Michelle Harris is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Gregory Ek is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2013. Ek serves on the Emporia State University School of Business Advisory Council and the Kansas Board of Regents, contributing to educational program assessment and university leadership initiatives. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based planning services.

Lori Richardson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 11 years. Richardson is a board member of the Financial Planning Association of Kansas and co-owns Sagecamp Inc., a pass-through business used for paying business expenses related to financial advice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Kaufman is a financial advisor with Edward Jones in Andover, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a 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 under management through a large nationwide network of financial advisors and branch offices.

John Jacob is the sole advisor at Jcm Capital Management in Wichita, KS, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Jcm Capital Management since its founding in 1996. Jcm Capital Management provides discretionary portfolio management and investment advisory services to institutional clients and high-net-worth individuals. The firm manages approximately $35 million in client assets for a focused group of 12 clients, offering tailored investment strategies with an emphasis on institutional relationships and wealthier households.