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Stephanie M

Series 63, Series 65

Wichita, KS

Hightower Advisors

Stephanie Murphy is a financial advisor at Hightower Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hightower Securities, Hightower Advisors, and related entities since 2016. 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 emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, incorporating proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

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

Series 66

Wichita, KS

CWM, LLC

Clark Mcdonald is a financial advisor with CWM, LLC based in Wichita, KS, holding a Series 66 designation and ten years of industry experience. His work history includes roles at Cetera Advisor Network, Driven Wealth Strategies, and Waddell & Reed, Inc. Outside of his advisory duties, he volunteers with the Alzheimer’s Association Central and Western Kansas. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, 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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Ryan H

CFP®, Series 66

Wichita, KS

Kestra Advisory

Ryan Hoover is a CFP® with two years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. Before his current role, he worked at Koch Industries Inc. for seven years and spent a year with Kansas State Athletics. Outside of his advisory work, he owns Limestone Capital, LLC, a business focused on payroll and taxes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Robert H

Series 63, Series 65

Wichita, KS

Independent Financial Partners

Robert Hiss is a financial advisor with Independent Financial Partners in Wichita, KS, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked with Independent Financial Partners since 2012 and spent seven years at LPL Financial. Outside of his advisory work, he owns and operates Tumbleweed Aviation LLC, an aviation business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Gavin C

Series 66

Wichita, KS

First Command Advisory Services

Gavin Crowe is a financial advisor with First Command Advisory Services in Wichita, KS, holding a Series 66 credential and two years of industry experience. His background includes service in the United States Air Force and roles across multiple First Command entities. He is also a shareholder of Prairie Fire Advisors, Inc., a non-investment-related business. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Sarah H

CFP®, Series 66

Wichita, KS

Hightower Advisors

Sarah Hampton is a CFP® professional with 21 years of experience in the financial advisory industry. She is currently with Hightower Advisors, where she has worked since 2021. Her previous roles include positions at Private Client Services and 6 Meridian LLC from 2016 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with portfolio construction that includes 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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Albert J

Series 66

Wichitia, KS

Osaic Advisory Services, LLC

Albert Jansen Jr. is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, UBS Financial Services, and Summit Financial Group. Outside of advisory work, he owns a tax and accounting consulting practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers various investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Annuities
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Bryan G

Series 63, Series 66

Wichita, KS

Hightower Advisors

Bryan Green is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Private Client Services. He 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 alongside proprietary research and a range of investment vehicles.

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

Series 66

Derby, KS

Ameritas Advisory Services, LLC

Michael Canfield is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Cornerstone Financial Partners, Ltd, First Heartland Capital Inc, and LPL Financial LLC. Outside of advising, he is involved with Cornerstone Financial Partners, Ltd as an insurance agent. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Troy M

ChFC®, Series 63

Wichita, KS

Eagle Strategies (NY Life)

Troy Mcchristian is a financial advisor with Eagle Strategies (NY Life) in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 12 years of industry experience, including roles with New York Life Insurance and NYLIFE Securities LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis through an integrated New York Life affiliate network.

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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Kedre M

PFS™, Series 63

Wichita, KS

Focus Partners Wealth, LLC

Kedre Mellor is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ and Series 63 designations and bringing 34 years of industry experience. Her career includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Capital Wealthcare Advisors, L.C., as well as operating her own CPA practice for 15 years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Derek S

Series 66

Wichita, KS

&PARTNERS

Derek Slaymaker is a financial advisor at &PARTNERS with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. His background also includes roles with Wichita State Shocker Athletics and Wichita State University. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

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

Series 63, Series 66

Wichita, KS

Hightower Advisors

Jarod Rucker is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Northwestern Mutual and Eagle Strategies. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on portfolio customization and a broad spectrum of investment options.

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

Series 66

Wichita, KS

First Command Advisory Services

Matthew Moore is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously worked at Landmark National Bank and in various roles including service in the United States Marine Corps, where he serves as a Platoon Sergeant. Moore is also a shareholder in Prairie Fire Advisors, Inc. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporations, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios with discretionary authority under an Investment Management Agreement.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Ayron L

Series 65

Wichita, KS

Mariner

Ayron Lawson is a financial advisor at Mariner with a Series 65 credential and less than one year of industry experience. Prior to joining Mariner, he held positions in the wellness department at Oklahoma State University and worked at Walmart and Radix Solar. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ronald P

ChFC®, Series 63

Wichita, KS

Eagle Strategies (NY Life)

Ronald Paulseen is a ChFC® credentialed financial advisor with 43 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes longstanding roles at Paulseen Financial Group since 1994 and New York Life Insurance Company since 1972. He is a minority owner of Kansas Heart Hospital and serves as an LLC member and board member of NYLARC, a life insurance reinsurance company for New York Life. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional sponsors, and corporate and charitable entities. The firm emphasizes tailored advice through multiple program types and operates primarily on a non-discretionary asset management 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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Cameron S

CFP®

Wichita, KS

Hightower Advisors

Cameron Sellers is a CFP® professional at Hightower Advisors with experience in the financial industry since 2015. His prior roles include positions at Bank of America, Commerce Bank, and Emprise Bank. He is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors, and employs a multi-manager investment approach with access to 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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Tyler S

Series 63, Series 65

Wichita, KS

Creative Planning

Tyler Stack is a financial advisor with Creative Planning in Wichita, KS, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Creative Planning since 2017 and previously spent nine years at American Century Investment Services Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Aaron F

Series 63, Series 66

Wichita, KS

Empower Advisory Group

Aaron Fisher is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Empower Advisory Group, he worked at CrossFirst Bank and Wells Fargo Bank N.A. Outside of his advisory role, he serves as Chief Musician at Exodus Church, leading the church’s musicians and music education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through 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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Yezenia A

Series 65

Wichita, KS

Hightower Advisors

Yezenia Acosta is a financial advisor at Hightower Advisors with a Series 65 credential and two years of industry experience. Her prior roles include positions at INTRUST Bank and Speedy Cash. Outside of her advisory work, she is an associate at a retail clothing store in Wichita, KS, where she assists with store operations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm’s advisory model emphasizes manager selection and multi-manager strategies using 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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