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Dustin K

ChFC®, Series 66

Olathe, KS

Edward Jones

Dustin Kueser is a financial advisor at Edward Jones in Olathe, KS, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Brigham Young University Idaho from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Brent F

CFP®, Series 66

Olathe, KS

Edward Jones

Brent Forck is a CFP® with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Joerns Healthcare. Outside of his advisory role, he is associated with Tollos, a medical equipment manufacturing and sales business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General estate planning guidance Business ownership considerations Wealth management Founder/Business Owner
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Matthew J

Series 66

Shawnee, KS

J.P. Morgan Securities

Matthew Jorgenson is a financial advisor at J.P. Morgan Securities in Shawnee, KS, holding a Series 66 designation. He has 1 year of experience in the industry, with prior roles at Bank of America/Merrill Lynch, Bank of West, Nationwide Insurance, and Verizon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Robert M

Series 65, Series 63

Olathe, KS

LPL Financial

Robert Miller is a financial advisor with LPL Financial in Olathe, Kansas. He holds Series 63 and Series 65 licenses and has two years of experience in the industry. Prior to joining LPL Financial, he worked at Securities America, Inc. and has consulting experience with the Raymore-Peculiar School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 and financial planning services supported by proprietary research, model portfolios, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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Angela F

ChFC®, Series 63, Series 65

Olathe, KS

LPL Financial

Angela Ford is a financial advisor at LPL Financial with 32 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Prior to joining LPL in 2024, she worked at Securities America Advisors and National Planning Corporation. Ford is also involved in two investment-related businesses, Ameritime, LLC and Compass Financial Resources, which she has managed for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning and various advisory programs, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

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

Series 66

Shawnee, KS

Edward Jones

Lance Burnside is a financial advisor with Edward Jones in Shawnee, KS, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he serves as president of Knowlton Holdings LLC, a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Military & Veterans
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Connie L

Series 66

Olathe, KS

Edward Jones

Connie Lohr is a financial advisor at Edward Jones in Olathe, KS, with 14 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Educators, Teachers, and Academics Women Professionals
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Teresa K

Series 66

Lawrence, KS

Ameriprise

Teresa Kempf is a financial advisor with Ameriprise in De Soto, KS, holding a Series 66 designation and 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Kempf serves on the Finance Council of The Archdiocese of Kansas City in Kansas, is Finance Chair at St. James Academy, co-chairs the Membership Committee for the KU School of Business Dean’s Board of Advisors, and is chairman of the board for the LMH Health Foundation. Ameriprise provides retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions, primarily serving clients approaching or in retirement with significant investable assets. The firm’s retirement-income approach includes research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kyle Y

Series 63, Series 66

Overland Park, KS

Cambridge Investment Research Advisors

Kyle Younger is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and MassMutual Life Insurance Company. Outside of his advisory role, he is employed by the Kansas City Chiefs Football Club in a sport and fitness capacity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party strategies across multiple custody platforms.

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

Series 63, Series 65

Olathe, KS

LPL Financial

Steven Adamson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Securities America Advisors and National Planning Corporation. He is also involved with Compass Financial Resources, LLC and Financial Markets, Inc. outside of his primary advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research supported by various subadvisors and technologies including machine learning.

College savings (529s, UTMA, etc.)
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Joe V

Series 63, Series 65

Lenexa, KS

Fidelity

Joe Valiquette is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple roles at Fidelity Investments as well as positions with GWFS Equities, Transamerica Retirement Solutions, Charles Schwab, TD Ameritrade, TIAA-CREF, and USAA Financial Planning Services. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies with a registered commodity pool operator status and formal proxy-voting procedures.

Charitable giving & philanthropy Active portfolio management
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Kevin B

Series 66

Lawrence, KS

LPL Financial

Kevin Bruce is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory role, he is involved in business ownership, including tax preparation and accounting services, as well as serving as CFO of Avalon Wellness & Recovery Center in Lawrence, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

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

Series 66

Tonganoxie, KS

Fidelity

William Raney is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including Cambridge Investment Research Advisors and First Command Brokerage Services. His background also includes roles outside the financial sector, such as employment at PRG Prototyping and Forterra Pipe and Precast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its research.

Charitable giving & philanthropy Active portfolio management
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Amy P

CFP®, Series 66

Olathe, KS

Edward Jones

Amy Palmer is a CFP®-designated financial advisor with Edward Jones in Olathe, Kansas, and has 11 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Reinhardt Financial Services Inc, Amy Palmer, and Cambridge Investment Research, Inc. Outside of her advisory work, she owns Highland Waters LLC, a real estate management business in Shell Knob, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

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

Series 66

Shawnee, KS

Edward Jones

Eric Schmitt is a financial advisor at Edward Jones in Shawnee, KS, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning Wealth management Retired Founder/Business Owner Executive
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Kyle M

Series 66

Olathe, KS

OSAIC

Kyle Mc Guffey is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, LLC, Kestra Investment Services, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He also serves as Director of Planning and Investment Operations at Gardner Wallace Financial Solutions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and offers integrated brokerage, advisory, and managed account solutions.

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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James B

Series 66

Lenexa, KS

LPL Financial

James Blalock is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Commerce Brokerage Services Inc and Commerce Bank. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 66

Overland Park, KS

J.P. Morgan Securities

Anthony Domenella is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at JP Morgan Chase Bank, Bank of the West, Scottrade, and other financial firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and distribution capabilities.

Wealth management Executive Founder/Business Owner
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David C

Series 66

Olathe, KS

Fisher Investments

David Crupper is a Series 66-licensed financial advisor based in Olathe, KS, with 18 years of industry experience. He has worked at Fisher Investments since 2021, following roles at Macquarie Investment Management, Delaware Distributors L.P., Ivy Distributors, Inc., and Waddell & Reed Inc. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management, sub-advisory, and retirement plan services. The firm employs a centralized Investment Policy Committee that uses quantitative and qualitative research to construct globally diversified portfolios, applying tax-aware strategies and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Sean A

CFP®, Series 63, Series 65

Overland Park, KS

LPL Financial

Sean Aikmus is a CFP® professional with 24 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and was previously with Woodbury Financial Services for 17 years. Outside of his advisory work, he is involved in a hunting club, Shawnee Mission Duck Club LLC, which is not investment related. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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