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Jordan R

Series 63, Series 65

Leawood, KS

LPL Financial

Jordan Rider is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Rider’s prior experience includes roles at MSI Financial Services, V Wealth Management, and WCG Wealth Advisors. Outside of his advisory work, he owns a home-based business called Alpha Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and a variety of operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David P

Series 66

Leawood, KS

LPL Financial

David Pickett is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory role, he has provided consulting services focused on performance improvement projects. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies across multiple asset allocation approaches.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelsey C

Series 66

Leawood, KS

LPL Financial

Kelsey Cope is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She worked at Waddell & Reed, Inc for nine years before joining LPL Financial, where she has been since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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