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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.
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.
Michael P
CFP®, Series 63
Wichita, KS
StewardRight
Michael Proctor is a CFP® with 15 years of industry experience, currently serving as a financial advisor at StewardRight in Wichita, KS. His prior roles include positions at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Northwestern Mutual Investment Management. Outside of his advisory work, he is a City Council Member for Bel Aire, KS, and serves as President of the Wichita Estate Planning Council. StewardRight provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, families, trusts, charitable organizations, and businesses. The firm manages approximately $69.7 million in predominantly discretionary assets, employing an investment approach based on modern portfolio theory with global diversification and tailoring management style based on account size.
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.
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.
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.
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.
Larry K
Series 65
Wichita, KS
Market Investment Group, LLC
Larry Kloefkorn is a financial advisor with Market Investment Group, LLC in Wichita, KS, holding a Series 65 credential and bringing 12 years of industry experience. He is involved in multiple affiliated businesses, including co-ownership of Market Tax Services and Market Medicare Services, which provide tax planning and Medicare-related assistance, respectively. Market Investment Group, LLC serves a diverse clientele ranging from individuals to charitable organizations, offering financial planning and primarily discretionary portfolio management through third-party model portfolios. The firm integrates advisory services with related offerings in insurance, tax/accounting, and legal estate planning, maintaining client supervision while utilizing a sub-adviser for trading and reporting.
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.
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.
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.
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.
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.
Duane M
Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Duane Moppin is a financial advisor with AdamsBrown Wealth Consultants LLC in Wichita, KS, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at MMA Securities LLC and Marsh McLennan from 2019 to 2025, and he spent 14 years at State Street Bank and Trust NA. AdamsBrown Wealth Consultants provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management along with consulting and financial planning services.
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.
Stephanie H
Series 63, Series 65
Witchita, KS
Kilter Group
Stephanie Holston is a financial advisor at Kilter Group with Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Aaron Stark, as well as seven years of service with the State of Kansas. 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 integrates technology, including third-party AI tools, to support portfolio management and financial planning.
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.
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.
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.
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.
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