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Robert M

CFP®, Series 63

Kansas City, MO

GWN Securities Inc.

Robert Morrissey Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He has been with GWN Securities Inc. since 2010. In addition to his advisory role, he works as an insurance agent focusing on fixed annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Joel E

Series 66

Kansas City, MO

Ameritas Advisory Services, LLC

Joel Engle is a financial advisor at Ameritas Advisory Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameritas Investment Corp since 2004, joining Ameritas Advisory Services in 2021. In addition to his advisory work, Engle serves as a US Army Career Counselor in the Army Reserve, providing career counseling and support to reserve soldiers. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities to build client portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Renea S

Series 66

Kansas City, MO

Empower Advisory Group

Renea Simpson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 66 designation and has worked at Empower Financial Services, AGIA, and VALIC Financial Advisors. Based in Kansas City, MO, she has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering long-term oriented financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Landon W

CFP®, Series 63, Series 65

Kansas City, MO

GWN Securities Inc.

Landon Warmund is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Powercat Financial. Outside of his advisory role, he is a Certified Student Loan Professional providing consulting services to school districts and their employees on student loan matters. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of traditional and active investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Kevin W

Series 63, Series 65

Leavenworth, KS

First Command Advisory Services

Kevin Wiley is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has two years of industry experience, including positions at multiple First Command affiliates since 2024. Prior to his advisory career, Wiley served 28 years in the U.S. Army. Outside of finance, he co-owns a small family farm and outdoor business in Leavenworth, Kansas, selling farm fresh eggs, honey, vegetables, and processing wild game. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs built from mutual funds, ETFs, and third-party managers, using a centralized team to oversee model portfolios and discretionary implementation.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Gregory D

Series 63

Shawnee, KS

Kestra Advisory

Gregory Day is a financial advisor with Kestra Advisory in Shawnee, Kansas, holding a Series 63 designation and over 44 years of industry experience. He has been with Kestra Investment Services, LLC since 2001 and Kestra Advisory since 2016. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and employs multiple management platforms alongside third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Jake F

Series 63, Series 66

Mission Woods, KS

Hightower Advisors

Jake Falcon is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Hightower Advisors since 2016, following three years at UBS Financial Services Inc. Falcon co-hosts the Kansas Golf Foundation Podcast, which promotes golf in Kansas and supports the foundation. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Michael K

Series 63, Series 66

Shawnee, KS

LPL Financial

Michael Kijowski is a financial advisor with LPL Financial in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2011 and previously was with Peoples Bank from 2005 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew N

Series 66

Prairie Village, KS

Edward Jones

Andrew Navran is a financial advisor with Edward Jones in Prairie Village, KS. He holds a Series 66 designation and has four years of industry experience, including six years at Synchrony Financial prior to joining Edward Jones in 2021. Outside of his advisory role, he has received an annual stipend from Walden University and has been involved in consulting projects for firms such as Ivy Exec, Coleman Research, AlphaSights, and Guidepoint. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory solutions 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) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Kevin M

CFP®, Series 63, Series 66

Shawnee, KS

Edward Jones

Kevin Makalous is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he co-owns an LLC intended to hold the building that will house his Edward Jones branch office. 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 over $1 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all supported by a large network of advisors and branch offices nationwide.

Inheritance planning Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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Shaun F

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Shaun Flanigan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and analysis.

General estate planning guidance
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Corey M

Series 63

Gladstone, MO

Ameriprise

Corey Means is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 63 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he manages a business-related expense company as president of Corey S Means LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing a centralized service team and drawing on investment research and algorithmic analysis.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Dakota L

Series 66

Parkville, MO

Edward Jones

Dakota Luke is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, he worked at Select Quote and Walmart, and served with Maryville Public Safety. He also offers notary services in his community without charge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Inheritance planning General retirement planning Retired Founder/Business Owner Executive
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Alessandra G

ChFC®, Series 66

Prairie Village, KS

Edward Jones

Alessandra Graber Brown is a ChFC® credentialed financial advisor with Edward Jones in Prairie Village, KS, where she has worked since 2012, accumulating 14 years of industry experience. She holds the Series 66 designation. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Michelle R

Series 66

Kansas City, MO

LPL Financial

Michelle Reek is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Skyline Rooftops, as well as six years at Shamrock Trading Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher B

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Christopher Briley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Citigroup Global Markets from 2004 to 2009 and longstanding service at Morgan Stanley since 2009. He is based in Kansas City, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Kathryn P

Series 66

Fairway, KS

Edward Jones

Kathryn Pfeiffer is a Series 66-licensed financial advisor with Edward Jones in Fairway, KS, where she has worked since 2014. She has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its extensive retail advisor network and affiliated capabilities beyond advisory services.

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

Series 63, Series 65

Kansas City, MO

Merrill

Kelly Bonavia is a financial advisor at Merrill with 40 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Merrill since 2008 and Bank of America, N.A. since 2009. The firm provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Tommie H

Series 63, Series 65

Kansas City, MO

Morgan Stanley

Tommie Hughes is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Hughes is active in religious speaking and preaching through TR Hughes Ministries and serves as treasurer for the Pentecostal Assemblies of The World. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers a wide range of investment and planning solutions.

General estate planning guidance
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Samuel W

Series 63, Series 66

Kansas City, MO

Robert Baird & Co.

Samuel Wheeler is a financial advisor at Robert W. Baird & Co. in Kansas City, MO, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior experience includes roles at American Century Investment Services and Senior Plus Advisors. Outside of finance, he worked at Willies Sports Bar from 2016 to 2017. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and separately managed account programs, utilizing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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