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Stacey A
Series 66
Wichita, KS
American Freedom Investments, LLC
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 L
Series 63, Series 65
Wichita, KS
Farrecian Investments Inc
Fred Liebau is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior work includes roles at LG Advisory Group, United Planners Financial Services, Cetera Advisors LLC, and operating as a sole proprietor since 1998. Liebau also maintains a licensed insurance practice, working as an insurance agent. Farrecian Investments Inc is a small independent advisory firm specializing in non-discretionary management of variable annuity and variable life subaccounts, financial planning, and referrals to third-party managers. The firm serves individual investors, high-net-worth clients, and business entities, focusing on assembling and monitoring allocations within insurance contracts and providing periodic financial reviews.
Michael S
Series 63, Series 66
Rose Hill, KS
Tower Financial Strategies Corp.
Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.
Jonathan H
CFP®, Series 65
Wichita, KS
Wichita Wealth Management, LLC
Jonathan Harner is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wichita Wealth Management, LLC. His prior work includes two years at Leprino Foods Inc. and multiple years with Wichita Wealth Management in two separate periods. Wichita Wealth Management provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm operates as a fee-only fiduciary, focusing on asset allocation and a long-term buy-and-hold investment approach using no-load mutual funds and ETFs, with tailored advisory services across various financial planning needs.
Sean S
Series 63, Series 65
Wichita, KS
Access Capital, LLC
Sean Spencer is a financial advisor with Access Capital, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes eight years at TRUENORTH, INC./IMA Wealth, Inc. Spencer serves on the Dean's Advisory Board for the W. Frank Barton School of Business at Wichita State University. Access Capital serves individual and high-net-worth clients by providing investment advisory and financial planning services, including portfolio management, risk assessment, and estate planning. The firm customizes strategies based on client objectives and risk tolerance, conducting quarterly account reviews and managing held-away retirement accounts through third-party platforms.
Jeremy R
Series 65
Haysville, KS
Summit Wealth LLC
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.
Robert P
Series 65
Lenexa, KS
Paredes Capital LLC
Robert Paredes II is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of Paredes Capital LLC, an independent firm he founded in 2026. Prior to that, he worked at Forvis Mazars Wealth Advisors, LLC for seven years and has experience in banking and law. Outside of his advisory work, he operates an online thrift sales business. Paredes Capital LLC provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a fundamentally driven, long-term investment strategy using diversified vehicles such as ETFs, individual stocks, bonds, and alternative investments, and includes oversight of unaffiliated Independent Managers in client portfolios.
Michael H
Series 63, Series 65
Wichita, KS
Coordinated Financial Management
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.
Peter T
CFP®, Series 66
Wichita, KS
Tomassi Financial Planning, LLC
Peter Tomassi is a CFP® professional with 20 years of experience and serves as the sole advisor at Tomassi Financial Planning, LLC in Wichita, KS. He has been an adjunct professor of finance at Liberty University since 2013. Tomassi holds the Series 66 designation and has worked at his own firm since 2013. Tomassi Financial Planning advises individuals, including high-net-worth clients, as well as banks and charitable organizations. The firm provides fee-based financial planning, discretionary portfolio management, and educational seminars, employing a client-specific Investment Policy Statement and a range of analytical methods and trading techniques.
Charles Z
CFP®, PFS™, Series 65, Series 66
Valley Center, KS
Strategic Asset Management, LLC
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 V
Series 65
Wichita, KS
Pollux Wealth Management
Alec Van Nort is a financial advisor at Pollux Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at Textron Aviation and Bell Helicopter. Pollux Wealth Management provides portfolio management and financial planning to individual clients, trusts, estates, corporations, and private funds. The firm employs a model-based investment approach that integrates quantitative, fundamental, technical, cyclical, and economic analysis for asset allocation and security selection.
Marc V
CFA®
Wichita, KS
Redstone Advisors Inc
Marc Vincent is a CFA® charterholder with 34 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.
Caitlin S
CFP®
Wichita, KS
Gentry Private Wealth
Caitlin Sharp is a CFP® professional at Gentry Private Wealth with one year of experience in financial advising. Prior to joining Gentry Private Wealth, she worked at Intrust Bank for five years and has a background that includes roles in education at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities including trusts and foundations. The firm’s investment approach focuses on client-specific analysis with an emphasis on fundamental research and a long-term orientation, complemented by a sponsored wrap fee program and additional family office and tax-related services.
Troy Y
CFA®, Series 63
Wichita, KS
Redstone Advisors Inc
Troy Young is a CFA® charterholder with 31 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.
Gregory P
Series 65
Wichita, KS
Redstone Advisors Inc
Gregory Palko is a financial advisor at Redstone Advisors Inc with 14 years of industry experience. He holds a Series 65 designation and has been with Redstone Advisors since 2011. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.
Elijah C
Series 66
Wichita, KS
Legacy Map Design, LLC
Elijah Copas is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and nine years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he serves as a standardized patient for Kansas University Medical School, assisting in medical student training. Legacy Map Design provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm follows a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and long-term strategies.
John E
Series 63, Series 65
Wichita, KS
Financial Benefits, Inc.
John Edgar is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge, he worked at Ameriprise and its affiliates for 11 years. He serves as a board member and volunteer for the YMCA Child Care and Camp in Wichita. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.
Jeffrey W
Series 66
Wichita, KS
Gentry Private Wealth
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.
Lyndon Z
CFP®, Series 65
Wichita, KS
StewardRight
Lyndon Zielke is a CFP® with six years of industry experience, currently affiliated with StewardRight in Wichita, KS. His prior roles include work at VIAVI Solutions and Aeroflex Wichita, as well as leadership positions at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Wichita Financial Coaching. He is also co-owner of Eighth Wonder, LLC, a commercial real estate holding with administrative duties performed outside regular business hours. StewardRight serves individual investors, families, trusts, retirement plan sponsors, and business entities with financial planning, discretionary portfolio management, retirement-plan consulting, and educational seminars. The firm’s investment approach combines modern portfolio theory and global diversification, applying tactical management for larger accounts and a passive strategy for smaller ones.
Randall Y
Series 65
Wichita, KS
Yeisley Wealth Solutions, Inc.
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.
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