Prevail Innovative Wealth Advisors, LLC

Thomas Wright is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior work includes roles at Prudential Financial Planning Services and Edward Jones. He serves on the boards of the Future Leadership Foundation, a nonprofit focused on leadership development, and the Peculiar Area Chamber of Commerce, where he helps coordinate community events. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

Heather Heckadon is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Advisors since 2021, following roles at Prevail Strategies LLC, Cambridge Investment Research, Inc., and Lawing Financial Inc. Outside of her advisory work, she is a minority owner and vice president of Prevail Strategies LLC and serves as an independent insurance agent. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party managers to build customized, risk-based portfolios.

Adam Doran is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including MassMutual/Charter Oak Financial and Penn Mutual/PS&G Financial Partners. Outside of his advisory role, he manages insurance sales through Prevail Strategies, LLC. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.

Brian Pfannenstiel is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Commerce Bank from 1999 to 2018 and at LF Wealth Advisors, LLC since 2018. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a mix of quantitative and fundamental analysis overseen by an Investment Committee.

Jered Hunt is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Prudential Financial Planning Services. Outside of his advisory role, he serves as Executive Program Administrator and Corporate Secretary for the American Academy of Family Physicians Insurance Services, Inc. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.

Dylan Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Vintage Financial Group. Outside of advising, he is a non-voting member of PIWA-II, LLC, involved in certain financial services related to life and health insurance. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

Gary Bratton is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prevail Innovative Wealth Strategies since 2017 and Netstreet Brokerage since 2008. Bratton also serves as an insurance agent affiliated with Prevail Innovative Wealth Strategies and Netstreet Brokerage. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis supported by third-party technology platforms.

Wade Kotarba is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles across healthcare and specialty groups prior to joining Prevail. He is also licensed in life and health insurance. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative methods, fundamental and technical analysis, and third-party technology platforms to manage customized, risk-based portfolios.

James Meyer is a Series 65-licensed advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. Prior to joining Prevail in 2024, he worked at Capitol Federal Savings Bank for eight years and has been a sales associate at Johnston & Murphy since 2022. Outside of financial advising, he holds an insurance license for life and health products. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

Lillian Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously with Omaha Public Schools and the University of Nebraska Omaha. Outside of her advisory role, she is a non-voting member with limited interest in PIWA-II, LLC, representing the entity for certain financial services. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.

Jay Haffley is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BMO Bank NA and LPL Financial LLC. Haffley is also licensed in life and health insurance. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.

Roger Irie is a financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott Rapid Diagnostics in the cardiometabolic division for eleven years. Outside of his advisory role, he serves as Chief Operative Officer of Bluebird Oxygen LLC, a company involved in oxygen concentrator rentals and operations. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.

Madison Parker is a CFP® professional with eight years of experience in the financial industry. She currently works at Prevail Innovative Wealth Advisors, LLC and previously held roles at USA Financial Securities Corporation and Cornerstone Securities. In addition to her advisory work, she provides consulting and coaching services through Parker Financial Group, focusing on operations advice and insurance products. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative and fundamental analysis overseen by an Investment Committee.

Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of advisory work, Lawing serves as president of the Lawing Family Foundation and is involved in managing a holding company that operates an airplane under dry lease agreements. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis alongside third-party platforms to build customized portfolios overseen by an Investment Committee.

Bradley Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Springfield, MO, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and his own firm, Lawing Financial Inc. He is also treasurer of the Lawing Family Foundation, where he manages financial investments and disbursements. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.