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Cole G

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Cole Graham is a financial advisor with United Capital Management of Kansas, Inc. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Greater Salina Community Foundation and KW Integrity, as well as a long tenure at The Mortgage Company. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, offering financial planning, portfolio management, fiduciary consulting, and private fund management. The firm employs an active, research-driven approach to construct diversified portfolios that may include equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Robert H

Series 63, Series 65

Salina, KS

Chief Advisors Corp

Robert Hamman is a financial advisor with Chief Advisors Corp in Salina, KS, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has held roles at multiple firms, including First Asset Financial Inc. since 2006 and Chief Advisors Corporation since 2003. Outside of his advisory duties, Hamman operates a consulting and insurance sales business under Robert Hamman, Consultant. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm employs a small team approach with discretionary portfolio management, utilizing fundamental, technical, and behavioral analysis across a broad range of securities.

General retirement planning
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Candice G

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Candice Graham is a financial advisor at United Capital Management of Kansas, Inc., holding a Series 65 credential with nine years of industry experience. She worked at V Wealth Advisors LLC from 2013 to 2020 before joining her current firm. In addition to her advisory role, Graham is involved in insurance sales, focusing on life, health, annuity, and long-term care products. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios across various asset classes and provides financial planning, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Tanner J

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Tanner Jackman is a financial advisor with United Capital Management of Kansas, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his advisory career, he was a full-time student for 17 years and has been self-employed as a rodeo participant for over two decades. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm utilizes an active, research-driven approach to construct diversified portfolios and offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Elisha F

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Elisha Friess is a Series 65-registered financial advisor with United Capital Management of Kansas, Inc. in Salina, KS. Friess joined the firm in 2024 and has prior experience at US Bank and Guaranteed Rate, Inc. The firm operates as a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. United Capital Management employs an active, research-driven approach to construct diversified portfolios across multiple asset classes and provides a range of services including financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Alan J

CFP®, Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Alan Jilka is a CFP® professional with 13 years of experience, currently serving as an advisor at United Capital Management of Kansas, Inc. He has been with the firm since 2013 and also worked at StoneX Securities Inc. alongside his current role. Outside of finance, he is a musical performer who sings and plays guitar at events. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven investment approach, constructing diversified portfolios that include equities, fixed income, ETFs, and alternative exposures, with regular portfolio reviews and calendar-based reporting.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Joshua W

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Joshua Weiser is a financial advisor at United Capital Management of Kansas, Inc. with one year of industry experience. He holds the Series 65 credential and has prior work history with Security Bank of Kansas and Sunder Energy. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios using equities, fixed income, ETFs, and alternative investments, while also offering financial planning, fiduciary consulting, and private fund management services.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Steven P

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Steven Plott is a financial advisor at United Capital Management of Kansas, Inc. with eight years of industry experience. He holds a Series 65 credential and has previously worked at Sunflower Bank, N.A. In addition to his advisory role, he serves as a high school wrestling official during the winter months. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios, including equities, fixed income, ETFs, and alternative investments, while providing financial planning, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Ryan K

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Ryan Kolzow is a financial advisor at United Capital Management of Kansas, Inc. with 26 years of industry experience. He holds the Series 66 designation and is a founder, coach, and tournament director of Salina Spikes Baseball. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management, employing an active, research-driven approach with diversified portfolios across multiple asset classes.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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La Rae D

Series 66

Salina, KS

Pathway Financial Solutions, Inc.

La Rae Duff is a financial advisor with Pathway Financial Solutions, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Edward Jones, and Massachusetts Mutual Life Insurance Co. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily to pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm focuses on diversified, fund-based strategic asset allocation using mutual funds, ETFs, and separately managed accounts, with an emphasis on serving institutional and plan-sponsor clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Justin S

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Justin Schamberger is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 66 designation and 12 years of industry experience. He has worked at United Capital Insurance, LLC, United Capital Management of KS, Inc., and StoneX Securities Inc. since 2014-2015. Outside of his advisory work, he performs manual labor on a farm in a non-investment capacity. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to construct diversified portfolios, including equities, fixed income, ETFs, and alternative exposures, while offering comprehensive financial planning and portfolio management services.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Bradley B

Series 65, Series 63

Salina, KS

United Capital Management Of Kansas, Inc.

Bradley Blew is a financial advisor with United Capital Management of Kansas, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His background includes roles at United Capital Trust, Inc. and StoneX Securities Inc. Outside of advisory work, he serves as a wrestling referee for the Kansas State High School Activities Association. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven investment approach, managing diversified portfolios that may include equities, fixed income, ETFs, and alternative exposures such as private placements and digital-asset instruments.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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William C

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

William Chilton is a Series 65 credentialed advisor with United Capital Management of Kansas, Inc. He has one year of experience in financial advising. Prior to joining United Capital Management, he held positions in education and public safety, including roles at Miami University and the Evanston Fire Department. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to construct diversified portfolios including equities, fixed income, ETFs, and alternative exposures, while providing financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Kyle G

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Kyle Gordon is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with United Capital since 2017 and previously worked at Straub International. In addition to his advisory role, he is a managing member and director of United Capital Insurance, LLC, where he works with agents to offer fixed insurance products including life and long-term care insurance. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to portfolio construction and management, offering services such as financial planning, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Nathan R

Series 66

Salina, KS

RFG Advisory, LLC

Nathan Reynolds is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked with firms including Waddell & Reed Inc and Billings Group, Inc. Reynolds also serves as a board member and treasurer of Billings Group S Corp. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a combination of active and passive investment strategies, alternative investments, and retirement plan consulting.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Lance B

Series 63, Series 65

Salina, KS

RFG Advisory, LLC

Lance Billings is a financial advisor at RFG Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Waddell & Reed, Inc. for 32 years prior to joining RFG Advisory. He is also president of Billings Group S Corp, where he serves on the board of directors. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients across individual, high-net-worth, trust, retirement plan, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base including investment companies and state and municipal entities.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Thaine S

Series 63, Series 65

Salina, KS

Creativeone Wealth, LLC

Thaine Streit is a financial advisor at CreativeOne Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at First Asset Financial Inc. and Chief Advisors Corp. Streit is also involved in the sale of life, fixed, and indexed annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to manage portfolios.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Joshua K

Series 66

Salina, KS

RFG Advisory, LLC

Joshua Kilsch is a financial advisor at RFG Advisory, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Waddell & Reed, Inc. and the Billings Group. Outside of his advisory role, he serves as a pastor at First Christian Church and provides pastoral services beyond his church responsibilities. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts using a blend of actively managed and passive strategies, including direct indexing and tax-aware approaches.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Kimberly F

CFP®, Series 63, Series 66

Salina, KS

Newedge Advisors

Kimberly Fink is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her career includes roles at Wells Fargo Advisors and Mid Atlantic Capital Corporation. Outside of financial advising, she co-owns and operates Fink Farms, where she occasionally assists with farm operations and harvest crew support. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house manager selection, third-party model portfolios, and advisor discretion, supported by ongoing due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tyler A

Series 66

Salina, KS

Bankers Life Advisory Services, Inc.

Tyler Adams is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing nine years of industry experience. He has held various roles within Bankers Life entities since 2014, including managing a team of agents as a Unit Sales Manager. Adams is also a board member of Haven Academy, a hybrid school in Salina, KS. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis. The firm emphasizes individual client service and integrates with affiliated broker-dealer and insurance entities.

Wealth management Retired
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