Marcus Shaffer is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Allos Investment Advisors, LLC since 2010 and also has experience with Searcy Financial Services, Inc. Outside of his advisory role, he serves as Chair Couple for the Wabash Cannonball Steering Committee, helping the Kansas State University Alumni Association organize their annual event. Allos Investment Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses through discretionary investment management and financial planning. The firm’s long-term, fundamentals-based approach includes customized portfolio construction and ongoing supervision, often utilizing mutual funds and ETFs after thorough due diligence.

Brenda Carrico is a financial advisor with Allos Investment Advisors, LLC in Overland Park, KS, holding a Series 65 designation and 12 years of industry experience. She has been with Allos Investment Advisors and Searcy Financial Services, Inc. since 2014. Allos Investment Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, fundamentals-based investment approach and offers customized portfolio construction, ongoing supervision, and may recommend or oversee independent investment managers to meet client objectives.

John Fales is a CFP® with 14 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has worked intermittently since 2016, and is also associated with the firm's subsidiary, Allos Investment Advisors, LLC. Searcy Financial Services, Inc. is an SEC-registered adviser providing integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and uses a risk-based investment process with model portfolios that include ETFs, individual equities, and bonds, offering tiered service levels and both long-term and opportunistic trading strategies.

Daniel Rubio is a Series 65-licensed financial advisor with Searcy Financial Services, Inc. and Allos Investment Advisors, LLC. He has one year of industry experience and a background that includes roles in credit union services, dental practice administration, and education at Brigham Young University–Idaho and Southeastern Community College. Searcy Financial Services, Inc. is an SEC-registered adviser offering integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm employs a risk-based investment process using diversified portfolios of ETFs, equities, and bonds, managing approximately $514 million in discretionary assets and providing operational and portfolio support to other investment advisers.

Ryan Brooke is a CFP® and ChFC® with 11 years of industry experience. He is currently with Searcy Financial Services, Inc., where he has been since 2022, and also associated with Allos Investment Advisors, LLC since 2019. His background includes multiple roles within both firms over the past several years. Searcy Financial Services, Inc. is an SEC-registered adviser offering integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and employs a risk-based, diversified investment approach using model portfolios that include ETFs, equities, and bonds, with a focus on long-term management alongside the flexibility for shorter-term trades as needed.

Tanner Manning is a CFP® with two years of industry experience, currently serving as a financial advisor at Searcy Financial Services, Inc. He has worked at both Searcy Financial Services and its subsidiary, Allos Investment Advisors, LLC. Outside of his advisory role, he operates a concrete pumping business and is involved in training employees. Searcy Financial Services, Inc. provides integrated wealth management services—including financial planning, investment management, and retirement plan consulting—to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and offers risk-based, diversified investment strategies primarily using exchange-traded funds, individual equities, and bonds.

Jessica Kmetty is a financial advisor at Searcy Financial Services, Inc. in Phoenix, AZ, holding a Series 65 designation with 16 years of industry experience. Her career includes multiple tenures at both Searcy Financial Services and Allos Investment Advisors. Searcy Financial Services, Inc. offers integrated wealth management services to individual investors, high-net-worth clients, trusts, estates, corporations, foundations, and other financial firms. The firm employs a risk-based investment approach with diversified portfolios and provides tiered service levels combining planning, portfolio implementation, and ongoing consultation.

Matthew Ray is a financial advisor at Searcy Financial Services, Inc. in Rexburg, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at KeyBank Investment Services and Allos Investment Advisors, LLC, as well as experience outside the financial industry at The Denver Shade Company and teaching positions at Brigham Young University-Idaho and Mountain Vista High School. Searcy Financial Services is an SEC-registered adviser providing integrated wealth management services to individuals, retirement plans, corporations, foundations, and other financial-service firms. The firm manages approximately $514 million in discretionary assets and employs a risk-based, diversified investment approach with model portfolios primarily managed on a discretionary basis.