Amber Wallis is a financial advisor with Heritage Financial Solutions, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been associated with LPL Financial since 2014 and has provided investment advisory services through Diversified Portfolio Management, LLC since 2013. Outside of her advisory roles, Wallis is also a notary public in Dodge City, KS. Heritage Financial Solutions offers investment management and financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, passive-oriented investment approach based on modern portfolio theory, emphasizing diversified portfolios constructed primarily from no-load or load-waived mutual funds and ETFs.

Terry Rabe is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Belpointe in 2017, he worked at Tuttle Wealth Management, LLC for six years and has operated his own CPA practice since 1987, providing tax preparation and accounting services. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management and financial planning. The firm employs customized portfolios with a range of active and passive strategies and supports affiliated businesses including proprietary funds and back-office services for other advisers.

Travis Heath is a financial advisor with Raymond James Financial in Dodge City, KS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2006. Heath is also a partner in Dodge City Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.

Melanie Harshberger is a financial advisor with Edward Jones in Dodge City, KS, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is a partner in Harshberger Enterprises, a family-run agricultural production business. Edward Jones is a wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Janae Roman is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Farm Bureau Financial Services and AGH Wealth Advisors. Outside of advising, she is co-owner of a family farm business in Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wes Owens is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 28 years of industry experience. He previously worked at Edward Jones for 21 years and has been self-employed since 1986. Outside of his advisory career, he owns and operates a farm in Dodge City, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gentry Peterson is a financial advisor at Edward Jones in Dodge City, KS, with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he held positions at Schneweis Tax & Accounting, CivicPlus, Inc., and American Family Insurance, Tim Engle Agency. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lloyd Davis III is a financial advisor with Edward Jones in Dodge City, KS, holding the CFP®, ChFC®, and Series 63 designations with 38 years of industry experience. He has been with Edward Jones since 2003. 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 strategies supported by a nationwide network of more than 23,700 advisors.

Danny Thomas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. Prior to joining Cetera in 2025, he worked extensively with Avantax Advisory Services and related entities for more than two decades. He serves as a board member of the Perfect Fit Foundation, an organization focused on children with disabilities, primarily autism. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment strategies.

Marietta Pianalto is a financial advisor at Edward Jones in Dodge City, KS, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2018 and previously worked for 18 years at High Plains Journal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households 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.

Clinton Goebel is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at Adams Brown, LLC, and Lewis, Hooper & Dick, LLC. Outside of his advisory role, Goebel is involved in managing a small family farm and serves on the Board of Directors for the Sacred Heart Cathedral Catholic School Endowment Board. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions, supported by a centralized consulting team that delivers tailored, non-discretionary recommendations.

Ann Frigon is a CFP® professional with 34 years of experience in the financial industry, currently affiliated with LPL Financial. Her prior roles include long tenures at LPL Financial and FBL Financial Group, among others. Outside of advising, she is involved in farming activities through her business, BAR 3 FARMS, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, supported by extensive operational tools and a large network of investment adviser representatives.

Steven Fry is a Series 66-licensed financial advisor with Raymond James Financial in Dodge City, Kansas, and has 18 years of industry experience. He has been with Raymond James Financial and its affiliate since 2007. Fry is also an officer and secretary of a local support company, Dodge City Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary investment consulting and supports a range of advisory programs and institutional portfolio management.

Tyler Peterson is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he spent ten years at Pride Ag Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Noah Williams is a financial advisor at Edward Jones in Dodge City, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Arrowhead West Inc and has experience in education and healthcare sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, tax-efficient solutions, and access to affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.