Richard Dixon Mcnaught

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.

Angela Bordewick is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She has worked with The Prudential Insurance Company of America since 2022 and previously with Pruco Securities LLC and Gregory Calzonetti. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice with access to insurance and lending products.

Bradley Kolowski is a CFP® professional affiliated with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He holds the Series 66 designation and is based in Garden City, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Diana Farr is a financial advisor with OSAIC Wealth Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at OSAIC since 2018 and previously at Signator Investors and Financial Avenues Inc., where she is also president and involved in insurance sales and investment products. Outside of her advisory role, Farr is president of Farr Rentals Inc., a non-investment business. OSAIC Wealth Inc. serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisers. The firm employs asset-allocation tools, risk-tolerance analyses, and managed-account solutions across various investment vehicles, supporting discretionary and non-discretionary portfolios.

Larry Nance is a financial advisor at Ameriprise with 40 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 2005 and has been with Ameriprise since 2020. He holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.