MWA Financial Services, Inc.

Daniel Dickenson is a financial advisor at MWA Financial Services Inc. in Denton, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior work includes roles at Modern Woodmen of America and positions outside finance in hospitality and education. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, providing most advisory services on a non-discretionary basis.

Jacob Campbell is a financial advisor with MWA Financial Services Inc. in Ontario, California. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes roles at MWA Financial Services and Modern Woodmen of America, among others. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.

Clint Pogemiller is a CFP® professional with 26 years of industry experience. He has been with MWA Financial Services Inc. since 2015 and also maintains a long-standing association with Modern Woodmen of America beginning in 2001. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.

Shane Vetch is a financial advisor at MWA Financial Services Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Vetch has been with MWA Financial Services since 2012 and is also affiliated with Modern Woodmen of America since 2009. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.

Melissa Monroe is a financial advisor with MWA Financial Services Inc. in Ontario, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. Her background includes roles at Modern Woodmen of America and Tuscano's, as well as academic positions at several colleges. She currently maintains a relationship with Modern Woodmen of America outside of her advisory role. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning and both adviser-managed and third-party managed accounts, operating primarily on a non-discretionary basis while combining advisory and broker-dealer activities.

Daniel Nungesser II is a financial advisor with MWA Financial Services Inc. in Newnan, GA, holding the ChFC® designation and Series 63 license. He has 10 years of industry experience, including roles at MWA Financial Services since 2015 and Modern Woodmen of America since 2014. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance via its affiliation with Modern Woodmen of America.

Chad Foster is a financial advisor with MWA Financial Services Inc. in Laguna Hills, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with MWA Financial Services since 2009 and is also associated with Modern Woodmen of America. Foster serves as a Lincoln Financial insurance agent for a single case. MWA Financial Services Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer with 134 advisors, serving individuals, trusts, corporations, charitable organizations, and retirement plans. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.

Jackson Hauser is a financial advisor with MWA Financial Services Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with MWA Financial Services since 2017 and is also associated with Modern Woodmen of America. Outside of advisory work, he provides legal services as an agent/associate for LegalShield. MWA Financial Services is an SEC-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing advisory services on a non-discretionary basis.

Jonathan Marsh is a financial advisor at MWA Financial Services Inc. with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with MWA Financial Services since 2008. Outside of advisory work, he is involved in residential home building through his role as president of Jonathan Marsh Properties and serves as a coaching leader and facilitator with the John Maxwell Team. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products, primarily providing services on a non-discretionary basis.

Theodore Heidrich Jr. is a financial advisor with MWA Financial Services Inc. in Falmouth, ME, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with MWA Financial Services since 2001 and has a concurrent affiliation with Modern Woodmen Of America since 1991. Outside of advisory work, he is involved in real estate investing, focusing on property repairs, contracting, and sales. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.

Joseph Soucy is a financial advisor with MWA Financial Services Inc. in North Andover, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Small Business Strong and Sacred Heart Parish. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.

Justin Hepler is a financial advisor at MWA Financial Services Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with Young Life for 15 years. He is also affiliated with Modern Woodmen of America. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance.

Kallene Faris is a financial advisor with MWA Financial Services Inc. in Pueblo, CO. She holds the CFP® and ChFC® designations, has 16 years of industry experience, and has been with MWA Financial Services and Modern Woodmen of America since 2009. Faris is also the owner of Kallene Faris, LLC, a non-investment related business. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers financial planning, adviser-managed and third-party managed accounts, and commissionable products, providing most advisory services on a non-discretionary basis.

Tonja Harding is a financial advisor with MWA Financial Services Inc. in Lexington, KY, holding Series 63 and Series 65 credentials with six years of industry experience. She has worked at Modern Woodmen of America since 2024 and previously held roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services from 2018 to 2024. Harding is also the owner of Harding Financial Services LLC and an agent with Stonebridge Health Insurance. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm provides tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily offering most advisory services on a non-discretionary basis.

Ryan Anderson is a ChFC® credentialed financial advisor with 13 years of industry experience. He has been with MWA Financial Services Inc. since 2012 and is also associated with Modern Woodmen of America. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, with a focus on non-discretionary advisory services.