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Myron S

Series 63, Series 65

Kansas City, MO

Thrivent Investment Management

Myron Schelp is a financial advisor with Thrivent Investment Management in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a farm property that is cash rented for agricultural use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach centers on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under an integrated billing option.

Business ownership considerations
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Crosby C

CFP®, Series 63, Series 65

Liberty, MO

Edward Jones

Crosby Coats is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Edward Jones since 2022 and previously spent eight years at American Century Investment Services Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a nationwide network of over 23,700 advisors. The firm 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Adam S

Series 63, Series 65

Gladstone, MO

Cambridge Investment Research Advisors

Adam Schwery is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at COUNTRY Trust Bank, Country Capital Management Co, and COUNTRY insurance affiliates. Outside of his advisory work, he serves as treasurer for the Gladstone Kiwanis and holds board memberships with the Briarcliff Business Partner Alliance and Heart of the Redeemer Covenant Community. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Clayton M

Series 66

Kansas City, MO

Edward Jones

Clayton Minnick is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he operated Clayton's Lawn Service, LLC for 13 years and worked at Vanit Delivery for a year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.

Business ownership considerations Wealth management Inheritance planning Charitable giving & philanthropy Founder/Business Owner Widow/Widower Values-based investing Religious/faith focused
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B M

Series 63, Series 65

Kansas City, MO

OSAIC

B Martin is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He previously worked for SagePoint for 12 years before joining Osaic in 2023. Outside of his advisory role, he works part-time in various positions with the Kansas City Police Department, including call taker and desk clerk. Martin also owns an insurance agency that provides life and health insurance products. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services with portfolio management that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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Seth K

Series 66

Kansas City, MO

LPL Financial

Seth Keethler is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Commerce Brokerage Services, Inc. and Edward Jones. 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 consulting, utilizing model portfolios and research from in-house and third-party sources.

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

Series 66

Liberty, MO

LPL Enterprise

John Gutierrez is a financial advisor affiliated with LPL Enterprise holding a Series 66 designation. He began his advisory career in 2024 with Cetera Advisor Networks and joined LPL Enterprise in 2025. Outside of finance, he has a long tenure at United Parcel Service since 2007. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory programs with other financial services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Joseph D

Series 66

North Kansas City, MO

Edward Jones

Joseph Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding a Series 66 designation. He began his career at Edward Jones in 2025 and has prior experience in various roles, including positions at Power Home Remodeling Group and Goosehead Insurance Agency. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Weldon A

Series 63, Series 66

Basehor, KS

LPL Financial

Weldon Abell is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017 and National Planning Corporation since 1999. In addition to his advisory roles, he has operated W.T. Abell Investigations for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Landon C

Series 66

Kansas City, MO

Edward Jones

Landon Casey is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Cody Askins LLC for three years and held various positions in retail and service industries. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national 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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Thad K

Series 66

Lansing, KS

Edward Jones

Thad Krasnesky is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he served in the United States Army from 2011 to 2018 and briefly worked at the Jackson County Family Court. Outside of his advisory role, he co-owns a yoga studio in Leavenworth, Kansas, where he assists with marketing, promotions, online events, and accounting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains an extensive nationwide network of advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Business succession planning Founder/Business Owner LGBTQIA
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James W

Series 66

Liberty, MO

Cetera

James Witkowski is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he serves as a board member for the Dad & Daughter 5K Run/Walk charity event, assisting with event planning and coordination. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

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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David P

Series 66

Liberty, MO

LPL Financial

David Poskin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior work history includes roles at Waddell & Reed, Inc., various insurance carriers, and the Hill & Mitchell Group LLC. He serves as a precinct committeeman in Johnson County, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research support from LPL Research and third-party providers.

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

Series 66

Parkville, MO

Thrivent Investment Management

Joseph Henson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2022. Prior to his financial advisory roles, he worked with the Platte County Board of Services and the Platte County R3 School District. Outside of his financial advisory work, Henson serves as an official in wrestling events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services through its WealthPlan billing program.

Business ownership considerations
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Gina S

Series 66

Kansas City, MO

Edward Jones

Gina Snearly is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017, following seven years at Men's Wearhouse. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of more than 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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Olivia C

Series 66

Kansas City, MO

Edward Jones

Olivia Cross is a Series 66–licensed financial advisor with four years of industry experience. She currently works at Edward Jones in Kansas City, MO, and previously held positions at Copper Financial Network and North American Savings Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Kansas City, MO

OSAIC

Janice Brandt is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America Inc for nearly a decade each. She is also Vice President and Chief Compliance Officer of Sunset Financial Services, Inc., where she oversees compliance requirements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions and utilizes various tools and third-party platforms to construct and manage portfolios.

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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Kenneth H

Series 65, Series 63

Platte City, MO

Cetera

Kenneth Hamada is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has been with Cetera since 2025 and previously worked at Avantax Insurance Services and Independent Financial Group LLC. Outside of his advisory roles, he manages a tax preparation firm and serves as a board member for the Northern AZ Foundation for Catholic Education. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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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Daniel C

Series 66

Kansas City, MO

LPL Financial

Daniel Contreras is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. His prior firms include Grove Point Investments, LLC, CUSO Financial Services, LP, Ivy Distributors, Inc., and Waddell & Reed, Inc. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kyle W

Series 66

Liberty, MO

LPL Enterprise

Kyle Winters is a financial advisor with LPL Enterprise holding a Series 66 credential and beginning his advisory career in 2024. He has prior experience at Mid American Wealth Advisory Group and Winters & Associates, where he has been involved in tax preparation and accounting services. Winters also has a background that includes work in the funeral home industry and security services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party portfolio strategists.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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