HighTower 6M Holding, LLC, operating as 6 Meridian, is a registered investment adviser specializing in financial planning, consulting, and investment management services. Established in December 2021, the firm is owned by HighTower Holding, LLC and manages approximately $2.42 billion in assets. Clients can engage in discretionary or non-discretionary management of their portfolios, with a focus on tailored services to meet individual needs and objectives. The firm offers a variety of financial planning services, including business planning, estate planning, and retirement planning. Investment strategies involve a mix of mutual funds, ETFs, individual securities, and alternative investments. Clients have full discretion over their decisions and are encouraged to communicate changes in their financial situation or objectives. Fees are asset-based, ranging from 0.50% to 1.00% annually, prorated and charged monthly. The firm may also charge flat consulting fees or negotiate fees for certain client holdings. HighTower 6M Holding, LLC acts as a sub-advisor for BlueArc Capital Management and Exchange Traded Concepts, LLC, providing investment management services for various funds. The firm follows a strict Code of Ethics and engages in best execution practices, including trade aggregation and directed brokerage. Clients receive regular account reviews and statements, and the firm does not compensate third-party solicitors for client referrals. HighTower 6M Holding, LLC exercises investment discretion and may vote client securities proxies in their best interest. The firm does not require minimum account balances and has not been involved in any disciplinary events.

IMA Advisory Services, Inc., operating as IMA Retirement, is a registered investment adviser headquartered in Wichita, Kansas, providing investment advisory services since 1999. The firm offers fee-based Qualified and Non-Qualified Employee-Directed Retirement Plan Consulting Services. They provide investment advisory, consulting services, and educational seminars to retirement plans and participants, tailored to the plans' investment policies. IMA Retirement may provide investment advice on a non-discretionary or discretionary basis, with fees negotiated based on services provided. The firm uses quantitative and qualitative analysis, as well as modern portfolio theory, to advise clients on long-term investing and risk management. They recommend mutual funds and other permitted products, such as stable value and life-cycle funds. IMA Retirement does not have disciplinary information to report and does not have custody of client assets. The firm's employees are licensed to sell insurance products, and they may receive commissions from insurance sales. IMA Retirement's Code of Ethics emphasizes ethical conduct and client confidentiality. The firm does not vote client securities and does not have financial information available in the brochure.

Redstone Advisors, Inc., established in 1991, offers personalized fixed income management services specializing in municipal and government bond portfolios for institutions and high net worth individuals. The firm manages assets totaling $455,201,680 as of December 31, 2024, on a discretionary basis. Clients can impose restrictions on investments, and the firm does not engage in margin lending or recommend margin accounts. Fees are negotiable and calculated quarterly based on a tiered structure: 0.50% on the first $5,000,000, 0.40% on the next $5,000,000, and 0.30% on the balance. Redstone does not charge performance-based fees and requires a minimum account value of $1,000,000 to establish an advisory relationship. The firm emphasizes investment risks, primarily in fixed income securities, including interest rate, credit, and prepayment risks. Redstone operates as a fiduciary, acting in clients' best interests, and provides discretionary investment management services. The firm does not have custody of client assets and recommends Charles Schwab as a qualified custodian. Redstone's principals, including CFA charterholders, oversee account reviews, investment decisions, and proxy voting. The firm's employees have no disciplinary history, and one director engages in additional business activities, monitored for conflicts of interest. Supervision is conducted by Managing Director Marc A. Vincent.

Pinion Wealth Management, LLC is a financial advisory firm based in Wichita, Kansas. It currently has approximately $326,647,044 of assets under management and employs about 8 people. Pinion Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor/referral fees.

Agh Wealth Advisors, LLC is a financial advisory firm based in Wichita, Kansas. It currently has approximately $197,222,009 of assets under management and employs about 6 people. Agh Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and third party adviser referral fees.