Wingfeather Saga TV series project; he has also held leadership and board roles with the North Alabama Auburn Club and the Boys & Girls Club in Decatur, Alabama. 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 and investment options, supported by a nationwide network of thousands of advisors and branch offices.

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 at Morgan Stanley with 16 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. He serves on the University of Kansas Alumni Board, attending quarterly meetings and supporting the alumni association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and modeling techniques without providing individual security recommendations as part of standalone plans.

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.

Minh Nguyen is a CFP®, ChFC®, and holds a Series 66 license, working as a financial advisor with Edward Jones in Wichita, KS. He has 12 years of industry experience, all with Edward Jones since 2014. Outside of advising, he owns and manages real estate investment entities that hold duplex properties in Wichita. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over 23,000 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Cody Ayres is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and worked previously at Woodbury Financial Services, Inc. for 16 years. Outside of advising, Ayres is involved in agricultural and local business ventures, including cattle farming through Wheat State Wagyu LLC and serving as a board member of the Garden Plain Farmers Cooperative Elevator Company. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage, advisory, and financial planning services. The firm employs a range of asset allocation tools and third-party platforms to manage portfolios across multiple investment types, accommodating both discretionary and non-discretionary account management.

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.