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.

Kaitlin Hershey is a financial advisor at CWM, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Driven Wealth Strategies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement-plan solutions.

Andrew Mies is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Morgan Stanley and Private Client Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Brent Dome is a financial advisor at CWM, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, Inc. and Cetera Advisor Networks. Outside of advising, he serves as president of Dome Holdings Inc., a financial services S corporation, and is involved in managing tax and accounting service businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Denice Robinson is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Morgan Stanley and Citigroup Global Markets. Robinson is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.

Christopher Robrahn is a financial advisor with Lincoln Investment in Wichita, KS, holding a Series 63 license and 34 years of industry experience. He previously worked at Legend Equities Corporation and Osaic FA, Inc. Outside of his advisory role, he produces and hosts a weekly fitness-focused web radio program and serves as an at-large member of the board of advisors for the East Wichita YMCA. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Chad Phipps is a financial advisor at CWM, LLC with 18 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Advisor Networks and Waddell & Reed, Inc. Outside of his advisory work, he is involved in several business ventures including managing partner roles in tax preparation and holding companies, as well as ownership interests in aviation-related LLCs. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services such as financial planning, sub-advisory, and retirement-plan solutions.

Marta Curry is a financial advisor with CWM, LLC, holding a Series 66 designation and 21 years of industry experience. Her career includes roles at Waddell & Reed, Inc. and Cetera Advisor Networks. She has been with CWM, LLC and Driven Wealth Strategies since 2019. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, with a strong operational focus on retirement plan and institutional services.

Jordan Swisher is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior work includes roles at Creative Planning and KPMG, LLP. Swisher is affiliated with entities related to Hightower, including Hightower 6M Holding and 6 Meridian LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers as well as a variety of investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

Casey Patterson is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Empower Advisory Group, Casey worked at GWFS Equities, Inc., J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Cobiz Financial. Outside of his advisory role, he works as a DoorDash delivery driver during non-business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated service model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Timothy Hartland is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with &Partners and has previously worked at Wells Fargo Advisors and Cambridge Investment Research Advisors. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Bradley Moser is a CFP® with 40 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. He previously worked at Stifel for 26 years and has associations with Aero Capital, LPL Financial LLC, and Mariner Independent Advisor Network. Outside of his advisory work, he is involved as a musician in a musical band. Private Advisor Group provides services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using a variety of investment strategies and manager selections supported by proprietary technology platforms.

Paul Ehrhart is a financial advisor at &PARTNERS in Wichita, KS, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of advising, he coaches middle school boys basketball and owns a window treatment installation business. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies using proprietary and third-party resources.

Ammie Weidner is a financial advisor with Hightower Advisors, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Morgan Stanley, Citigroup Global Markets, and 6 Meridian LLC prior to joining Hightower in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.