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Fred L
Series 63, Series 65
Wichita, KS
Farrecian Investments Inc
Fred Liebau Jr. is an independent financial advisor at Farrecian Investments Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LG Advisory Group, United Planners Financial Services, and his own sole proprietorship. In addition to advisory services, he is a licensed insurance agent involved in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities with a focus on managing variable annuity and variable life subaccounts, financial planning, and consulting. The firm typically provides non-discretionary portfolio assembly and monitoring, financial plans, and referrals to third-party money managers, managing about $11.55 million for roughly 43 clients.
Michael S
Series 63, Series 66
Rose Hill, KS
Tower Financial Strategies Corp.
Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, KS. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Textron Aviation, Mountain Aviation, Eagle Strategies, and New York Life Insurance. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, a volunteer aviation education organization. Tower Financial Strategies Corp. provides financial planning and advisory services to individuals, charitable organizations, and businesses, primarily through non-discretionary client relationships and referrals to third-party investment managers. The firm also offers insurance products and alternative investments while conducting ongoing due diligence and reviews of recommended managers.
Gary M
Series 63
Mulvane, KS
Gary M. Martinez
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 T
CFP®, Series 66
Derby, KS
Tomassi Financial Planning, LLC
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 C
Series 66
Wichita, KS
Legacy Map Design, LLC
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.
Jason D
Series 66
Wichita, KS
Douglass Investment Group
Jason Douglass is a financial advisor at Douglass Investment Group with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Douglass Investment Group provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-strategy, client-specific approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, managing approximately $173.6 million in discretionary assets across 142 client relationships.
Lance R
Series 66
Wichita, KS
Legacy Map Design, LLC
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.
Thomas D
CFP®, Series 66
Wichita, KS
Douglass Investment Group
Thomas Douglass is a CFP® with 27 years of industry experience, currently serving as CEO and managing partner at Douglass Investment Group. His prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Outside of advisory work, he is also an insurance agent. Douglass Investment Group LLC is an SEC-registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and banking institutions. The firm’s investment approach is tailored to clients’ time horizons and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with most accounts managed on a discretionary basis.
Redginal J
Series 66
Wichita, KS
Nwf Advisory Services Inc
Redginal Johnson is a Series 66-credentialed financial advisor with 18 years of industry experience, currently affiliated with NWF Advisory Services Inc. His prior work includes tenures at Main Street Advisors LLC, Independent Financial Group LLC, National Planning Corporation, and Ameriprise. Johnson maintains insurance agency roles alongside his advisory work and owns a DBA used for marketing purposes. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting via an open-architecture, technology-driven platform.
Michael E
Series 66
Douglass, KS
Madison Avenue Securities, LLC
Michael Erwin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Edward Jones for three years. He also served 19 years in the Kansas Army National Guard. Outside of his advisory role, Erwin is a member of the board of directors for the Museum of Kansas National Guard. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high‑net‑worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm employs multiple portfolio management approaches and offers both discretionary and non-discretionary options, serving approximately 14,000 clients through 91 advisors.
Yezmin T
Series 65
Derby, KS
Plancorp, LLC
Yezmin Thomas is a financial advisor at Plancorp, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and Entravision Communications. Outside of her advisory role, she operates Yezmin Thomas Media, LLC, a small business selling stationery and journals. Plancorp serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, and financial planning services. The firm follows a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and provides both discretionary and non-discretionary management.
Brice L
CFP®, Series 66
Wichita, KS
Private Advisor Group, LLC
Brice Lowe is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2026. Prior to this, he worked at Stifel Nicolaus & Co Inc for 13 years and has been involved with Aero Capital and LPL Financial since 2024. He is also active with Mariner Independent Advisor Network, providing investment advisory services through this independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.
William P
Series 63, Series 66
Derby, KS
Empower Advisory Group
William Peterson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at GWFS Equities, Ivy Distributors, Inc., and Waddell & Reed, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Max S
Series 65
Wichita, KS
AE Wealth Management, LLC
Max Snodgrass is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He has been with AE Wealth Management since 2019 and has concurrently maintained a role at Preferred Financial since 2014, where he is involved in insurance sales. AE Wealth Management is an SEC-registered adviser serving a diverse client base that includes individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services.
Rodney G
Series 63, Series 65
Derby, KS
First Citizens Investor Services, Inc.
Rodney Gates is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at LPL Financial, Bank of the West, Bancwest Investment Services, Invest Financial Corporation, and UBS Financial Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on IAR-led assessments and uses fundamental, quantitative, and technical analysis to allocate across various investment vehicles.
Bradley M
CFP®, Series 63, Series 65
Wichita, KS
Private Advisor Group, LLC
Bradley Moser is a CFP® with 40 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. He previously worked at Stifel for 26 years and has associations with Aero Capital, LPL Financial LLC, and Mariner Independent Advisor Network. Outside of his advisory work, he is involved as a musician in a musical band. Private Advisor Group provides services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using a variety of investment strategies and manager selections supported by proprietary technology platforms.
Brandon G
Series 66
Wichita, KS
First Command Advisory Services
Brandon Giefer is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds the Series 66 designation and has worked exclusively with First Command entities since 2017, with a brief employment gap from 2017 to 2019. Outside of advising, he is involved as a shareholder in Prairie Fire Advisors, Inc. and has ownership ties to Tank Connection Affiliate Group, a financial business transitioning through an employee stock ownership plan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.
Stephen C
ChFC®, Series 63, Series 65
Derby, KS
VOYA Financial Advisors, Inc.
Stephen Cross Sr. is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 12 years at VOYA Financial Advisors and eight years at Voya Financial Partners, LLC. Outside of his advisory role, he is involved as an independent insurance agent and leads multiple financial services entities in Derby, Kansas. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a network of representatives, utilizing a blend of in-house and external strategists, technology-enabled tools, and both discretionary and non-discretionary account management.
Ryan H
CFP®, Series 66
Wichita, KS
Kestra Advisory
Ryan Hoover is a CFP® with two years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. Before his current role, he worked at Koch Industries Inc. for seven years and spent a year with Kansas State Athletics. Outside of his advisory work, he owns Limestone Capital, LLC, a business focused on payroll and taxes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds.
Gavin C
Series 66
Wichita, KS
First Command Advisory Services
Gavin Crowe is a financial advisor with First Command Advisory Services in Wichita, KS, holding a Series 66 credential and two years of industry experience. His background includes service in the United States Air Force and roles across multiple First Command entities. He is also a shareholder of Prairie Fire Advisors, Inc., a non-investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
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