Philip Francois is a CFP® with 10 years of industry experience, currently serving at Foundation Wealth Planning in Salina, KS. He has worked at firms including Edward Jones, Next Move Inc., and Nectarine Financial, Inc. In addition to his advisory role, he teaches securities exam review courses through Kaplan North America, LLC. Foundation Wealth Planning provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages portfolios tailored to clients’ goals and risk tolerance using fundamental analysis and Modern Portfolio Theory, with a client-focused approach that includes values-based investing options such as Biblically Responsible Investing.

Jamie Lovin is a CFP® professional with one year of industry experience, currently serving as an advisor at Village Wealth Advisors. Prior to this role, Lovin worked at Integrated Planning & Wealth Management, LLC, Advantage Trust Company, Bank VI, and Central National Bank. Village Wealth Advisors provides financial planning and portfolio management to individual and high-net-worth clients, managing approximately $258 million in discretionary assets across about 240 client relationships. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering diversified allocations and educational workshops as part of its client services.

Ronald Smith is a financial advisor at Chief Advisors Corp with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and OSAIC. Outside of advising, he is involved in fixed insurance sales through Smith Insurance Services. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm operates with a small team across multiple offices, managing portfolios with discretionary authority using fundamental, technical, and behavioral analysis.

Bradley Veenendaal is a financial advisor at Pathway Financial Solutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and OFG Financial Services, Inc. Prior to joining Pathway, he spent six years at Goldman Sachs. Pathway Financial Solutions, Inc. primarily serves pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm focuses on diversified, fund-based strategic asset allocation and provides both discretionary and non-discretionary portfolio management services, with an emphasis on retirement planning and institutional clients.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in a variety of roles including positions at Office Depot, UT Chattanooga, and Barnett Farms. United Capital Management of Kansas serves individuals, trusts, estates, corporations, and retirement plans with a team-based approach. The firm offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management, employing an active, research-driven strategy utilizing equities, fixed income, ETFs, and alternative exposures.

Christopher Tripe is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for five years before joining his current firm in 2016. Outside of his advisory work, he serves as Vice President of the Alma Chamber of Commerce and is involved with Alma Development Corp, which promotes businesses relocating to Alma, Nebraska. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, in addition to managing pooled vehicles. The firm employs an active, research-driven investment approach, constructing diversified portfolios that include equities, fixed income, ETFs, and alternative exposures.

Jonathan Webb is a financial advisor with Pathway Financial Solutions, Inc. in Salina, KS, holding Series 63 and Series 66 designations and 33 years of industry experience. Before joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments, he spent 34 years at OFG Financial Services, Inc. He serves as treasurer on the Sacred Heart High School Foundation committee and participates in the finance committee for St. Mary’s Parish. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily for pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes diversified, fund-based strategic asset allocation with a focus on long-term, income-oriented strategies and serves mainly institutional and plan-sponsor clients.

Trevor Webb is a financial advisor at Pathway Financial Solutions, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including OFG Financial Services, Inc. Prior to his financial career, he held positions at various companies and educational institutions. Pathway Financial Solutions serves primarily institutional clients such as pension and profit-sharing plans, corporations, trusts, and charitable organizations, focusing on diversified, fund-based strategic asset allocation using mutual funds, ETFs, and separately managed accounts. The firm emphasizes long-term, income-oriented strategies and offers both discretionary and non-discretionary portfolio management services.

Amy Zeigler is a Series 65-licensed advisor at Pathway Financial Solutions, Inc. in Salina, Kansas, with over a decade of experience including 11 years at The Bank of Tescott. She has been with Pathway Financial Solutions since 2023, working within their eight-advisor team. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily to pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm’s investment approach emphasizes diversified, fund-based strategic asset allocation and serves mostly institutional and plan-sponsor clients.

Jerad Busch is a CFP® with 18 years of experience, currently serving as a financial advisor at United Capital Management of Kansas, Inc. He has held multiple roles within affiliated United Capital entities since 2013. Outside of his advisory work, Busch is chairman of the Dodge City Community College Foundation board. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios and provides a range of services including financial planning, portfolio management, retirement-plan consulting, estate-planning support, and private fund management.

Nathan Weigel is a financial advisor with United Capital Management of Kansas, Inc. based in Salina, KS. He holds a Series 65 credential and has four years of industry experience. Prior to his current role at United Capital Management, he worked in marketing and insurance, and he also officiates basketball in his community. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven investment approach, offering financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

Eddie Balluch II is a financial advisor with Pathway Financial Solutions, Inc. in Salina, KS, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes positions at OFG Financial Services, Inc. and Teen Town Inc. Outside of advising, he serves as Financial Secretary at St. Mark Lutheran Church, handling bill processing without compensation. Pathway Financial Solutions primarily serves pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering financial planning, consulting, and investment management with a focus on diversified, fund-based strategic asset allocation and long-term income-oriented strategies. The firm emphasizes institutional and plan-sponsor clients, providing discretionary and non-discretionary portfolio management as well as ERISA fiduciary services.

Ronald Ward is a financial advisor at United Capital Management of Kansas, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles in multiple businesses, including insurance and payroll service providers. Outside of advisory work, he is president and majority owner of Paradigm Engineers and Constructors, an architectural and engineering firm. United Capital Management of Kansas operates as a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to portfolio management, offering diversified investments across equities, fixed income, ETFs, and alternative assets, along with comprehensive financial planning and fiduciary retirement-plan consulting.

Landen Allen is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 65 credential and one year of industry experience. His career includes roles at Kasa Controls and Frisbie Construction, as well as nearly a decade at Allen Lawn Service. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm uses a research-driven approach to build diversified portfolios across equities, fixed income, ETFs, and alternative assets, providing comprehensive financial planning, fiduciary services, and private fund management.

Chad Koehn is a financial advisor with United Capital Management Of Kansas, Inc., holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with United Capital Management Of Kansas since 2004, with overlapping tenure at Sterne Agee Financial Services, Inc. from 2004 to 2020. Outside of his advisory role, he is involved in managing an event venue and operates an agricultural business. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven investment approach that includes diversified portfolios of equities, fixed income, ETFs, and alternative assets, and it provides comprehensive financial planning and fiduciary consulting services.

Gracyn Dorzweiler is a Series 65-licensed financial advisor with Pathway Financial Solutions, Inc. in Salina, KS, where she has worked since 2026. Her prior experience includes roles at Washburn University and various companies in multiple industries. Pathway Financial Solutions primarily serves pension and profit-sharing plans, corporations, trusts, and other business entities, offering financial planning, consulting, and investment management with an emphasis on diversified, fund-based strategic asset allocation guided by Modern Portfolio Theory. The firm’s client base is largely institutional and plan sponsors rather than individual retail or high-net-worth clients.

Jared Schamberger is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. He has worked at United Capital Management of Kansas since 2013 and is also involved with United Capital Insurance, LLC. Outside of his advisory work, he assists with farm labor on his family farm. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm takes an active, research-driven approach to constructing diversified portfolios, offering financial planning, portfolio management, fiduciary retirement-plan consulting, and private fund management among its services.

Jordan Webb is a financial advisor at Pathway Financial Solutions, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OFG Financial Services, Inc. for 13 years. Webb serves on the finance and investment committees of the Catholic Diocese of Salina and is a member of the Salina Family Healthcare finance committee. Pathway Financial Solutions provides financial planning, consulting, and investment management primarily to pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm emphasizes diversified, fund-based strategic asset allocation using mutual funds, ETFs, and separately managed accounts, with a focus on institutional and plan-sponsor clients.

Mark Halpin is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at United Capital Management of Kansas since 2019 and has operated MJH Insurance & Financial Services, Inc., an independent insurance agency, as its president since 1999. Halpin also serves as a trust relationship manager for National Advisors Trust Company, FSB. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios across various asset classes and provides a range of services including financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Shannon Benish is a financial advisor at United Capital Management of Kansas, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at StoneX Securities Inc, Cetera Advisor Networks, CWM, LLC, and Linsco Private Ledger. Outside of her advising role, she is an author and publisher with Rebel Redd Books and contributes written articles to 30seconds.com. She also serves as secretary for Boy Scout Troop #162. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a research-driven approach to build diversified portfolios across equities, fixed income, ETFs, and alternative investments, offering financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.