Micoli Bates

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 is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior work includes roles at LG Advisory Group, United Planners Financial Services, Cetera Advisors LLC, and operating as a sole proprietor since 1998. Liebau also maintains a licensed insurance practice, working as an insurance agent. Farrecian Investments Inc is a small independent advisory firm specializing in non-discretionary management of variable annuity and variable life subaccounts, financial planning, and referrals to third-party managers. The firm serves individual investors, high-net-worth clients, and business entities, focusing on assembling and monitoring allocations within insurance contracts and providing periodic financial reviews.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.

Jonathan Harner is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wichita Wealth Management, LLC. His prior work includes two years at Leprino Foods Inc. and multiple years with Wichita Wealth Management in two separate periods. Wichita Wealth Management provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm operates as a fee-only fiduciary, focusing on asset allocation and a long-term buy-and-hold investment approach using no-load mutual funds and ETFs, with tailored advisory services across various financial planning needs.

Sean Spencer is a financial advisor with Access Capital, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes eight years at TRUENORTH, INC./IMA Wealth, Inc. Spencer serves on the Dean's Advisory Board for the W. Frank Barton School of Business at Wichita State University. Access Capital serves individual and high-net-worth clients by providing investment advisory and financial planning services, including portfolio management, risk assessment, and estate planning. The firm customizes strategies based on client objectives and risk tolerance, conducting quarterly account reviews and managing held-away retirement accounts through third-party platforms.

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.