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Matthew S

CFP®, Series 66

Leawood, KS

Wells Fargo Advisors

Matthew Sayers is a CFP®-designated financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at UBS Financial Services Inc for seven years. Outside of his advisory work, he is the sole owner of SAYERS, INC. and serves as co-trustee of a private wealth management 401(k) plan. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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David T

Series 66

Leawood, KS

Wells Fargo Advisors

David Turner is a financial advisor at Wells Fargo Advisors with 24 years of industry experience and holds the Series 66 designation. He previously worked at UBS Financial Services and Jackson Hewitt. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis. The firm offers tailored recommendations using proprietary research and planning tools, with clients able to choose if and how to implement those recommendations through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Suzann D

Series 66

Leawood, KS

Wells Fargo Advisors

Suzann Dorjath is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Merrill, GCG Financial Group, Triad Advisors, Wells Fargo Clearing, Merrill Lynch PBIG, and Mesirow Financial. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ted C

CFP®, Series 66

Leawood, KS

Wells Fargo Advisors

Ted Chartier is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding CFP® and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services from 2013 to 2020. He is involved in early childhood education through an ownership interest in an early learning center. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm provides specialized planning in areas such as retirement, business-owner transitions, and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lauren M

CFA®, Series 63

Leawood, KS

Wells Fargo Advisors

Lauren Moran is a CFA® charterholder with 14 years of industry experience. She is currently a financial advisor at Wells Fargo Advisors Financial Network and previously worked for 11 years at William Blair & Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Courtney R

Series 66

Leawood, KS

Wells Fargo Advisors

Courtney Rhoden is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Wells Fargo Advisors in 2020. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning services. The firm offers tailored investment recommendations supported by its research and planning tools, with services that include cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Robert F

CFP®, Series 66

Leawood, KS

Wells Fargo Advisors

Robert Freeman is a CFP®-certified financial advisor at Wells Fargo Advisors with four years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked in various roles including at the University of Kansas and local country clubs. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that address cash flow, retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Thomas F

Series 63, Series 65

Leawood, KS

Wells Fargo Advisors

Thomas Freeman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo Advisors in 2020, he worked at UBS Financial Services Inc. for seven years. Outside of his advisory role, he has ownership interests in several private businesses, including restaurants and investment-related entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gregory S

Series 63, Series 65

Leawood, KS

Wells Fargo Advisors

Gregory Spears is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has held previous roles at UBS Financial Services, Wells Fargo Clearing, and Forvis Mazars Wealth Advisors. Outside his advisory work, he owns and manages Amplify International Education Inc. LLC, an education-focused business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment clients, and other niche needs. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through advisory or brokerage programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lauri G

Series 63, Series 66

Leawood, KS

Wells Fargo Advisors

Lauri Gray is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2020, following seven years at UBS Financial Services Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering areas such as retirement, education, and business-owner transition planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Duncan L

Series 63, Series 65

Leawood, KS

Wells Fargo Advisors

Duncan Laner is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Bank of Prairie Village for ten years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Edward K

Series 63, Series 65

Leawood, KS

Wells Fargo Advisors

Edward Kuklenski is a financial advisor with Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses. He has recently entered the industry, beginning his advisory career in 2024. Prior to Wells Fargo Advisors, he held positions at FCS Private Wealth Management and Country Club Bank. Outside of his financial roles, he has experience with Kilroys Sports and has been involved with Indiana University Bloomington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning services and investment solutions tailored to clients meeting certain net-worth thresholds.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Connor C

Series 66

Leawood, KS

Wells Fargo Advisors

Connor Callahan is a Series 66–licensed financial advisor with 12 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and spent eight years at UBS Financial Services prior to that. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options across brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Payton J

Series 63, Series 65

Leawood, KS

Wells Fargo Advisors

Payton Jenkins is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Jenkins worked for Missouri State University for five years and the Blue Springs School District for thirteen years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Javier H

Series 66

Leawood, KS

Wells Fargo Advisors

Javier Hernandez is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, RBC Capital Markets, Security Bank of Kansas City, and Wells Fargo Clearing. Prior to his finance career, he spent five years at Midwest Orthopaedics PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Matthew F

Series 63, Series 65

Leawood, KS

Wells Fargo Advisors

Matthew Fischer is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Creative Planning, Inc. and Northwestern Mutual Investment Services LLC. Fischer also has a background in higher education from Mid America Nazarene University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, delivering recommendations based on proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Sarah T

Series 63, Series 65

Leawood, KS

Wells Fargo Advisors

Sarah Tiedt is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She previously worked at Mariner Wealth Advisors before joining Wells Fargo Advisors in 2020. Outside of her advisory role, she serves on the board of directors for the Rose Brooks Center, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools, with clients able to implement recommendations through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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