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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 designations and bringing 36 years of industry experience. He has previously worked with firms including Kestra Advisory, Lion Street Financial, and New England Securities, and has operated his own independent financial services business, Yoder Financial Group, since 2004. Integrity Alliance provides advisory and brokerage services to a diverse client base ranging from individual investors to corporations and qualified retirement plans. The firm employs a variety of investment approaches through advisor-managed accounts, model portfolios, and third-party sub-advisers, supported by its dual registration as both an SEC-registered investment adviser and broker-dealer.

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 63, Series 66

Derby, KS

Empower Advisory Group

William Peterson is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at GWFS Equities, Ivy Distributors, Inc., and Waddell & Reed, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns, annual rebalancing, and clients’ 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 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.

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 at &PARTNERS with Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory practice, he is a ranch owner in Kansas. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services, employing a combination of fundamental, technical, and quantitative analysis, with investment accounts managed directly by advisors or through 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

Carson Wealth

Kaitlin Hershey is a financial advisor with Carson Wealth in Wichita, KS, holding a Series 65 designation and two years of industry experience. Her prior work includes roles at Driven Wealth Strategies and CWM, LLC. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that manages model portfolios using fundamental and technical analysis.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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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, 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.

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

Carson Wealth

Brent Dome is a financial advisor with Carson Wealth in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. He has worked at firms including Waddell & Reed, Inc. and Cetera Advisor Networks, and serves as president of Dome Holdings Inc., a financial services company he owns. Dome has also held leadership roles with the Sunrise Rotary of West Sedgwick County and has involvement in tax and expense management businesses. Carson Wealth operates an enterprise platform with more than 650 advisors, managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and offering tailored investment solutions through various channels.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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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 32 years of industry experience. His prior work includes roles at LPL Financial, Bank of the West, Bancwest Investment Services, Invest Financial Corporation, and UBS Financial Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on IAR-led assessments and uses fundamental, quantitative, and technical analysis to allocate across various investment vehicles.

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 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.

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 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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