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Nicholas O

CFP®, Series 66

Wichita, KS

Financial Benefits, Inc.

Nicholas Oglesby is a CFP® with 20 years of industry experience, currently serving as an advisor at Financial Benefits, Inc. He has worked with Cambridge Investment Research Advisors since 2018 and has prior experience at MetLife Securities and Wealth Conductor. Outside of his advisory work, he facilitates educational series for The Fathers House in Hutchinson, KS. Financial Benefits, Inc. is a small financial planning firm that serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate document preparation, providing services on a fixed or negotiated fee basis while investment management is handled through an affiliation with Cambridge Investment Research Advisors.

General retirement planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Business ownership considerations Founder/Business Owner
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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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Richard S

CFP®, Series 63, Series 65

Wichita, KS

Financial Benefits, Inc.

Richard Stumpf is a CFP® with 39 years of experience in financial advising. He is affiliated with Financial Benefits, Inc. and has worked with Cambridge Investment Research and Cambridge Investment Research Advisors for over two decades. Outside of advising, he is an independent insurance agent for multiple companies. Financial Benefits, Inc. is a small, state-registered financial planning firm serving individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate-document preparation, operating with a small client roster and providing services on a fixed, quoted, or negotiated fee basis.

General retirement planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Business ownership considerations Founder/Business Owner
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Gary G

Wichita, KS

Redstone Advisors Inc

Gary Gamm is a financial advisor at Redstone Advisors Inc in Wichita, KS, with 34 years of industry experience. He has been with Redstone Advisors since 1991. In addition to his advisory role, Mr. Gamm serves on the board of a family limited partnership and acts as trustee for two trusts, providing investment guidance and decisions through his consulting firm. Redstone Advisors specializes in discretionary fixed-income investment management for institutional clients and high-net-worth individuals, focusing on separately managed portfolios of municipal and government bonds. The firm emphasizes active management, tailored portfolios, and formalized reporting and governance.

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

CFA®

Wichita, KS

Redstone Advisors Inc

Marc Vincent is a CFA® charterholder with 34 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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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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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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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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