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, Faneuil, Bankers Life, and Oppenheimer & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to model portfolios and research.

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.

Willie Tucker is a financial advisor at Edward Jones in Wichita, KS, holding the ChFC® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Innovate International Intelligence Integration for 16 years and has served in the United States Air Force on active duty and reserve since 1993. Outside of his advisory work, Tucker is a sole proprietor leather maker, serves as board chair of a Kansas nonprofit, and officiates high school and collegiate soccer matches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment options, operating under a fiduciary standard.

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.

Danielle Qualls is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She was previously with Stifel Nicolaus & Co Inc for 12 years before joining LPL Financial in 2024. Outside of her advisory work, she owns and operates a farm business in Cheney, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Samuel Milner is a financial advisor at LPL Financial in Wichita, KS, with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Ohio National Financial Services, Axa Advisors, and Catholic Charities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

John Malicoat is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at RT Financial, Cetera Advisor Networks, and Theel Insurance Inc. He is also involved with RT Financial LLC as a business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from various sources.

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® professional with 39 years of industry experience. She is currently with LPL Financial and has previously worked at Bank of America and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

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.