Matthew Bennett is a financial advisor at Robert W. Baird & Co. in Wichita, KS, holding a Series 66 designation. He has been with Baird since 2024 and previously worked for ten years at Bennett Insulation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.

Carolyn Hobble is a CFP® with 39 years of industry experience. She is currently with LPL Financial and previously worked at Bank of America and Merrill Lynch, Pierce Fenner & Smith, Inc. She holds Series 63 and Series 66 licenses. 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 mix of financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory services through a large network of investment adviser representatives.

John Toothaker is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Osaic and has previous experience at Penn Mutual Life Insurance and Hornor Townsend & Kent Inc. He serves as board chairman of Untamed Athletes, a nonprofit organization focused on youth in the Wichita area. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, using asset allocation tools and automated rebalancing to construct diversified portfolios.

Brent Thummel is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera in Wichita, KS. He has been with Cetera since 2015, including its wealth services division, and is a partner in 740 Event, LLC, an event rental business. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of advisory services to individuals, retirement plans, and institutional clients through a multi-manager platform. The firm offers portfolio management, financial planning, and access to third-party managers, supporting various program structures and custodial relationships.

Roy Nelson is a CFP®-designated financial advisor with 11 years of industry experience, currently practicing at Ameriprise in Wichita, KS. He previously worked at Edward Jones for 11 years. Nelson serves on the Board of Directors for the Rotary Club of East Wichita and acts as its Treasurer. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ashley Shields is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. 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 and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan White is a financial advisor with LPL Enterprise in Wichita, KS, holding a Series 66 designation and one year of industry experience. He has been self-employed as a 1099 advisor since 2016. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, offering financial planning, third-party asset manager access, and participation in wrap programs, with additional services including affiliated trust custody and insurance products.

Jerome Jones is a CFP®-designated financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2018, following nine years at Invest Financial Corp. In addition to his advisory work, he has operated the Law Office of Jerome R. Jones since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Ryan Boss is a financial advisor with Cetera in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2015 and currently serves as a partner at 740 Event, LLC, an event rental space business. Boss is also a deacon at Metro East Baptist Church and a member of the Wichita chapter of the Financial Planning Association. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients with a multi-manager platform offering a variety of portfolio management and financial planning services.

Eric Esau is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Wade West is a financial advisor with Edward Jones in Wichita, KS, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, including ten years prior to joining Edward Jones, where he has worked since 2018. Outside of advisory work, he owns a single rental property managed through West Wolf LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Travis Kvassay is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved in several business ventures including retail and e-commerce operations through The Closing Gift Store and Vincit Veritas, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ty Richardson is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Wichita from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Emma Hauser is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 65 licenses, and has six years of industry experience. Prior to joining Ameriprise in 2020, she worked at Powercat Financial, Mariner Wealth Advisors, and Meritrust Credit Union, among other roles. She serves on the Board of Directors for the Wichita Alpha Delta Pi Alumnae Association and is Vice President of both the Financial Planning Association of Kansas and EWI of Wichita. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines internal investment research with third-party data and utilizes a defined investment universe influenced by affiliated product relationships.

Joshua Johnsrud is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also has concurrent roles with Strategic Partners Financial Group and Cambridge Investment Research, Inc. Johnsrud is a principal at Amberway, a separate business involving trading activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various portfolio management options through a network of independent Financial Professionals and supports both discretionary and non-discretionary investment strategies.

Holly Esau is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2006 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Dallas Walker is a financial advisor with LPL Financial in Wichita, Kansas, holding Series 66 and Series 63 designations and 10 years of industry experience. He has worked at several firms, including Meritrust Credit Union, Cuso Financial Services, and Northwestern Mutual in various roles since 2015. Walker is also involved with Meritrust Wealth Management, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies across a wide range of investment options.

Debra Caffrey is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. She has held prior roles including managing her own advisory firm, Debra L. Caffrey LLC, and experience in insurance agencies and real estate. Caffrey also served on the board of Reins Of Hope Therapeutic Riding, Inc. for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and access to third-party asset managers, supported by advisor-facing technology and a broad platform of affiliated financial services.

Stacy Trapp is a Series 66-credentialed financial advisor with Edward Jones, based in Derby, KS, and has three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Roman is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.