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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 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.

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

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

Annuities Retirement plans for business owners (SEP, solo 401k)
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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.

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

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 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.

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

Tax-loss harvesting
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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.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Business succession planning General estate planning guidance Wealth management Founder/Business Owner Doctor or Medical Professional
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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.

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

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Military & Veterans Government Employee
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