A complete list of active advisors currently associated with Pathway Financial Solutions, Inc.

Warmer can help you find a great advisor at Pathway Financial Solutions, Inc. or one who fits your needs even better.

Pathway Financial Solutions provides financial planning, consulting and investment management primarily to pension and profit-sharing plans, corporations, trusts, charitable organizations and other business entities, and it also offers retirement plan consulting to plan sponsors. The firm advises on and can manage assets held in employer-sponsored plans (including 403(b) and 529 accounts) and delivers both discretionary and non-discretionary portfolio management services. The firm’s investment approach emphasizes diversified, fund-based strategic asset allocation informed by Modern Portfolio Theory, with primary use of mutual funds, ETFs and separately managed accounts alongside qualitative company and portfolio-level analysis. Portfolios are monitored and rebalanced periodically, and PFS employs long-term, buy-and-hold and income-oriented strategies for retirement-focused clients while permitting modest allocations to individual equities in select cases. Unlike many team firms, PFS’s client mix is weighted toward institutional and plan-sponsor engagements rather than a broad roster of individual retail or high-net-worth households, and the firm discloses providing ERISA fiduciary services under Section 408(b)(2) for plan clients. The brochure also discloses affiliated insurance and brokerage relationships (an affiliated insurance agency and supervised persons who are registered representatives of a broker-dealer), and describes custody practices such as direct fee debit and standing letters of authorization, with attendant conflict-of-interest disclosures.

To learn more about the advisors currently working at Pathway Financial Solutions, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Eddie Balluch II	Salina, KS	10
Gracyn Dorzweiler	Salina, KS	0
La Rae Duff	Salina, KS	4
Bradley Veenendaal	Salina, KS	5
Jonathan Webb	Salina, KS	33
Jordan Webb	Salina, KS	12
Trevor Webb	Salina, KS	2
Amy Zeigler	Salina, KS	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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