Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
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.
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 bringing 37 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2014 and previously spent ten years at LPL Financial. Outside of his advisory role, Palmentere is the owner of River Market Hydro, a garden supply business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.
Bradly B
Series 63, Series 65
Excelsior Springs, MO
LPL Financial
Bradly Broadbent is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. He also operates Broadbent, Houts & Co., PC, a tax preparation and accounting firm. 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, model portfolio programs, third-party asset management, and institutional 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 66, Series 63
Liberty, MO
Edward Jones
Bradley Schmidt is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and 32 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he is a member of BLTCJ Properties LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient advisory offerings.
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 65, Series 63
Smithville, MO
LPL Financial
John Carlson is a financial advisor with LPL Financial in Smithville, MO, holding Series 63 and Series 65 licenses and 14 years of industry experience. His previous work includes nearly two decades at Waddell & Reed Inc and 12 years with the Church of Jesus Christ of Latter Day Saints. 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, utilizing various portfolio strategies and technology tools, and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.
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 at Edward Jones in Kearney, Missouri, with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he served in the U.S. Army for twelve years and operated Silverback Decks LLC for seven years. He is a military retiree. 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 large network of financial advisors and branch offices across the United States.
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...
Find a financial advisor
Out of 400,000+ nationwide