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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 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.

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 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.

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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Shawn M

Series 65

Wichita, KS

Wealth Watch Advisors, Inc

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.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Chelsie J

Series 65

Wichita, KS

Sequent Planning, LLC

Chelsie Jamison is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. She has prior work experience at Inspired Advisors, Walmart, Braums, and Circle High School. Outside of her advisory role, she is involved as an insurance broker with Inspired Advisors. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes diversified investment strategies and a structured risk framework.

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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Jason C

CFP®, Series 63, Series 65

Andover, KS

Savvy

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.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Craig K

CFP®, ChFC®, Series 63, Series 65

Wichita, KS

INTELLICENTS INVESTMENT SOLUTIONS INC

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.

Founder/Business Owner Retired
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Ronald C

Series 63, Series 65

Wichita, KS

International Assets Investment Management, LLC

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.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Yezmin T

Series 65

Derby, KS

Plancorp, LLC

Yezmin Thomas is a financial advisor at Plancorp, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Cambridge Investment Research Advisors and Entravision Communications. Outside of her advisory role, she operates Yezmin Thomas Media, LLC, a small business selling stationery and journals. Plancorp serves a diverse client base including high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, investment management, and financial planning services. The firm follows a Modern Portfolio Theory-based investment process with documented Investment Policy Statements and provides both discretionary and non-discretionary management.

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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Karen Z

Series 66

Wichita, KS

CreativeOne Securities, LLC

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.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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William M

CFA®, Series 63, Series 65

Wichita, KS

Earned Wealth Advisors, LLC

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Doctor or Medical Professional Dentist Founder/Business Owner
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Joshua J

CFP®, Series 63, Series 66

Wichita, KS

The Wealth Consulting Group

Joshua Jones is a Certified Financial Planner® with 21 years of experience in the financial services industry. He currently works at The Wealth Consulting Group and has previously been associated with V Wealth Management and LPL Financial. Outside his advisory role, he owns an insurance agency specializing in life, long-term care, and disability insurance solutions. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process incorporating fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and fiduciary services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Jon H

Series 63, Series 66

Wichita, KS

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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