Ronald Lee Smith

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 with one year of industry experience, currently serving as an advisor at Village Wealth Advisors. Prior to this role, Lovin worked at Integrated Planning & Wealth Management, LLC, Advantage Trust Company, Bank VI, and Central National Bank. Village Wealth Advisors provides financial planning and portfolio management to individual and high-net-worth clients, managing approximately $258 million in discretionary assets across about 240 client relationships. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering diversified allocations and educational workshops as part of its client services.

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. with one year of industry experience. He holds a Series 65 designation and has worked in a variety of roles including positions at Office Depot, UT Chattanooga, and Barnett Farms. United Capital Management of Kansas serves individuals, trusts, estates, corporations, and retirement plans with a team-based approach. The firm offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management, employing an active, research-driven strategy utilizing equities, fixed income, ETFs, and alternative exposures.

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.

Jonathan Webb is a financial advisor with Pathway Financial Solutions, Inc. in Salina, KS, holding Series 63 and Series 66 designations and 33 years of industry experience. Before joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments, he spent 34 years at OFG Financial Services, Inc. He serves as treasurer on the Sacred Heart High School Foundation committee and participates in the finance committee for St. Mary’s Parish. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily for pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes diversified, fund-based strategic asset allocation with a focus on long-term, income-oriented strategies and serves mainly institutional and plan-sponsor clients.