Jeffrey A. Smith is a financial advisor at AdamsBrown Wealth Consultants LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Intrust Bank, LPL Financial, and Private Client Services. In addition to his advisory role, he is an independent insurance agent. 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 follows a long-term, diversified investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management as well as consulting services.

Brian Gensch is a CFP® professional with 17 years of industry experience, currently serving as an advisor at AGH Wealth Advisors, LLC since 2011. He has also been affiliated with LPL Financial since 2008. Outside of his advisory work, he is involved as an insurance agent offering life, disability, and long-term care products. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and retirement plan consulting. The firm provides tailored discretionary investment management using both fundamental and technical analysis and operates a firm-sponsored wrap fee program with execution and custody services through LPL Financial.

Dari Basore is a financial advisor with Pinion Wealth Management, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Inc. and Securities America, Inc., and he has been involved with Pinion Investment Advisors, LLC and Pinion Insurance Agency, LLC since 2005. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a range of analysis methods and a combination of model portfolios, sub-advisors, and the AssetMark platform to implement client investment strategies. The firm is distinct in its ownership by a CPA firm and its integration of broker-dealer activities and retirement-plan consulting.

Dominick Decker is a financial advisor at Wealth Alliance Advisory Group, LLC in Wichita, KS, holding a Series 65 credential with one year of industry experience. His prior work includes roles at the University of Kansas, several law firms, and the United States State Department. 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 through diversified portfolios and ongoing client consultation.

Joshua Belcher is a financial advisor at Convergence Financial with 14 years of industry experience, including 14 years at Edward Jones prior to joining his current firm. He holds the Series 66 designation. Outside of his advisory role, he owns a cow/calf cattle operation in Colwich, Kansas. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, and various entities. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, offers retirement plan fiduciary services, and operates multiple offices while managing over $900 million in client assets.

Brent Wieck is a financial advisor at AdamsBrown Wealth Consultants LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at MMA Securities LLC and Mutual of Omaha. Outside of his advisory role, he is a minority owner of a family farm. 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 typically employs a long-term, diversified investment approach emphasizing ETFs and mutual funds, managing accounts on a discretionary basis while conducting ongoing portfolio monitoring.

Tracee Adams is a financial advisor at American Independent Securities Group, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, Adams is active in community and nonprofit organizations, serving on boards including the Wichita Police & Fire retirement board, Junior Achievement of Kansas, Wichita State University Board of Trustees, and the Wichita Rotary Charitable Fund, where she is president. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach tailored to client objectives and risk tolerance, managing accounts on both discretionary and non-discretionary bases.

Scott Walker is a financial advisor at IAMS Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at IAMS since 2017. Prior to that, he was with Virtue Capital Management, LLC, and he has been involved with Walker Group, Inc. since 2009. Outside of his advisory role, Walker operates as an independent insurance agent and provides outsourced estate planning services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives using a range of asset classes and model portfolios.

Christine Mies is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 28 years of industry experience. She has held roles at multiple firms including Truenorth, Inc., BKD Wealth Advisors, LLC, and FORVIS Wealth Advisors, LLC prior to joining her current firm. Mies holds Series 63 and Series 65 credentials. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates tax and accounting services through its affiliation with the national accounting firm Forvis Mazars, LLP.

Corbin Meireis is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and Blue River Traders. Outside of advising, he is involved with The Capital Concierge, where he provides investment management and life insurance services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Jacob Turner is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Futurity First Insurance Group and Mutual of Omaha in insurance and investment roles. He is licensed as an insurance agent, offering health and life insurance products. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party managers, and retirement-plan services through a network of independent investment adviser representatives using a structured risk framework and diversified investment approaches.

Garren Taylor is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using fundamental and technical analysis.

Matthew Walter is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mutual Securities, Global Retirement Partners, LPL Financial, and CK Consulting. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach with regular monitoring and offers services such as retirement plan consulting, wealth management, and a wrap fee program.

Redginal Johnson is a financial advisor at NWF Advisory Services Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including The Ameriflex Group, OSAIC, Main Street Advisors LLC, Independent Financial Group LLC, and National Planning Corporation. Johnson is also involved as a licensed insurance agent offering various insurance products in Kansas. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that incorporates advisor-managed portfolios, third-party model portfolios, and customized investment solutions.

Steven Heiman is a financial advisor at Calton & Associates, Inc. in Wichita, KS, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cooper Malone Mcclain Inc. for 22 years. Outside of advising, he serves as a referee for college basketball and football during weekends and some evenings. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines registered investment adviser and broker-dealer operations.

Michael Draut is a financial advisor at Calton & Associates, Inc. in Wichita, KS, holding Series 63 and Series 65 licenses with 39 years of industry experience. He previously worked at Cooper Malone McClain, Inc. for 19 years and was employed by the Wichita Public School System from 2021 to 2026. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with various program structures, combining both advisory and commission-based services.

Tyler Schultz is a CFP® with 16 years of industry experience, currently affiliated with Intellicents Investment Solutions Inc. He previously worked at Global Retirement Partners, LLC and LPL Financial, LLC for 10 years. His prior activities include operating Korol Financial Group, LLC, a registered investment advisory business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with a range of consulting and wealth management services. The firm’s investment approach is led by a CFA Chief Investment Officer and focuses on long-term, buy-and-hold strategies with periodic rebalancing and the use of mutual funds, ETFs, and collective investment trusts.

Shawn Mercer is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has held prior roles at AE Wealth Management, Advisersource.com, and Jolliffe Capital. Mercer also owns Mercer Financial Group DBA Your Insurance Company, Inc., where he is involved in insurance sales and services. Wealth Watch Advisors serves a diverse clientele including individuals, institutional clients, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies, offering portfolio management, financial planning, and access to alternative private placements for eligible investors.

Chelsie Jamison is a financial advisor at Sequent Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previous experience with Inspired Advisors, Walmart, Braums, and Circle High School. Outside of her advisory role, she is also licensed as an insurance broker through Inspired Advisors. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 independent investment adviser representatives, employing a structured risk framework and diversified manager exposures.

Jason Craine is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savvy since 2024. He previously worked at Mariner Wealth Advisors for nine years and at Msec, LLC for five years. Outside of his advisory role, he serves on the boards of the Financial Planning Association of Kansas, the YMCA in Andover, KS, and Exploration Place, Inc., a science center in Wichita, KS. He is also the owner of Cedar+Sevens Divorce Planning, LLC, providing divorce financial counseling. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.