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.

Fred Liebau Jr. is an independent financial advisor at Farrecian Investments Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LG Advisory Group, United Planners Financial Services, and his own sole proprietorship. In addition to advisory services, he is a licensed insurance agent involved in insurance sales and service. Farrecian Investments serves individuals, high-net-worth clients, and business entities with a focus on managing variable annuity and variable life subaccounts, financial planning, and consulting. The firm typically provides non-discretionary portfolio assembly and monitoring, financial plans, and referrals to third-party money managers, managing about $11.55 million for roughly 43 clients.

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.

James Allen is a financial advisor at Tartan Financial Group, LLC with 14 years of industry experience. His prior work includes roles at Morgan Stanley and Pegasus Capital Management. In addition to his advisory work, Allen acts as an independent insurance agent. Tartan Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, trading strategies, and a distinctive pension consulting practice.

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.

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.

Alec Van Nort is a financial advisor at Pollux Wealth Management in Wichita, KS, holding a Series 65 designation with three years of industry experience. Prior to joining Pollux Wealth Management, he worked at Textron Aviation and Bell Helicopter, and he also spent four years at Manhattan Christian College. Pollux Wealth Management is a small advisory firm serving primarily individual and high-net-worth clients, with approximately $53.5 million in discretionary assets under management. The firm offers investment advisory and portfolio management services, including due diligence and monitoring of private funds and pooled investment vehicles, utilizing a variety of analytical methods supported by AI-enabled tools.

Caitlin Sharp is a CFP® at Gentry Private Wealth with one year of industry experience. Prior to joining Gentry Private Wealth, she worked for five years at Intrust Bank and has experience in academic roles at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary investment management to individuals, families, family offices, and qualified retirement plans, focusing on customized, long-term portfolios and enhanced client communications, including an internal wrap fee program.

Landon Grams is a financial advisor at Gentry Private Wealth in Wichita, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Commerce Trust Company and Knights of Columbus entities. Outside of finance, he worked for over a decade at Rolling Hills Country Club. Gentry Private Wealth offers personalized financial planning and discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm focuses on building customized, long-term portfolios using fundamental analysis and provides enhanced client communications, including an internal wrap fee program and affiliated tax and valuation services.

John Edgar is a financial advisor at Financial Benefits, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Cambridge Investment Research. He serves as a board member and volunteer for the YMCA Child Care and Camp in Wichita, KS. Financial Benefits, Inc. provides integrated financial planning services to individuals, trusts, estates, and businesses, covering areas such as retirement, tax, college, budget, and estate planning. Investment management is conducted through an affiliation with Cambridge Investment Research Advisors, with the firm focusing on financial planning and consulting rather than holding client assets directly.

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.

Jeffrey Wetta is a financial advisor at Gentry Private Wealth with 22 years of industry experience and holds the Series 66 designation. He previously worked at V Wealth Management, LLC dba Wetta & Jones, LLC and LPL Financial LLC. Outside of his advisory role, he serves on the Planned Giving Advisory Council for the Catholic Diocese of Wichita and is a board member for the Diocese's nonprofit school education fund, as well as a campaign team member for Catholic Charities. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis with a primarily fundamental, long-term investment approach, offers family office services, and sponsors its own wrap fee program.

Randall Yeisley is the sole advisor at Yeisley Wealth Solutions, Inc. in Wichita, KS, holding a Series 65 designation with 16 years of industry experience. He has led several related businesses, including Yeisley Financial Group, Inc. and Yeisley Tax Solutions, Inc., serving as president of these firms. Outside of advisory services, he operates a seasonal lawn care business. Yeisley Wealth Solutions serves individual and high-net-worth clients by providing written financial plans, consultations, and portfolio management through both advisor-managed accounts and third-party model portfolios on the AE Wealth Management platform. The firm combines fundamental, technical, tactical, and strategic asset allocation methods, employing a wrap-fee TAMP to centralize model access, trading, and reporting.

Jason Douglass is a financial advisor at Douglass Investment Group with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Douglass Investment Group provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-strategy, client-specific approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, managing approximately $173.6 million in discretionary assets across 142 client relationships.

Nicholas Oglesby is a CFP® with 20 years of industry experience, currently serving as an advisor at Financial Benefits, Inc. He has worked with Cambridge Investment Research Advisors since 2018 and has prior experience at MetLife Securities and Wealth Conductor. Outside of his advisory work, he facilitates educational series for The Fathers House in Hutchinson, KS. Financial Benefits, Inc. is a small financial planning firm that serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate document preparation, providing services on a fixed or negotiated fee basis while investment management is handled through an affiliation with Cambridge Investment Research Advisors.

Thomas Douglass is a CFP® with 27 years of industry experience, currently serving as CEO and managing partner at Douglass Investment Group. His prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Outside of advisory work, he is also an insurance agent. Douglass Investment Group LLC is an SEC-registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and banking institutions. The firm’s investment approach is tailored to clients’ time horizons and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with most accounts managed on a discretionary basis.

Shawn Sokolosky is a financial advisor with Pollux Wealth Management in Wichita, KS, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He previously worked at Frontier Wealth Management LLC for nine years before joining Pollux Wealth Management in 2023. Pollux Wealth Management serves approximately 40 clients, primarily individuals and high-net-worth individuals, providing investment advisory and portfolio management services. The firm manages about $53.5 million in discretionary assets and engages in discretionary portfolio management as well as monitoring of third-party managers, with a noted emphasis on private funds and pooled investment vehicles.

Jerald Betts is a financial advisor at Gentry Private Wealth with three years of industry experience. He holds a Series 65 designation and has worked at firms including HV Management, LLC and Leslie Rudd Investment Co. Outside of advisory services, he is sole owner of Jerald Betts Advisory Services, LLC, which provides business valuation, business exit planning, outsourced CFO services, and income tax planning. He also serves as a director at High Plains Farm Credit, an agriculture lending institution. Gentry Private Wealth offers personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis and fundamental research, operating a sponsored wrap fee program and providing family office services and affiliated tax/accounting support.

Richard Stumpf is a CFP® with 39 years of experience in financial advising. He is affiliated with Financial Benefits, Inc. and has worked with Cambridge Investment Research and Cambridge Investment Research Advisors for over two decades. Outside of advising, he is an independent insurance agent for multiple companies. Financial Benefits, Inc. is a small, state-registered financial planning firm serving individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate-document preparation, operating with a small client roster and providing services on a fixed, quoted, or negotiated fee basis.