Pinion Wealth Management, LLC

Stephen Spach is a financial advisor at Pinion Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Heritage Wealth Management, LLC and LPL Financial LLC. Outside of advising, Spach owns Wild Man Consulting LLC, providing personal and business consulting services. Pinion Wealth Management offers personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm employs a range of analytical approaches and utilizes model portfolios and sub-advisors to implement client investment strategies, operating under a CPA-owned structure with integrated broker-dealer and consulting capabilities.

Anthony Bell is a financial advisor with Pinion Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2018 and previously with Securities America Inc. from 2005 to 2018. Bell is also involved with Pinion Insurance Agency, where he serves as an insurance agent. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to construct and monitor client investment programs. The firm is distinguished by its ownership structure, including a CPA firm and affiliated broker-dealer, which supports integrated retirement plan consulting and advisory services.

Matthew Myers is a CFP® professional with three years of experience in financial advising. He has worked at Pinion Wealth Management, LLC since 2022 and previously held roles at Landmark National Bank and Banner Capital Bank. Pinion Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm provides personalized investment management, financial planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, charting, and cyclical analysis to implement client strategies through various mandates and third-party platforms.

Blake Allen is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at Pinion Wealth Management, LLC in Wichita, KS. He has worked with Purshe Kaplan Sterling Investments since 2018 and has been associated with Pinion Investment Advisors and related entities since 2002. Outside of his advisory role, Allen manages Girl Dad, LLC, a business focused on equipment rental. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm integrates accounting, consulting, and brokerage capabilities, using a variety of analytical approaches and sub-advisors to construct and monitor client portfolios.

Sheryl Meyer is a financial advisor at Pinion Wealth Management, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc since 2018, as well as at Securities America Inc from 2014 to 2018. She also serves as Chief Compliance Officer and assists advisors within her firm. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to manage client assets. The firm’s ownership by a CPA entity and its affiliation with a broker-dealer and multiple sub-advisors differentiate its integrated service model.

Tanner Copeland is a financial advisor at Pinion Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Pinion Wealth, he worked at Smoky Hill Country Club and One Digital. He also assists agents and representatives at Pinion Insurance Agency and Purshe Kaplan Sterling. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm employs a range of analytical approaches and utilizes model portfolios, sub-advisors, and the AssetMark platform to implement investment strategies.

Dari Basore is a financial advisor with Pinion Wealth Management, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Inc. and Securities America, Inc., and he has been involved with Pinion Investment Advisors, LLC and Pinion Insurance Agency, LLC since 2005. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a range of analysis methods and a combination of model portfolios, sub-advisors, and the AssetMark platform to implement client investment strategies. The firm is distinct in its ownership by a CPA firm and its integration of broker-dealer activities and retirement-plan consulting.

Jordan Brenner is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Pinion Wealth Management, LLC and previously worked at Edward Jones and the City of Oxnard. Outside of his advisory role, Brenner is involved with an insurance agency providing fixed and variable insurance products. Pinion Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors with personalized investment advisory services including asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and utilizes model portfolios, sub-advisors, and proprietary platforms to implement investment strategies, operating under a CPA-owned structure that integrates broker-dealer activities and multiple advisory relationships.