Mark Joseph Halpin

Philip Francois is a CFP® with 10 years of industry experience, currently serving at Foundation Wealth Planning in Salina, KS. He has worked at firms including Edward Jones, Next Move Inc., and Nectarine Financial, Inc. In addition to his advisory role, he teaches securities exam review courses through Kaplan North America, LLC. Foundation Wealth Planning provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages portfolios tailored to clients’ goals and risk tolerance using fundamental analysis and Modern Portfolio Theory, with a client-focused approach that includes values-based investing options such as Biblically Responsible Investing.

Jamie Lovin is a CFP® professional at Village Wealth Advisors with one year of industry experience. Prior to joining Village Wealth Advisors, Lovin held roles at Integrated Planning & Wealth Management, Advantage Trust Company, Bank VI, and Central National Bank. Village Wealth Advisors serves individual and high-net-worth clients with financial planning and portfolio management, overseeing approximately $258 million in discretionary assets across around 240 client relationships. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering diversified allocations and complementary educational workshops.

Ronald Smith is a financial advisor at Chief Advisors Corp with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and OSAIC. Outside of advising, he is involved in fixed insurance sales through Smith Insurance Services. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm operates with a small team across multiple offices, managing portfolios with discretionary authority using fundamental, technical, and behavioral analysis.

Bradley Veenendaal is a financial advisor at Pathway Financial Solutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and OFG Financial Services, Inc. Prior to joining Pathway, he spent six years at Goldman Sachs. Pathway Financial Solutions, Inc. primarily serves pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm focuses on diversified, fund-based strategic asset allocation and provides both discretionary and non-discretionary portfolio management services, with an emphasis on retirement planning and institutional clients.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles in education and retail, including positions at UT Chattanooga, Battle Ground Academy, and Office Depot. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to construct diversified portfolios, providing financial planning, portfolio management, and fiduciary consulting services.

Christopher Tripe is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for five years before joining his current firm in 2016. Outside of his advisory work, he serves as Vice President of the Alma Chamber of Commerce and is involved with Alma Development Corp, which promotes businesses relocating to Alma, Nebraska. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, in addition to managing pooled vehicles. The firm employs an active, research-driven investment approach, constructing diversified portfolios that include equities, fixed income, ETFs, and alternative exposures.