Overwhelmed by options?
Answer a few questions to see advisors matched to you.
1,107 advisors near
66112
within the area shown on the map
Out of 400,000+ nationwide
Hannah B
Series 66
Kansas City, MO
Edward Jones
Hannah Bellau is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation. She has experience with several firms, including Prime Capital Financial, Orange Sky, Aspyre Wealth Partners, Fidelity Investments, and Commerce Bank, along with multiple roles at Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Austin K
ChFC®, Series 65
Overland Park, KS
LPL Financial
Austin Kuehl is a financial advisor with LPL Financial based in Overland Park, KS, holding the ChFC® designation and Series 65 license, with seven years of industry experience. He previously worked at Stepp & Rothwell, Inc. and has been associated with BMG Advisors since 2020. 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 range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios.
Shawn C
Series 63, Series 65
Fairway, KS
Edward Jones
Shawn Creger is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. Outside of his advisory role, he is the owner of JLO Investments LLC, a real estate business based in Fairway, Kansas. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Larry V
Series 63, Series 65
Kansas City, MO
LPL Financial
Larry Vawter is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he serves as a successor trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Paul N
Series 63, Series 65
Kansas City, MO
OSAIC
Paul Nunes is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Nunes is a 50% owner of PGN Financial Services LLC, which supports business operations including office leasing and marketing. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm utilizes a range of asset allocation tools and provides access to various investment platforms and third-party money managers.
Steven A
CFP®, Series 66
Mission, KS
Edward Jones
Steven Anderson is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.
Michael K
CFP®, ChFC®, Series 63, Series 65
Kansas City, MO
Edward Jones
Michael Keeton is a financial advisor at Edward Jones in Kansas City, MO, holding the CFP® and ChFC® designations with 19 years of industry experience. He previously worked at Copper Financial Network LLC for seven years before joining Edward Jones in 2021. Outside of finance, Keeton works as a professional pyrotechnician, shooting fireworks shows several times a year. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, combining a large retail advisor network with affiliated services such as a trust company and proprietary mutual funds.
Brian W
Series 63, Series 66
Lenexa, KS
Fidelity
Brian Wacha is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co. and several academic institutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.
Jennifer H
Series 66
Kansas City, MO
Raymond James Financial
Jennifer Hershberger is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 14 years of industry experience. She has a long tenure with UMB-affiliated firms, including UMB Bank, UMB Financial Services Inc., and UMB Insurance Inc., where she worked for over two decades before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.
Todd S
CFP®, Series 66
Gladstone, MO
Edward Jones
Todd Salzman is a financial advisor with Edward Jones in Gladstone, MO, holding CFP® and Series 66 designations and 15 years of industry experience. He previously spent 12 years with Copper Financial Network LLC before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Andrew J
Series 66
Desoto, KS
Edward Jones
Andrew Jacober is a financial advisor with Edward Jones in Desoto, Kansas. He holds the Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.
Margo S
CFP®, Series 63, Series 65
Kansas City, MO
Wells Fargo Advisors
Margo Shepard is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Shepard serves on the investment committee and finance council for the Catholic Diocese of Kansas City St. Joseph. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines proprietary research and tools with multiple service and product channels.
Joel M
Series 63, Series 65
Prairie Village, KS
LPL Financial
Joel Mc Ginness is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2022, he worked for various insurance carriers and Waddell & Reed, Inc. from 2008 to 2021. 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 range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.
William G
Series 66
Kansas City, MO
Morgan Stanley
William Gerard is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Morgan Stanley, including positions at A Veteran's Valet, Rockhurst University, and LAZ Parking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.
Alicea K
Series 66
Kansas City, MO
LPL Financial
Alicea Konieczka is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. She previously worked with Wells Fargo Advisors, RT Specialty, RTS Financial / RTS International, and Clay Platte Family Medicine. Konieczka has ownership interests in two investment-related LLCs, Emerald Legacy Advisors LLC and AVK Advisory Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary research, model portfolios, and various technological tools.
Archie K
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Archie Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and began his career at Citigroup Global Markets in 2000. Outside of his advisory role, he owns Maasai Investments, LLC, which involves property management and business development, and he is also associated with Mosquito Squad, a pesticide control advisory business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm uses a structured financial planning process with firm-approved tools and offers diverse investment and planning services, managing approximately $2.74 trillion in client assets.
Mark J
Series 63, Series 65
Kansas City, MO
Primerica Advisors
Mark Jones is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and owns 4M Financial Group, LLC, a legal entity established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.
Braden W
Series 66
Kansas City, MO
LPL Financial
Braden Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and Ryan Transportation for three years. Wilson is based in Kansas City, MO. 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 brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management.
Tammy B
Series 66
Overland Park, KS
Cetera
Tammy Borchers is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has held roles at several firms including Wells Fargo Clearing, Waddell & Reed, Cadaret Grant & Co., and Grove Point Investments prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.
Benjamin P
CFP®, Series 66
Overland Park, KS
Edward Jones
Benjamin Purnell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Cerner Corporation for five years. Outside of his advisory role, he manages a real estate LLC and oversees several rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment advisory programs and maintains one of the largest networks of advisors and branch offices in the industry.
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...
1,107 advisors near
66112
within the area shown on the map
Out of 400,000+ nationwide