OUR TEAM — Expedition Financial Services

The Leadership Team

Joshua Derwin, MBA

Financial Planner
AR Insurance License #7630083 CA Insurance License #0145526

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Andy Rao, CEPA

Financial Planner

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Emily Wann

Director of Operations & Administration

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Our Financial Professionals

Connor Middleton

Financial Planner
AR Insurance License #17985790

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Joshua West

Financial Professional

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Jeffry Curry, RICP

Financial Planner

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Our Staff

Marilyn Uniak

Senior Marketing Assistant

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Diane Ellsworth

Senior Marketing Assistant

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Ebenezer Williams

Executive Assistant & P&C Consultant

expedition financial services

12920 Metcalf, Suite 210, Overland Park, KS 66213

EMAIL: expedition@prudential.com

TELEPHONE: 913-381-5500

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Joshua Derwin, Andy Rao, and Jeffry Curry are Financial Planner’s with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Connor Middleton offer securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Joshua West offers insurance and securities offered through LPL Enterprise (LPLE), Member FINRA/SIPC, and an affiliate of LPL Financial.

Expedition Financial Services is not affiliated with The Prudential Insurance Company of America and its affiliates, including LPL & LPLE. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.Expedition Financial Services and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

Our compensation may be based on a combination of fees and commissions.

Emily Wann, Marilyn Uniak, Ebenezer Williams and Diane Ellsworth are employed by Expedition Financial Services and not The Prudential Insurance Company of America or its subsidiaries.

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.”

Life Insurance/Health Insurance/Variable Life Insurance: [CA, FL, HI, ID, IL, KS, MN, MO, NY. PA, TN, TX, CO, AZ, AR , WA]

Mutual funds/ Securities: [AL, AZ, AR, CA, CO, FL, GA, IL, KS, KY, Ml, MO, MT, NV, NC, OH, OK, OR, PA, SC, TX, VA, WA, WY]

1077408-00002-00 https://brokercheck.finra.org/

Joshua Derwin, MBA

Andy Rao, CEPA

Emily Wann

Connor Middleton

Joshua West

Jeffry Curry, RICP

Marilyn Uniak

Diane Ellsworth

Ebenezer Williams

expedition financial services12920 Metcalf, Suite 210, Overland Park, KS 66213

EMAIL: expedition@prudential.com

TELEPHONE: 913-381-5500

LET'S GET THERE TOGETHER

expedition financial services

12920 Metcalf, Suite 210, Overland Park, KS 66213