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 at Hightower Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors since 2022. Prior to that, she was with 6 Meridian LLC and Private Client Services. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management and emphasizes multi-manager solutions with access to affiliated and third-party managers.

Timothy Lynch is a financial advisor at Hightower Advisors with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Keebeck Wealth Management, Bank of America, and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional clients such as pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Trevor Phillippi is a CFA® charterholder with 14 years of industry experience and is currently affiliated with Hightower Advisors. He previously worked at Private Client Services and 6 Meridian LLC. Outside of his advisory role, Phillippi owns Phillippi Investments LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to construct portfolios tailored to client needs.

Byron Watkins is a financial advisor with CWM, LLC, holding a Series 66 credential and 18 years of industry experience. He has previously worked with firms including Cetera Advisor Networks and Waddell & Reed, Inc. Outside of advising, Watkins serves as a city representative for the annual Crawl for Cancer fundraiser in Wichita, organizing and promoting the event for local nonprofits benefiting cancer patients. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan services, and access to alternative investments.

Austin David is a financial advisor at Integrity Alliance, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Securities America Advisors, and Lionstreet Advisors. Austin also operated as an insurance agent for a decade. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Justin Nelson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His career includes roles at Essential Wealth Management, Principal Life Insurance Company, and LPL Financial, among others. Outside of financial advising, he owns and operates a quick lube business in Wichita, KS. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individual and institutional clients. The firm combines active and passive investment strategies with due diligence on third-party managers and offers proprietary private funds alongside broad institutional and retail client services.

Lisa Schmiedbauer is a CFP® professional with 40 years of experience in the financial industry. She currently works at &PARTNERS and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, she is involved in ranching operations with her spouse. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.

Mark Ricklefs is a CFP® professional with 38 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His career includes roles with Ameritas Financial Center, Ameritas Life Insurance Corp, Avacar Financial, and Envision Wealth Network. He has served as an expert witness on life insurance errors and omissions claims and property and casualty cases. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.

Richard Schweninger is a financial advisor with Principal Financial Services in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes long-term roles at Principal Life Insurance Company and Kenneth Dingwall Insurance, along with a recent four-year tenure at Union Financial, Inc. He is involved in selling a variety of insurance products, including disability income insurance, individual and group medical, dental, and Medicare supplement policies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert Bissen is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked with firms including Penn Mutual Life Insurance, New York Life Insurance Company, and Nylife Securities. Bissen is also involved in insurance brokerage through agencies such as 1847Financial, Francis Legacy Builders, and Eck Agency Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets as of December 2025.

Leo Wetta is a financial advisor with VOYA Financial Advisors, Inc. in Wichita, KS, holding a Series 66 designation and 10 years of industry experience. He has worked at VOYA Financial Advisors since 2016. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance product sales. VOYA Financial Advisors, Inc. serves a diverse range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm provides both discretionary and non-discretionary investment advice and operates as both an SEC-registered investment adviser and broker-dealer.

Brandon Giefer is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds the Series 66 designation and has worked exclusively with First Command entities since 2017, with a brief employment gap from 2017 to 2019. Outside of advising, he is involved as a shareholder in Prairie Fire Advisors, Inc. and has ownership ties to Tank Connection Affiliate Group, a financial business transitioning through an employee stock ownership plan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.

Gregory Chinn is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services, with an emphasis on both discretionary and non-discretionary account management and maintains custody of client assets as a qualified custodian.