Andrew Carro is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

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.

Carson Collinsworth is a financial advisor at OSAIC based in Wichita, KS. He holds a Series 66 designation and has recently entered the industry. His prior work experience includes roles at DoorDash, Hatchett Devlin Automotive Group, Vantage Pointe Financial Group, and teaching positions at Wichita State University and Butler Community College. OSAIC serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of financial services utilizing various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

Shelly Belcher is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, she worked for Sherwood, Harper, Dakan, Unruh & Pratt from 2008 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 advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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 at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 65 designations and 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 an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives, offering a range of financial planning, advisory programs, retirement plan consulting, and brokerage services.

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 at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.