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Darren P

Series 66

Parkville, MO

Edward Jones

Darren Prather is a financial advisor at Edward Jones in Parkville, MO, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at KOAM-TV for 34 years and has been affiliated with Pittsburg State University since 2010. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 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 College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Passive / index investing Retired Founder/Business Owner Executive
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Andrew P

Series 66

Kansas City, MO

Edward Jones

Andrew Plemons is a financial advisor with Edward Jones in Kansas City, MO. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at IFS North America, Spotlight AR, and Triune Financial Partners, LLC. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Inheritance planning General retirement planning Founder/Business Owner Doctor or Medical Professional Values-based investing Religious/faith focused
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Michael W

Series 66

Kansas City, MO

Morgan Stanley

Michael Williams 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 at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.

General estate planning guidance
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Adam N

CFP®, Series 66

Independence, MO

Edward Jones

Adam Newmaster is a Certified Financial Planner (CFP®) with five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed at State Street Bank and Trust from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Joshua G

Series 66

Liberty, MO

Cetera

Joshua Graham is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Cetera and has held positions there and at related entities since 2019. Prior to his financial advisory career, he worked at BankLiberty and served with the Northwest Missouri State University Police Department. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various third-party money managers and investment program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel R

ChFC®, Series 66

Kansas City, MO

Cetera

Daniel Raeber is a financial professional at Cetera with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Cetera in 2023, he worked at Edward Jones from 2014 to 2023. Raeber is also involved with Equity Financial Services, operating under a DBA related to his financial services activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that incorporates both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Krystina S

Series 66

Kansas City, MO

Edward Jones

Krystina Spohn is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she works part-time as a shopper for Instacart. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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

Series 66

Kansas City, MO

STIFEL

Sydney Allen is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation. Outside of his advisory work, Sydney is employed as a bartender at Harpo's Bar and Grill. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses.

General retirement planning Income planning
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Joseph B

Series 66

Kansas City, MO

Morgan Stanley

Joseph Bauer is a Series 66-registered financial advisor with Morgan Stanley in Kansas City, MO, bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model client outcomes.

General estate planning guidance
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Donald F

Series 63, Series 66

Liberty, MO

Fidelity

Donald Fischer is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, maintaining oversight of delegated management and employing systematic methodologies guided by long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Daniel S

Series 63, Series 65

Kansas City, MO

STIFEL

Daniel Stolper is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves on the Endowment Committee and has held leadership positions on the Board of Trustees at The Temple, Congregation B'nai Jehudah. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Pamela H

Series 63, Series 65

Kansas City, MO

Edward Jones

Pamela Hendrickson is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 65 licenses and with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is a silent partner in Progressive Marketing Group Inc., a promotion and sales business based in Mission, KS. 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, 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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Shean F

Series 66

Kansas City, MO

LPL Financial

Shean Fletcher is a financial advisor at LPL Financial in Kansas City, MO, holding a Series 66 designation with 14 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Edward Jones for six years. In addition to his advisory role, Fletcher owns Fletcher Tax, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced operational tools and a large network of advisors.

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

Series 66

Kansas City, MO

Morgan Stanley

Whitney Duske is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, Duske is involved in fitness instruction through her work with Mojo Cycling Studio. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

General estate planning guidance
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Paul B

Series 66

Kansas City, MO

Merrill

Paul Bischmann is a financial advisor with Merrill in Kansas City, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at the Private Bank at Bank of America, VisionBank, Community National Bank, and Heartland Financial. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Michael K

Series 63, Series 66

Kansas City, MO

Edward Jones

Michael Ketchum is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His career includes roles at Kornitzer Capital Management, AE Wealth Management, Ivy Investments, and Waddell & Reed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates 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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Jessica L

Series 66

Kansas City, KS

Edward Jones

Jessica Long is a financial advisor with Edward Jones in Kansas City, KS, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones continuously since 2008. 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.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Planning for children with special needs Wealth management Retired Founder/Business Owner Executive
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Kolin H

Series 65

Plat City, MO

LPL Financial

Kolin Hayes is a Series 65-credentialed financial advisor with two years of industry experience, currently affiliated with LPL Financial in Plat City, MO. His prior roles include positions at Aspyre Wealth Partners, MOKAN Wealth Management, and Decades Wealth Management LLC. He is also the author behind Decade Investor LLC, an ongoing business started in 2020. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and proprietary 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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Kelly D

Series 63, Series 66

Kansas City, MO

LPL Financial

Kelly Dennis is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 23 years before joining LPL Financial in 2021. 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 and access to model portfolios and third-party asset management, supported by extensive resources 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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Daniel W

Series 66

Liberty, MO

Edward Jones

Daniel Wilkes is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Copper Financial Network LLC for five years and CommunityAmerica Credit Union for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Doctor or Medical Professional Technology Professional
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