Steven Perry

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.

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 four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and OFG Financial Services, Inc. Veenendaal is also involved with an affiliated insurance agency that provides insurance and Medicare-related services. Pathway Financial Solutions, Inc. offers investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm uses a combination of qualitative analysis and Modern Portfolio Theory to construct diversified, long-term portfolios tailored to client risk tolerance and time horizon.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to entering the financial industry, Miller gained experience in various roles including positions in education and retail. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to build diversified portfolios tailored to client objectives and risk tolerances.

Christopher Tripe is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 66 designation and 14 years of industry experience. Prior to joining United Capital Management in 2016, he worked at Waddell & Reed, Inc. from 2011 to 2016. Outside of his advisory role, he serves as Vice President of the Alma Chamber of Commerce and is involved with the Alma Development Corp, promoting local business growth. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan consulting and estate-planning support.

Jonathan Webb is a financial advisor with Pathway Financial Solutions, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments in 2026, he worked at OFG Financial Services, Inc. for 34 years. Webb serves as treasurer for the Sacred Heart High School Foundation and participates on the finance committee at St. Mary’s Parish. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk tolerance and time horizon.