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 financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he held various roles in retail, customer service, and education, including at DJ Liquor, College Works Painting, and Fort Hays State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, offering both proprietary and third-party investment solutions without sponsoring its own wrap fee program.

Alexander Carro is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and having seven years of industry experience. His previous roles include positions at Intrust Bank and American Century Investment Services. 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 and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

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 with eight years of industry experience. He holds a Series 66 designation and has previously worked at Commerce Bancshares, Inc., LPL Financial, and Commerce Brokerage Services, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers services that include but do not focus on individual security recommendations.

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.

Christopher Mc Neil is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at CWM, LLC, Cetera Advisor Networks LLC, and Prudential Insurance Company of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Joseph Metzen is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Wichita, KS, he also assists with agricultural activities on a family farm in Viola, KS, including small livestock care and occasional harvest support. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an extensive national network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated mutual funds, trust services, and securities-based lending options.

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.