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Jennifer H
Series 66
Kansas City, MO
Raymond James Financial
Jennifer Hershberger is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 14 years of industry experience. She has a long tenure with UMB-affiliated firms, including UMB Bank, UMB Financial Services Inc., and UMB Insurance Inc., where she worked for over two decades before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.
Adam G
Series 66
Kearney, MO
Raymond James & Associates
Adam Gay is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc for 10 years. His current tenure at Raymond James began in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Todd S
CFP®, Series 66
Gladstone, MO
Edward Jones
Todd Salzman is a financial advisor with Edward Jones in Gladstone, MO, holding CFP® and Series 66 designations and 15 years of industry experience. He previously spent 12 years with Copper Financial Network LLC before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Margo S
CFP®, Series 63, Series 65
Kansas City, MO
Wells Fargo Advisors
Margo Shepard is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Shepard serves on the investment committee and finance council for the Catholic Diocese of Kansas City St. Joseph. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines proprietary research and tools with multiple service and product channels.
William G
Series 66
Kansas City, MO
Morgan Stanley
William Gerard is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Morgan Stanley, including positions at A Veteran's Valet, Rockhurst University, and LAZ Parking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.
Alicea K
Series 66
Kansas City, MO
LPL Financial
Alicea Konieczka is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Advisors and RT Specialty. She is also a 50% owner of Emerald Legacy Advisors LLC and fully owns AVK Advisory Management LLC, both investment-related entities. 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 portfolios, third-party asset management, and institutional platforms.
Archie K
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Archie Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and began his career at Citigroup Global Markets in 2000. Outside of his advisory role, he owns Maasai Investments, LLC, which involves property management and business development, and he is also associated with Mosquito Squad, a pesticide control advisory business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm uses a structured financial planning process with firm-approved tools and offers diverse investment and planning services, managing approximately $2.74 trillion in client assets.
Jason P
Series 66
Kearney, MO
Cetera
Jason Pierret is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Edward Jones for seven years and has been affiliated with Cetera and Eagle Wealth Planning, LLC since 2021. He serves as a board member of the Kearney Education Foundation, a nonprofit organization involved in scholarship selection and fundraising. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple custodial relationships.
Braden W
Series 66
Kansas City, MO
LPL Financial
Braden Wilson is a financial advisor at LPL Financial in Kansas City, MO, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Ryan Transportation for three years. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.
Todd L
Series 66
Independence, MO
Edward Jones
Todd Le Sage is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has worked at Merrill, CFD Investments/TKL Wealth Strategies, and DST Securities prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.
Gabriel M
Series 63, Series 65
Kansas City, MO
LPL Financial
Gabriel Moser is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to LPL Financial, he worked at Northwestern Mutual Investment Services LLC and has experience in diverse roles including at The Onyx Collection and VeraNorth Capital Management LLC. 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 a variety of strategies including model portfolios and third-party asset management.
Erica K
CFP®, Series 63
Kansas City, MO
Edward Jones
Erica King is a CFP®-certified financial advisor with Edward Jones in Kansas City, MO, where she has worked since 2002. She holds a Series 63 license and has 23 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Michael E
Series 66
Parkville, MO
Edward Jones
Michael Emmick is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where he has worked since 2009. He has 22 years of industry experience. Outside of his advisory role, he is involved with MRE Holdings LLC, a rental property business in Parkville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.
Dennis H
Series 66
Kansas City, MO
LPL Enterprise
Dennis Hacking is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Kansas City, MO. He has professional experience that includes roles outside of finance, such as working at Cinzetti's Italian Market and Diamond Gymnastics Academy. His industry experience as an advisor began in 2026. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.
Lindsey M
Series 66
Independence, MO
Edward Jones
Lindsey Marquis is a financial advisor with Edward Jones and holds the Series 66 designation. She has two years of industry experience and previously worked at Faultless Starch/Bon Ami Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and operates an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm is notable for its extensive advisory network and affiliated capabilities beyond standard advisory services.
John B
Series 66
Liberty, MO
Cetera
John Blanton is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Spencer Financial Services, Inc. Outside of his advisory work, Blanton serves as a junior high and high school basketball coach at a local Christian school and is a part owner of a skincare business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.
Christopher T
CFP®, Series 63
Independence, MO
Edward Jones
Christopher Thiele is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2009, accumulating 17 years of industry experience. He volunteers on the Investment Steering Committee for Lee's Summit Community Church in Missouri, assisting with the church's investment decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.
Timothy D
Series 63, Series 66
North Kansas City, MO
Edward Jones
Timothy Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1991. Dolan serves as a board member of the North Kansas City Business Council, a nonprofit chamber organization involved in directing local business policies. 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. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.
Greta O
Series 66
Kansas City, MO
Edward Jones
Greta O’very is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and 10 years of industry experience. She previously worked with Equitable Advisors and Axa Advisors, LLC. Outside of her advisory role, she teaches Basic Investing as a Life and Leisure instructor at Johnson County Community College. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large national network of financial advisors and branch offices.
Nicole E
Series 66
Kansas City, KS
Edward Jones
Nicole Eads is a Series 66-licensed financial advisor with Edward Jones, based in Kansas City, KS. She has been associated with Edward Jones since 2019 and has experience working with several community churches. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory and investment management solutions supported by a large network of financial advisors and branch offices nationwide.
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