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 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.

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.

Allen Frederick is a financial advisor at Titleist Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Grove Wealth Advisors, Farther Finance Advisors, and Capital Management Services, Inc. Frederick has taken periods as a homemaker between roles during his career. Titleist Asset Management, LLC offers investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm provides customized portfolio management and financial planning using a rules-based Total Return framework overseen by an investment committee.

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.

Dylan Christopher is a financial advisor with Convergence Financial in Wichita, KS, holding a Series 65 designation and beginning his industry career in 2026. Prior to joining Convergence Financial, he worked at Emprise Bank for two years and has experience in various non-financial roles. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a strategic asset allocation approach and fundamental analysis to create tailored portfolios, alongside managing retirement plans and providing access to third-party asset managers.

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 at International Assets Investment Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 21 years and New England Securities for 3 years. Chronister is also involved in life insurance sales as a commission-based agent. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm emphasizes customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and also offers third-party manager programs and financial planning services.

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.

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.

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.