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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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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 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 three years of industry experience. He holds a Series 66 designation and has prior work history including roles at Landmark National Bank and service in the United States Marine Corps, where he currently serves as a Platoon Sergeant. Moore is also a shareholder in Prairie Fire Advisors, Inc. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

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

Series 63, Series 65

Wichita, KS

Bankers Life Advisory Services, Inc.

Kevin Rogg is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining Bankers Life, he worked at The Hutchinson News for five years. Outside of advising, he serves on the Board of Directors for Dillon Credit Union and is a swim official and coach for the Hutchinson YMCA. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Wealth management Retired
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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 at Creative Planning with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2017, following nine years at American Century Investment Services Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management techniques and an array of retirement plan services.

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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Joshua M

Series 66

Wichita, KS

Bankers Life Advisory Services, Inc.

Joshua Martin is a financial advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., The Bonavia at Veterans Park, Weigand Omega Management, and Regent Park. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Wealth management Retired
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Thomas K

Series 63, Series 65

Wichita, KS

Hightower Advisors

Thomas Kirk III is a financial advisor at Hightower Advisors with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley and Citigroup Global Markets. Kirk is a co-trustee of family trusts established for the benefit of his relatives. 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, multi-manager solutions, and the use of both affiliated and third-party managers, incorporating various investment vehicles and proprietary research.

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