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Darren G

Series 63, Series 65

Raytown, MO

Cetera

Darren Garrison is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and related firms since 2014. In addition to his advisory role, he manages Garrison & Associates / The Tax Shoppe, a tax and accounting services business, where he serves as an enrolled agent. Cetera Investment Advisers LLC is a nationwide registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers across various account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Julie B

Series 66

Raytown, MO

Edward Jones

Julie Buckner is a Series 66 credentialed financial advisor with Edward Jones in Raytown, Missouri, with over 15 years of experience at the firm. She has transitioned within Edward Jones from its investments division to its wealth management arm. Outside of her advisory role, she has been a consultant for Young Living Essential Oils since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

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

Series 66

Lee's Summit, MO

OSAIC

Grant Messner is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. from 2019 to 2024. In addition to his advisory role, Messner provides tax and servicing assistance through Martin Tax & Financial Services and works in food service in a back-of-house capacity at IHOP. OSAIC Wealth, Inc. serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment strategies across various asset classes, with options for discretionary or non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michelle H

Series 66

Lees Summit, MO

LPL Financial

Michelle Hutton is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2018 and previously was employed at INVEST Financial Corporation and Central Trust Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Marshall D

Series 63, Series 65

Lee's Summit, MO

LPL Financial

Marshall Darby is a financial advisor with LPL Financial in Lee's Summit, MO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2011. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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Brian S

CFP®, ChFC®, Series 66

Lees Summit, MO

Edward Jones

Brian Sandy is a financial advisor at Edward Jones in Lees Summit, MO, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Tyler P

Series 66

Blue Springs, MO

LPL Financial

Tyler Porter is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has previously worked at Waddell & Reed, Inc and CBP, Inc. Tyler is based in Blue Springs, Missouri. 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 offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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David B

PFS™, Series 66

Lees Summit, MO

LPL Financial

David Burson II is a financial advisor with LPL Financial in Lees Summit, MO. He holds the PFS™ and Series 66 credentials and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Avantax Advisory Services and Avantax Investment Services Inc. from 2023 to 2025, and has been involved with DSB Services, LLC dba Padgett Advisors since 2006. 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 provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

College savings (529s, UTMA, etc.)
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Michael R

CFP®, Series 66

Blue Springs, MO

Edward Jones

Michael Rowe is a CFP® and holds a Series 66 designation with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. He is based in Blue Springs, 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 strategies, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations General estate planning guidance Founder/Business Owner
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Laurie M

Series 66

Lee's Summit, MO

OSAIC

Laurie Martin is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 credential and has worked at Woodbury Financial Services, National Planning Corporation, and Rains and Spiegel, LLC. In addition to her advisory role, she is a licensed attorney in Missouri providing legal representation for indigent defendants and volunteer legal services. Laurie is also the owner and officer of Martin Tax & Financial Services, a corporation offering tax and financial guidance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed solutions across multiple account types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Douglas T

CFP®, ChFC®, Series 63, Series 66

Odessa, MO

Edward Jones

Douglas Turnbough is a CFP® and ChFC® with 21 years of experience, all spent at Edward Jones in Odessa, MO. He serves on advisory boards for Missouri State University and the University of Missouri’s Personal Financial Planning Industry Advisory Board. He also participates on the Lafayette County Health Department advisory committee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Laurie W

Series 66

Blue Springs, MO

LPL Financial

Laurie Wiley is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Before joining LPL Financial in 2021, she was affiliated with Hoot Owl Financial, LLC, and has held various roles in community organizations including Truman Heritage Habitat for Humanity and the Independence Chamber of Commerce. She is involved with INDE TALKS, a non-investment-related business activity based in Independence, MO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, including discretionary and non-discretionary portfolio management options.

College savings (529s, UTMA, etc.)
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Joseph G

Series 63, Series 65

Lees Summit, MO

Raymond James Financial

Joseph Ganote is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James since 2020 and previously worked at Waddell & Reed from 2016 to 2020. Ganote operates Beyond Wealth Advisors and serves as president of JCKG Enterprises LLC, both entities connected to his financial planning business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rebecca K

ChFC®, Series 63, Series 65

Blue Springs, MO

Edward Jones

Rebecca Knepper is a financial advisor at Edward Jones in Blue Springs, MO, holding the ChFC®, Series 63, and Series 65 designations with 19 years of industry experience. She has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Retirement income strategy General estate planning guidance Divorce financial planning Wealth management Military & Veterans Intergenerational Families
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Kevin C

Series 63, Series 66

Lees Summit, MO

Edward Jones

Kevin Carpenter is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Lindsey B

Series 63, Series 65

Independence, MO

Cetera

Lindsey Burnside is a financial advisor at Cetera with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cetera, she worked at Woodbury Financial Services, Spring Venture Group, and Cerner Corporation. Burnside is also the owner of Burnside & Associates (S-Corp), where she handles banking, taxes, and S-Corp planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Whitney P

ChFC®, Series 66

Lees Summit, MO

Edward Jones

Whitney Poettgen is a financial advisor at Edward Jones with 4 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2022, she worked at Salesforce and Cerner Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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John S

Series 66, Series 63

Blue Springs, MO

Edward Jones

John Skinner is a financial advisor at Edward Jones with 39 years of industry experience. He holds Series 66 and Series 63 designations and has been with Edward D. Jones & Co., L.P. since 1997. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Family Business Caring for aging parents Self-Employed Intergenerational Families
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Peter R. C

CFA®, Series 63, Series 65

Lees Summit, MO

LPL Financial

Peter R. Carmack is a financial advisor with LPL Financial, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Keen Technologies as a board member and in other capacities unrelated to investment management. LPL Financial is a national firm that serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Jasmine B

Series 66

Lee's Summit, MO

Fidelity

Jasmine Boyden is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Wells Fargo Bank from 2022 to 2024. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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