RetireWise Tax and Wealth Advisors, Inc.

Tyler Feist is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has previously worked at McElroy's Inc. and BT & Co., P.A., among other roles. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios into “Now,” “Soon,” and “Later” segments, applying distinct strategies for each while integrating tax considerations and utilizing third-party asset managers to implement and monitor model portfolios.

Jeffry Vogel is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior work includes roles at Capital Financial Group, Inc., The O.N. Investment Management Company, and CFG Trusted Advisors, Inc. Outside of advising, he owns and manages an office building that leases space to RetireWise Tax and Wealth Advisors. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a segmented asset strategy—dividing portfolios into “Now,” “Soon,” and “Later” components—and integrates tax considerations while utilizing third-party asset managers and model portfolios.

Andrew Vogel is a Series 65-licensed advisor at RetireWise Tax and Wealth Advisors, Inc. with one year of industry experience. Prior to joining RetireWise in 2024, he worked for Young Life for 19 years. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and advisory services primarily to individual and high-net-worth clients, using a segmented portfolio approach that addresses immediate, near-term, and long-term needs. The firm incorporates tax considerations into its planning and utilizes third-party asset managers and model strategies to implement and monitor client portfolios.

Jonathan Vogel is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. in Topeka, KS, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including CFG Trusted Advisors, Inc., AE Wealth Management, LLC, and The O.N. Investment Management Company. Vogel has been with RetireWise since 2018. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and ongoing investment advisory services primarily to individual and high-net-worth clients. The firm uses a segmented investment approach dividing assets into “Now,” “Soon,” and “Later” categories, integrating tax considerations and utilizing third-party asset managers and model strategies to manage and optimize client portfolios.

Zachary Hogan is a Series 65-licensed financial advisor with four years of industry experience. He is currently with RetireWise Tax and Wealth Advisors, Inc., where he has worked since 2020. His prior experience includes roles at AE Wealth Management, LLC and Fefa Asset Management, LLC. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm employs a segmented portfolio approach labeled “Now,” “Soon,” and “Later,” integrating tax considerations and utilizing third-party asset managers and model strategies to implement and monitor client portfolios.

Travis Jantz is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. with one year of industry experience. He holds the Series 65 designation and has been a partner at Stockyards Brewing Co., a beer production company, since 2022. Prior to joining RetireWise, he has been affiliated with Trajan, Inc. since 2002. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios into segments based on time horizons and integrates tax considerations, utilizing third-party asset managers and model strategies as part of its approach.

Zebadiah Elliott is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining RetireWise, he worked at Bettis Asphalt & Construction, Inc. and Sink, Gordon & Associates LLP. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios across “Now,” “Soon,” and “Later” segments using distinct strategies for each and integrates tax considerations into its planning.