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Christopher M

ChFC®, Series 66

Blue Springs, MO

Edward Jones

Christopher Madden is a financial advisor at Edward Jones with 19 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2007. Outside of his advisory role, he maintains and repairs a rental home in Independence, MO. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

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

Series 66

Leawood, KS

Merrill

Daniel Crowe is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2006. He has spent his entire career in the financial services industry and focuses on understanding each client's unique financial needs to craft customized plans. Daniel emphasizes hard work, clear communication, and detailed approaches to assist clients in various financial matters, including retirement planning, education planning, managing new wealth, and small business strategies. Daniel holds a Bachelor's degree from William Jewell College and has earned several advanced industry designations, reflecting his commitment to lifelong learning. His professional credentials include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). Outside of his professional work, Daniel lives in Raymore with his wife, Ashley, and their three children. He enjoys coaching youth sports and spending time outdoors engaging in activities such as fishing and hunting. Additionally, he applies his interest in the outdoors through involvement with the American Royal and the National Wild Turkey Federation.

Wealth management Retirement income strategy Family Business Business exit / sale strategy Parents Mid-Career Professionals
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Paul D

Series 63, Series 65

Lees Summit, MO

LPL Financial

Paul Dykes is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley, and his own agency. Outside of advisory work, he owns and operates Dykes Farms, a farming business involved in forestry and poultry sales. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad non-advisory financial services platform.

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

Series 66

Lee's Summit, MO

Thrivent Investment Management

Josh Laing is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2023. Outside of his advisory role, Laing is involved in managing Best Best LLC, a review app that assists restaurant owners in collecting customer data and driving sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm separates planning from managed-account services and emphasizes periodic review and advisor-delivered updates.

Business ownership considerations
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James N

Series 63, Series 65

Leawood, KS

Morgan Stanley

James Neunuebel is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held positions at UBS Financial Services and Morgan Stanley Private Bank. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing a structured planning process with firm-approved tools.

General estate planning guidance
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Casey H

Series 66

Leawood, KS

Morgan Stanley

Casey Hoffman is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Bennington State Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and investment modeling to support client outcomes.

General estate planning guidance
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Kathleen D

Series 63, Series 65

Kansas City, MO

Mass Mutual Investors Services

Kathleen Degen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Mass Mutual Investors Services since 1987 and has worked with Mass Mutual Life Insurance Company since 1983. Outside of her advisory role, she serves on the boards of St. Teresa's Academy and Heartstrings Community Foundation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and money-manager programs, with a focus on collaborative financial planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John M

Series 66

Leawood, KS

RBC Capital Markets

John Mc Carthy is a financial advisor at RBC Capital Markets with Series 66 credentials and two years of industry experience. His prior roles include positions at UBS and RV Evans, as well as work at the University of Kansas and Rockhurst High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Scott W

CFP®, Series 66

Lees Summit, MO

Edward Jones

Scott Wall is a Certified Financial Planner (CFP®) and holds a Series 66 license with 11 years of experience in the financial industry, all of which have been with Edward Jones since 2015. He is based in Lees Summit, Missouri. 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 solutions. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner
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Sarah H

Series 63, Series 66

Lee's Summit, MO

Edward Jones

Sarah Hudson is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at Edward Jones, she gained experience performing basic banking duties as a bank teller at Hawthorn Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive LGBTQIA Women's Finance Women Professionals
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Javier H

Series 66

Leawood, KS

Wells Fargo Advisors

Javier Hernandez is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial, RBC Capital Markets, Security Bank of Kansas City, and Wells Fargo Clearing. Prior to his finance career, he spent five years at Midwest Orthopaedics PA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael F

Series 63, Series 65

Lees Summit, MO

LPL Financial

Michael Fiammetta is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at HARTFORD Funds Distributors, LLC for 11 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 advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary and third-party investment strategies.

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

Series 66

Lees Summit, MO

Edward Jones

Heather Bergen is a financial advisor at Edward Jones with Series 66 credentials and 21 years of experience at the firm. She is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management Retired Founder/Business Owner Executive Women Professionals
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Andrew M

Series 66

Lees Summit, MO

LPL Financial

Andrew Moore is a financial advisor at LPL Financial in Lees Summit, MO, holding the Series 66 designation. He has been in the financial industry since 2024, with experience at Earth Effects LLC and Central Investment Advisors prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Leawood, KS

RBC Capital Markets

Christopher Cassaday is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 12 years and has been with RBC Capital Markets since 2017. Outside of his advisory role, he is an active owner of a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors and institutions. The firm offers multiple advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers, supported by comprehensive financial planning and custody services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Kirk H

Series 66

Lees Summit, MO

Raymond James Financial

Kirk Huismann is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and American Tax Advisors of Kansas City. Outside of his advisory role, he is the owner and CEO of KDH Advisors, LLC, which operates as Friedline Financial, and he is also involved as an indoor rock climbing instructor at Ibex Climbing Gym. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Casey C

Series 66

Prairie Village, KS

Edward Jones

Casey Clark is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Steven T

Series 66

Lee's Summit, MO

LPL Enterprise

Steven Twombly is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with LPL Enterprise, having previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he engages in business consulting through Business Cost Reduction, LLC and has experience as a former owner of Automation Dynamics, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Jay S

Series 63, Series 66

Raymore, MO

LPL Financial

Jay Sellami is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at CETERA Financial Specialists LLC, Waddell & Reed, Inc., and Ameriprise. 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 asset management services, utilizing various model portfolios and strategies supported by advanced research and operational tools.

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

Series 66

Leawood, KS

RBC Capital Markets

Terrance Wood is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and 24 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously spent five years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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