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Philip P
CFP®, Series 63
Raymore, MO
Edward Jones
Philip Parke is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in Raymore, MO. Outside of his advisory role, he owns and operates an 80-acre farm in Fort Scott, KS, sharing crop revenue and expenses, and manages a farm house rental in the same area. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network and offers additional services such as overlay strategies, tax-efficient services, and securities-based lending.
Kraig E
Series 66
Leawood, KS
RBC Capital Markets
Kraig Emmendorfer is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2021, following a brief tenure at RBC Wealth Management in 2020. Before entering finance, he was employed at Cosentino's Price Chopper and attended the University of Missouri. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.
Robert G
Series 66
Leawood, KS
Edward Jones
Robert Goldfarb is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
David P
Series 66
Leawood, KS
LPL Financial
David Pickett is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has previously worked at Prime Capital Investment Advisors, Cambridge Investment Research, and Lawing Financial. Outside of his advisory role, he has provided consulting services focused on performance improvement projects. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies across multiple asset allocation approaches.
Darin S
Series 66
Leawood, KS
Merrill
Darin Shank is a Senior Financial Advisor at Merrill Lynch Wealth Management and a holder of multiple professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He began his financial advisory career in 2006 and co-founded The ASA Group in 2014, combining his practice with two trusted colleagues to better serve clients. Before entering financial services, Darin spent 15 years in Corporate Finance and Accounting Management and served eight years in the United States Air Force. His expertise covers areas such as retirement planning, family wealth management, tax minimization, liquidity management, college education planning, small business strategies, and investment strategy. Darin believes in providing clients with a clear understanding of their financial trajectory to enable informed decisions and long-term sustainability. Darin holds an Associate's Degree from the Community College of the Air Force, a Bachelor's Degree from the University of Illinois, and a Master's Degree from Keller Graduate School of Management. He is involved in his community through activities with Sacred Heart Catholic Church, the Metropolitan Community Colleges Foundation Board, and the National Eagle Scout Association. Darin and his family are active members of their parish, and he has served in various leadership roles including as District Chairman for the Shawnee Trails District of the Boy Scouts of America.
Wesley E
Series 66
Blue Springs, MO
Raymond James Financial
Wesley Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2022 and is also involved with Ellwood Investments LLC. Prior to his financial advisory roles, his background includes positions at Orizon Aerostructures and the Nostrand Avenue Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Victoria C
Series 63, Series 65
Leawood, KS
Merrill
Victoria Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She partners with individuals and families to simplify complex financial decisions and create strategies that support lasting financial well-being. Her areas of focus include retirement planning, investment management, wealth accumulation strategies, and helping clients navigate important financial decisions throughout every stage of life. Before entering financial advising, Victoria spent over 25 years building trusted client relationships in the Healthcare IT industry. Her transition into financial advising was influenced by personal experiences with financial uncertainty and caring for her father during his illness, which underscored the importance of clear planning and trusted guidance. Victoria holds a Bachelor's Degree from the University of Oklahoma and the Personal Investment Advisor (PIA) designation. She is a wife and mother of five, actively involved in her community through organizations such as Hillcrest Hope, Missouri PTA, and Pleasant Valley Baptist Church. Outside of work, her personal interests include baseball, football, reading, traveling, spending time with family, and watching movies.
Derrick E
Series 66
Lees Summit, MO
LPL Financial
Derrick Evans is a financial advisor at LPL Financial with a Series 66 designation and nine years of industry experience. He previously worked at Waddell & Reed, Inc. and Arvest Bank before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and access to third-party asset management.
Brian Z
Series 63, Series 65
Leawood, KS
RBC Capital Markets
Brian Zimmerman is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 credentials and has 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he manages the business affairs of the Zimmerman Family Farm in Kansas. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment needs.
Ryan L
Series 63, Series 66
Leawood, KS
Morgan Stanley
Ryan Lovill is a financial advisor with Morgan Stanley in Leawood, Kansas, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and U.S. Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and approved planning tools to support its financial planning services.
Cynthia K
Series 65
Lees Summit, MO
Raymond James Financial
Cynthia Kennedy is a Series 65-licensed financial advisor with 10 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having previously worked at KDH Advisors, LLC, Commonwealth Financial Network, and American Tax Advisors of KC, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supporting implementation through its advisory programs and affiliated firms.
Ann L
Series 63, Series 65
Kansas City, MO
Mass Mutual Investors Services
Ann Lang is a financial advisor with MassMutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and having 40 years of industry experience. She has worked with MassMutual Life Insurance Company and MassMutual Investors Services since 1986. In addition to her advisory role, she is involved in insurance sales through Twin Financial. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, employing firm-approved analytical tools to develop collaborative client plans.
Logan C
Series 66
Lees Summit, MO
Edward Jones
Logan Carpenter is a financial advisor at Edward Jones in Lees Summit, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at the University of Central Missouri and Utah Valley University, as well as in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Brandon C
Series 66
Leawood, KS
RBC Capital Markets
Brandon Chandler is a Series 66-licensed financial advisor with RBC Capital Markets, LLC, where he has worked since 2018. He has seven years of industry experience, including roles at City National Bank and Avila University. He serves on the board of the Daryl Cronk Dash Foundation, a charity that provides baseball lessons and camps to underprivileged youth in his community. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating both in-house and third-party investment managers.
Matthew H
Series 66
Leawood, KS
RBC Capital Markets
Matthew Haverty is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has worked at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to both in-house and third-party investment managers, alongside alternative investments and integrated lending solutions.
Edward K
Series 65
Leawood, KS
Wells Fargo Advisors
Edward Kuklenski is a financial advisor at Wells Fargo Advisors with a Series 65 credential and one year of industry experience. His prior roles include positions at FCS Private Wealth Management and Country Club Bank. Outside of finance, he has been involved with Kilroys Sports and held various roles at educational institutions, including Indiana University Bloomington and Rockhurst High School. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop recommendations delivered through meetings and client summary letters.
Michael M
Series 63, Series 65
Lee's Summit, MO
OSAIC
Michael Martin is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Woodbury Financial Services Inc and National Planning Corporation. Outside of advising, Martin also operates a tax preparation and planning business and serves as a trustee on the Jackson County Missouri Pension Board. OSAIC serves a diverse range of retail and institutional clients through a broad network of financial advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a variety of investment products, managed on both discretionary and non-discretionary bases.
Stephen M
Series 66
Leawood, KS
RBC Capital Markets
Stephen Mouse is a financial advisor with RBC Capital Markets based in Leawood, KS. He holds a Series 66 designation and has 29 years of industry experience, including 18 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, financial planning, and custody services.
Michael H
Series 63, Series 66
Leawood, KS
Robert Baird & Co.
Michael Henning is a financial advisor with Robert W. Baird & Co. in Leawood, KS, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Robert W. Baird since 2014. Henning serves as a board member on the Finance Council of the Archdiocese of Kansas City in Kansas. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides a range of portfolio and consulting services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.
Andrew R
Series 66
Lee's Summit, MO
Edward Jones
Andrew Reynolds is a financial advisor at Edward Jones in Lee's Summit, MO, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017 and was previously involved with Transit Pros LLC. Reynolds serves as vice president on the board of Alison's Angels, a nonprofit organization, and organizes a golf tournament for the charity Gettingup.org. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.
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