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Randall Y

Series 65

Wichita, KS

Yeisley Wealth Solutions, Inc.

Randall Yeisley is the sole advisor at Yeisley Wealth Solutions, Inc. in Wichita, KS, holding a Series 65 designation with 16 years of industry experience. He has led several related businesses, including Yeisley Financial Group, Inc. and Yeisley Tax Solutions, Inc., serving as president of these firms. Outside of advisory services, he operates a seasonal lawn care business. Yeisley Wealth Solutions serves individual and high-net-worth clients by providing written financial plans, consultations, and portfolio management through both advisor-managed accounts and third-party model portfolios on the AE Wealth Management platform. The firm combines fundamental, technical, tactical, and strategic asset allocation methods, employing a wrap-fee TAMP to centralize model access, trading, and reporting.

Retirement income strategy Social Security optimization Medicare planning Long-term care insurance
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Bryan L

Series 65

Wichita, KS

StewardRight

Bryan Looper is a financial advisor with StewardRight based in Wichita, KS. He holds a Series 65 designation and has six years of industry experience. Looper has held roles at Leading Edge Growth, LLC and TERM Hedging and Consulting, Inc., among others, and serves with Archuleta School District 50 Jt. since 2008. Outside of his advisory work, he owns Bronco Energy, LLC, a real estate business in Colorado. StewardRight provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach using ETFs, mutual funds, and annuity products, offering both tactical and passive strategies tailored to account size.

General retirement planning Cash flow / budgeting General estate planning guidance Wealth management
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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.

Annuities
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Michael P

CFP®, Series 63

Wichita, KS

StewardRight

Michael Proctor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at StewardRight in Wichita, KS. His career includes roles at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Secure Financial Firm. Outside of advising, he serves as a city council member for Bel Aire, KS, and is president of the Wichita Estate Planning Council. StewardRight provides financial planning, discretionary portfolio management, retirement plan consulting, and educational seminars to individuals, families, trusts, charitable organizations, retirement plans, and businesses. The firm manages approximately $69.7 million in predominantly discretionary assets, employing a mix of tactical and passive investment strategies tailored to account size.

General retirement planning Cash flow / budgeting General estate planning guidance Wealth management
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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.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
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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.

Annuities
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Shawn S

Series 63, Series 65

Wichita, KS

Pollux Wealth Management

Shawn Sokolosky is a financial advisor with Pollux Wealth Management in Wichita, KS, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at Frontier Wealth Management LLC for nine years before joining Pollux Wealth Management in 2023. Pollux Wealth Management serves approximately 40 clients, primarily individuals and high-net-worth individuals, providing investment advisory and portfolio management services. The firm manages about $53.5 million in discretionary assets and engages in discretionary portfolio management as well as monitoring of third-party managers, with a noted emphasis on private funds and pooled investment vehicles.

Private / alternative investments Tax-loss harvesting
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Jerald B

Series 65

Wichita, KS

Gentry Private Wealth

Jerald Betts is a financial advisor at Gentry Private Wealth with three years of industry experience. He holds a Series 65 designation and has worked at firms including HV Management, LLC and Leslie Rudd Investment Co. Outside of advisory services, he is sole owner of Jerald Betts Advisory Services, LLC, which provides business valuation, business exit planning, outsourced CFO services, and income tax planning. He also serves as a director at High Plains Farm Credit, an agriculture lending institution. Gentry Private Wealth offers personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis and fundamental research, operating a sponsored wrap fee program and providing family office services and affiliated tax/accounting support.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Larry K

Series 65

Wichita, KS

Market Investment Group, LLC

Larry Kloefkorn is a financial advisor with Market Investment Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been affiliated with multiple related firms, including Market Medicare Advisors, Market Tax Services, Foundations Investment Advisors, and Market Advisory Group, where he is involved in life insurance, annuity sales, tax planning, and Medicare services. He also serves as managing partner at MAG Holdings Inc. Market Investment Group, LLC provides financial planning and discretionary portfolio management to individuals, pension plans, trusts, and other entities. The firm utilizes third-party model portfolios with sub-advisers like Foundations Investment Advisors LLC and offers integrated services including insurance, tax, human resources outsourcing, and legal estate-planning referrals.

General tax planning Retirement income strategy Life insurance needs analysis
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Jude F

PFS™, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Jude Fox is a financial advisor at AdamsBrown Wealth Consultants LLC with nine years of industry experience. He holds the PFS™ and Series 66 designations and has worked with firms including Private Client Services and HD Vest Insurance Agency. Outside of advising, he serves as the treasurer for the United Way of Ellis County. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach that uses ETFs, mutual funds, and individual securities, offering discretionary portfolio management and ongoing due diligence.

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

Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Bradly Bechtel is a financial advisor with AGH Wealth Advisors, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with LPL Financial and has been associated with Allen, Gibbs & Houlik, LLC since 1996, serving as SVP of Retirement Plan Accounting & Compliance Services. AGH Wealth Advisors is an SEC-registered firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and institutions by providing portfolio management, retirement plan consulting, and financial planning. The firm delivers tailored, discretionary investment management using a combination of fundamental and technical analysis alongside third-party model strategies, and operates a firm‑sponsored wrap fee program with custody and execution services through LPL Financial.

General retirement planning General tax planning
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Bruce V

Series 63, Series 65

Wichita, KS

Wealth Alliance Advisory Group, LLC

Bruce Van Bebber is a financial advisor with Wealth Alliance Advisory Group, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at UBS Financial Services Inc and Mutual Securities, Inc. He is also licensed as an insurance agent. Wealth Alliance Advisory Group provides financial planning, consulting, and investment management services to individuals, trusts, estates, institutions, and businesses. The firm emphasizes risk management and tailored asset allocation, utilizing a variety of investment vehicles and maintaining affiliated accounting and third-party administration services.

Charitable giving & philanthropy
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Chad S

Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

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.

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

Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

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.

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

Series 65, Series 63

Witchita, KS

Kilter Group

Stephanie Holston is a financial advisor at Kilter Group with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Northwestern Mutual Wealth Management Company and Aaron Stark prior to joining Kilter Group. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm uses a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering both discretionary and non-discretionary portfolio management alongside financial planning and pension consulting services.

Retirement income strategy Wealth management Founder/Business Owner
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Mark B

Series 63, Series 65

Wichita, KS

Acrylic Financial, Inc.

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.

Annuities Real estate investing Social Security optimization Tax-loss harvesting Executive Founder/Business Owner
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Trent W

CFP®, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

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.

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

Series 65

Wichita, KS

Freestate Advisors LLC

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.

Wealth management Passive / index investing
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Brae B

Series 65

Wichita, KS

OLIO Financial Planning

Brae Beggs is a Series 65 licensed financial advisor with seven years of industry experience, currently with OLIO Financial Planning. Prior to joining OLIO, he worked at DeFrate & Paavola, LLC for five years. Outside of his advisory role, he is the founder of A Hole In None, a business creating and selling handmade t-shirt patches on Etsy and eBay. OLIO Financial Planning serves individual clients across wealth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a buy-and-hold approach with ETFs, mutual funds, and select securities, and employs project-based and fixed fee structures.

General retirement planning Cash flow / budgeting Divorce financial planning
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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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