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Gary M

Series 63, Series 65

Wichita, KS

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Brice L

CFP®, Series 66

Wichita, KS

Private Advisor Group, LLC

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.

Annuities Founder/Business Owner
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Alejandro M

CFP®, ChFC®, Series 66

Wichita, KS

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Cole W

Series 63, Series 65

Wichita, KS

Transamerica Retirement Advisors, LLC

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.

General retirement planning Retirement income strategy Income planning
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Michael C

Series 66

Andover, KS

Empower Advisory Group

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.

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

Series 63, Series 65

Wichita, KS

Integrity Alliance, LLC

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.

Annuities ESG / Sustainable investing
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Gregory L

Series 63, Series 65

Wichita, KS

J. W. Cole Advisors, Inc.

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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William P

Series 66, Series 63

Derby, KS

Empower Advisory Group

William Peterson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at GWFS Equities, Ivy Distributors, Waddell & Reed, Sedgwick County, and educational service organizations in Kansas. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

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

Series 65

Wichita, KS

Hightower Advisors

Amber Helms is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 65 designation and has worked at Hightower since 2018, including roles at 6 Meridian and Hightower 6M Holding. Prior to that, she gained experience at Peoples Inc. and Visit Overland Park. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and diversified portfolio construction.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Kenneth S

Series 63, Series 65

Wichita, KS

&PARTNERS

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.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Aeramy P

Series 63, Series 66

Wichita, KS

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Mark S

Series 66

Wichita, KS

Bankers Life Advisory Services, Inc.

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.

Wealth management Retired
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Max S

Series 65

Wichita, KS

AE Wealth Management, LLC

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.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Nga H

Series 63, Series 66

Wichita, KS

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kaitlin H

Series 65

Wichita, KS

CWM, LLC

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.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew M

CFA®, Series 63, Series 66

Wichita, KS

Hightower Advisors

Andrew Mies is a CFA® charterholder with 22 years of industry experience. He is currently with Hightower Advisors and has held prior roles at Private Client Services and 6 Meridian LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and various investment vehicles to serve its clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Brent D

Series 66

Wichita, KS

CWM, LLC

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.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rodney G

Series 63, Series 65

Derby, KS

First Citizens Investor Services, Inc.

Rodney Gates is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes 20 years at Bank of the West and BancWest Investment Services, Inc., followed by three years at LPL Financial. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy
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Denice R

Series 63, Series 66

Wichita, KS

Hightower Advisors

Denice Robinson is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked with Hightower since 2021 and previously with Private Client Services and 6 Meridian LLC from 2016 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse set of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers portfolio strategies that include mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Christopher R

Series 63

Wichita, KS

Lincoln Investment

Christopher Robrahn is a financial advisor with Lincoln Investment in Wichita, KS, holding a Series 63 designation and 34 years of industry experience. He previously worked at Legend Equities Corporation from 2005 to 2017 before joining Lincoln Investment in 2017. Outside of his advisory role, he produces and hosts a weekly fitness-based web radio program called "Spirit of Fitness" and serves as an at-large member on the board of advisors for the East Wichita YMCA. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, including educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through a combination of strategic and tactical approaches by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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