Freestate Advisors LLC

Tom Halvorson is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Freestate Advisors since 2007. Freestate Advisors serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, primarily implementing portfolios with ETFs and model strategies tailored to client needs.

Philip Taylor is a financial advisor at Freestate Advisors LLC in Wichita, KS, holding a Series 65 designation with 12 years of industry experience. He has been with Freestate Advisors since 2012. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, implementing strategies primarily through ETFs and model portfolios.

David Barth is a financial advisor at Freestate Advisors LLC with a Series 65 designation and four years of industry experience. He has been with Freestate Advisors since 2021 and also operates Barth Financial Services, LLC, which he founded in 2015. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a research-driven investment approach centered on macroeconomic and risk modeling.

Polly Peters is a financial advisor at Freestate Advisors LLC with 29 years of industry experience. She holds a Series 65 designation and has been with Freestate Advisors since 2010. Outside of her advisory role, she is a member of Ingenios LLC, an oil company focused on new technology. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach centers on research-driven asset allocation and portfolio construction using proprietary economic and risk models, with strategies implemented primarily through ETFs and model portfolios.

Nathan Haskins is a financial advisor at Freestate Advisors LLC in Overland Park, KS, holding a Series 65 designation with eight years of industry experience. He has worked at Freestate Advisors since 2017 and was previously associated with Freestate Investments LLC and The Haskins Corporation. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans, providing portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach is based on macro-level, research-driven asset allocation and proprietary economic and risk models, utilizing ETFs and model portfolios with options for both benchmark-aligned and tactical strategies.

Melinda Parks is a financial advisor at Freestate Advisors LLC with eight years of industry experience. She holds a Series 65 designation and previously worked for Sprint Corporation for 20 years. Parks has been with Freestate Advisors since 2017. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, implementing portfolios primarily with ETFs and model strategies tailored to client needs.

Lasandra Rice is a financial advisor at Freestate Advisors LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Freestate Advisors since 2017, with prior experience at Retirement Income Strategies, LLC and SII Investments. Outside of finance, she owns and operates LLR Fitness, LLC, a personal training business, and is a partner in DDown Transportation, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven, macro-level asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and meet client needs.

Kelly Holloway is a financial advisor at Freestate Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at North Pointe Wealth Advisors, Lumia Wealth, and Cornerstone CPA Group. Outside of his advisory role, Holloway provides accounting and tax services as a Certified Public Accountant. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a research-driven investment approach focused on macro-level asset allocation and risk modeling, utilizing ETFs and model portfolios with options for both benchmark-aligned and tactical strategies.

Michael Thomas is a financial advisor at Freestate Advisors LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SII Investments, Inc. and The Resource Group/Hrh/Willis. Outside of advising, he is involved in property acquisition and agriculture through M.E. Thomas Properties, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and tailor portfolios to client needs.