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Darnell H

Series 63, Series 66

Olathe, KS

Fidelity

Darnell Hendricks is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has held roles at Fidelity Investments LLC, Foothills Credit Union, Capitol Federal Savings Bank, and other organizations. Outside of finance, he was involved with Al's Radiant Detailing and Paint Correction. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary management, fund advisory, and model portfolio delivery, with distinctive expertise in commodity pool operations and algorithm-driven investment strategies.

Charitable giving & philanthropy Active portfolio management
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David F

Series 63, Series 66

Olathe, KS

Edward Jones

David Felshaw is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he and his wife operate a small business named RYLIND CO, which is managed by his wife. Edward Jones is a 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

Lenexa, KS

Fidelity

Brian Wacha is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co. and several academic institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Andrew J

Series 66

Desoto, KS

Edward Jones

Andrew Jacober is a financial advisor with Edward Jones in Desoto, Kansas. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

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

Series 63, Series 65

Olathe, KS

LPL Financial

Tyler Lane is a financial advisor with LPL Financial based in Olathe, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Securities America Advisors and other firms, and also provides financial planning and consulting services through Ameritime, LLC, an independent investment advisor. 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, retirement plan consulting, and brokerage services, utilizing various model portfolios, third-party subadvisors, and research resources.

College savings (529s, UTMA, etc.)
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Tedd M

CFP®, Series 66

Overland Park, KS

Edward Jones

Tedd Maxfield is a CFP®-credentialed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2019 and previously was affiliated with the YMCA of Austin, MN. 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 strategies supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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William G

Series 63, Series 65

Overland Park, KS

OSAIC

William Gist is a financial advisor with Osaic and holds the Series 63 and Series 65 designations. He has 28 years of industry experience, including 19 years at Lincoln Financial Advisors prior to joining Osaic in 2025. In addition to his advisory role, he sells fixed annuities, fixed life insurance, and individual health insurance plans through outside carriers. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services along with access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

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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Katherine B

ChFC®, Series 66

Overland Park, KS

Cambridge Investment Research Advisors

Katherine Bennett is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including eight years with Mass Mutual Investors Services and Mass Mutual Financial Group. Outside of her advisory role, she operates as an independent insurance agent and is a partner at Financial Designs Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management solutions and access to both proprietary and third-party investment strategies.

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

Series 66

Lenexa, KS

LPL Financial

Jesus Hernandez is a financial advisor with LPL Financial in Lenexa, KS, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Fidelity Investments, TD Ameritrade, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

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

Series 65, Series 63

Shawnee, KS

Fidelity

Paula Hoelting is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2016 in various capacities, including Planning Consultant and Senior Relationship Manager. Prior to joining Fidelity, she worked as a Senior Training Consultant at Boston Financial Data Services from 2004 to 2014 and as a Retirement Planning Representative at American Century Investments from 1993 to 2004. With over 30 years of experience in the financial industry, Paula specializes in assisting clients in creating and maintaining investment strategies that align with their long-term needs. She serves as the primary point of contact for clients' Private Wealth Management teams, focusing on providing support for questions and service requirements. Outside of her professional work, Paula enjoys boating, socializing with friends, spending time at the lake, parenthood, reading, and traveling.

Wealth management
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Matthew W

Series 66

Lenexa, KS

Edward Jones

Matthew Winterhalter is a financial advisor with Edward Jones in Lenexa, KS, holding a Series 66 designation and with two years of industry experience. Prior to joining Edward Jones, he was involved with several Catholic churches in music-related roles. Outside of his advisory work, Winterhalter is a freelance church musician and organist, providing music for weddings, funerals, and church services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Entertainment Industry Religious/faith focused Values-based investing
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Brian H

CFP®, Series 66

Lenexa, KS

Edward Jones

Brian Hamilton is a financial advisor at Edward Jones with CFP® and Series 66 credentials and eight years of industry experience. He has worked at Edward Jones since 2017 and previously was at NIC Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Brandon W

Series 66

Overland Park, KS

LPL Financial

Brandon Williams is a financial advisor with LPL Financial in Overland Park, KS, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Bank of America, Merrill, Arvest Wealth Management, and Commerce Bank. Outside of his advisory work, he has been involved with Raintree Community Church in a non-investment capacity. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, and corporations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Andrew N

Series 66

Kansas City, KS

Edward Jones

Andrew Nyland is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management LLC, The Prudential Insurance Company of America, Pruco Securities LLC, and Creative Planning. 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 with a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63

Overland Park, KS

Cambridge Investment Research Advisors

Gary Nagel is a financial advisor at Cambridge Investment Research Advisors with 55 years of industry experience. He holds a Series 63 designation and has worked previously at Geneos Wealth Management Inc. and Wealth Management of KC, Inc., where he continues as president. Nagel serves on the boards of Wycliffe USA, the Servant Foundation (The Signaty), Deerbrook Community Association, and Colonial Presbyterian Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using various portfolio management and model-based solutions tailored to client objectives.

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

Series 66

Overland Park, KS

Edward Jones

Meghan Piere is a financial advisor at Edward Jones with a Series 66 credential and prior experience at Ernst & Young, LLP and PricewaterhouseCoopers, LLP. She has one year of industry experience and is based in Overland Park, KS. Outside of her advisory role, Meghan manages rental properties in Shawnee, KS. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Doctor or Medical Professional Financial Professional Women Professionals
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Byron B

Series 66, Series 63

Overland Park, KS

J.P. Morgan Securities

Byron Blaine is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 23 years of industry experience. He previously worked at TIAA-CREF and TIAA/Transamerica for a combined 11 years before joining J.P. Morgan Securities in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm employs a quantitative asset-allocation process combined with centralized due diligence and integrates ESG criteria when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Chad K

Series 63, Series 66

Overland Park, KS

Edward Jones

Chad King is a financial advisor at Edward Jones in Overland Park, KS, with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked with Fantastic Memories Travel and maintained roles at Chad King Agency and Midwest Professional Insurance Company. 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 under management through a large nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Tyson B

Series 63, Series 66

Overland Park, KS

Edward Jones

Tyson Bryant is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Bankers Life & Casualty, Inc. from 2021 to 2024. Outside of his financial advisory role, he creates social media content promoting apparel brands. 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 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.

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

Series 66

Lenexa, KS

Cetera

Melinda Dixon is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. In addition to her advisory role, she is an insurance agent selling life, health, disability, long-term care, and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and program 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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