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Cynthia H

Series 63, Series 65

Overland Park, KS

OSAIC

Cynthia Herron is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Securities America Advisors and Liberty Partners Capital Management, as well as operating her own advisory group since 2011. She is involved with Contractor Resource Partners, coordinating resources and managing a website aimed at supporting construction contractors. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio management utilizing various asset classes and supports a range of third-party 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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Kevin L

CFA®, Series 63

Overland Park, KS

Edward Jones

Kevin Lampo is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Kazi M

Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Kazi Mahmud is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC, Macy's, and Wells Fargo Bank. Mahmud serves on the finance committee of Distressed Children & Infants International, participating in budgeting and fundraising activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Ezekiel R

Series 66

Overland Park, KS

LPL Enterprise

Ezekiel Reazin is a financial advisor with LPL Enterprise holding a Series 66 designation. He began his career in the financial industry in 2025 after working in education for several years at Ottawa University Kansas, Eudora High School, and Eudora Middle School. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through its integrated advisory and brokerage platform.

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

Series 66

Overland Park, KS

LPL Enterprise

Jeffry Curry is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside his advisory role, Curry operates Expedition Financial Services, offering financial planning and investment advisory services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

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

Series 63, Series 65

Olathe, KS

LPL Financial

Robert Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He also provides financial planning and consulting services through Ameritime, LLC, an independent investment advisor firm he started in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning, 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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Andrew M

CFP®, Series 63, Series 65

Overland Park, KS

LPL Financial

Andrew Melliger is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has previous experience at Hornor, Townsend & Kent, LLC and Lincoln Financial Securities Corporation. Melliger is also the owner and president of Seniors Only, Inc., a corporate entity used to manage administrative operations. 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 broad range of financial planning, advisory programs, and retirement consulting services supported by research and model portfolios.

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

Series 66

Gardner, KS

Edward Jones

Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. 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 advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Justin G

Series 66

Overland Park, KS

Edward Jones

Justin Green is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent 16 years in education with the Shawnee Mission School District and was involved with Behavioral Health Allies and his own educational consulting firm. Outside of finance, he has roles in the hair salon industry, serving as secretary of Primp, LLC and vice president of Nicky Green, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

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

Series 66

Paola, KS

Edward Jones

Cayman Long is a Series 66 licensed financial advisor with Edward Jones, based in Paola, KS, and has one year of industry experience. His career includes previous roles at Edward Jones, as well as entrepreneurial experience as a self-employed professional and work at Rock Bottom Brewery. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, 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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Jacob H

Series 66, Series 63

Louisburg, KS

Edward Jones

Jacob Hill is a financial advisor at Edward Jones in Louisburg, KS, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at Manhattan Country Club, Wenger Manufacturing Inc, and teaching positions at Kansas State University and Louisburg Middle/High School. 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 over $1 trillion in assets and operates a large network of advisors and branches nationwide.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Brian W

Series 63, Series 66

Overland Park, KS

LPL Financial

Brian Wall is a financial advisor with LPL Financial based in Overland Park, KS, holding Series 63 and Series 66 designations and bringing 49 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Advisors from 2012 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management with access to proprietary and third-party research and strategies.

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

Series 63, Series 65

Overland Park, KS

Primerica Advisors

Dale Raymond is a financial advisor with Primerica Advisors in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1987. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a wrap-fee solution rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John R

Series 63, Series 65

Olathe, KS

LPL Financial

John Rundle is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Securities America Advisors and National Planning Corporation. In addition to his advisory role, he provides financial planning and consulting services through Ameritime, LLC and is employed part-time by the Kansas State Department of Education. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 65, Series 63

Overland Park, KS

Wells Fargo Clearing

Samira Hadi is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2014 and transitioned to Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Benjamin W

Series 66

Overland Park, KS

Wells Fargo Clearing

Benjamin Wheeler is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, previously working at WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved in singing, participating in rehearsals and concerts in the Kansas City area. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Stephen S

Series 63, Series 66

Overland Park, KS

Edward Jones

Stephen Spangler is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 solutions, including discretionary and non-discretionary wrap fee strategies, 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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Brooke W

Series 66

Overland Park, KS

OSAIC

Brooke Willis is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, GEHA, Inc., State Street Corporation, and Keen Wealth Advisors. Willis also serves as a registered representative at Willis Financial Solutions, where she supports branch activities and sells fixed life insurance and annuities. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers a wide range of integrated brokerage and advisory services, utilizing firm-provided tools and multiple third-party platforms to construct and 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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Craig H

Series 63, Series 66

Louisburg, KS

Edward Jones

Craig Holtzen is a financial advisor with Edward Jones in Louisburg, Kansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of the Louisburg Endowment Association, where he organizes meetings, participates in scholarship selections, and explains the endowment's functions to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Joseph K

Series 63, Series 65

Overland Park, KS

Wells Fargo Clearing

Joseph Kucera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at UBS Financial Services Inc. from 2013 to 2019. Outside of his advisory role, he owns and manages a recreational property through Kucera Farms LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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