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.

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.

Michael Hastings is a financial advisor with Coordinated Financial Management in Wichita, KS, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Coordinated Financial Management since 1994. Hastings serves as President of Plastics Recycling of Kansas, Inc., a nonprofit organization focused on recycling initiatives. Coordinated Financial Management is a single-advisor independent firm managing approximately $2.9 million for individuals, couples, companies, and charitable organizations. The firm emphasizes value investing through fundamental and technical analysis, offering discretionary portfolio management and integrated financial planning tailored to client needs.

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.

Charles Zimmerman is a financial advisor with Strategic Asset Management, LLC in Park City, Kansas, holding CFP® and PFS™ designations along with Series 65 and Series 66 licenses. He has 17 years of industry experience and has worked at firms including Merrill Lynch and Bank of America. He is also involved in a family-held corporation, Prizim Inc., which leases computer hardware to his former CPA firm and for which he provides occasional technical assistance. Strategic Asset Management, LLC offers investment supervisory services and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $32 million in discretionary assets, focusing on a long-term, asset-allocation approach using diversified, passively managed portfolios, and integrates advisory services with affiliated accounting expertise.

Lyndon Zielke is a CFP® with six years of industry experience, currently affiliated with StewardRight in Wichita, KS. His prior roles include work at VIAVI Solutions and Aeroflex Wichita, as well as leadership positions at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Wichita Financial Coaching. He is also co-owner of Eighth Wonder, LLC, a commercial real estate holding with administrative duties performed outside regular business hours. StewardRight serves individual investors, families, trusts, retirement plan sponsors, and business entities with financial planning, discretionary portfolio management, retirement-plan consulting, and educational seminars. The firm’s investment approach combines modern portfolio theory and global diversification, applying tactical management for larger accounts and a passive strategy for smaller ones.

Bryan Looper is a financial advisor at StewardRight with six years of industry experience. He holds a Series 65 designation and has held roles at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and DEVO Capital Management, among others. Outside of his advisory work, he is the owner of Bronco Energy, LLC, a real estate business in Pagosa Springs, CO. StewardRight serves individual investors, families, trusts, retirement plan sponsors, and business entities with financial planning, discretionary portfolio management, retirement-plan consulting, and educational seminars. The firm employs a globally diversified investment approach based on modern portfolio theory, combining tactical management for larger accounts with a more passive strategy for smaller ones.

Michael Proctor is a CFP® with 14 years of industry experience, currently serving at StewardRight in Wichita, KS. His prior roles include positions at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Secure Financial Firm. Outside of financial advising, he is a City Council Member for Bel Aire, KS, and serves as Board Member and President of the Wichita Estate Planning Council. StewardRight provides financial planning, discretionary portfolio management, retirement-plan consulting, and educational seminars to individual investors, families, trusts, retirement plan sponsors, and business entities. The firm employs a mix of active and passive investment strategies grounded in modern portfolio theory and offers services through various fee structures and wrap-fee accounts.

Jude Fox is a financial advisor at AdamsBrown Wealth Consultants LLC with eight years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining AdamsBrown in 2020, he worked at Private Client Services, HD Vest Insurance Agency, HD Investment Advisory Services, and Avantax Investment Services. Outside of his advisory role, Fox serves as the treasurer for the United Way of Ellis County. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor team and follows a long-term, strategic approach to portfolio construction using ETFs, mutual funds, individual stocks, bonds, and other instruments, with ongoing monitoring and periodic reviews tailored to client goals and risk tolerance.

Bradly Bechtel is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with LPL Financial since 2008 and is also affiliated with AGH Wealth Advisors, LLC and Allen, Gibbs & Houlik, LLC, where he serves as Senior Vice President of Retirement Plan Accounting and Compliance Services. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and offers diversified investment strategies, combining large-scale advisory operations with additional product offerings such as insurance and annuities.

Danny Goolsby is a Series 65-licensed financial advisor with Market Investment Group, LLC in Wichita, KS, and has nine years of industry experience. He has been associated with Market Investment Group since 2025 and concurrently works with Market Advisory Group and Foundations Investment Advisors. Outside of advisory roles, Goolsby has worked as an independent insurance agent since 1985. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-adviser arrangements to manage accounts on a discretionary basis, tailoring allocations to clients’ objectives, risk tolerance, and time horizons.

Jonathon Mc Coy is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with Market Investment Group, LLC and has prior experience at Market Advisory Group and Foundations Investment Advisors, LLC. In addition to his advisory work, he operates as an independent insurance agent, offering fixed insurance, long-term care, and annuity solutions. Market Investment Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses third-party model portfolios and sub-adviser arrangements while supervising client relationships, rebalancing, and suitability determinations based on individual objectives and risk tolerance.

Chad Somers is a financial advisor at AdamsBrown Wealth Consultants LLC with a Series 65 credential and one year of industry experience. He has been associated with Adams Brown LLC since 2019 and previously worked at Benefit Management, LLC. Outside of his advisory role, Somers is a managing member of several local business ventures, including a hunting club and a movie theatre. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, individual stocks, bonds, and REITs, and serves approximately 1,485 clients with $881 million in assets under management.

Duane Moppin is a financial advisor at AdamsBrown Wealth Consultants LLC with six years of industry experience. He holds a Series 66 designation and previously worked at MMA Securities LLC, Marsh McLennan, and State Street Bank and Trust NA. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that utilizes a long-term, strategic investment approach with a mix of ETFs, mutual funds, individual securities, and other instruments.

Stephanie Holston is a financial advisor with Kilter Group in Wichita, KS, holding Series 63 and Series 65 licenses. She has over a decade of experience in the financial services industry, including roles at Northwestern Mutual Wealth Management Company and Aaron Stark. Kilter Group serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm’s investment process involves a macro-environmental, tactical asset-allocation strategy incorporating sector rotation and a relative growth/value framework, utilizing mutual funds, ETFs, equities, alternatives, and fixed income.

Mark Bourgeois is a financial advisor at Acrylic Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including AlphaStar Capital Management and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent, offering fixed insurance products and mortgage brokerage services. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a tailored investment approach combining asset allocation, momentum models, and fundamental and technical analysis, serving clients through both discretionary and non-discretionary management.

Trent Woodcock is a CFP® professional with 10 years of experience in the financial services industry. He is currently with AdamsBrown Wealth Consultants LLC, where he has worked since 2020. His prior experience includes roles at Private Client Services, HD Vest Insurance Agency, Avantax Investment Services, and Edward Jones. Woodcock also works as an insurance agent, providing term, variable, whole life, and long-term care insurance. AdamsBrown Wealth Consultants offers wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach utilizing ETFs, mutual funds, individual stocks, bonds, and other instruments, and operates with a multi-advisor team that can select and oversee sub-advisors.

Philip Taylor is a financial advisor at Freestate Advisors LLC in Wichita, KS, holding a Series 65 designation with 12 years of industry experience. He has been with Freestate Advisors since 2012. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, implementing strategies primarily through ETFs and model portfolios.