Wichita, KS Waterfront Parkway Office

Mark Smith is a Series 66 licensed financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, where he has worked since 2025. He has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as a field director managing a team of agents focused on insurance planning for retirees, including Medicare and long-term care products. Before entering the financial industry, he held positions in the restaurant sector. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Jay Rohlman is a financial advisor with Bankers Life Advisory Services, Inc. in Wichita, KS, holding Series 63 and Series 66 licenses and having five years of industry experience. He has held various roles within Bankers Life entities since 2018 and previously worked at Symmetry Financial Group. Outside of advising, he owns and operates two LLCs, including one involved in real estate rental investments. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk profiles.

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.

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.

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.