Kelsey Rae Summers

Andrew Russell is a financial advisor at Russell Wealth Advisors with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Russell Wealth Advisors since 2017, as well as with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, standalone financial planning, and consulting engagements. The firm uses a combination of fundamental, technical, and cyclical analysis for portfolio management and offers tailored solutions that consider special tax and stock-related situations.

Kacy Bass is a CFP® with 11 years of experience in the financial advisory industry. She has been with Clarity Asset Management, Inc. since 2015. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and a proprietary due-diligence process to build diversified portfolios with a long-term focus, while also offering regular portfolio reviews and educational seminars to clients and the public.

Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.

Nevin Conlon is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked exclusively at Clarity Asset Management, Inc. since 2016. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and an internal due-diligence process to build diversified portfolios with a long-term focus, offers discretionary portfolio management, and conducts educational seminars open to clients and the public.

Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.

Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.