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Rachel B

Series 66

Wichita, KS

Hightower Advisors

Rachel Bruce is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked previously at firms including 6 Meridian and Private Client Services. Rachel is based in Wichita, Kansas. 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, utilizing affiliated and third-party managers across various investment vehicles.

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

CFP®, Series 63, Series 65

Wichita, KS

Hightower Advisors

Margaret Dechant is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior experience includes five years each at Private Client Services and 6 Meridian LLC before joining Hightower 6M Holding in 2021. 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 affiliated and third-party managers alongside proprietary research to construct customized portfolios.

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

Series 65

Wichita, KS

Integrated Wealth Concepts LLC

Jake Ellis is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Keating Financial Advisory Services and Prime Capital Investment Advisors. Ellis is also an officer and captain in the Arkansas Army National Guard. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, combining enterprise scale with a range of model and wrap fee options.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Daniel W

Series 63, Series 66

Wichita, KS

Osaic Advisory Services, LLC

Daniel Warnke is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Summit Brokerage Services, and Warnke Financial Services, which he has operated since 2006. Osaic Advisory Services is a registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to tailor portfolios to client needs.

Annuities
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Jerime W

Series 66

Wichita, KS

Tlg Advisors, Inc.

Jerime Wyant is a financial advisor with TLG Advisors, Inc. in Wichita, KS, holding a Series 66 designation and eight years of industry experience. He has been associated with The Leaders Group Inc since 2016. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services that include portfolio management, comprehensive financial planning, and investment fiduciary services for ERISA-qualified retirement plans.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Jarrod J

CFP®, Series 66

Wichita, KS

Osaic Advisory Services, LLC

Jarrod Jansen is a CFP® professional with four years of industry experience, currently advising at Osaic Advisory Services, LLC. His prior roles include positions at Securities America, Inc., Heritage Private Wealth Management, LLC, and Ranson Financial Group, LLC. Outside of his advisory work, he holds an unpaid notary position. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, and retirement plan consulting through multiple program models, utilizing a combination of proprietary and third-party platforms and managers.

Annuities
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Cody S

Series 63, Series 66

Wichita, KS

Principal Financial Services

Cody Schweninger is a financial advisor with Principal Financial Services in Wichita, KS, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Principal Financial Services since 2011 and has prior experience with Union Financial, Inc. Since 2025, he has engaged in selling sports cards on eBay with his daughter. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Jay R

Series 66, Series 63

Wichita, KS

Bankers Life Advisory Services, Inc.

Jay Rohlman is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, holding Series 63 and Series 66 licenses and having five years of industry experience. He has held various roles within Bankers Life entities since 2018 and previously worked at Symmetry Financial Group. Outside of advising, he owns and operates two LLCs, including one involved in real estate rental investments. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk profiles.

Wealth management Retired
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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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Shawn B

Series 65

Wichita, KS

CWM, LLC

Shawn Bauman is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Driven Wealth Strategies and Regier Carr & Monroe. He is also the director of Driven Tax Strategies, a tax preparation business serving both individuals and businesses. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm uses discretionary management with model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plans, institutional services, and platform 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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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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Grant L

Series 66

Wichita, KS

Bankers Life Advisory Services, Inc.

Grant Loyd is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS. He holds the Series 66 designation and has been working in the financial services industry since 2023, with prior experience in several service and community roles including positions at YMCA and St. Elizabeth Ann Seton. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to create customized portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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