Overwhelmed by options?
Answer a few questions to see advisors matched to you.
821 advisors near
64063
within the area shown on the map
Out of 400,000+ nationwide
Kevin W
Series 66
Lees Summit, MO
LPL Financial
Kevin Wood is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed and Mid-Missouri Group LLC. Wood has participated in community organizations such as the Cass County Historical Society and the Freedom's Frontier National Heritage Area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven approaches.
Mark Z
Series 63, Series 66
Kansas City, MO
Edward Jones
Mark Zastrow is a financial advisor at Edward Jones with 31 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1994. Zastrow serves as a board member on the finance committee of Indian Hills Country Club in Mission Hills, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.
Adam K
CFP®, Series 66
Independence, MO
Edward Jones
Adam Kliethermes is a CFP®-designated financial advisor with Edward Jones in Independence, MO, where he has 14 years of industry experience and has worked since 2011. He is a member of the Board of Directors and the Investment Committee for the Truman Heartland Community Foundation. Additionally, he owns a commercial property leased to an Edward Jones branch office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.
Deidra H
Series 66
Leawood, KS
Merrill
Deidra Hunn is a financial advisor with Merrill, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Bank of America and Merrill since 2011. Outside of her advisory role, she serves as a board member of the Shawnee Mission West Soccer Booster Club, assisting with communication and fundraising efforts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Justin M
Series 66
Kansas City, MO
Morgan Stanley
Justin Mccandless is a financial advisor with Morgan Stanley in Kansas City, MO, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Morgan Stanley since 2015 and at Morgan Stanley Private Bank, N.A. since 2019. 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 and estate strategies, managing approximately $2.74 trillion in client assets.
Brad S
Series 65, Series 63
Lee's Summit, MO
Morgan Stanley
Brad Shaw is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and possessing 47 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing a rental property in Tahoe Vista, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.
Megan H
Series 66
Independence, MO
Edward Jones
Megan Hammer is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she was involved in marketing and transportation-related businesses. Outside of financial advising, she has been involved in a tanning salon as an on-call spray tanning specialist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Alan J
Series 66
Raymore, MO
Cetera
Alan Jones is a financial advisor with Cetera and holds the Series 66 designation, bringing 16 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency LLC and Avantax Investment Services, Inc. for over a decade. Outside his advisory role, Jones is president of a CPA practice and is involved in a family business offering real estate, mortgage, title services, and appraisal, as well as serving as treasurer for a nonprofit association. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Michael W
Series 63, Series 66
Kansas City, MO
Merrill
Michael Wakes is a Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. With 19 years of experience in financial services, he focuses on helping clients define their financial goals and develop tailored strategies to manage priorities such as legacy planning, personal retirement planning, and tax minimization. He holds a Bachelor's Degree from the California State University System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael applies a disciplined process that involves understanding his clients' financial situations and what matters most to them and their families. Outside of his professional role, Michael is involved with Junior Achievement of Greater Kansas City and Junior Achievement of Kansas. His personal interests include cooking, singing, spending time with his family, and traveling.
Michael U
Series 66
Kansas City, MO
LPL Financial
Michael Unnerstall is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Commerce Brokerage Services, Inc. for eight years. He also serves as a financial advisor for Commerce Bank in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
William W
Series 66
Kansas City, MO
UBS Financial Services
William Wolbach is a Series 66-credentialed financial advisor with UBS Financial Services in Kansas City, MO, where he has worked since 2006. He has 23 years of industry experience. Wolbach holds various community and nonprofit roles, including board memberships at the Kansas City Country Club and the Kansas City Art Institute, and serves on investment committees for the Nelson Atkins Museum of Art and Children’s Mercy Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, employing model-based asset allocations and proprietary research to tailor investment plans. The firm combines institutional trading capabilities with wealth management and capital markets services.
Patrick B
Series 66, Series 63
Independence, MO
Edward Jones
Patrick Bolger is a financial advisor at Edward Jones with 30 years of industry experience. He has held his current position since 1996 and holds Series 66 and Series 63 credentials. Outside of his advisory role, he serves as a trustee of his deceased father's trust. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Thomas W
Series 63, Series 66
Lees Summit, MO
LPL Financial
Thomas Wood Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Wood operates in Lees Summit, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.
Stephanie C
Series 66
Oak Grove, MO
Edward Jones
Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, MO. 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 nationwide.
Bryan F
Series 66
Lees Summit, MO
Edward Jones
Bryan Furey is a financial advisor with Edward Jones in Lees Summit, MO, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Shamrock Trading Corporation / RTS Financial before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
Jeffrey J
Series 66
Westwood, KS
LPL Financial
Jeffrey Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and has been associated with Midwestern Financial Group since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, with options for both discretionary and non-discretionary management.
Kyle N
Series 66
Leawood, KS
Morgan Stanley
Kyle Niehues is a financial advisor with Morgan Stanley in Leawood, KS, holding a Series 66 credential and four years of industry experience. His work history includes multiple terms at Morgan Stanley Smith Barney LLC and prior roles in retail and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.
Aaliyah B
Series 66
Leawood, KS
Morgan Stanley
Aaliyah Buckner is a Series 66-licensed financial advisor with Morgan Stanley, based in Leawood, Kansas, and has one year of industry experience beginning in 2024. Prior to joining Morgan Stanley, she worked for John Brown University and Maranatha Academy. Outside of her advisory role, she is employed by Helper's Inc., an elder care organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.
Duncan L
Series 63, Series 65
Leawood, KS
Wells Fargo Advisors
Duncan Laner is a financial advisor at Wells Fargo Advisors in Leawood, KS, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Bank of Prairie Village for ten years before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.
Cameron P
Series 66
Lees Summit, MO
LPL Financial
Cameron Pumphrey is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Mid-Missouri Group LLC, Waddell & Reed Inc, and various insurance carriers. Pumphrey is also involved as a general partner with Mid-Missouri Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
821 advisors near
64063
within the area shown on the map
Out of 400,000+ nationwide