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.

Charlie Bennett is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2003, he has provided financial advice and guidance, helping clients develop wealth management strategies tailored to their individual life goals and financial objectives. He emphasizes a personalized approach supported by a team with extensive industry experience, leveraging Merrill's resources to assist clients through various stages of their financial journey. Charlie holds a Bachelor's Degree from Friends University and holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Private Wealth Advisor® (CPWA®), and Personal Investment Advisor (PIA) designations. His professional credentials reflect his commitment to ongoing education and providing specialized wealth management advice. Outside of his professional activities, he is involved with the Wichita Swim Club, reflecting his engagement with the community.

Alexander Croy is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial solutions to high-net-worth investors. He focuses on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Alexander works closely with clients to develop customized financial approaches that align with their priorities, risk tolerance, time horizon, and liquidity needs. He is committed to offering transparent guidance and helping clients navigate the complexities of investing to achieve their personal and family goals. Alexander holds a Bachelor's Degree from Wichita State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes clarity in fees and services, ongoing assessment of clients’ financial plans, and responsiveness to changing life circumstances and market conditions. Outside of his professional role, Alexander enjoys spending time with his wife, Taylor, and engaging in activities such as golfing, traveling, camping, and yoga.

Peter Anderson is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Royal Alliance and has operated a lawn maintenance business since 2014. Anderson also serves as an assistant track and field coach, focusing on shot put and discus, in Newton, Kansas. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

John Mastio is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Mastio serves on the Planned Giving Council for Wichita State University’s Endowment Association and is a board member of the Lodges at Black Canyon HOA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of investment programs delivered through Investment Adviser Representatives, third-party asset managers, and LPL-sponsored advisory programs.

Philip Garrison is a CFP® professional with seven years of experience in the financial industry. He has been with Edward Jones since 2018 and previously worked at RCH Enterprises, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Austin Lee is a financial advisor at Edward Jones with the ChFC® designation and a Series 66 license, bringing eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at INTRUST Bank, N.A. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ciara Wickham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at Intrust Bank for several years before joining LPL Financial. Additionally, she serves as a notary public in Wichita, KS. 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 and investment solutions including model portfolios and institutional platforms.

Teresa Mayginnes is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated entities since 2023 and previously worked at Butler Community College for ten years. Outside of her advisory role, Teresa provides notarial services and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers across various program structures.

Martin Thurman is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. He has previously worked at Financial Benefits, Inc. and has been involved with Thurman Financial, LLC since 2016. Thurman also serves as CEO of H3America, a nonprofit organization that raises funds and provides outdoor outings for veterans. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Mark Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Tammie Mc Coy is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Mutual Group, Oppenheimer & Co., and Fidelity. 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 broad range of advisory services including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various investment platforms.

Brian Lewallen is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Equity Trust and Wealth Management, Commerce Brokerage Services, and Scottrade, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools as part of its process and manages approximately $2.74 trillion in client assets.

Jason Bailey is a financial advisor at Morgan Stanley in Wichita, KS, with 11 years of industry experience. He has held positions at Morgan Stanley since 2017 and previously worked at AXA Advisors from 2015 to 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Kevin Gruetter is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple firms, including CWM, LLC and Cetera Advisor Networks, and has been involved with Ascension Lutheran Church for over 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mohammad Awad Eljied is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Benjamin F Edwards & Co for nine years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he serves on the Economics Department Advisory Board at Wichita State University’s School of Business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary options. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Seth Asher is a CFP® professional with 25 years of experience, currently with Cambridge Investment Research Advisors since 2014. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides both proprietary and third-party investment strategies through various platform arrangements, with services tailored to client objectives.

Sarah Dodds is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2012. Based in Wichita, KS, her career has been focused entirely at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of solutions supported by proprietary research and data analytics.

Mark Richards is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a wide range of advisory services through a large network of financial advisors and branch offices nationwide.

Will Sittenauer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various engineering roles at firms including Spirit AeroSystems and Koch Glitsch. He has also provided consulting services to his former employer, Spirit AeroSystems. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.