Angela Bordewick

Anthony Bell is a financial advisor with Pinion Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2018 and previously with Securities America Inc. from 2005 to 2018. Bell is also involved with Pinion Insurance Agency, where he serves as an insurance agent. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to construct and monitor client investment programs. The firm is distinguished by its ownership structure, including a CPA firm and affiliated broker-dealer, which supports integrated retirement plan consulting and advisory services.

Kyle Herrman is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 13 years with Commerce Bank and Commerce Brokerage Services, Inc. Outside of his advisory work, he is involved in an agricultural business, H & H Acres, LLC, in Garden City, KS. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Richard Mcnaught is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has worked at Prudential Insurance Company of America since 1978 and joined LPL Enterprise in 2024. He is an investor in AllHay.com, LLC, a business entity for tax and investment purposes. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios and third-party asset management programs, and a range of securities and insurance products.

Diana Farr is a financial advisor with OSAIC Wealth Inc. in Garden City, Kansas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior experience includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. She is also president of Financial Avenues Inc., where she oversees sales of insurance and investment products. OSAIC Wealth Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.