Roger Kent Ratliff

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 with Wells Fargo Clearing in Garden City, KS, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He previously worked at Commerce Brokerage Services, Inc. and Main Street Advisors, LLC before joining Wells Fargo in 2016. Outside of his advisory role, he is involved in an agricultural business through H & H Acres, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions.

Richard Mcnaught is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and has 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Outside his advisory role, he is an investor in AllHay.com, LLC, a business entity for tax and investment purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, insurance sales, and affiliated trust and lending services.

Angela Bordewick is a Series 66-licensed financial advisor with four years of industry experience. She is currently with LPL Enterprise and has prior experience at The Prudential Insurance Company of America, Pruco Securities LLC, and Gregory Calzonetti. Her activities include involvement with insurance and financial services under the Calzonetti Group and Prudential-sponsored non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

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.

Preston Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2026, he spent ten years at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs alongside specialized municipal and public-finance services.