Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Rayan Hajj Ali is a financial advisor at Baumont Capital LLC in Wichita, KS, holding a Series 65 designation and beginning his career in the industry. Prior to his role in financial advising, he has worked at firms including Mid-Continent Instruments & Avionics and Airbus, with additional experience in academic and technical positions. Baumont Capital LLC provides discretionary portfolio management and investment consultation to individuals, retirement accounts, trusts, and high-net-worth clients. The firm employs a variety of investment strategies across U.S. and international equities, fixed income, ETFs, and selected digital assets, tailoring portfolios to client objectives using multiple analytical approaches.

Jonathan Harner is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Wichita Wealth Management, LLC since 2016. The firm serves individual investors, couples, families, and small businesses with ongoing wealth management, financial planning, and retirement-plan services. Operating as a fee-only fiduciary, the firm focuses on asset allocation and a long-term buy-and-hold strategy using no-load mutual funds and ETFs, providing tailored advisory services across various financial planning needs.

Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.

Michael Hastings is a financial advisor with Coordinated Financial Management in Wichita, KS, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Coordinated Financial Management since 1994. Hastings serves as President of Plastics Recycling of Kansas, Inc., a nonprofit organization focused on recycling initiatives. Coordinated Financial Management is a single-advisor independent firm managing approximately $2.9 million for individuals, couples, companies, and charitable organizations. The firm emphasizes value investing through fundamental and technical analysis, offering discretionary portfolio management and integrated financial planning tailored to client needs.

Danny Goolsby is a financial advisor with Market Investment Group, LLC in Wichita, KS, holding a Series 65 designation and having 10 years of industry experience. He also operates as an independent insurance agent, a role he has maintained since 1985. Goolsby is involved in several related entities, including Market Advisory Group and MAG Holdings Inc. Market Investment Group, LLC provides advisory services to a diverse client base, including individuals, pension plans, trusts, and businesses. The firm primarily offers discretionary portfolio management using third-party model portfolios, combined with financial planning and related services such as insurance and tax/accounting support.

Jonathon Mc Coy is a Series 65-licensed financial advisor with ten years of industry experience, currently serving at Market Investment Group, LLC since 2025. He has also worked at Market Advisory Group and Foundations Investment Advisors, LLC, and maintains a role as an independent insurance agent offering fixed insurance, long-term care, and annuity solutions. Market Investment Group, LLC provides advisory services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm emphasizes tailored financial planning and portfolio management using third-party model portfolios, integrating related services such as insurance, tax/accounting, and legal estate-planning referrals.

Charles Zimmerman is a financial advisor with Strategic Asset Management, LLC in Park City, Kansas, holding CFP® and PFS™ designations along with Series 65 and Series 66 licenses. He has 17 years of industry experience and has worked at firms including Merrill Lynch and Bank of America. He is also involved in a family-held corporation, Prizim Inc., which leases computer hardware to his former CPA firm and for which he provides occasional technical assistance. Strategic Asset Management, LLC offers investment supervisory services and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $32 million in discretionary assets, focusing on a long-term, asset-allocation approach using diversified, passively managed portfolios, and integrates advisory services with affiliated accounting expertise.

Justin Lawhon is a financial advisor with Central States Capital Markets, LLC in Wichita, KS. He holds a Series 66 designation and has one year of experience in the industry. His prior work experience includes roles at Equitable Advisors, Uber Technologies, and Fidelity Bank. Central States Capital Markets provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and families. The firm follows a value-oriented investment approach that combines fundamental analysis with technical and economic research, maintaining generally longer-term portfolios that are rebalanced as needed.

Lyndon Zielke is a CFP® with seven years of industry experience, currently serving at StewardRight in Wichita, KS. His prior roles include positions at Leading Edge Growth, LLC and Leading Edge Financial Planning, LLC, each since 2019, and experience at VIAVI Solutions and Aeroflex Wichita. Outside of financial advising, he is co-owner of Eighth Wonder, LLC, a commercial real estate holding. StewardRight offers financial planning, discretionary portfolio management, retirement plan consulting, and educational seminars to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm manages approximately $69.7 million in mainly discretionary assets, employing a globally diversified investment approach that combines passive and tactical strategies depending on account size.

Bryan Looper is a financial advisor with StewardRight based in Wichita, KS. He holds a Series 65 designation and has six years of industry experience. Looper has held roles at Leading Edge Growth, LLC and TERM Hedging and Consulting, Inc., among others, and serves with Archuleta School District 50 Jt. since 2008. Outside of his advisory work, he owns Bronco Energy, LLC, a real estate business in Colorado. StewardRight provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach using ETFs, mutual funds, and annuity products, offering both tactical and passive strategies tailored to account size.

Michael Proctor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at StewardRight in Wichita, KS. His career includes roles at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Secure Financial Firm. Outside of advising, he serves as a city council member for Bel Aire, KS, and is president of the Wichita Estate Planning Council. StewardRight provides financial planning, discretionary portfolio management, retirement plan consulting, and educational seminars to individuals, families, trusts, charitable organizations, retirement plans, and businesses. The firm manages approximately $69.7 million in predominantly discretionary assets, employing a mix of tactical and passive investment strategies tailored to account size.

Larry Kloefkorn is a financial advisor with Market Investment Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been affiliated with multiple related firms, including Market Medicare Advisors, Market Tax Services, Foundations Investment Advisors, and Market Advisory Group, where he is involved in life insurance, annuity sales, tax planning, and Medicare services. He also serves as managing partner at MAG Holdings Inc. Market Investment Group, LLC provides financial planning and discretionary portfolio management to individuals, pension plans, trusts, and other entities. The firm utilizes third-party model portfolios with sub-advisers like Foundations Investment Advisors LLC and offers integrated services including insurance, tax, human resources outsourcing, and legal estate-planning referrals.

Jude Fox is a financial advisor at AdamsBrown Wealth Consultants LLC with nine years of industry experience. He holds the PFS™ and Series 66 designations and has worked with firms including Private Client Services and HD Vest Insurance Agency. Outside of advising, he serves as the treasurer for the United Way of Ellis County. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach that uses ETFs, mutual funds, and individual securities, offering discretionary portfolio management and ongoing due diligence.

Bradly Bechtel is a financial advisor with AGH Wealth Advisors, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has worked with LPL Financial and has been associated with Allen, Gibbs & Houlik, LLC since 1996, serving as SVP of Retirement Plan Accounting & Compliance Services. AGH Wealth Advisors is an SEC-registered firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and institutions by providing portfolio management, retirement plan consulting, and financial planning. The firm delivers tailored, discretionary investment management using a combination of fundamental and technical analysis alongside third-party model strategies, and operates a firm‑sponsored wrap fee program with custody and execution services through LPL Financial.

Chad Somers is a financial advisor at AdamsBrown Wealth Consultants LLC with a Series 65 credential and one year of industry experience. He has been associated with Adams Brown LLC since 2019 and previously worked at Benefit Management, LLC. Outside of his advisory role, Somers is a managing member of several local business ventures, including a hunting club and a movie theatre. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, individual stocks, bonds, and REITs, and serves approximately 1,485 clients with $881 million in assets under management.

Duane Moppin is a financial advisor at AdamsBrown Wealth Consultants LLC with six years of industry experience. He holds a Series 66 designation and previously worked at MMA Securities LLC, Marsh McLennan, and State Street Bank and Trust NA. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that utilizes a long-term, strategic investment approach with a mix of ETFs, mutual funds, individual securities, and other instruments.

Stephanie Holston is a financial advisor at Kilter Group with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Northwestern Mutual Wealth Management Company and Aaron Stark prior to joining Kilter Group. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm uses a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering both discretionary and non-discretionary portfolio management alongside financial planning and pension consulting services.

Mark Bourgeois is a financial advisor at Acrylic Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including AlphaStar Capital Management and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent, offering fixed insurance products and mortgage brokerage services. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a tailored investment approach combining asset allocation, momentum models, and fundamental and technical analysis, serving clients through both discretionary and non-discretionary management.