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265 advisors near
64034
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Out of 400,000+ nationwide
Megan H
Series 66
Independence, MO
Edward Jones
Megan Hammer 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 2021. Prior to her current role, she was involved in marketing and transportation-related businesses. Outside of financial advising, she has been involved in a tanning salon as an on-call spray tanning specialist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Alan J
Series 66
Raymore, MO
Cetera
Alan Jones is a financial advisor with Cetera and holds the Series 66 designation, bringing 16 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc. for over a decade. Outside his advisory role, Jones is president of a CPA practice and is involved in a family business offering real estate, mortgage, title services, and appraisal, as well as serving as treasurer for a nonprofit association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Thomas W
Series 63, Series 66
Lees Summit, MO
LPL Financial
Thomas Wood Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Wood operates in Lees Summit, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.
Stephanie C
Series 66
Oak Grove, MO
Edward Jones
Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Bryan F
Series 66
Lees Summit, MO
Edward Jones
Bryan Furey is a financial advisor with Edward Jones in Lees Summit, MO, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Shamrock Trading Corporation / RTS Financial before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
Cameron P
Series 66
Lees Summit, MO
LPL Financial
Cameron Pumphrey is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Mid-Missouri Group LLC, Waddell & Reed Inc, and various insurance carriers. Pumphrey is also involved as a general partner with Mid-Missouri Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.
Troy G
CFP®, Series 66
Independence, MO
Edward Jones
Troy Ganson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Thornton Tomasetti from 2013 to 2017. Outside of his advisory role, he is involved in community leadership as Pack Committee Chairman for Cub Scout Pack 391 and performs as a singer in a band based in Lee’s Summit, MO. 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 large network of financial advisors and branch offices across the country.
Catherine F
Series 66
Blue Springs, MO
LPL Financial
Catherine Fortier is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.
Philip P
CFP®, Series 63
Raymore, MO
Edward Jones
Philip Parke is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in Raymore, MO. Outside of his advisory role, he owns and operates an 80-acre farm in Fort Scott, KS, sharing crop revenue and expenses, and manages a farm house rental in the same area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers additional services such as overlay strategies, tax-efficient services, and securities-based lending.
Wesley E
Series 66
Blue Springs, MO
Raymond James Financial
Wesley Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2022 and is also involved with Ellwood Investments LLC. Prior to his financial advisory roles, his background includes positions at Orizon Aerostructures and the Nostrand Avenue Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Carson B
CFP®, Series 66
Independence, MO
Edward Jones
Carson Burke is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at the State Policy Network and the California Policy Center, and was involved with the Jewish Community Center for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Douglas F
CFP®, Series 63, Series 65
Raytown, MO
Cetera
Douglas Filipovits is a CFP® with 23 years of experience in financial advisory roles, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and is a co-owner of Focused Asset Management DBA Garrison & Associates/The Tax Shoppe, where he manages a tax and accounting business. Outside of finance, he serves as a middle school football coach and defensive coordinator at Indian Woods Middle School in the Shawnee Mission School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Derrick E
Series 66
Lees Summit, MO
LPL Financial
Derrick Evans is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Waddell & Reed, Inc. and Arvest Bank before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various management options.
Cynthia K
Series 65
Lees Summit, MO
Raymond James Financial
Cynthia Kennedy is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having previously worked at KDH Advisors, LLC, Commonwealth Financial Network, and American Tax Advisors of KC, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.
Logan C
Series 66
Lees Summit, MO
Edward Jones
Logan Carpenter is a financial advisor at Edward Jones in Lees Summit, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at the University of Central Missouri and Utah Valley University, as well as in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Kierstin G
Series 66
Blue Springs, MO
Edward Jones
Kierstin Green is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at Edward Jones, having joined the firm in 2024. Her prior experience includes roles at Invesco, Riskalyze, Morningstar, and other investment firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies, supported by a nationwide network of more than 23,000 financial advisors.
Adam N
CFP®, Series 66
Independence, MO
Edward Jones
Adam Newmaster is a Certified Financial Planner (CFP®) with five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed at State Street Bank and Trust from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.
Michael M
Series 63, Series 65
Lee's Summit, MO
OSAIC
Michael Martin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc and National Planning Corporation. Outside of advising, Martin also operates a tax preparation and planning business and serves as a trustee on the Jackson County Missouri Pension Board. OSAIC serves a diverse range of retail and institutional clients through a broad network of financial advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment products, managed on both discretionary and non-discretionary bases.
Andrew R
Series 66
Lee's Summit, MO
Edward Jones
Andrew Reynolds is a Series 66-licensed financial advisor with Edward Jones in Lee's Summit, MO, where he has worked since 2017. He has eight years of industry experience, including four years at Transit Pros LLC prior to joining Edward Jones. Reynolds serves as vice president of the nonprofit Alison's Angels and organizes a golf tournament for the charity Gettingup.org. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joseph N
Series 63, Series 65
Lees Summit, MO
LPL Financial
Joseph Nastasi is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Advisors from 2011 to 2020. He also operates a business entity, Joe A Nastasi LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.
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Finding advisors...
265 advisors near
64034
within the area shown on the map
Out of 400,000+ nationwide