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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.
William J
Series 63, Series 66
Lees Summit, MO
LPL Financial
William James is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 43 years of industry experience. His prior work includes nearly four decades at Waddell & Reed, Inc. and involvement with several business entities such as A Thyme for Everything and Stick This In Your Ear LLC, which are outside the investment field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and third-party subadvisors.
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 spent 13 years at Peoples Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
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.
Kevin M
CFP®, Series 63, Series 66
Shawnee, KS
Edward Jones
Kevin Makalous is a financial advisor with Edward Jones in Shawnee, KS, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including 18 years with Edward Jones. Outside of his advisory role, he and his wife formed an LLC to own the building that will house his Edward Jones branch office. Edward Jones is a wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds 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.
Timothy H
Series 66
Kansas City, MO
Edward Jones
Timothy Hacker is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
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 is a financial advisor with Edward Jones, holding the ChFC® designation and Series 66 license, with 13 years of industry experience. She has been with Edward Jones since 2012. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
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 having one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Shamrock Trading Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
Austin B
Series 66
Lees Summit, MO
LPL Financial
Austin Buck is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior roles at Jesse Snow and Waddell & Reed, Inc. Outside of his advisory role, he operates LifeGoals Strategies Group, a DBA affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.
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 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, with prior experience at Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee to develop tailored financial strategies.
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.
Kelly B
Series 63, Series 65
Kansas City, MO
Merrill
Kelly Bonavia is a financial advisor at Merrill with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2008 and Bank of America since 2009. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors. The firm’s approach integrates investment management with Bank of America’s broader corporate platform, including access to swaps, derivatives, lending, and custody services.
Steven S
Series 63, Series 65
Lees Summit, MO
LPL Financial
Steven Stringberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His past roles include long-term service at Waddell & Reed Inc and involvement with multiple firms such as Mid-Missouri Group, LLC and Celtic Wolf LLC. Outside of investment-related activities, he is involved with Stick This In Your Ear, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing diversified strategies supported by internal and third-party research.
Tommie H
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Tommie Hughes is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Hughes is active in religious speaking and preaching through TR Hughes Ministries and serves as treasurer for the Pentecostal Assemblies of The World. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and offers a wide range of investment and planning solutions.
Chad N
Series 63, Series 65
Prairie Village, KS
LPL Enterprise
Chad Nielsen is a financial advisor at LPL Enterprise with 11 years of industry experience. He previously worked for Pruco Securities, LLC for nine years and has been involved with Superior Cash Advance, Inc. since 2004. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with other financial products.
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