Overwhelmed by options?
Answer a few questions to see advisors matched to you.
393 advisors near
64156
within the area shown on the map
Out of 400,000+ nationwide
Clint C
Series 66
Excelsior Springs, MO
Edward Jones
Clint Cain is a financial advisor with Edward Jones in Excelsior Springs, MO. He holds a Series 66 designation and has two years of industry experience. His prior work history includes positions at Oracle Corporation, World Insurance, and Cerner Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.
Andrew E
Series 63, Series 66
Kansas City, MO
LPL Financial
Andrew Eades is a financial advisor with LPL Financial based in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2005. Eades serves as an advisory board member for the School of Business at Grantham University, participating in semi-annual meetings to offer input on program design and evaluation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives and supports these with various operational tools and institutional platforms.
James S
Series 66
Liberty, MO
LPL Financial
James Stark is a financial advisor with LPL Financial based in Liberty, MO. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Waddell & Reed, Spring Venture Group, Stark Landscape, Commerce Brokerage Services, Cetera Advisors LLC, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Baldasaro P
Series 63, Series 66
Kansas City, MO
Cambridge Investment Research Advisors
Baldasaro Palmentere is a financial advisor with Cambridge Investment Research Advisors in Kansas City, MO, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he owns River Market Hydro, a garden supply store. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platforms.
Tracey R
Series 66
Excelsior Springs, MO
Edward Jones
Tracey Richard is a Series 66-licensed financial advisor with Edward Jones, based in Excelsior Springs, MO, and has two years of industry experience. Prior to joining Edward Jones in 2023, Richard worked at the Western District of Missouri Federal Courthouse and the Clay County Courthouse, with a combined 12 years in those roles. 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 solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
Bradley S
Series 63, Series 66
Liberty, MO
Edward Jones
Bradley Schmidt is a financial advisor at Edward Jones with Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Michael H
Series 63, Series 66
Kansas City, MO
Edward Jones
Michael Hundt is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and has a broad national network of financial advisors and branch offices.
Brian D
Series 66
North Kansas City, MO
Edward Jones
Brian Dolan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He worked for Shamrock Trading Corporation for seven years prior to joining Edward Jones. 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 supported by a large network of financial advisors and branch offices nationwide.
John C
Series 63, Series 65
Smithville, MO
LPL Financial
John Carlson is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked at Waddell & Reed Inc. for 19 years and spent 12 years with the Church of Jesus Christ of Latter Day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, asset management programs, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.
Nicholas S
Series 63, Series 65
Liberty, MO
LPL Enterprise
Nicholas Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His career includes roles at Pruco Securities, East Fork Holding LLC, and Smith Insurance and Financial Services. Outside of advising, he serves on the board of Main Street Albany, a nonprofit organization, and manages property maintenance for Grandview Cemetery Association. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings including financial planning and access to various asset managers.
Kemper K
Series 66
Kansas City, MO
Edward Jones
Kemper Kellerstrass is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kellerstrass worked for eight years with the Clinton County RIII School District. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Angela G
Series 66
Smithville, MO
Edward Jones
Angela Gillen is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of her advisory role, she owns a real estate business in Kansas City, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Mark G
Series 66
Kearney, MO
Edward Jones
Mark Guelich is a financial advisor with Edward Jones in Kearney, MO, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he spent seven years with Silverback Decks LLC and served in the U.S. Army for 12 years. He is a U.S. Army retiree. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
393 advisors near
64156
within the area shown on the map
Out of 400,000+ nationwide