Strategic Financial Concepts - Advisor Sell Sheets

AARON GRAHLMAN, MSE Financial Advisor

Education: Oklahoma State University

Master of Science

in Entrepreneurship

“My desire is to help individuals reach their maximum financial potential.

Developing successful strategies for every phase of life is what we endeavor to do here. Each person is unique, and I am motivated to do the best I can to help grow and achieve their dreams. Our comprehensive financial strategies give people freedom and a peace of mind about their future.

It is a joy for me to help people have a greater understanding of how money works. As Proverbs 3 says, ‘Blessed are those who find wisdom, and those who gain understanding.’”

Aaron believes that the hard-work ethic he learned growing up in Macon, Missouri, and the unique combination of academic and work experiences

Strategic Planning Services Financial Independence

he’s garnered since, have particularly equipped him to serve the financial interests of his clients.

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Seeing a need to help people build and defend their wealth and financial

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future, Aaron decided to pursue a profession where he could create a better life for others. Outside of his work, Aaron loves reading and volunteering in his church. He lives in Springfield, Missouri with his wife Rebekah, who

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enjoys running a wedding and lifestyle photography business. Together they love traveling and enjoy finding new things to try and places to see.

Aaron’s passion is being a financial sidekick to his clients on their quest to achieve financial independence. He works largely with the Christian community and small business owners using tools that are carefully matched to fit the economic objectives of his clients.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

Direct (417) 823-3810

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a 3809 S. Greystone Ct, Ste A, Springfield, MO 65804

AARON SLOAN, MBA Financial Advisor Education:

Southwest Baptist University BS in Economic Finance and International Business, MBA in Business Administration

“I am excited at the tremendous opportunity to work alongside SFC’s other advisors with various expertise and experience in financial services. Most of all, I am excited to use the talents that God has given me, to help impact the lives of clients in a positive and lasting way.”

Aaron is a two-time graduate of Southwest Baptist University in Bolivar, Missouri. He double majored in Economics/Finance and International Business, and he was recognized as the “Outstanding Business Administration Graduate” for the class of 2016. He received his Master’s in Business Administration in 2017.

Aaron grew up around a family-owned, small-town community bank and has always been fascinated with the financial services industry. After seeing the impact that three family deaths had on his own family, he wanted a career that could help give others financial peace of mind, regardless of any unforeseen circumstances.

However, he was unsatisfied with the traditional way that many firms were doing business. Through a mutual connection to SBU, Aaron found SFC and was excited by their unique approach to holistic financial planning.

Strategic Planning Services Holistic Financial Planning Asset Allocation Risk Management Financial Independence

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

Direct (816) 898-2053 Office (417) 823-3810

f (316) 267-7207 w www.SFCinc.net Follow us on Facebook at @SFCAaron

a 3809 S. Greystone Ct, Ste A, Springfield, MO 65804

ADAM FURR Associate

Education: Kansas State University

BA in Accounting

“Being a part of such a great team of professionals has provided me the best opportunity to serve our clients needs and ensure their best interests are taken to heart.”

Adam, a life-long Kansan and Kansas State University graduate, began his career in financial services to “sincerely make a difference in peoples lives.” Following his graduation from KSU with a degree in Accounting, Adam spent ten years in the mutual fund and banking industries performing specialized accounting duties on a daily basis.

His desire to re-connect with his roots in Southwestern Kansas, assist Strategic Financial Concepts in reaching out to Western Kansas, and to be “the face behind the numbers” have been a few of the driving forces behind his joining SFC in the spring of 2007.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC 216 N Waco Wichita, KS 67202, 316-262-2929..

Strategic Planning Services Financial Education Income Maximization Asset Protection Wealth Preservation

Designing successful strategies for every phase of life

(620) 640-5625

f (588) 819-1825 w www.SFCinc.net a 309 1/2 N. Main, Garden City, KS 67846

AUSTIN POWERS Associate

Education: Newman University

Bachelors Degree

in Business Management As a lifelong resident of Wichita, Austin established his financial service practice in 2006. He is committed to honest and ethical decision-making in the day to day operations of his clients’ affairs.

In the book “The Art of War,” Sun Tzu writes, “Time spent on reconnaissance is seldom wasted.” Austin believes in a thorough scouting report. By helping his clients understand the risks associated with investing in today’s marketplace, Austin is positioned to help them build and maintain their net worth.

Austin and his wife April have four beautiful children and are members of Blessed Sacrament Church. As a youth leader, Austin spends many evenings and weekends mentoring the youth of Wichita.

Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. 216 N Waco Wichita, KS 67202, 316-262-2929.

Strategic Planning Services Financial Independence Asset Allocation Estate Organization Risk Management

Designing successful strategies for every phase of life

(316) 262-2929

f (316) 262-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

BRAD BROWN, MBA Financial Advisor

Education: Emporia State University

Business Administration “It is my belief that retirees deserve the security and peace of mind that proper insurance and investment planning provides.�

As a native Kansan, Brad had a distinguished career in Human Resources with Cargill, that included serving on the advisory board of the union pension fund as well as serving as a management and employee resource for their 401(k) and pension plans for over twenty years.

The human resources experience revealed the need to blend solid financial planning with real life planning to ensure financial resources were maximized and sufficient to meet retirement goals. Since joining Strategic Financial Concepts, Brad has continued his focus on retirement planning.

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Brad leverages the team concept at SFC to ensure his clients benefit from the best and most knowledgeable SFC resources. Financial challenges faced during retirement are varied and complex. Brad is here to bring his work and life experience to assist you in meeting these challenges.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

(316) 262-2929

f (316) 262-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

BRUCE DAVISON, CFP® President/CEO

“My desire was to build an organization which brought together individuals with education, expertise and experience in all facets of financial services, and to create a team environment which would tap into the creativity that a multi-disciplinary process can foster, for the benefit of the clients we serve. That is what we’ve done here at SFC.” Bruce is a graduate of Southwest Baptist University and The College for Financial Planning. In the course of his financial services career, which began in 1985, Bruce has earned a reputation as a consummate professional practitioner and garnered recognition locally, regionally, and nationally as an accomplished executive and industry leader.

Bruce founded Strategic Financial Concepts.

Bruce takes great pleasure in helping individuals, businesses, agri-businesses, and professional practices plan for a more successful financial future. “Although much of my time today is spent assisting our associates and coordinating their efforts on behalf of our clients, the most satisfying part of my career remains the interaction with my personal clientele.”

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Strategic Planning Services Business Succession Executive Compensation & Retention Wealth Coordination & Management

Designing successful strategies for every phase of life

(316) 262-2929

f (316) 262-7207 w www.SFCinc.net Follow us on Facebook at SFCinc216

a 216 N. Waco, Wichita, KS 67202

CHRIS TAYLOR, M.Ed.

Financial Advisor, Director of Advisor Development Education: Wichita State University

Masters in Education,

Bachelors of Arts in Education

“Given my background in professional sports, I really enjoy the team approach here at Strategic Financial Concepts. The SFC team is loaded with talented individuals who recognize the value of collaboration.

The clients get the benefit of our collective expertise.”

Chris is a life-long resident of Wichita, graduating from Wichita High School East and earning undergraduate and graduate degrees from Wichita State University.

He began his professional career as an intern for Wichita Baseball, Inc. Chris worked his way up the organizational ladder to become Assistant General Manager of Financial Operations. In 2003, Chris urned in his cleats, taking his business acumen to the financial services industry as an associate with Strategic Financial Concepts, Inc. In addition to his personal practice, Chris works closely with other members of the team. Utilizing his technical expertise in advanced planning, Chris assists in developing coordinated plans for small-business owners and professional practices.

As the Director of Advisor Development, Chris is responsible for developing, implementing and monitoring the firm’s training program for all new financial advisor candidates.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Strategic Planning Services Financial Independence Distribution Strategies Risk Management Asset Allocation

Designing successful strategies for every phase of life

(316) 262-2929

f (316) 267-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

CRAIG WRIGHT, MBA Financial Advisor

Education: Southwestern Baptist University

B.S. Psychology; MBA

“My relationship with SFC formed several years ago. I was able to see, first-hand, the benefits of the team approach and utilizing a client-centric, educational process.”

Craig is a Summa Cum Laude graduate of Southwest Baptist University, where he also completed his graduate studies and served on staff as an admissions advisor.

Helping families through the college admissions process gave him an up-close look at the importance of advance planning in preparing for the financial requirements of higher education.

“College funding doesn’t have to be a scary process.

With adequate planning, attending the college of the student’s dreams can be an affordable reality.”

Craig believes the SFC team approach is a critical component in his efforts to build long-term, meaningful relationships with his clients.

“The complexity and ever-changing nature of today’s financial markets demands expertise in many areas.

The opportunity for me to interact with associates from backgrounds in many different areas of finance and business affords my clients the best opportunity to meet their financial goals.”

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Strategic Planning Services Tax Reduction Strategies Risk Management Asset Allocation Income Maximization

Designing successful strategies for every phase of life

Direct (417) 761-1851 Office (417) 823-3810

w www.craigjwright.com a 3809 S. Greystone Ct, Ste A, Springfield, MO 65804

E. JAN STEMBRIDGE, ChFC® Director of Securities

Education: Wichita State University

BA of Business Administration

“I enjoy helping my clients in their quest for financial independence. It’s a great feeling when it all comes together, and it works for the client.”

Jan has a Bachelor of Business Administration degree with major emphasis on economics and accounting from Wichita State University. She is a Registered Principal with The O.N. Equity Sales Company (ONESCO), providing guidance and supervision to the team of professionals affiliated with Strategic Financial Concepts and ONESCO, and she offers Investment Advisory services through O.N. Investment Management Company.

More than 20 years of financial and retirement planning experience has finely honed her investment acumen and problem-solving skills. Her professional care and personal commitment make her invaluable to her clients. Jan applies her many years of experience, knowledge and skills in helping her clients build successful strategies that allow them the freedom to enjoy their life.

Strategic Planning Services Financial Independence Asset Allocation Estate Organization Risk Management

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

(316) 262-2929

f (316) 267-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

ELI COPAS, MBA Financial Advisor

Education: Wichita State University

MBA in Finance (2015) B.S. “There is a teamwork atmosphere at SFC. It really helps my clients to get the best strategy for their current life situations.”

Elijah enjoys working at SFC because it is an independent firm that allows access to more resources for his clients.

Elijah started his relationship with SFC as an intern in 2013, while completing his education. His passion for the business and wanting to make a difference for his community, lead him to join SFC as a full-time associate after he completed his graduate degree. Elijah has been working closely with young professionals and young families helping build balanced financial strategies to prepare them for their financial futures.

Elijah is a home-grown Wichitan—he moved from Georgia to Wichita when he was six years old. Elijah is an Andover Central High School graduate and he spent five years at Wichita State University where he earned his MBA with an emphasis in Finance. Elijah also supported his school by becoming a member of WSU cheerleading team.

Strategic Planning Services Financial Independence Asset Allocation Estate Organization Risk Management

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

Direct (316) 239-5190 Office (316) 262-2929

f (316) 262-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

JAMES MYRTLE, LUTCF Associate

“The affiliation I’ve had with Strategic Financial Concepts since 1993, and the working relationship my clients have with SFC, has afforded me the opportunity to give every client the most comprehensive array of financial services I could have ever imagined.”

Jim is a life-long Wichitan, North High graduate, and former Shocker shortstop. Jim’s financial services career spans more than thirty years. He began his journey working primarily with property and casualty insurance, and through the years he has continued to provide thousands of Wichita area residents with the peace of mind that comes from knowing their prized possessions are protected.

Beginning in 1974, however, Jim began to see the need to help people build and protect a financial future, as well. By adding the ability to provide investments to his product offerings, Jim became a pioneer in “integrating clients security needs with their need for securities,” he quips. “My interest in helping people began a 45-year migration from focusing on protecting rides and residences to providing retirements.”

Strategic Planning Services Financial Independence Asset Allocation Estate Organization Risk Management

Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

Direct (316) 267-7370 Office (316) 262-2929

f (316) 262-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

JAMISON BRUMMEL Financial Advisor

Education: Allen County Community College Music

“My primary goal is to make a difference in the lives of my clients, I want to understand their financial wants and needs and help them develop and implement strategies for reaching those goals. My aim is to be a valuable resource and trusted advisor to my clients.�

Jamison was born in Garnett, KS and has been a resident there for most of his life. A desire to serve his community drove him to become involved in the financial services industry. Addressing the whole financial picture of individuals, families and businesses is the cornerstone of his practice.

Partnering with SFC has allowed Jamison to offer his clients and community a great resource of knowledge, superior products and outstanding service.

Strategic Planning Services Wealth Transfer Strategies Risk Management Planned Charitable Giving

Jamison is actively involved in his church, community theater, and The Knights of Columbus. In his free time he enjoys spending time with family and playing music.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

(785) 550-1137

w www.SFCinc.net a 423 E. 2nd Ave, Garnett, KS 66032

JAY PITZER

Financial Advisor Education: Hutchinson Community College

Associate Arts Degree

Emporia State University BA in Vocational and Technical Business Education

“It has always been my aim to present my clients with the best resources and knowledge available in our industry, with my alliance with SFC I can achieve this aim.�

A Hutchinson native, Jay began his financial Services career in 1981 with a Kansas City based insurance and investment firm and expanded to working with regional and investment firms. After years in the financial services industry, he is more excited than ever about helping his clients understand their financial future by educating them about their finances through the team concept at SFC. Many of Jays clients have been with him for more than 25 years and he is pleased to be able to serve second and third generations of families.

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Jay and his wife, Donna, are active members of Park Place Christian Church. Jay serves on Hutchinson Chamber of Commerce, is a SCORE member, Hutchinson Recreation Commission Foundation, Hutchinson Community College Alumni Association and Hutchinson Community College Quarterback Club. Jay enjoys model trains, cooking out, and swimming.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

Direct (620) 960-0749 Office (620) 931-8991

e jpitzer@sfcinc.net w www.SFCinc.net a 16 W. 4th Ave. Suite A, Hutchinson, KS 67501

JOEY CROWLEY Associate

Education: Wichita State University

BA in Education

Joey came to SFC following a successful career in the welfare benefits arena where he worked closely with business owners throughout the region. Spending time with both employees, and employers, led him to recognize the acute need for a truly holistic financial planning process.

“Teaming with the professionals at SFC has allowed me to meet that need by using the varied expertise of our group in bringing a brighter financial future to my clients.”

A life-long Wichitan, Joey is a graduate of Kapaun Mount Carmel High School and Wichita State University.

While earning his Bachelor of Education degree at WSU, Joey worked with Mark Turgeon and the men’s basketball team.

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As an active young professional, Joey serves his community, enjoys supporting his alma mater’s athletic teams, and is an active member of his church. Joey spends his free time hanging out with family, coaching and golfing.

Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

Direct (316) 734-8546 Office (316) 262-2929

f (316) 267-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

JOSHUA S. HUMIG Financial Advisor

Education: Butler County Community College

Associates Degree

in Business Administration

“Relationship, trust, and a better understanding of how things really work is what motivated me to take action concerning the financial future of my family.�

concerning the security of their own financial futures.

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Josh is a life-long resident of El Dorado, he earned his

Retirement Planning

Josh was first introduced to SFC several years ago, when he became a client. Now, Josh is working with the team at SFC to help his clients make wise, informed and educated decisions

Associates Degree in Business Administration from Butler County Community College. Like many, his life journey took a different direction than he had anticipated. Josh spent many years training and working in the HVAC industry. Along the way, he never lost sight of his desire to be involved in the business and finance industry; teaching financial classes for more than 15 years and filling the role of treasurer for multiple non-profit entities.

Josh along with his wife and 7 children continue to be involved with numerous civic and community organizations and serves

Business Valuation & Succession Planning Wealth Development Strategies Investment Advisory Services

as the missions pastor for Life Church in Augusta. His passion for world missions has taken him to more than 18 countries in the past several decades.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

Direct (316) 377-0734 Office (316) 262-2929

f (316) 267-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

JUSTIN BATES Financial Advisor

Education: College of the Ozarks

Bachelors of Science

“Being an independent firm is huge because it allows us to listen to the clients and have the freedom to focus on their desires instead of shareholders. Combining that mentality with the knowledge of this team makes for the best of both worlds.”

Justin grew up in the small town of Kingston, Arkansas.

He moved to Branson, MO to attend College of the Ozarks, where he earned his degree in Agriculture Business. His love for the people and the land made it his home, and he vowed to “never leave the Ozarks.”

Justin wanted to make significant impact on the lives of those he cared about. Starting his career in the financial services industry gave him the opportunity to bring real change to his community. He spent several years and countless interviews with some of the brand-name firms but none of them were quite what he was looking for.

“I never really found a company that did business the way I felt it should be done.” That all changed when he found Strategic Financial Concepts.

Justin is a member of Grace Community Assembly Church in Branson along with his wife Heather and two daughters, Laylah and LynLeigh. In his spare time, Justin loves spending time with his family, golfing, and hunting.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

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Direct (417) 598-0636 Office (417) 823-3810

f (316) 267-7207 w www.SFCinc.net a 3809 S. Greystone Ct, Ste A, Springfield, MO 65804

MARK TRIPLETT, MBA Financial Representative

Education: Wichita State University - MBA

Oklahoma Christian University

BBA in Accounting Mark was born in Arkansas, but has been a Wichita resident since the age of six. He graduated Valedictorian from Wichita Heights High School, and attended Oklahoma Christian University where he graduated Summa Cum Laude with a Bachelor of Business Administration in Accounting. Mark also went on to receive his MBA from Wichita State University.

Prior to joining SFC, Mark enjoyed a 14-year career in the corporate income tax software industry. Over the past several years Mark has also taught numerous online business courses as an Adjunct Professor for Barclay College of Haviland, Kansas.

As a young adult Mark became a client of SFC, where he saw the value in planning for his financial future as early on in life as possible, and becoming more educated about how to “make your money work for you, rather than you working for money.� Mark has a strong desire to serve his clients by helping them to attain security and financial freedom through making wise, educated and holistic decisions about their financial futures.

Mark, his wife, and four daughters are active members of the Northside Church of Christ in Wichita. He likes to spend his free time with his family, watching, playing, and coaching sports, as well as hunting, fishing and traveling.

Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. 216 N Waco Wichita, KS 67202, 316-262-2929.

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Direct (316) 204-6275 Office (316) 262-2929

f (316) 267-7207 w www.SFCinc.net Follow us on Facebook @TriplettFinancialServices

a 216 N. Waco, Wichita, KS 67202

MIKE TRULY Financial Advisor

Education: Ouachita Baptist University

“Ultimately all financial decisions are, and should be, made by my clients, but I feel an obligation to be vigilant in providing guidance to identify and achieve lasting financial success. I take great pride in the fact that the work I do today, will have a positive impact in the future of my clients and their future generations.�

With more than 35 years of experience in serving families, individuals and small business, Mike successfully uses a personalized approach to help all his clients achieve their financial dreams and desires.

Since joining Strategic Financial Concepts in 2003, Mike has played a fundamental role in the training and development of new associates.

Mike has a unique perspective into the financial challenges that businesses and individuals face today.

Utilizing his understanding of the market, Mike can develop and execute a comprehensive and diversified financial roadmap, tailored to the specific needs of his clients with lasting and impactful results.

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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

(316) 262-2929

f (316) 262-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

PHILIP SCHMIDT Financial Advisor

Education: Bethel College

Bachelor’s in Science

“Everyone here is committed to making sure that the clients’ needs come first. There is a team atmosphere that really helps ensure that the clients always get first-class service and support.”

Philip enjoys working at the Strategic Financial Concepts office because of the helpful, friendly atmosphere. It was the dedication to helping others Philip witnessed at SFC that caused him to feel that this was the place for him.

Philip was born and raised in Newton, Kansas. He currently lives in Hesston where he continues to be an active member of the Harvey County community.

Philip earned his bachelor’s degree in Science from Bethel College and after a couple of years in voluntary service went back to the University of Kansas to get his teaching degree. After 15 years in the classroom Philip made the decision to use his educational skills in a different arena and made the move into financial advising.

Strategic Planning Services Family Small Business Financial Planning

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

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(316) 262-2929

f (316) 267-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

ROBERT J. HUBBARD JR. Financial Advisor

Education: Friends University

Bachelors of Science

Butler County Community College Associates in Arts,

“I’ve always seen my role as that of a financial educator, helping clients make informed decisions about their financial futures and the products that are part of their portfolios. The team process which we employ at SFC allows me to be more effective in this endeavor by drawing on the vast array of experience and expertise within the firm.”

Robert began his financial services career in 1998 in the banking industry, including management roles with a local credit union, before venturing into the financial planning arena with a national firm. Robert joined SFC in 2009, eager to leverage the firm’s resources to best serve his clients.

Robert is thankful for the values gleaned from his small-town upbringing, as a lifelong Augustan. A graduate of BCCC and Friends University, Robert is involved in a number of area civic and community projects and is an active member at Life Church in Augusta, where he serves on the Financial Board. Robert enjoys living in the country of Butler County with his wife and two kids.

Strategic Planning Services Retirement Planning Investment Advisory Services Wealth Development Strategies Business Valuation & Succession Planning

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929.

Designing successful strategies for every phase of life

Direct (316) 393-6336 Office (316) 262-2929

e hubbard@sfcinc.net w www.SFCinc.net Follow us on Facebook @hubbardSFC

a 216 N. Waco, Wichita, KS 67202

SAMUEL MILNER

Financial Representative Education: Emporia State University

Bachelor of Science

Butler County Community Associate of Arts

“I’ve always envisioned my role as a combination of teacher, coach, and physician in educating, guiding, and prescribing solutions to help my clients make informed decisions and take action to improve their financial futures.”

and resources within the firm.

Strategic Planning Services

Sam began his career in financial services in 1984 with a

Retirement Planning

Sam believes that SFC’s collaborative approach in reviewing client cases allows him to prescribe more effective solutions by drawing on the vast pool of experience, financial tools,

small savings & loan in his hometown, Eureka, KS. After 23 years, Sam decided to venture into the financial services arena. In 2018, he joined SFC, obtaining more freedom and a broader selection of products, education, planning tools,

Investment Services

and resources available to serve his clients.

Wealth Maximization

Traditional values inspire the common-sense approach Sam

Business Succession

employs with his clients. He also credits his faith for his passion and desire to help others better their lives through financial education and wise stewardship.

Sam and his wife Phyllis are involved with a number of civic and religious organizations in Andover where they raised their son and three daughters. Sam feels his true callings in life are to be a good Christian, husband, dad, and grandpa.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC 216 N Waco Wichita, KS 67202, 316-262-2929

Designing successful strategies for every phase of life

Direct (620) 750-0101 Office (316) 262-2929

f (316) 262-7207 w www.SFCinc.net Li Connect with Samuel W. Milner on LinkedIn

a 216 N. Waco, Wichita, KS 67202

SHAWN M. WYATT, CFP®, CRPC® Financial Guide

Education: Emporia State University

Certified Financial Planner©

As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning CounselorSM, what Shawn has found is that even the smartest people (Executives, PhDs, engineers, etc.) make small, consistent mistakes and assumptions with their finances during their working career and leading up to retirement. Over time, thousands of dollars in excess taxes, fees, and opportunity cost which can eventually cause one’s financial well-being to become “out of balance.”

Strategic Planning Services Cash Management

By taking a proactive, holistic approach to a client’s financial life, Shawn can help his clients get the right answers to their questions before problems arise.

What Shawn offers his clients is the feeling that comes with knowing at least one corner of your life is squared away for the long haul. Less stress, less worries, and more security.

Shawn has lived in central Kansas all his life and has been a Hutchinson resident since 2008. He is active in the community as a member of the First United Methodist Church and Young Professionals of Reno County. He also serves on the Public Policy Advisory Committee at the Reno County Chamber of Commerce, the Board of Directors at the Cosmosphere - and the Board of Trustees for the Kansas Area United Methodist Foundation. He enjoys spending time with his wife Sheena and daughter Shaylee, as well as golfing, and hunting.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929

Insurance Planning Tactical Investment Management Comprehensive Financial Planning

Designing successful strategies for every phase of life

f

Direct (620) 931-8915 Office (620) 931-8991 Cell Phone (620) 931-8190 (316) 267-7207

a Strategic Financial Concepts, Inc

16 W. 4th Ave., Suite A Hutchinson, KS 67501 w www.SFCHutch.com

a 16 W 4th Ave, Ste A, Hutchinson, KS 67501

TODD POWERS, MBA Financial Advisor

Education: Friends University

BS in Business administration, MBA

Todd has been a financial advisor for over 25 years.

He knows the ins and outs of helping his clients accumulate capital, plan for retirement, establish an estate plan, and start funding for college education.

His knowledge and experience demonstrate the advantages of a comprehensive financial strategy for families and businesses.

Todd graduated from Kapaun Mt. Carmel in 1986 received a B.S. in Business Administration from Friends University in 1991, and an MBA from Friends University in 2000. Todd associated his practice with Strategic Financial Concepts in 2001. He has made a valuable contribution to the team concept at SFC and feels that he and his clients have benefited from the affiliation as well.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929

Strategic Planning Services Financial Independence Asset Allocation Estate Organization Risk Management

Designing successful strategies for every phase of life

(316) 262-2929

f (316) 262-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202

TYLER BURGESS Associate

Education: Missouri State University

BS General Business

Tyler is a graduate of Missouri State University and a life long resident of Southwest Missouri. While earning his undergraduate degree in General Business, Tyler had a broad exposure to a variety of areas within the business field. While at MSU, Tyler excelled as a member of the baseball team.

Tyler was introduced to the financial services industry at a young age as he watched his grandparents run a successful family practice. After receiving his undergraduate degree, Tyler was eager to join the family practice. In 2018 Tyler branched out and opened Burgess Financial in downtown Webb City to best utilize his strategic partnership with SFC. Tyler’s desire to serve his clients to the best of his abilities led him to a relationship with SFC. As an affiliate of SFC, Tyler has discovered great value for his clients as they go through the many phases of life. He has found the team approach to be vital in developing and maintaining meaningful relationships with clients.Tyler is actively involved throughout the Webb City community and is an active member of Christ’s Church of Oronogo.

In his spare time, he enjoys spending time with his wife and daughter, traveling, and coaching youth baseball.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC 216 N Waco Wichita, KS 67202, 316-262-2929

Strategic Planning Services Financial Independence Asset Allocation Insurance Planning Income Protection

Designing successful strategies for every phase of life

Direct (417) 392-0733 Office (417) 717-0460

f (417) 717-0055 w www.SFCinc.net a 30 S. Main, Webb City, MO 64870

VANCE A. BURNS Financial Advisor

Education: East Central University, Ada, OK

Bachelor’s of Science in

Business Administration

“One of the things I like most about being part of Strategic Financial Concepts is our devotion to a personalized, holistic approach to serving the client.

Our firm’s motto of Designing Successful Strategies for Every Phase of Life is a challenge and a call to service I embrace with every client relationship.”

His practice specializes in designing protection and benefit plans for healthcare professionals and small business executives, as well as comprehensive retirement and estate planning* for business executives and individuals. He has an extensive background in financial services, working with his clients in a variety of areas. * Estate planning services provided in conjunction with your licensed legal advisor.

Strategic Planning Services Financial Independence Risk Management Estate Organization Asset Allocation

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC Investment Advisory Services offered through O.N. Investment Management Company 216 N Waco Wichita, KS 67202, 316-262-2929

Designing successful strategies for every phase of life

(316) 262-2929

f (316) 267-7207 w www.SFCinc.net a 216 N. Waco, Wichita, KS 67202