Caleb Daniel Frye

Patrick Mc Ginn is a financial advisor with GBKS LLC in Great Bend, KS. He holds Series 65 and Series 66 licenses and has three years of industry experience. His prior roles include positions at Leading Edge Financial Planning, Troy Web Consulting, and several other firms. Outside of his advisory work, he has a consulting role involving business development and surgical on-call services with Central Plains Surgical Associates, LLC. GBKS LLC is a small, independent registered investment adviser serving primarily high-net-worth individuals. The firm offers discretionary portfolio management and investment advice, utilizing a combination of charting, fundamental, quantitative, and technical analysis, and includes a range of investment strategies from individual stocks to private placements and venture capital.

Austin Asher is a financial advisor at Widener & Asher Asset Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Widener & Asher since 2009. Widener & Asher Asset Management LLC provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. The firm employs diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and various analysis methods supported by third-party research.

Michael Widener is a CFP® professional with 15 years of industry experience. He has been with Widener & Asher Asset Management LLC since 2009. The firm provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. Widener & Asher emphasizes diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and a combination of fundamental, quantitative, and qualitative analysis in their investment approach.

Richard Doll is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at LPL Financial and Cambridge Investment Research Advisors. In addition to his advisory work, he is the owner and agent of Doll Insurance Group, LLC, an insurance agency in Ellinwood, Kansas. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, leveraging technology and third-party managers to tailor investment solutions to client goals and risk tolerances.

Robert Schwarz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also associated with Cobler Capital Management and Schwarz Insurance Group. Outside of his investment advisory roles, Schwarz is a notary public in the state of Kansas. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm follows a fiduciary-based model, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Cody Behrends is a financial advisor at Independent Financial Partners with four years of industry experience. He holds the Series 66 designation and has worked at several subsidiaries of Koch Industries prior to joining Independent Financial Partners. Outside of his advisory role, he owns Behrends Consulting LLC, which provides tax service, bookkeeping, tax preparation, and automation services to local accounting firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a notable focus on formal retirement-plan advisory and pension consulting services.