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Sheryl M

Series 63, Series 65, Series 66

Wichita, KS

Pinion Wealth Management, LLC

Sheryl Meyer is a financial advisor at Pinion Wealth Management, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc since 2018, as well as at Securities America Inc from 2014 to 2018. She also serves as Chief Compliance Officer and assists advisors within her firm. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to manage client assets. The firm’s ownership by a CPA entity and its affiliation with a broker-dealer and multiple sub-advisors differentiate its integrated service model.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Grover M

CFP®, Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Grover Musser is a CFP® professional with 34 years of industry experience, currently serving as an investment advisor representative at AdamsBrown Wealth Consultants LLC since 2021. His prior experience includes roles at Private Client Services, Farm Bureau Wealth Management, U.S. Bancorp Investments, and Merrill. Musser is also an independent insurance agent based in Hays, KS. 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 alongside consulting and planning services.

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

CFA®, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Jared Vitztum is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with AdamsBrown Wealth Consultants LLC, where he has been since 2022, and previously worked with Private Client Services and Fort Hays State University. 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 with an emphasis on ETFs and mutual funds, managing accounts primarily on a discretionary basis and conducting ongoing portfolio monitoring.

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

Series 66

Wichita, KS

Wealth Alliance Advisory Group, LLC

Austin Sander is a financial advisor with Wealth Alliance Advisory Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2017 and has been with Wealth Alliance Advisory Group since 2017. Sander is also a registered representative with Mutual Securities, involved in the broker side of the business. Wealth Alliance Advisory Group provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and businesses. The firm emphasizes risk management and tailored asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative funds, supported by affiliated accounting and pension administration services.

Charitable giving & philanthropy
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Kristy B

Series 66

Wichita, KS

Aurora Private Wealth, Inc.

Kristy Berger is a financial advisor with Aurora Private Wealth, Inc. She holds a Series 66 designation and has 18 years of industry experience. Her prior work includes roles at Planned Professional Advisory and Comprehensive Asset Management & Servicing, Inc. Outside of advising, she is a partner in a farm and livestock operation raising cattle and horses. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team-based approach.

Options & derivatives strategies Retirement income strategy Annuities Retirement plans for business owners (SEP, solo 401k)
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Carsen P

Series 66

Wichita, KS

TBG-Bedford Group LLC

Carsen Pracht is a financial advisor with TBG-Bedford Group LLC in Wichita, KS, holding a Series 66 designation and two years of industry experience. Prior to joining TBG-Bedford Group in 2026, he worked at Ameriprise Financial Services LLC from 2024 to 2026, and has held various roles in educational institutions between 2014 and 2024. 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 using a mix of mutual funds, ETFs, individual securities, private placements, and third-party managers.

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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Todd S

Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Todd Sullivant is a financial advisor with AdamsBrown Wealth Consultants LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Valic Financial Advisors, Inc., Agia, and Private Client Services. Outside of his advisory work, he is the owner and operator of Sullivant Family Ranch LLC. 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 with a multi-advisor team and manages approximately $881 million in assets.

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

Series 63, Series 66

Wichita, KS

United Capital Management Of Kansas, Inc.

Raymond Haskell is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with firms including StoneX Securities Inc, Cambridge Investment Research Inc, and Producers Financial Network, LLC. Haskell is also president of Haskell Financial Group LLC, which manages investment-related business operations. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, as well as managing pooled vehicles. The firm uses an active, research-driven approach to construct diversified portfolios across multiple asset classes and provides both discretionary and non-discretionary portfolio management along with 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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Tanner C

Series 65

Wichita, KS

Pinion Wealth Management, LLC

Tanner Copeland is a financial advisor at Pinion Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Pinion Wealth, he worked at Smoky Hill Country Club and One Digital. He also assists agents and representatives at Pinion Insurance Agency and Purshe Kaplan Sterling. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm employs a range of analytical approaches and utilizes model portfolios, sub-advisors, and the AssetMark platform to implement investment strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Justin M

PFS™, Series 63, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Justin Mitchell is a financial advisor with AdamsBrown Wealth Consultants LLC in Hutchinson, Kansas. He holds the PFS™ designation and has 24 years of industry experience. His prior work includes roles at HD Vest Insurance Agency, Avantax Investment Services, and various affiliated entities. Outside of advising, he is a partner and CPA involved in an accounting firm and serves as trustee for multiple irrevocable family trusts. 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, and individual securities, and operates with a multi-advisor team that oversees sub-advisors and conducts due diligence tailored to client goals and risk tolerance.

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

Series 63, Series 66

Wichita, KS

TBG-Bedford Group LLC

John Willson is a financial advisor with TBG-Bedford Group LLC based in Wichita, KS, holding Series 63 and Series 66 designations and over 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2009 to 2026. 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 employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios using a mix of mutual funds, ETFs, individual securities, and third-party managers.

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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Brian S

Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

Brian Staats is a financial advisor with AdamsBrown Wealth Consultants LLC in Great Bend, Kansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Avantax Investment Services and HD Vest Advisory Services and is also president and CEO of an accounting and CPA firm. Additionally, Staats is involved in business consulting, technology, and property management ventures. 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 approach using ETFs, mutual funds, stocks, bonds, and other instruments, managing roughly $881 million in assets for about 1,485 clients through a multi-advisor team.

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

Series 63, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

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.

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

CFP®, Series 66

Wichita, KS

AGH Wealth Advisors, LLC

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.

General retirement planning General tax planning
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Dari B

Series 63, Series 65

Wichita, KS

Pinion Wealth Management, LLC

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.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Dominick D

Series 65

Wichita, KS

Wealth Alliance Advisory Group, LLC

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.

Charitable giving & philanthropy
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Joshua B

Series 66

Wichita, KS

Convergence Financial

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.

Retirement income strategy General retirement planning Equity compensation tax strategy Planning for children with special needs College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brent W

Series 66, Series 65

Wichita, KS

AdamsBrown Wealth Consultants LLC

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.

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

Series 63, Series 65

Wichita, KS

Redstone Advisors Inc

Patricia Statham is a financial advisor at Redstone Advisors Inc in Wichita, KS, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Redstone Advisors since 1995. 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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Tracee A

Series 63, Series 65

Wichita, KS

American Independent Securities Group, LLC

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.

Options & derivatives strategies
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