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Justin S

CFP®, ChFC®, Series 66

Prairie Village, KS

Edward Jones

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Shana S

CFP®, Series 66

Prairie Village, KS

Edward Jones

Shana Scicluna is a CFP® professional with 10 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2016. She holds the Series 66 designation and is based in Prairie Village, Kansas. Edward Jones is a full-service wealth management firm catering to more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Retirement withdrawal strategies Business exit / sale strategy Business ownership considerations Founder/Business Owner Professional Athlete
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Gretchen D

Series 66

Prairie Village, KS

Edward Jones

Gretchen Dervin is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2010 in various capacities. Outside of her advisory role, she works as an intake coordinator at St. Luke's Hospital in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
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Nicholas M

Series 63, Series 65

Prairie Village, KS

Edward Jones

Nicholas Marlo is a financial advisor at Edward Jones in Kansas City, MO, holding Series 63 and Series 65 designations with eight years of industry experience. His prior roles include positions at Copper Financial Network, American Century Investment Services, and BFDS/DST, as well as a five-year tenure at R bar & Patio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of roughly 23,701 advisors and 15,121 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacob M

Series 63, Series 65

Prairie Village, KS

Edward Jones

Jacob Mc Niel is a financial advisor with Edward Jones in Prairie Village, Kansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He worked at American Century Investments for eight years before joining Edward Jones, where he has been since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William K

Series 66

Prairie Village, KS

Edward Jones

William Kenney is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at LevelUp Consulting Partners, LLC d/b/a Myna Partners, LLC, and has legal and academic experience including positions with the University of Missouri - Kansas City Law School and the Law Offices of Kevin W. Kenney. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Casey C

Series 66

Prairie Village, KS

Edward Jones

Casey Clark is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Mathew V

Series 63, Series 65

Prairie Village, KS

Edward Jones

Mathew Vetter is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones, he worked at Macquarie Investment Management/Delaware Distributors, L.P., and Waddell & Reed, Inc/Ivy Distributors, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and provides overlay and tax-efficient services under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Real estate investing Founder/Business Owner
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