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Daniel R
Series 66
Leawood, KS
Empower Advisory Group
Daniel Rose is a financial advisor with Empower Advisory Group holding a Series 66 designation. He has been with Empower since 2026 and has a background that includes roles at Geico and work in both retail and education sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated service model links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.
Christian L
Series 63, Series 65, Series 66
Overland Park, KS
Empower Advisory Group
Christian Lewis is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at American Century Investments and American Century Investment Services Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model linked to Empower’s recordkeeping and administrative platforms.
Robert M
CFP®, Series 63
Kansas City, MO
GWN Securities Inc.
Robert Morrissey Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He has been with GWN Securities Inc. since 2010. In addition to his advisory role, he works as an insurance agent focusing on fixed annuities, long-term care, and life insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.
Joel E
Series 66
Kansas City, MO
Ameritas Advisory Services, LLC
Joel Engle is a financial advisor at Ameritas Advisory Services, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Ameritas Investment Corp since 2004, joining Ameritas Advisory Services in 2021. In addition to his advisory work, Engle serves as a US Army Career Counselor in the Army Reserve, providing career counseling and support to reserve soldiers. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities to build client portfolios.
Renea S
Series 66
Kansas City, MO
Empower Advisory Group
Renea Simpson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 66 designation and has worked at Empower Financial Services, AGIA, and VALIC Financial Advisors. Based in Kansas City, MO, she has been with Empower Advisory Group since 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering long-term oriented financial plans and optional managed account solutions.
Landon W
CFP®, Series 63, Series 65
Kansas City, MO
GWN Securities Inc.
Landon Warmund is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Powercat Financial. Outside of his advisory role, he is a Certified Student Loan Professional providing consulting services to school districts and their employees on student loan matters. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of traditional and active investment strategies.
Curtis Y
CFP®, Series 63, Series 65
Overland Park, KS
Commonwealth Financial Network
Curtis Yohon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network, where he has worked since 2001. He also has experience with The Advocates since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Jake F
Series 63, Series 66
Mission Woods, KS
Hightower Advisors
Jake Falcon is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Hightower Advisors since 2016, following three years at UBS Financial Services Inc. Falcon co-hosts the Kansas Golf Foundation Podcast, which promotes golf in Kansas and supports the foundation. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.
Justin S
CFP®, ChFC®, Series 66
Prairie Village, KS
Edward Jones
Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.
Michael K
Series 63, Series 66
Shawnee, KS
LPL Financial
Michael Kijowski is a financial advisor with LPL Financial in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2011 and previously was with Peoples Bank from 2005 to 2018. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.
Andrew N
Series 66
Prairie Village, KS
Edward Jones
Andrew Navran is a financial advisor with Edward Jones in Prairie Village, KS. He holds a Series 66 designation and has four years of industry experience, including six years at Synchrony Financial prior to joining Edward Jones in 2021. Outside of his advisory role, he has received an annual stipend from Walden University and has been involved in consulting projects for firms such as Ivy Exec, Coleman Research, AlphaSights, and Guidepoint. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Shaun F
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Shaun Flanigan is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has worked at Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process supported by firm-approved tools and analysis.
Corey M
Series 63
Gladstone, MO
Ameriprise
Corey Means is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 63 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he manages a business-related expense company as president of Corey S Means LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing a centralized service team and drawing on investment research and algorithmic analysis.
Dakota L
Series 66
Parkville, MO
Edward Jones
Dakota Luke is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, he worked at Select Quote and Walmart, and served with Maryville Public Safety. He also offers notary services in his community without charge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Alessandra G
ChFC®, Series 66
Prairie Village, KS
Edward Jones
Alessandra Graber Brown is a ChFC® credentialed financial advisor with Edward Jones in Prairie Village, KS, where she has worked since 2012, accumulating 14 years of industry experience. She holds the Series 66 designation. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary investment products through a nationwide network of financial advisors and branch offices.
Michelle R
Series 66
Kansas City, MO
LPL Financial
Michelle Reek is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Skyline Rooftops, as well as six years at Shamrock Trading Corporation. 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 portfolios, third-party asset management, and participant-level retirement advice, supported by extensive operational and research tools.
Kaeleb S
Series 65
Kansas City, MO
Edelman Financial Engines
Kaeleb Smead is an advisor at Edelman Financial Engines with a Series 65 credential and experience spanning roles at State Street Corporation, PNC Bank, and currently Edelman Financial Engines since 2024. He is based in Kansas City, MO. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.
Christopher B
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Christopher Briley is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Citigroup Global Markets from 2004 to 2009 and longstanding service at Morgan Stanley since 2009. He is based in Kansas City, MO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.
Franklin S
Series 63, Series 66
Overland Park, KS
Ameriprise
Franklin Santos is a financial advisor with Ameriprise in Arnold, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at FBL Financial Group, Charles Schwab, U.S. Bancorp Investments, and Bank of America. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic recommendation processes.
Kathryn P
Series 66
Fairway, KS
Edward Jones
Kathryn Pfeiffer is a Series 66-licensed financial advisor with Edward Jones in Fairway, KS, where she has worked since 2014. She has 22 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is known for its extensive retail advisor network and affiliated capabilities beyond advisory services.
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