Chad Phipps is a financial advisor with Carson Wealth in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Waddell & Reed, Inc. and Cetera Advisor Networks, as well as operating his own firm, Driven Wealth Strategies, since 2018. Outside of advisory work, he is involved in managing tax preparation services and holds interests in aviation-related LLCs. Carson Wealth is an SEC-registered enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to guide portfolio construction and providing tailored investment solutions through various partnerships and technology integrations.

Marta Curry is a financial advisor with Carson Wealth in Wichita, KS, holding a Series 66 designation and 21 years of industry experience. Her career includes roles at Waddell & Reed, Inc. for 15 years, and she has been with CWM, LLC and Driven Wealth Strategies since 2019. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and specialized investment solutions supported by an Investment Committee and multiple custodial and technology partnerships.

Jordan Swisher is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. His prior roles include positions at Creative Planning and KPMG, LLP, spanning a range of advisory and consulting services. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles. The firm serves a broad client base including pension plans, charitable organizations, corporations, and pooled investment vehicles.

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® professional with 14 years of industry experience. He is currently with &PARTNERS, having joined the firm in 2025, and previously worked at Wells Fargo Advisors, Cambridge Investment Research Advisors, and LPL Financial. He holds the Series 66 license and is based in Wichita, KS. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and consulting services through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis alongside 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 with &PARTNERS in Wichita, KS, holding Series 63 and 65 licenses and 18 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Cambridge Investment Research Advisors, and New England Securities. Outside of his advisory work, Ehrhart coaches middle school boys basketball and owns a window treatment installation business. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services through both advisory and brokerage platforms. The firm uses a combination of fundamental, technical, and quantitative analysis in its investment approach and provides municipally focused advisory and underwriting services.

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.

Timothy Lynch is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Bank of America, Merrill, Keebeck Wealth Management, and entrepreneurial work as a self-employed advisor. Lynch is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and comprehensive portfolio construction.

Trevor Phillippi is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Private Client Services, 6 Meridian LLC, Morgan Stanley, and Mass Mutual Investors Services. Outside of his advisory work, he owns Phillippi Investments LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and private pooled investment vehicles. The firm’s approach includes discretionary and non-discretionary portfolio management with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.

Byron Watkins is a financial advisor with Carson Wealth who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Waddell & Reed, Inc. He serves as the city representative for a local nonprofit fundraiser, Crawl for Cancer, organizing the annual event in Wichita. He works with CWM, LLC, an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee-driven approach to portfolio construction and oversight.

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® with 40 years of experience in the financial industry. She currently works at &PARTNERS, having joined in 2025 after previous roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of her advisory work, she is involved in ranching through ownership of ranching operations with her spouse. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement consulting services, utilizing both proprietary and third-party strategies supported by a broad platform infrastructure.

Mark Ricklefs is a CFP® professional with 38 years of industry experience, currently serving at Ameritas Advisory Services, LLC. He has held multiple roles within the Ameritas family of companies since 2008 and provides expert witness services related to life insurance errors and omissions and property and casualty claims. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities, while leveraging third-party technology and maintaining a corporate structure that includes affiliated broker-dealer and insurance entities.

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 credential and 10 years of industry experience. He has been with Voya Financial Advisors since 2016. Outside of his advisory role, he works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individual, institutional, and corporate clients. The firm offers services including financial planning, portfolio management, and retirement advisory, utilizing both affiliated and unaffiliated investment products and a combination of discretionary and non-discretionary management approaches.

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.