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Tyler S

Series 63, Series 65

Wichita, KS

Creative Planning

Tyler Stack is a financial advisor with Creative Planning in Wichita, KS, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Creative Planning since 2017 and previously spent nine years at American Century Investment Services Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Aaron F

Series 63, Series 66

Wichita, KS

Empower Advisory Group

Aaron Fisher is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower Advisory Group, he worked at CrossFirst Bank and Wells Fargo Bank N.A. Outside of his advisory role, he serves as Chief Musician at Exodus Church, leading the church’s musicians and music education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Yezenia A

Series 65

Wichita, KS

Hightower Advisors

Yezenia Acosta is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at INTRUST Bank and Speedy Cash. Outside of her advisory role, she works part-time at a retail store in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, with access to various investment vehicles and discretionary and non-discretionary portfolio management.

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

Series 66

Wichita, KS

Bankers Life Advisory Services, Inc.

Joshua Martin is a financial advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., The Bonavia at Veterans Park, Weigand Omega Management, and Regent Park. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Wealth management Retired
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Thomas K

Series 63, Series 65

Wichita, KS

Hightower Advisors

Thomas Kirk III is a financial advisor at Hightower Advisors with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Citigroup Global Markets. Kirk is a co-trustee of family trusts established for the benefit of his relatives. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, incorporating various investment vehicles and proprietary research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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 63, Series 65

Wichita, KS

Mariner

Ryan Maddex is a CFP® professional with five years of industry experience, currently serving clients at Mariner since 2026. His prior roles include positions at Global Retirement Partners, LPL Financial, and Korol Financial Group. Outside of financial advising, Maddex has worked in university recreation and the restaurant industry. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm uses customized, discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax and family office services uncommon at its enterprise scale.

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., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Voya since 2014 and also operates Cross Financial Services, Inc. outside of his role at Voya. Outside of finance, Cross is an ordained minister and serves on the Kansas Christian Education Board, where he is involved in planning and organizing church educational activities and youth events. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and third-party strategists through model portfolios and technology-driven tools, offering primarily non-discretionary account management alongside limited discretionary services.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Joshua M

Series 65

Wichita, KS

Hightower Advisors

Joshua Manahan is a financial advisor at Hightower Advisors with a Series 65 credential and less than one year of industry experience. His work history includes roles at Korol Financial Group (now Intellicents Financial) and Northwestern Mutual, as well as positions connected to Emporia State University and various community organizations. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes multi-manager solutions and proprietary research, offering a range of investment options and specialized portfolio management techniques.

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

CFP®, Series 66

Wichita, KS

&PARTNERS

Matthew Thiessen is a CFP® professional with 22 years of experience in the financial advisory industry. He is currently with &PARTNERS, having joined the firm in 2025 after previously working at Wells Fargo Advisors, Cambridge Investment Research Advisors, and LPL Financial. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through its dual registration as a registered investment adviser and broker-dealer. The firm employs fundamental, technical, and quantitative analysis, combining proprietary and third-party strategies with ongoing portfolio monitoring.

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 four years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Motion Industries. Outside of advising, he is co-owner of a family real estate LLC involved in property maintenance and development. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management, emphasizing both strategic and tactical asset allocation.

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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Travis K

CFP®, Series 66

Wichita, KS

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Travis Kvassay is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at United Planners' Financial Services of America. He has previously worked with Ameriprise Financial Services, Inc. and maintains ownership and operational roles in several retail and e-commerce businesses, including Vincit Veritas, LLC and The Closing Gift Store. United Planners Financial Services is a national wealth-management enterprise with over 359 advisors and approximately $12.77 billion in assets under management. The firm serves a diverse client base, offering advisory and brokerage services through independent representatives using a range of custodians and third-party managers.

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

Series 63, Series 65

Wichita, KS

First Command Advisory Services

Nicholas Bell is a financial advisor with First Command Advisory Services in Wichita, KS. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2025. His prior experience includes roles at Vector Marketing and the University of Kansas. First Command Advisory Services is an SEC-registered investment adviser serving 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

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

Series 66

Wichita, KS

Carson Wealth

Tammy Breitenbach is a financial advisor with Carson Wealth, holding a Series 66 designation and 16 years of industry experience. She has worked at CWM, LLC since 2018 and has been the owner and president of Catalyst Partners, Inc., a strategic business consulting firm, since 2008. At Catalyst Partners, she provides consulting on business development, marketing, and operational efficiency for small and medium-sized businesses. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a range of tailored investment solutions and ongoing portfolio oversight.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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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. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Voya Financial Advisors in 2022, he worked at GWFS Equities, Inc. for seven years. Outside of finance, he is involved with Cross Valley K9, a dog breeding, training, and importing business, and serves as head softball coach at Trinity Academy. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios and technology-enabled tools with both affiliated and unaffiliated investment products to deliver customized solutions primarily on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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