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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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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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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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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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Robert F

Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Robert Frey Jr. is a financial advisor at AGH Wealth Advisors, LLC in Wichita, KS. He holds the Series 66 designation and has been working in the financial industry since 2022, with experience at LPL Financial and affiliated AGH entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions. The firm provides tailored, discretionary portfolio management and consulting services, utilizing a blend of fundamental and technical analysis along with third-party model strategies, and operates a firm-sponsored wrap fee program with execution and custody through LPL Financial.

General retirement planning General tax planning
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Evan T

Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Evan Terry is a financial advisor at AGH Wealth Advisors, LLC in Wichita, KS, holding a Series 66 designation with one year of industry experience. He has worked at AGH Wealth Advisors and LPL Financial LLC since 2021 and previously at Preferred Pension Solutions from 2016 to 2021. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, retirement plan consulting, and financial planning. The firm uses a combination of fundamental and technical analysis along with third-party model strategies and operates a wrap fee program that integrates portfolio management, trade execution, and custody services.

General retirement planning General tax planning
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Tommy L

Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Tommy Le is a Series 65-licensed financial advisor with AdamsBrown Wealth Consultants LLC in Wichita, KS. He has two years of industry experience and also works as a staff accountant providing tax and accounting services at Adams Brown, LLC. AdamsBrown Wealth Consultants offers 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 that emphasizes ETFs and mutual funds, managing accounts primarily on a discretionary basis with ongoing portfolio monitoring and due diligence.

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

PFS™, Series 63

Wichita, KS

AdamsBrown Wealth Consultants LLC

Steven Baumrucker is a financial advisor with AdamsBrown Wealth Consultants LLC, holding the PFS™ designation and Series 63 license. He has 24 years of industry experience, including prior roles at Private Client Services, HD Vest Insurance Agency Inc, and Avantax Investment Services, INC. Baumrucker is also a partner at Adams, Brown, Beran & Ball, a public accounting firm, and serves as treasurer of Whiskey Creek Restaurant. 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 multi-advisor team approach, utilizing ETFs, mutual funds, and other securities in a long-term, strategic portfolio construction process.

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

Series 66

Wichita, KS

AGH Wealth Advisors, LLC

Timothy Penner is a financial advisor with AGH Wealth Advisors, LLC in Wichita, KS, holding a Series 66 designation and 20 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial LLC since 2013. AGH Wealth Advisors is an SEC-registered firm that serves individuals, retirement plans, trusts, estates, and institutions, providing portfolio management, retirement plan consulting, and financial planning. The firm offers tailored, discretionary investment management using a combination of fundamental and technical analysis, third-party model strategies, and operates a firm-sponsored wrap fee program with execution and custody services through LPL Financial.

General retirement planning General tax planning
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Billy M

CFP®, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Billy Muhizi is a CFP® with five years of industry experience, currently serving as a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS. His prior work includes roles at Private Client Services, CHS, and McPherson College. AdamsBrown Wealth Consultants offers 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 emphasizes ETFs and mutual funds, managing accounts primarily on a discretionary basis while conducting ongoing portfolio monitoring.

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

Series 63, Series 65

Wichita, KS

TBG-Bedford Group LLC

Darren Pracht is a financial advisor at TBG-Bedford Group LLC in Wichita, KS, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. since 2011. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios.

Wealth management Private / alternative investments Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Quincey B

Series 63, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Quincey Bernard is a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining AdamsBrown in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024. 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 uses a long-term, strategic approach incorporating ETFs, mutual funds, individual securities, and ongoing portfolio monitoring.

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