Stephanie Renea Barger

Michael Snow is a financial advisor at Tower Financial Strategies Corp. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including New York Life Insurance Company and Eagle Strategies. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, an aviation education nonprofit. Tower Financial Strategies Corp. serves individuals, charitable organizations, and business entities by providing financial planning and non-discretionary investment advisory services. The firm directs clients to third-party investment managers and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, emphasizing referral relationships and ongoing due diligence.

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.

Gary Martinez is the sole advisor at Gary M. Martinez, an independent firm based in Mulvane, Kansas. He holds a Series 63 designation and has 33 years of industry experience, practicing under his own firm since 1992. Previously, his services included insurance and tax offerings, which he has since discontinued. Gary M. Martinez primarily serves individual clients, as well as trusts, estates, pension and profit-sharing plans, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on fundamental research and long-term holdings, with periodic reviews and client assets held at third-party custodians.

Peter Tomassi is a CFP® professional with 20 years of experience and serves as the sole advisor at Tomassi Financial Planning, LLC in Wichita, KS. He has been an adjunct professor of finance at Liberty University since 2013. Tomassi holds the Series 66 designation and has worked at his own firm since 2013. Tomassi Financial Planning advises individuals, including high-net-worth clients, as well as banks and charitable organizations. The firm provides fee-based financial planning, discretionary portfolio management, and educational seminars, employing a client-specific Investment Policy Statement and a range of analytical methods and trading techniques.

Elijah Copas is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and nine years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he serves as a standardized patient for Kansas University Medical School, assisting in medical student training. Legacy Map Design provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm follows a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and long-term strategies.

Lance Rappard is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Legacy Map Design since 2013 and previously held roles at On Investment Management Co, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, Mr. Rappard serves as president of the Lance Rappard Insurance Agency, where he provides life insurance and annuity recommendations. Legacy Map Design offers portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and quarterly reviews documented in individualized Investment Policy Statements.