Ryan Pater is a financial advisor with Ameriprise in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Kansas State University and the Derby School District. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

John Rivera is a CFP® and ChFC® credentialed financial advisor with 17 years of industry experience. He is currently with Ameriprise Financial Services LLC and has held prior roles at firms including OSAIC, Woodbury Financial Services, Premier Asset Solutions, Eagle Strategies (NY Life), NYLIFE Securities, and New York Life Insurance Company. Rivera is also the author of a book titled *Green Light Life*, which serves as a conversational guide to retirement. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Adam Eilert is a CFP® with six years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has worked with several firms including Keating Financial Advisory Services, Inc. and Aspyre Wealth Partners. Eilert is part of the Converse Team Financial Services, operating as an independent contractor within Converse Financial Advisory, Inc. 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, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and supports both advisory programs and institutional consulting.

Vance Garwood is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. He has held previous roles at Raymond James Financial and SJ Prill Investment and Planning Inc. Outside of advisory work, Garwood is involved in farming and agriculture in Andover, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

Zachary Mc Gill is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge and Corenorth Capital Planning. Outside of his advisory role, he is involved as an independent insurance agent and participates in sport, fitness, and gaming activities. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platforms tailored to client objectives.

Brett Mohr is a financial advisor with Edward Jones in El Dorado, KS. He holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at Russell Marine Products and was employed at Bluestem USD 205. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Brent Barker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with LPL Financial since 2011 and has a longstanding history with Intrust Bank N.A. and Uvest Financial Services Group, Inc. He spends a significant portion of his time involved with Intrust Bank. LPL Financial is a national 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 supported by research and model portfolios.

Jacob Siggins is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has held multiple roles at Butler Community College. 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 clients including individuals, high-net-worth clients, and charitable organizations.

Karen Conover is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 license and nine years of industry experience. Prior to joining LPL Financial in 2021, she worked at Wells Fargo Advisors from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supplemented by research and technology-driven investment strategies.

Christina Cobb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her career includes long-term roles at Waddell & Reed, Inc. and Naifa Wichita, along with operating Cobb Resources, Inc. from 2007 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs, retirement plan consulting, and brokerage services through its extensive network of investment adviser representatives.

Jacob Fitzjarrell is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and AT&T. He also has involvement with the American Grappling Federation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Hubbard Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Ohio National Insurance Company. Hubbard serves as a board member for both Life Church of the Plains and White Eagle Credit Union. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Cary Morris is a financial advisor with Morgan Stanley in Wichita, Kansas, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Morris is involved in local recreational and hospitality ventures, serving as president of USTA Kansas and managing a restaurant and bar business. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a wide range of investment services without providing individual security recommendations as part of standalone planning.

Brian Docking is a CFP® with 20 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. He holds leadership roles outside of his advisory work, including Chair of the Board at Union State Bank and board member and officer at Docking Bancshares, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

John Cole is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jeremy Horn is a financial advisor at Morgan Stanley in Wichita, KS, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Morgan Stanley, he worked at American Underwriters Life for 14 years. Outside of finance, Horn is a partner in several Wichita Brewing Company entities, including a microbrewery, restaurant, and event venue. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Casey Truman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, also affiliated with Bank of America since 2021. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Janice Bonine is a financial advisor at Robert Baird & Co. with 39 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex investments, alongside municipal advisory and public finance services.

Mark Andrews is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts and a product selection that includes affiliated funds.

James Wurbs is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and 23 years of industry experience. His background includes roles at Cambridge Investment Research Inc since 2014 and partnerships at Dunning & Associates CPAs, LLC, and Dunning Financial Partners. He is also an independent insurance agent and provides tax preparation and accounting services through Dunning and Associates CPAs. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through a network of independent professionals with access to proprietary and third-party model solutions across multiple platform arrangements.