James Robert Allen

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Fred Liebau Jr. is an independent financial advisor at Farrecian Investments Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LG Advisory Group, United Planners Financial Services, and his own sole proprietorship. In addition to advisory services, he is a licensed insurance agent involved in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities with a focus on managing variable annuity and variable life subaccounts, financial planning, and consulting. The firm typically provides non-discretionary portfolio assembly and monitoring, financial plans, and referrals to third-party money managers, managing about $11.55 million for roughly 43 clients.

Rayan Hajj Ali is a financial advisor at Baumont Capital LLC in Wichita, KS, holding a Series 65 designation and beginning his career in the industry. Prior to his role in financial advising, he has worked at firms including Mid-Continent Instruments & Avionics and Airbus, with additional experience in academic and technical positions. Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm employs a variety of investment strategies across U.S. and international equities, fixed income, ETFs, and selected digital assets, tailoring portfolios to client objectives using multiple analytical approaches.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, KS. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Textron Aviation, Mountain Aviation, Eagle Strategies, and New York Life Insurance. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, a volunteer aviation education organization. Tower Financial Strategies Corp. provides financial planning and advisory services to individuals, charitable organizations, and businesses, primarily through non-discretionary client relationships and referrals to third-party investment managers. The firm also offers insurance products and alternative investments while conducting ongoing due diligence and reviews of recommended managers.

Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.