Ashley Shields is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryan White is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has been self-employed since 2016 while joining LPL Enterprise in 2025. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Jerome Jones is a CFP® with 23 years of experience in the financial industry. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. for nine years. In addition to his financial advisory career, he operates the Law Office of Jerome R. Jones, which he has owned since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Ryan Boss is a financial advisor with Cetera in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2015 and currently serves as a partner at 740 Event, LLC, an event rental space business. Boss is also a deacon at Metro East Baptist Church and a member of the Wichita chapter of the Financial Planning Association. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients with a multi-manager platform offering a variety of portfolio management and financial planning services.

Brian Jansen is a financial advisor with Edward Jones in Valley Center, KS, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Jansen serves as the president of the Valley Center Chamber of Commerce and has experience as an executive pastor and recording artist. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Eric Esau is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Robert Weidner is a Series 66-registered financial advisor with Edward Jones in Wichita, KS, where he has worked since 2013. He has 12 years of industry experience. 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 wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Wade West is a financial advisor with Edward Jones in Wichita, KS, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, including ten years prior to joining Edward Jones, where he has worked since 2018. Outside of advisory work, he owns a single rental property managed through West Wolf LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices.

Travis Kvassay is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is involved in several business ventures including retail and e-commerce operations through The Closing Gift Store and Vincit Veritas, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Ty Richardson is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Wichita from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Emma Hauser is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 65 licenses, and has six years of industry experience. Prior to joining Ameriprise in 2020, she worked at Powercat Financial, Mariner Wealth Advisors, and Meritrust Credit Union, among other roles. She serves on the Board of Directors for the Wichita Alpha Delta Pi Alumnae Association and is Vice President of both the Financial Planning Association of Kansas and EWI of Wichita. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines internal investment research with third-party data and utilizes a defined investment universe influenced by affiliated product relationships.

Joshua Johnsrud is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also has concurrent roles with Strategic Partners Financial Group and Cambridge Investment Research, Inc. Johnsrud is a principal at Amberway, a separate business involving trading activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various portfolio management options through a network of independent Financial Professionals and supports both discretionary and non-discretionary investment strategies.

Holly Esau is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2006 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Dallas Walker is a financial advisor with LPL Financial in Wichita, KS, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at Northwestern Mutual and Meritrust Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Keith Dater is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for the Kansas Department for Children & Families for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Debra Caffrey is a CFP®-certified financial advisor with 19 years of industry experience, currently with LPL Financial since 2021. She previously operated her own advisory firm, Debra L. Caffrey LLC, and has held roles in insurance agencies and home health care. Caffrey also served with Reins Of Hope Therapeutic Riding, Inc., a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Stacy Trapp is a Series 66-credentialed financial advisor with Edward Jones, based in Derby, KS, and has three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Roman is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

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.