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Ryne K

Series 66

Parkville, MO

Edward Jones

Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. 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 strategies, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Celeste F

Series 63, Series 66

Kansas City, MO

J.P. Morgan Securities

Celeste Foster is a financial advisor with J.P. Morgan Securities in Olathe, Kansas, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, U.S. Bancorp Investments, Edward Jones, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
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Abigail C

Series 66

Gladstone, MO

Ameriprise

Abigail Crain is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jason H

Series 66

Parkville, MO

Thrivent Investment Management

Jason Henke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning covering various topics, including retirement, tax, estate, and business continuation, while keeping planning separate from managed-account services.

Business ownership considerations
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Douglas G

Series 63, Series 65

North Kansas City, MO

Primerica Advisors

Douglas Gentry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in the sale of loan products and home security and automation 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 discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation and trade execution handled by BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jennifer M

CFP®, Series 66

Kansas City, MO

LPL Financial

Jennifer Malone is a CFP® professional with 18 years of experience in financial services. She has been with LPL Financial since 2018 and also operates The Buford-Malone Group, LLC. Malone previously worked at Waddell & Reed Inc. and has experience with various insurance carriers. 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, financial planning, retirement plan consulting, and brokerage services, supported by research and diversified investment strategies.

College savings (529s, UTMA, etc.)
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Donald A

Series 63, Series 65

Kansas City, MO

Cetera

Donald Allenbrand is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 37 years of industry experience. His prior roles include over 20 years with First Allied Advisory Services and Wealth Enhancement Group, where he is also a certified public accountant and owner of an office equipment leasing business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

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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Nedra M

CFP®, Series 66

Liberty, MO

LPL Financial

Nedra Mitchell is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial. She has previously worked with Waddell & Reed, Inc. and operates Hill & Mitchell Group LLC. In addition to her advisory work, she is engaged in photography through a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and third-party research to support various investment strategies.

College savings (529s, UTMA, etc.)
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Randi O

Series 66

Kansas City, MO

Cetera

Randi Overby is a financial advisor with Cetera in Kansas City, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Equity Financial Services and Edward Jones, accumulating a total of seven years in the financial services industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

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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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.

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

Series 63, Series 66

Kansas City, MO

LPL Financial

Andrew Eades is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2005 and serves as an advisory board member for the School of Business at Grantham University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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James S

Series 66

Liberty, MO

LPL Financial

James Stark is a financial advisor at LPL Financial with 16 years of industry experience and a Series 66 designation. He previously worked at Commerce Brokerage Services, Inc., Spring Venture Group, and Stark Landscape. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, third-party research, and advanced technologies.

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

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

Series 63, Series 65

Excelsior Springs, MO

LPL Financial

Bradly Broadbent is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He has previously worked with Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Capital Corp. Broadbent also operates Broadbent, Houts & Co., PC, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, using model portfolios and research from multiple sources.

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

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

Series 66, Series 63

Liberty, MO

Edward Jones

Bradley Schmidt is a financial advisor with Edward Jones in Liberty, MO, holding Series 66 and Series 63 designations 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 corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branches.

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

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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John C

Series 65, Series 63

Smithville, MO

LPL Financial

John Carlson is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Waddell & Reed Inc. and served 12 years with the Church of Jesus Christ of Latter Day Saints. 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 and financial planning services, including discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Nicholas S

Series 63, Series 65

Liberty, MO

LPL Enterprise

Nicholas Smith is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including prior roles at Pruco Securities, LLC, and operates his own firms, East Fork Holding LLC and Smith Insurance and Financial Services. Outside of his advisory work, he serves on the board of the Main Street Albany non-profit and manages seasonal maintenance for the Grandview Cemetery Association. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to charitable organizations and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

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