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Michael P

Series 63, Series 66

Kansas City, MO

GWN Securities Inc.

Michael Pollakowski is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he serves on the boards of Mackenzie Bay and Clean Green Energy and oversees farmland operations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs, including both traditional and legacy active strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Shannon S

Series 65, Series 63

Kansas City, MO

GWN Securities Inc.

Shannon Suarez is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 65 and Series 63 credentials and 36 years of industry experience. She has been with GWN Securities since 2010 and also operates an insurance business offering life, health, disability, dental, supplemental insurances, and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and utilizes both affiliated and unaffiliated sub-advisers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Gregory R

CFP®, Series 63, Series 65

Kansas City, MO

GWN Securities Inc.

Gregory Russell is a CFP® with 21 years of industry experience, currently affiliated with GWN Securities Inc. He has held positions at GWN Securities since 2009 and at Accenture since 2018, where he serves as an Associate Director in IT consulting and systems integration. His background includes 15 years at Computer Sciences Corp. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, featuring both traditional and legacy active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Domenic R

Series 65, Series 63

Kansas City, MO

GWN Securities Inc.

Domenic Rizzi is a financial advisor at GWN Securities Inc. with 39 years of industry experience. He holds Series 65 and Series 63 licenses and has been with GWN Securities since 2010. Prior to that, he worked at Connecticut General Life Insurance Company for over 40 years. Rizzi serves on the advisory board of Catholic Radio, contributing to fundraising and strategic decisions. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical market-timing strategies in its portfolios.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Sanford W

Series 65, Series 63

Kansas City, MO

GWN Securities Inc.

Sanford Warmund is a financial advisor with GWN Securities Inc. based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with GWN Securities since 2010 and is a 49% owner and Executive Vice President of Reliant Financial Services, a financial services marketing company. Sanford also works as a life insurance sales representative on occasion. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and focuses on asset allocation and Modern Portfolio Theory, with some programs using tactical, momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Richard W

CFP®, Series 63

Kansas City, MO

GWN Securities Inc.

Richard Witherspoon is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2013. He holds a Series 63 license and is based in Kansas City, MO. Outside of his advisory role, he is also a licensed insurance agent involved with Reliant Financial Services. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individuals and business clients. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Jack B

Series 63, Series 66

Kansas City, MO

GWN Securities Inc.

Jack Berhorst is a financial advisor at GWN Securities Inc. in Kansas City, MO, with eight years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at American Century Investment Services and Waddell & Reed. Berhorst also holds an insurance agent license and sells fixed life, health insurance, disability, long-term care, and fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm employs a mix of discretionary portfolio management and model portfolios grounded in asset allocation and Modern Portfolio Theory, with some programs incorporating market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Robert M

CFP®, Series 63

Kansas City, MO

GWN Securities Inc.

Robert Morrissey Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He has been with GWN Securities Inc. since 2010. In addition to his advisory role, he works as an insurance agent focusing on fixed annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Landon W

CFP®, Series 63, Series 65

Kansas City, MO

GWN Securities Inc.

Landon Warmund is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Powercat Financial. Outside of his advisory role, he is a Certified Student Loan Professional providing consulting services to school districts and their employees on student loan matters. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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