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.

Thomas Alstrom is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Securities America Advisors and continues to provide financial planning and consulting services through Ameritime, LLC, an independent registered investment adviser firm he founded. Alstrom also maintains a part-time outside employment role with Unified School District 440. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Russell Lovett is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Ameriprise Financial Services. He is also involved in insurance sales through Astra Bank. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms. The firm employs asset-allocation tools and multiple investment vehicles to tailor portfolios for individual client needs.

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.

Sean Smith is a financial advisor at Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is involved in several private wealth management and financial services ventures focused on retirement planning, insurance products, and financial education. OSAIC serves a diverse client base including retail and institutional investors, providing integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing across portfolios comprising stocks, bonds, mutual funds, ETFs, and alternative investments.

Delilah Reid is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Verizon Wireless and has held various roles in retail and service industries. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Cavon Cockrum is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2016, respectively. Outside of his advisory role, he is involved with AIC Builders LLC, a family-owned business focused on rental homes and property flipping. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Daniel Meyers is a financial advisor with Thrivent Investment Management in Wichita, KS, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, Meyers serves as Committee Chair for Cub Scout Pack 736 and as a Board Member at Large for Scouting for the Future, Inc., both scouting organizations in Wichita. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under consolidated billing options.