Leawood, KS College Blvd Office

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.

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.

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.

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.

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.

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.

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.

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.

Gregory Spears is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he owns and operates Amplify International Education Inc., an education-focused business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, integrating advisory services with banking and other financial products through a national network of advisors.

Lauri Gray is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at UBS Financial Services from 2013 to 2020 before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo’s research and tools to develop customized recommendations.

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.

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.

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.

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.

Matthew Fischer is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes positions at Creative Planning, Inc. and Northwestern Mutual Investment Services LLC, as well as a role at Mid America Nazarene University. 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 a wide range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and individuals with special needs.