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 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 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.

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.

David Pike is a financial advisor with Hightower Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at New York Life and Private Client Services. 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 affiliated and third-party managers along with proprietary research and a variety of investment products and strategies.

Elizabeth Moeller is an investment advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked with Kestra Advisory and Kestra Investment Services since 2016 and has a long tenure dating back to 1998 at Royal Alliance Associates, Inc. Moeller is also involved with several other investment-related activities including owning Moeller Financial Services LLC, which assists clients with insurance needs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include very large institutional investors.

Stephen Cross Sr. is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 12 years at VOYA Financial Advisors and eight years at Voya Financial Partners, LLC. Outside of his advisory role, he is involved as an independent insurance agent and leads multiple financial services entities in Derby, Kansas. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a network of representatives, utilizing a blend of in-house and external strategists, technology-enabled tools, and both discretionary and non-discretionary account management.

Joshua Buffolino is a Series 65-licensed financial advisor with eight years of industry experience, currently with Hightower Advisors since 2021. His prior roles include positions at 6 Meridian and 1888 Management LLC. Outside of advisory work, he oversees a rental property in Scottsdale, Arizona. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and trusts. The firm’s investment approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio strategies.

Olivia Pauly is a CFP®-credentialed financial advisor with four years of industry experience, currently with Hightower Advisors. She previously worked at Cambridge Investment Research Advisors and has additional involvement as a board member of the Financial Planning Association in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services including access to alternative investments and custom indexing strategies.

Micoli Bates is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at firms such as Waddell & Reed and Driven Wealth Strategies. Outside of advisory activities, she operates a crop insurance business as a sole proprietor. 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 offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee and a range of third-party resources.