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Kevin L

CFA®, Series 63

Overland Park, KS

Edward Jones

Kevin Lampo is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He is based in Overland Park, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Brandon C

Series 66

Leawood, KS

RBC Capital Markets

Brandon Chandler is a Series 66-licensed financial advisor with RBC Capital Markets, LLC, where he has worked since 2018. He has seven years of industry experience, including roles at City National Bank and Avila University. He serves on the board of the Daryl Cronk Dash Foundation, a charity that provides baseball lessons and camps to underprivileged youth in his community. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating both in-house and third-party investment managers.

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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Matthew H

Series 66

Leawood, KS

RBC Capital Markets

Matthew Haverty is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has worked at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to both in-house and third-party investment managers, alongside alternative investments and integrated lending solutions.

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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Stephen M

Series 66

Leawood, KS

RBC Capital Markets

Stephen Mouse is a financial advisor with RBC Capital Markets based in Leawood, KS. He holds a Series 66 designation and has 29 years of industry experience, including 18 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management, 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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Trevor H

Series 63, Series 65

Leawood, KS

Raymond James & Associates

Trevor Howard is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for nine years before joining Raymond James in 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eduardo A

Series 63, Series 65

Leawood, KS

Ameriprise

Eduardo Avendano is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ares Management LLC and Foreside Fund Services, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset thresholds. The firm delivers written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ezekiel R

Series 66

Overland Park, KS

LPL Enterprise

Ezekiel Reazin is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in education for eight years at Ottawa University Kansas and local schools in Eudora, KS. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, third-party asset manager access, and related brokerage and insurance services.

Tax-loss harvesting
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Jeffry C

Series 66

Overland Park, KS

LPL Enterprise

Jeffry Curry is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns Summit Retirement Solutions and operates Expedition Financial Services, providing financial planning and investment advisory services. LPL Enterprise serves a diverse client base including individual investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment strategies and offers access to third-party asset managers, with additional services including trust custody, insurance products, and collateralized lending programs.

Tax-loss harvesting
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Robert L

Series 63, Series 65

Olathe, KS

LPL Financial

Robert Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at Securities America Advisors, National Planning Corporation, and operating Compass Financial Resources since 1998. Outside of his LPL role, he provides financial planning and consulting services through Ameritime, LLC, an independent investment advisory firm he started in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and institutional platforms, delivering advice through a large network of investment adviser representatives using various strategies and technology tools.

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

Series 66

Leawood, KS

RBC Capital Markets

Kevin Egan is a financial advisor with RBC Capital Markets in Leawood, KS. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining RBC, he has experience in various industries including roles at Monster Energy and involvement with Sigma Nu Fraternity, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, 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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Andrew M

CFP®, Series 63, Series 65

Overland Park, KS

LPL Financial

Andrew Melliger is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Hornor, Townsend & Kent, LLC and Lincoln Financial Securities Corporation. Outside of his advisory work, he is owner and president of Seniors Only, Inc., a private corporate entity used for managing operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including 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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Aaron W

Series 66

Gardner, KS

Edward Jones

Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Megan A

Series 66

Leawood, KS

Edward Jones

Megan Arzillo is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. 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, operating under a fiduciary standard.

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

Series 66

Overland Park, KS

Edward Jones

Justin Green is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent 16 years in education with the Shawnee Mission School District and was involved with Behavioral Health Allies and his own educational consulting firm. Outside of finance, he has roles in the hair salon industry, serving as secretary of Primp, LLC and vice president of Nicky Green, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Divorce financial planning Public Service Employee Educators, Teachers, and Academics LGBTQIA Widow/Widower Divorced
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Donald W

Series 66

Leawood, KS

Raymond James & Associates

Donald Wratchford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill and Bank of America prior to joining Raymond James & Associates in 2025. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Cayman L

Series 66

Paola, KS

Edward Jones

Cayman Long is a Series 66 licensed financial advisor with Edward Jones, based in Paola, KS, and has one year of industry experience. His career includes previous roles at Edward Jones, as well as entrepreneurial experience as a self-employed professional and work at Rock Bottom Brewery. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm offers a range of advisory services, 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.

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

Series 66, Series 63

Louisburg, KS

Edward Jones

Jacob Hill is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he held positions at Manhattan Country Club, Wenger Manufacturing Inc, Shady Gators, Kansas State University, and Louisburg Middle/High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices, offering additional services such as tax-efficient strategies and securities-based lending.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Michael B

Series 66

Leawood, KS

Ameriprise

Michael Brun Jr. is a financial advisor with Ameriprise in Overland Park, KS, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian W

Series 63, Series 66

Overland Park, KS

LPL Financial

Brian Wall is a financial advisor at LPL Financial with 50 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, 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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Dale R

Series 63, Series 65

Overland Park, KS

Primerica Advisors

Dale Raymond is a financial advisor with Primerica Advisors in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1987. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and provides a wrap-fee solution rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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