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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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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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Brent W

Series 65, Series 66

Wichita, KS

AdamsBrown Wealth Consultants LLC

Brent Wieck is a financial advisor with AdamsBrown Wealth Consultants LLC, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has previously worked at MMA Securities LLC and Mutual of Omaha Investor Services, Inc. Outside of his advisory role, Wieck is a minority owner of a family farm, although he has no active duties there. 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 emphasizing ETFs and mutual funds, with discretionary portfolio management and ongoing due diligence as key components.

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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Scott W

Series 66

Wichita, KS

IAMS Wealth Management, LLC

Scott Walker is a financial advisor at IAMS Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Virtue Capital Management, LLC and Transamerica Financial Advisors. Outside of his advisory role, he is an independent insurance agent and provides outsourced estate planning services through Legacy Lock. IAMS Wealth Management offers investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm manages accounts on a discretionary basis using proprietary and third-party model portfolios and employs a range of investment instruments including equities, ETFs, fixed income, direct indexing, cryptocurrency, and structured products.

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

Series 63, Series 65

Wichita, KS

Forvis Mazars Wealth Advisors, LLC

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.

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

Series 65

Wichita, KS

Creativeone Wealth, LLC

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.

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

Series 63, Series 65

Wichita, KS

Sequent Planning, LLC

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.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Garren T

Series 66

Wichita, KS

Gateway Wealth Partners, LLC

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.

Retirement plans for business owners (SEP, solo 401k)
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Matthew W

Series 66

Wichita, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

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.

Founder/Business Owner Retired
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Redginal J

Series 66

Wichita, KS

Nwf Advisory Services Inc

Redginal Johnson is a Series 66-credentialed financial advisor with 18 years of industry experience, currently affiliated with NWF Advisory Services Inc. His prior work includes tenures at Main Street Advisors LLC, Independent Financial Group LLC, National Planning Corporation, and Ameriprise. Johnson maintains insurance agency roles alongside his advisory work and owns a DBA used for marketing purposes. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting via an open-architecture, technology-driven platform.

Wealth management Active portfolio management
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Steven H

Series 63, Series 65

Wichita, KS

Calton & Associates, Inc.

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Michael D

Series 63, Series 65

Wichita, KS

Calton & Associates, Inc.

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Tyler S

CFP®, Series 66

Wichita, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

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.

Founder/Business Owner Retired
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Allen F

Series 63, Series 65

Wichita, KS

Titleist Asset Management, LLC

Allen Frederick is a financial advisor with Titleist Asset Management, LLC in Wichita, Kansas, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at several firms such as Grove Wealth Advisors, Farther Finance Advisors, Capital Management Services, and Wilshire-Pennington Group. He has also taken time away from the industry for family caregiving. Titleist Asset Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, estates, and business entities. The firm employs a Rules Based Investing Total Return System with customized portfolios and offers an integrated range of services including brokerage, insurance, tax, and accounting through affiliated providers.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Income planning Active portfolio management Founder/Business Owner Executive
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