David Mattern is a financial advisor with Mattern Wealth Management LLC in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he owns and manages a farm business. Mattern Wealth Management LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm provides discretionary investment and wealth management, financial planning, and consulting, employing tailored asset allocation strategies with an emphasis on tax efficiency and cost-effective implementation.

Kyle Cross is a CFP® with 15 years of industry experience. He has worked at Mattern Wealth Management LLC since 2019 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Mattern Wealth Management provides fee-only investment and wealth management services, financial planning, and consulting to individuals, families, trusts, businesses, and retirement plans. The firm employs a combination of active and passive strategies, using portfolio allocation software and ongoing monitoring to align investments with client goals.

Marcus Mattern is a financial advisor at Mattern Wealth Management LLC in Lawrence, KS, holding a Series 66 designation with nine years of industry experience. He has worked at Mattern Wealth Management since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Mattern Wealth Management provides fee-only investment and wealth management, financial planning, and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm uses a combination of active and passive strategies, portfolio allocation software, and ongoing monitoring to align client portfolios with their risk tolerance and cash-flow needs.

Caleb Regan is a financial advisor at Mattern Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Mattern Wealth Management, he worked at KU Endowment Association for four years, Corpus Christi Catholic Church for four years, and Ogden Publications, Inc. for ten years. Mattern Wealth Management provides fee-only investment and wealth management services, financial planning, and consulting to individuals, families, trusts, businesses, and retirement plans. The firm combines active and passive strategies, employs portfolio allocation software, and offers ongoing monitoring to align investments with clients’ risk tolerance and cash-flow needs.