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Rachel B

Series 66

Wichita, KS

Hightower Advisors

Rachel Bruce is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Hightower Advisors in Wichita, KS and has prior experience at firms including Hightower 6 M Holding, Private Client Services, and 6 Meridian. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory model emphasizes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

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 CFP®-certified financial advisor with 24 years of industry experience, currently with Hightower Advisors. Her career includes roles at Morgan Stanley, Citigroup Global Markets, Private Client Services, and 6 Meridian LLC. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a variety of investment vehicles to tailor portfolio management and financial planning solutions.

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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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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Jay R

Series 63, Series 66

Wichita, KS

Bankers Life Advisory Services, Inc.

Jay Rohlman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. His background includes roles at Bankers Life Securities, Inc. and Symmetry Financial Group. Outside of advisory work, he owns an LLC involved in real estate rental investments in Wichita, KS. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management, retirement plan consulting, and tailored asset allocation strategies combining fundamental, technical, and cyclical analysis.

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 previously worked at Morgan Stanley and Citigroup Global Markets. Her career includes roles at multiple Hightower entities since 2021. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting 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® and Series 66-licensed advisor with 21 years of industry experience. She is currently affiliated with Hightower Advisors and has previously worked at Morgan Stanley, Citigroup Global Markets, and several other firms. Hampton has experience across private client services and wealth management. 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 across various investment vehicles including 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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Bryan G

Series 63, Series 66

Wichita, KS

Hightower Advisors

Bryan Green is a financial advisor with Hightower Advisors based in Wichita, KS. He holds Series 63 and Series 66 licenses and has 31 years of industry experience. Bryan’s prior roles include positions at Morgan Stanley and Citigroup Global Markets, among others. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, employing a manager selection approach that integrates affiliated and third-party managers across various investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices.

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 at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Cornerstone Financial Partners, Ltd, First Heartland Capital Inc, LPL Financial LLC, and Credit Union of America. Outside of advisory services, he is involved with insurance and health product sales through Cornerstone Financial Partners, Ltd. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities across various platforms, supported by affiliations with broker-dealer, insurance, and investment entities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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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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Kevin C

Series 65

Andover, KS

Cerity partners LLC

Kevin Costello is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at ARGI Investment Services, AmeriSave Mortgage Corporation, Republic Bank, and VanMeter Insurance. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities, and it operates multiple private-markets offerings and affiliated pension consulting and insurance services.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Long-term care insurance Charitable giving & philanthropy Founder/Business Owner Executive Retired
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Kedre M

PFS™, Series 63

Wichita, KS

Focus Partners Wealth, LLC

Kedre Mellor is a financial advisor at Focus Partners Wealth, LLC with 34 years of industry experience. He holds the PFS™ and Series 63 designations. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, and Capital Wealthcare Advisors, as well as managing his own CPA firm. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

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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