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Calvin P

Series 66

Wichita, KS

Hightower Advisors

Calvin Pearson is a financial advisor with Hightower Advisors, holding a Series 66 license and six years of industry experience. He has previously worked at Raymond James Financial Services and Aristata Financial. He serves as Vice President and board member of the First Tee of Greater Wichita, a youth development organization. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its extensive network of advisor practices.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ryan M

CFP®, Series 65, Series 63

Wichita, KS

Mariner

Ryan Maddex is a CFP® professional based in Wichita, KS, with five years of industry experience. He is currently with Mariner and previously held roles at Global Retirement Partners, LLC, LPL Financial, LLC, Korol Financial Group, and Advisors Excel. Outside of financial advisory, his background includes work at Washburn University and experience in the hospitality industry. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a discretionary, customized portfolio approach supported by in-house and third-party resources.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Markus P

Series 63, Series 65

Wichita, KS

Hightower Advisors

Markus Phox is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Securities, Private Client Services, 6 Meridian LLC, and MarketAxess. He was also employed at Princeton University for four years. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, with a broad range of investment vehicles including mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jocelyn C

Series 66

Wichita, KS

Hightower Advisors

Jocelyn Childs is a Series 66 licensed financial advisor at Hightower Advisors with eight years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for seven years and was involved with Champion Courier LLC for two years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jonathan C

Series 63, Series 66

Derby, KS

VOYA Financial Advisors, Inc.

Jonathan Cross is a financial advisor with Voya Financial Advisors, Inc. and Cross Financial Services, Inc., holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including 12 years at Voya and over a decade managing his own financial services businesses. Outside of financial advising, he is an ordained minister and serves on the Kansas Christian Education Board, which organizes educational and youth activities for churches in the Kansas State Association of Free Will Baptists. He is also president of a licensed fireworks display company. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures and typically provides non-discretionary recommendations requiring client approval before transactions.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Matthew T

CFP®, Series 66

Wichita, KS

&PARTNERS

Matthew Thiessen is a CFP® certificant with 21 years of industry experience. He has worked at &PARTNERS since 2025 and previously held roles at Wells Fargo Advisors and Cambridge Investment Research Advisors. &Partners serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and private businesses. The firm offers investment management and financial planning services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed by in-house advisors or third-party managers.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Justin H

Series 63, Series 65

Wichita, KS

Transamerica Retirement Advisors, LLC

Justin Hancock is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including LPL Financial LLC, Intrust Financial Services, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed advice and investment education, utilizing portfolio construction and oversight from Morningstar Investment Management.

General retirement planning Retirement income strategy Income planning
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Andrew K

Series 66

Wichita, KS

Oppenheimer

Andrew Koontz is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Motion Industries. Outside of his advisory role, Koontz co-owns a family LLC involved in real property maintenance and management. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment advisory and brokerage services. The firm provides both discretionary and non-discretionary portfolio management, with an emphasis on strategic asset allocation and comprehensive financial planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Amanda M

Series 66

Wichita, KS

Hightower Advisors

Amanda Maier is a financial advisor at Hightower Advisors with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. Maier has been with Hightower Advisors since 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Parker M

Series 63, Series 65

Wichita, KS

Planmember Securities Corporation

Parker Maldonado is a financial advisor with Planmember Securities Corporation in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He owns and operates Educators Plus, Investment and Financial Services, and is also involved with Great Plains Insurance Agency, LLC. Maldonado volunteers as a coordinator for Financial Peace University at St. Elizabeth Ann Seton Catholic Church and serves as president and treasurer of Ora Et Labora Farms, LLC. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing unitized, risk-based mutual fund portfolios, and offers education and support services, including seminars and personalized retirement planning.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Tammy B

Series 66

Wichita, KS

CWM, LLC

Tammy Breitenbach is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. She also serves as owner and president of Catalyst Partners, Inc., a strategic business consulting firm focused on marketing, operational efficiency, and business development for small and medium-sized businesses. Breitenbach has been with CWM, LLC since 2018 and has been involved with Catalyst Partners since 2008. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios complemented by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan and institutional services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen C

Series 66

Derby, KS

VOYA Financial Advisors, Inc.

Stephen Cross Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He previously worked at Gwfs Equities, Inc. for seven years and has been involved with Cross Valley K9, a dog breeding, training, and importing business, since 2009. He also serves as head softball coach at Trinity Academy. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures with an emphasis on non-discretionary recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Gaylyn M

Series 65

Wichita, KS

Mariner

Gaylyn Mc Gregor is a financial advisor at Mariner with four years of industry experience and holds a Series 65 credential. Prior to joining Mariner Wealth Advisors in 2022, Gaylyn worked at Talbots and Equity Bank, and spent 17 years at Commerce Trust Company. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm offers customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party manager allocations, along with integrated tax and accounting services uncommon for a firm of its size.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tyler P

Series 66, Series 63

Wichita, KS

Eagle Strategies (NY Life)

Tyler Porter is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has a longstanding affiliation with Paulseen Financial Group and New York Life Insurance dating back to 2009. Tyler serves as a board member on the Community National Bank and Trust, participating in strategic planning efforts. Eagle Strategies supports a diverse client base including individual and institutional investors by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Melissa H

Series 63, Series 66

Derby, KS

First Citizens Investor Services, Inc.

Melissa Hutson is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes roles at BancWest Investment Services, Inc., LPL Financial, and BMO Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering portfolio management, advisory, and brokerage services through a variety of platforms and strategies. The firm focuses on comprehensive client assessments and uses fundamental, quantitative, and technical analysis to allocate assets across multiple investment types.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Jason M

CFA®

Wichita, KS

Hightower Advisors

Jason Mayers is a CFA® charterholder with four years of industry experience. He is currently with Hightower Advisors, where he has worked since 2021, following prior roles at Ameritas Investment Partners and Cargill, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Karsten B

Series 66

Witchita, KS

CWM, LLC

Karsten Bond is a financial advisor with CWM, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cetera Advisor Networks, Driven Wealth Strategies, and Waddell & Reed Inc. Outside of advisory work, he is involved in several business ventures, including ownership and management roles in financial services firms and serving on a homeowners association board. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shana C

Series 63, Series 66

Wichita, KS

&PARTNERS

Shana Curtis is a financial advisor at &PARTNERS with 25 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Advisors and Wells Fargo Clearing in various capacities from 2009 to 2025. Outside of her advisory role, Curtis is involved in several sales activities, including representing an online wine retailer, working as a beauty associate, and acting as a travel agent. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and portfolio management strategies, with services provided on both discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Ryan B

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Ryan Babel is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has one year of industry experience and previously served in the United States Air Force from 2015 to 2026. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Thomas S

Series 63, Series 65

Wichita, KS

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Thomas Stark is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Securities America Advisors, IFS Advisors DBA Insight Financial Services, and National Planning Corporation. He also serves as trustee for the Riley H Denton Revocable Trust. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory services through independent representatives and utilizes multiple custodians and third-party managers, with the majority of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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