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Brett L

Series 66

Wichita, KS

Keating Financial Advisory Services

Brett Larson is a financial advisor with Keating Financial Advisory Services in Wichita, KS, holding a Series 66 license and seven years of industry experience. His prior work experience includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Arvest Wealth Management, and the Kansas State University Foundation. Keating Financial Advisory Services provides investment advisory, modular financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm employs both discretionary and non-discretionary strategies and offers services ranging from wrap-fee investment management to comprehensive financial planning.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Life insurance needs analysis Charitable giving & philanthropy Founder/Business Owner Retired
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Troy Y

CFA®, Series 63

Wichita, KS

Redstone Advisors Inc

Troy Young is a CFA® charterholder with 31 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Gregory P

Series 65

Wichita, KS

Redstone Advisors Inc

Gregory Palko is a financial advisor at Redstone Advisors Inc in Wichita, KS, with 15 years of industry experience. He holds a Series 65 designation and has been with Redstone Advisors since 2011. Redstone Advisors Inc is an independent investment adviser specializing in discretionary fixed income portfolio management, primarily municipal and government bonds, for institutions and high-net-worth individuals. The firm manages approximately $490.6 million across about 98 client relationships and emphasizes a personalized, tax-aware investment approach with detailed reporting and performance disclosures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Clark A

Series 63, Series 66

Wichita, KS

Wealth Alliance Advisory Group, LLC

Clark Armor is a financial advisor with Wealth Alliance Advisory Group, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Private Client Services, AdamsBrown Wealth Consultants LLC, LPL Financial, and AGH Wealth Advisors, LLC. He is also involved in insurance sales, specializing in group benefits and ERISA plan administration. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and businesses. The firm focuses on risk management, tailored asset allocation, and uses a variety of investment vehicles, including independent managers and alternative funds, with affiliated accounting and pension administration services supporting their team-based approach.

Charitable giving & philanthropy
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Matthew C

Series 66

Wichita, KS

Wealth Alliance Advisory Group, LLC

Matthew Catlin is a financial advisor with Wealth Alliance Advisory Group, LLC in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wealth Alliance Advisory Group and Mutual Securities, Inc. in 2017. Outside of his advisory role, Catlin is CEO and COO of Preferred Pension Solutions, LLC, a retirement plan administration and consulting business. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and businesses. The firm focuses on risk management and tailored asset allocation using a diversified mix of investment vehicles, including mutual funds, ETFs, independent managers, and alternative investments, supported by ongoing client consultation and due diligence.

Charitable giving & philanthropy
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Matthew M

CFP®, Series 65

Wichita, KS

Pinion Wealth Management, LLC

Matthew Myers is a CFP® professional with three years of experience in financial advising. He has worked at Pinion Wealth Management, LLC since 2022 and previously held roles at Landmark National Bank and Banner Capital Bank. Pinion Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm provides personalized investment management, financial planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, charting, and cyclical analysis to implement client strategies through various mandates and third-party platforms.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gary D

Series 63, Series 65

Wichita, KS

Wealth Alliance Advisory Group, LLC

Gary Decker is a financial advisor at Wealth Alliance Advisory Group, LLC in Wichita, KS, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc. and UBS Financial Services Inc. He is a board member of Carson Bank and is involved as CEO and COO of Preferred Pension Solutions, LLC, a retirement plan administration and consulting firm. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and business entities. The firm emphasizes risk management and tailored asset allocation using a diversified mix of investment vehicles and maintains affiliated accounting and third-party administration firms.

Charitable giving & philanthropy
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Blake A

CFP®, Series 63

Wichita, KS

Pinion Wealth Management, LLC

Blake Allen is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at Pinion Wealth Management, LLC in Wichita, KS. He has worked with Purshe Kaplan Sterling Investments since 2018 and has been associated with Pinion Investment Advisors and related entities since 2002. Outside of his advisory role, Allen manages Girl Dad, LLC, a business focused on equipment rental. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm integrates accounting, consulting, and brokerage capabilities, using a variety of analytical approaches and sub-advisors to construct and monitor client portfolios.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sheryl M

Series 63, Series 65, Series 66

Wichita, KS

Pinion Wealth Management, LLC

Sheryl Meyer is a financial advisor at Pinion Wealth Management, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc since 2018, as well as at Securities America Inc from 2014 to 2018. She also serves as Chief Compliance Officer and assists advisors within her firm. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to manage client assets. The firm’s ownership by a CPA entity and its affiliation with a broker-dealer and multiple sub-advisors differentiate its integrated service model.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Austin S

Series 66

Wichita, KS

Wealth Alliance Advisory Group, LLC

Austin Sander is a financial advisor with Wealth Alliance Advisory Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2017 and has been with Wealth Alliance Advisory Group since 2017. Sander is also a registered representative with Mutual Securities, involved in the broker side of the business. Wealth Alliance Advisory Group provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and businesses. The firm emphasizes risk management and tailored asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative funds, supported by affiliated accounting and pension administration services.

Charitable giving & philanthropy
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Kristy B

Series 66

Wichita, KS

Aurora Private Wealth, Inc.

Kristy Berger is a financial advisor with Aurora Private Wealth, Inc. She holds a Series 66 designation and has 18 years of industry experience. Her prior work includes roles at Planned Professional Advisory and Comprehensive Asset Management & Servicing, Inc. Outside of advising, she is a partner in a farm and livestock operation raising cattle and horses. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team-based approach.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
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Tanner C

Series 65

Wichita, KS

Pinion Wealth Management, LLC

Tanner Copeland is a financial advisor at Pinion Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Pinion Wealth, he worked at Smoky Hill Country Club and One Digital. He also assists agents and representatives at Pinion Insurance Agency and Purshe Kaplan Sterling. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm employs a range of analytical approaches and utilizes model portfolios, sub-advisors, and the AssetMark platform to implement investment strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dari B

Series 63, Series 65

Wichita, KS

Pinion Wealth Management, LLC

Dari Basore is a financial advisor with Pinion Wealth Management, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Inc. and Securities America, Inc., and he has been involved with Pinion Investment Advisors, LLC and Pinion Insurance Agency, LLC since 2005. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a range of analysis methods and a combination of model portfolios, sub-advisors, and the AssetMark platform to implement client investment strategies. The firm is distinct in its ownership by a CPA firm and its integration of broker-dealer activities and retirement-plan consulting.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dominick D

Series 65

Wichita, KS

Wealth Alliance Advisory Group, LLC

Dominick Decker is a financial advisor at Wealth Alliance Advisory Group, LLC in Wichita, KS, holding a Series 65 credential with one year of industry experience. His prior work includes roles at the University of Kansas, several law firms, and the United States State Department. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and business entities. The firm emphasizes risk management and tailored asset allocation through diversified portfolios and ongoing client consultation.

Charitable giving & philanthropy
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Patricia S

Series 63, Series 65

Wichita, KS

Redstone Advisors Inc

Patricia Statham is a financial advisor at Redstone Advisors Inc in Wichita, KS, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Redstone Advisors since 1995. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Christine M

Series 63, Series 65

Wichita, KS

Forvis Mazars Wealth Advisors, LLC

Christine Mies is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 28 years of industry experience. She has held roles at multiple firms including Truenorth, Inc., BKD Wealth Advisors, LLC, and FORVIS Wealth Advisors, LLC prior to joining her current firm. Mies holds Series 63 and Series 65 credentials. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates tax and accounting services through its affiliation with the national accounting firm Forvis Mazars, LLP.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Ryan W

Series 63, Series 65

El Dorado, KS

IHT Wealth Management LLC

Ryan Weyrauch is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and LPL Financial. Outside of his advisory role, he is involved with Briny Deep Diving, LLC, where he serves as a dive master providing scuba instruction. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Matthew W

Series 66

Wichita, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

Matthew Walter is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mutual Securities, Global Retirement Partners, LPL Financial, and CK Consulting. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach with regular monitoring and offers services such as retirement plan consulting, wealth management, and a wrap fee program.

Founder/Business Owner Retired
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Erica T

Series 66

El Dorad, KS

IHT Wealth Management LLC

Erica Tipton is a financial advisor at IHT Wealth Management LLC with a Series 66 designation. She has experience working at LPL Financial, W Investments, and INTRUST Bank, N.A., and she provides administrative support to IHT Wealth Management. Prior to her financial services roles, she worked in education and retail, including positions at Wichita State University and Red Robin Restaurant Company. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and an advisor-enhanced algorithmic investment option, supported by a network of approximately 153 investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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David W

Series 63, Series 65

El Dorado, KS

IHT Wealth Management LLC

David Wernli is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at nVision Wealth Group and LPL Financial. Outside of advisory work, he is a partner in WOW Human Resource Management LLC, a business unrelated to investment advisory services. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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