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.

Craig Korol is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Wichita, KS, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His career includes roles at Global Retirement Partners, LLC, LPL Financial, LLC, and Mutual Securities, Inc. He has operated CK Consulting, Inc. and Korol Financial Group, LLC, which provides advisory services under an LPL business entity. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and offers a range of advisory services including ERISA retirement plan consulting, individual wealth management, and a wrap fee program.

Ronald Chronister is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He previously worked at LPL Financial, LLC for 21 years before joining International Assets Investment Management in 2024. Outside of advisory work, he serves as secretary and treasurer of a private entity and is involved in life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Karen Zicht is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, Inc and Ziad Jabara CPA, P.A. She also serves as president of KMZ Capital Enterprises, LLC, a personal trading business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management through a proprietary platform and offers a range of investment and fiduciary services.

William Martin III is a CFA® charterholder with four years of industry experience currently serving at Earned Wealth Advisors, LLC. Prior to joining Earned Wealth Advisors, he worked at NoHo Financial, Inc. and spent ten years at INTRUST Bank. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees by providing financial planning, discretionary wealth management, and retirement plan consulting. The firm emphasizes the use of independent investment managers and model portfolios, supported by third-party consultants and advanced analytical tools, and is integrated with a family of affiliated businesses offering complementary services.

Joshua Jones is a CFP® professional with 22 years of experience in the financial services industry. He is currently with The Wealth Consulting Group, having previously worked at V Wealth Management, LPL Financial, and Edward Jones. Outside of his advisory role, he owns an insurance agency specializing in life, long-term care, and disability insurance. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, including high-net-worth individuals, corporate clients, retirement plans, and trusts. The firm employs a blend of active and passive investment strategies supported by fundamental, technical, macroeconomic, and quantitative analysis, and offers legal and implementation support through licensed attorneys and specialized vendors.

Jon Horning is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at GWFS Equities, AXA Advisors LLC, and Allstate Insurance Company. Outside of his advisory role, he maintains an insurance license and receives renewal commissions as a general agent for Insurance Partners of Kansas, though he does not solicit or service insurance business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain individual clients, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and employs proprietary and third-party methodologies in its financial planning approach.

Gary Myers is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has been with Eagle Strategies since 2006 and operates Myers Financial Navigation, a business focused on brokering non-registered insurance products and selling New York Life services. Myers is also a shareholder of NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various advisory programs and manages the majority of its assets on a non-discretionary basis.

Brice Lowe is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2026. Prior to this, he worked at Stifel Nicolaus & Co Inc for 13 years and has been involved with Aero Capital and LPL Financial since 2024. He is also active with Mariner Independent Advisor Network, providing investment advisory services through this independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Alejandro Martinez is a CFP® and ChFC® affiliated with Eagle Strategies (NY Life) in Wichita, KS, with three years of industry experience. His career includes roles at Eagle Strategies LLC, New York Life, and Fidelity Investments. Outside of finance, he has experience in the restaurant business with Gordos Restaurante Mexicano. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cole Welsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked within various Transamerica entities since 2015, including Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs providing managed and non-discretionary investment advice. The firm utilizes proprietary technology and model portfolios from Morningstar Investment Management to offer personalized asset allocation and retirement guidance at scale.

Michael Crabtree is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 designation and has prior work history with First Command Insurance Services and Delaware Resource Group, as well as service in the United States Air Force. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Jeffrey Yoder is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at several firms including Kestra Advisory and Lion Street Financial, and has operated Yoder Financial Group since 2004, focusing on fixed insurance business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options, with a variety of investment approaches available through platforms like Envestnet and AssetMark.

Gregory Liston is a financial advisor at J.W. Cole Advisors, Inc. in Wichita, KS, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years before joining J.W. Cole Advisors and J.W. Cole Financial in 2025. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Amber Helms is a Series 65-licensed financial advisor with seven years of industry experience, currently with Hightower Advisors since 2022. Her prior experience includes roles at Hightower 6 M Holding, 6 Meridian, Visit Overland Park, and Peoples Inc., spanning over a decade of diverse professional engagements. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles using a multi-manager model with both affiliated and third-party managers.

Kenneth Schmiedbauer is a financial advisor with &Partners in Wichita, KS, holding Series 63 and Series 65 licenses and 43 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 16 years. Outside of his advisory role, he is a ranch owner. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan services using a mix of fundamental, technical, and quantitative strategies, with account management by both internal advisors and third-party managers.

Aeramy Porter is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS, holding the Series 63 and Series 66 licenses. She has 25 years of industry experience and has been affiliated with New York Life and related entities since 2000. She is also involved with Paulseen Financial Group and serves as an officer in NYLARC Holding Company, a life insurance reinsurance company connected to New York Life. Eagle Strategies serves a diverse clientele including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers various program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Mark Smith is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, where he has worked since 2025. He has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as a field director managing a team of agents focused on insurance planning for retirees, including Medicare and long-term care products. Before entering the financial industry, he held positions in the restaurant sector. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Max Snodgrass is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He has been with AE Wealth Management since 2019 and has concurrently maintained a role at Preferred Financial since 2014, where he is involved in insurance sales. AE Wealth Management is an SEC-registered adviser serving a diverse client base that includes individual investors, retirement plans, trusts, charities, and businesses. The firm offers a platform-based approach combining model portfolios, discretionary management, and financial planning services.

Nga Huynh is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS. She holds Series 63 and Series 66 licenses and has 11 years of experience in the industry, including roles at NYLIFE Securities LLC and New York Life since 2014. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.