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Steven W

Series 63, Series 65

Prairie Village, KS

LPL Financial

Steven Wilcox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for ten years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, 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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Joel M

Series 63, Series 65

Prairie Village, KS

LPL Financial

Joel Mc Ginness is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agency, Inc. He has been with LPL Financial since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 66

Prairie Village, KS

LPL Financial

James Knapp Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His previous roles include positions at Morgan Keegan & Company, Ameriprise Advisor Services, and Morgan Stanley. In addition to his advisory work, Knapp teaches investment-related courses at Johnson County Community College and contributes as a financial columnist and author for multiple publications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing various investment strategies and technology tools to support client account management.

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

Series 66

Prairie Village, KS

LPL Financial

Luke Eide is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with LPL Financial, joining the firm in 2024, and previously worked at Robert W. Baird & Co. for nine years, among other firms. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, 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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