Jacob Moeder is a financial advisor with OSAIC in Wichita, KS, holding a Series 66 designation and five years of industry experience. He previously worked at Woodbury Financial Services and has experience assisting in financial planning through his role as a paraplanner at Wealth Legacy Advisors. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services that include financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Gregory Brown is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2008. Outside of his advisory role, he serves as a board member overseeing the distribution of funds for the Sacred Heart Jr. Sr. High School Endowment in Salina, KS. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers both direct and employer-sponsored plans.

Chad Langhofer is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Independent Financial Group, Main Street Advisors, and Banc of America Investment Services. He serves on the board of His Helping Hands, Inc., a ministry affiliated with Central Christian Church in Wichita. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, leveraging proprietary research and third-party data.

James Dye is a financial advisor at LPL Financial with a Series 66 designation and approximately one year of industry experience. Prior to joining LPL Financial, he held positions at Commerce Bank, Sunflower Bank, and Simmons Bank. 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 through a network of investment adviser representatives. The firm offers a range of financial planning services and investment strategies, supported by research and technology tools.

Joseph Skinner is a financial advisor at Thrivent Investment Management in Wichita, KS, holding a Series 66 designation. He joined Thrivent in 2026 and previously worked at Northwestern Mutual and NAI Martens. His professional experience includes roles outside of finance, including senior care pharmacy and retail. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive written recommendations across various financial planning areas. The firm separates its planning service from managed accounts and does not accept discretionary trading authority for the planning engagements.

Carla Schartz is a Series 66-licensed financial advisor with Edward Jones in Wichita, KS, where she has worked since 2022. She has four years of industry experience, including seven years in the public education sector with Derby Public School District USD 260. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Aaron Towns is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He worked at Oppenheimer & Co for 13 years before joining Wells Fargo Clearing in 2022. Outside of his advisory role, he serves as a guardian for his daughter. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Chase Demaree is a financial advisor at OSAIC Wealth Inc with a Series 66 designation. He has been with BarnesCo Inc. since 2010 and joined OSAIC in 2026. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services utilizing asset-allocation tools, automated rebalancing, and third-party managed account solutions.

Brett Blackwood is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Blackwood has owned or managed several related business entities focused on retirement planning, insurance sales, and wealth management services. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage, advisory, and financial planning services utilizing proprietary tools and third-party platforms to construct and manage portfolios that may include various asset classes and investment vehicles.

Wyatt Fouts is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 credential and has previously worked at Waddell & Reed, Inc. and Westar Energy. Based in Wichita, KS, he has been with LPL Financial since 2021. 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 wide range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jerrod Giffin is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Phung Van is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with Ameriprise Financial Services LLC and has previously worked at New York Life and several affiliated firms. Outside of his advisory role, Van is the owner of an insurance brokering business and an investor in cryptocurrency. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware strategies. Their retirement income service combines proprietary research and third-party data to deliver customized recommendation reports and ongoing advice.

Frederick Warren is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes long tenures at Stifel Independent Advisors, LLC, and shorter periods at Oppenheimer and Stifel. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a mix of proprietary and third-party investment models and discretionary portfolio management, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jonathan Du Vall is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with firms including Voya Financial Advisors and Axa Advisors, and is a part owner of Duvall Wealth Partners LLC. Outside of investment advisory, he is also an independent insurance agent specializing in fixed insurance product sales. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers with discretionary and non-discretionary program options.

Bryce Flaming is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he owns and operates a dog kennel where he breeds and raises hunting and field trial dogs as a hobby. He also serves on the board of directors for Butler Rural Electric Cooperative and is vice president of the Circle Booster Club, which supports local educational activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans and portfolio management.

Kenneth Lejuerrne is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad range of financial offerings.

Gaylien Quindica Rafferty is a financial advisor at Ameriprise with 40 years of industry experience. She has been with Ameriprise and its affiliated entities since 1986. Rafferty holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.

Simon White is a financial advisor at LPL Financial in Wichita, KS, holding a Series 66 credential. He has recently entered the industry and has worked at Connect Wealth Advisors and First National Bank of Hutchinson, among other roles. Outside of finance, his background includes experience with the International Brotherhood of Electrical Workers and various local businesses. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform of financial and credit services.

Timothy Siefer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Siefer & Kelly Management LLC, Waddell & Reed Inc, and various insurance carriers. He has also worked in athletics program management with Park & Recreation Athletics (Crusaders). 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 advisory and brokerage services through a broad network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across a range of asset classes and investment styles.

Luke Willson is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016, based in Wichita, KS. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.