Searcy Financial Services, Inc.

Marcus Shaffer is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Allos Investment Advisors, LLC since 2010 and also has experience with Searcy Financial Services, Inc. Outside of his advisory role, he serves as Chair Couple for the Wabash Cannonball Steering Committee, helping the Kansas State University Alumni Association organize their annual event. Allos Investment Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses through discretionary investment management and financial planning. The firm’s long-term, fundamentals-based approach includes customized portfolio construction and ongoing supervision, often utilizing mutual funds and ETFs after thorough due diligence.

Brenda Carrico is a financial advisor with Allos Investment Advisors, LLC in Overland Park, KS, holding a Series 65 designation and 12 years of industry experience. She has been with Allos Investment Advisors and Searcy Financial Services, Inc. since 2014. Allos Investment Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, fundamentals-based investment approach and offers customized portfolio construction, ongoing supervision, and may recommend or oversee independent investment managers to meet client objectives.

John Fales is a CFP® with 13 years of industry experience, currently serving at Allos Investment Advisors, LLC. He has alternated between roles at Allos and its parent company, Searcy Financial Services, Inc., since 2016. Allos Investment Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, fundamentals-based approach to portfolio construction and oversight, supported by a formal affiliation with Searcy Financial Services for integrated investment management and operational support.

Ryan Brooke is a CFP® and ChFC® with 11 years of experience in the financial advisory industry. He is currently with Searcy Financial Services, Inc. and has previously worked with Allos Investment Advisors, LLC. Searcy Financial Services, Inc. offers integrated wealth management services, including financial planning, investment management, and retirement plan consulting to a diverse client base that includes individual investors, high-net-worth clients, trusts, estates, corporations, and foundations. The firm employs a risk-based investment approach focused on long-term, diversified portfolio models with ongoing monitoring and rebalancing.

Tanner Manning is a financial advisor at Allos Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Allos and Searcy Financial Services since 2024. Outside of finance, he operates a concrete pumping business, Brundage Bone Concrete Pumping, where he drives commercial vehicles and trains new employees. Allos Investment Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses through a team of eight advisors. The firm provides discretionary investment management and financial planning, emphasizing a long-term, fundamentals-based approach with customized portfolio construction and ongoing supervision.

Anna Veres is a financial advisor at Searcy Financial Services, Inc. with a Series 65 designation and four years of industry experience. She has worked at Allos Investment Advisors and Searcy Financial Services since 2022 and was self-employed from 2018 to 2022. Searcy Financial Services, Inc. provides integrated wealth management services including financial planning, investment management, and retirement plan consulting to individual investors, high-net-worth clients, trusts, estates, corporations, foundations, and other financial service firms. The firm employs a risk-based investment approach using diversified portfolios that typically include ETFs, individual equities, and fixed income, supported by ongoing monitoring and rebalancing.

Jessica Kmetty is a financial advisor at Searcy Financial Services, Inc. in Phoenix, AZ, holding a Series 65 designation with 16 years of industry experience. Her career includes multiple tenures at both Searcy Financial Services and Allos Investment Advisors. Searcy Financial Services, Inc. offers integrated wealth management services to individual investors, high-net-worth clients, trusts, estates, corporations, foundations, and other financial firms. The firm employs a risk-based investment approach with diversified portfolios and provides tiered service levels combining planning, portfolio implementation, and ongoing consultation.

Diantha Lemon is a financial advisor at Searcy Financial Services, Inc. with a Series 65 credential and two years of industry experience. Her prior work includes roles at Allos Investment Advisors, LLC, Utah Valley University, and the New Haven Residential Treatment Center. Searcy Financial Services, Inc. provides integrated wealth management services to individual investors, high-net-worth clients, trusts and estates, corporations, foundations, and other financial service firms. The firm uses a risk-based investment approach with diversified portfolio models and offers tiered service levels combining planning, portfolio implementation, and ongoing consultation.