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.

Angela Bordewick is a financial advisor at LPL Enterprise with four years of industry experience. She holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. Bordewick is also involved with the Calzonetti Group, an insurance and financial services business. 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 wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance product offerings.

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.

Larry Nance is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team, supporting a wide range of advisory, brokerage, and insurance solutions.

Mickey Hunter is a financial advisor with LPL Financial in Garden City, KS, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with LPL Financial since 2008. Hunter operates a separate business under the name Financial Footnotes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Grant Elpers is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved with Finney County Catbackers, a Kansas State University athletics support organization, where he holds the position of secretary and helps organize fundraising events. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by an IPS-driven process grounded in modern portfolio theory. The firm’s offerings include a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.