Mark Keene is a financial advisor with Osaic Wealth, Inc. in Andover, Kansas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Woodbury Financial Services, Eagle Strategies (NY Life), New York Life Insurance Company, and founding Keene Insight Financial Strategies, LLC. Keene also serves as Vice President of a local homeowners association. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs a variety of investment tools and platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Joseph Tigert is a financial advisor with LPL Financial based in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, Eagle Strategies, and New York Life Insurance Company. He is also involved with RT Financial, LLC, where he provides fixed annuity insurance products. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified and alternative investment strategies.

Gabriel Parham is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Donna Davis is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 credential and seven years of industry experience. She has worked at several firms including OSAIC, Woodbury Financial Services, Eagle Strategies, and NYLIFE Securities. Outside of advisory work, she is involved as an operations manager at Greenlight Group LLC. 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 and tax-aware withdrawal strategies.

Corey Rausch is a financial advisor with UBS Financial Services in Wichita, KS, holding a Series 66 designation and eight years of industry experience. He has worked at UBS since 2017 and previously spent a year at The Commerce Trust Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Joseph Gray is a financial advisor with Charles Schwab in Wichita, KS, holding Series 63 and Series 66 licenses. He has 31 years of industry experience, including over two decades with Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and a distinctive operational model.

Zachary Thomas is a Series 66-licensed financial advisor with Morgan Stanley in Wichita, KS, with four years of industry experience. He previously worked at Bank of America for six years before joining Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory role, he operates a music production company, providing contract services to musical artists on a limited basis. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Nolan Pauly is a financial advisor with LPL Financial in Wichita, Kansas, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., Christina Cobb, and managing Pauly Resources Inc. outside of securities trading. Pauly also has a background in insurance sales and agency work with various carriers. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and both discretionary and non-discretionary management.

Daniel Day is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he was involved with NewDays LLC and held roles under Prudential/Valeris and LPL Enterprise. Outside of his advisory work, Daniel owns two food service businesses in Wichita, Kansas. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Roulston is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brendan O Bryhim is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2024. He previously worked at Bank of America and Merrill for ten years each. Outside of his financial career, he engages in musical performance as a saxophone player. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Hargrave is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked with firms including NoxNumis, MML Investors Services LLC, Bluecrest Financial Alliance/Mass Mutual, and Penn Mutual Company. Outside of his advisory role, he serves as a teaching pastor at Destiny Christian Center, where he teaches classes on the Bible and Christian growth. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes a variety of asset-allocation tools and third-party solutions to manage portfolios across a wide range of investment vehicles.

Brandon Mc Beth is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, including a period when the firm operated as Axa Advisors, LLC. Outside of advising, he serves on the Business Growth Partners Membership Committee for Business Networking International. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs, including third-party advisory models and in-house offerings, and delivers ERISA fiduciary services to qualified plans through credentialed advisers.

Tayton Rico is a financial advisor at Osaic Wealth with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he held positions at NoxNumis, East Central University, Butler Community College, Campus High School, and Haysville Middle School. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using tools like asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Telzey Jantzen is a financial advisor at Ameriprise with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2006. Outside of her advisory role, Jantzen serves as President on the Board of Directors for Xi Beta. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Curtis Bowersox is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved as an appointed agent with Athene through an independent marketing agency. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales on an integrated platform.

Donovan Leighton is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, FBL Financial Group, and Equitable Advisors. Outside of his advisory role, he is employed by Sagecamp, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations in partnership with its financial advisors.

Gia Selzer is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010 and has concurrently worked with Ids Life Insurance Co. since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 firm-approved tools and market modeling techniques.

Abigail Holden is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been affiliated with Cambridge since 2014 and has worked for multiple firms, including DAS Financial and Financial Innovations, LLC. Outside of her advisory role, she volunteers as the Executive Event Chair for the Wichita Walk to End Alzheimer's through the Alzheimer's Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered via a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Phillip Garrison is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Wichita, KS, where he has worked since 2015. He has 24 years of industry experience. Outside of his advisory role, he coaches at Trinity Academy. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio management services using a range of investment strategies and managers.