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James W

Series 66

Liberty, MO

Cetera

James Witkowski is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory work, he serves as a board member for the Dad & Daughter 5K Run/Walk charity event, assisting with event planning and coordination. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

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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David P

Series 66

Liberty, MO

LPL Financial

David Poskin is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior work history includes roles at Waddell & Reed, Inc., various insurance carriers, and the Hill & Mitchell Group LLC. He serves as a precinct committeeman in Johnson County, Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research support from LPL Research and third-party providers.

College savings (529s, UTMA, etc.)
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Joseph H

Series 66

Parkville, MO

Thrivent Investment Management

Joseph Henson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2022. Prior to his financial advisory roles, he worked with the Platte County Board of Services and the Platte County R3 School District. Outside of his financial advisory work, Henson serves as an official in wrestling events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services through its WealthPlan billing program.

Business ownership considerations
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Gina S

Series 66

Kansas City, MO

Edward Jones

Gina Snearly is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017, following seven years at Men's Wearhouse. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Linda W

Series 66

Overland Park, KS

Edward Jones

Linda Werner is a financial advisor with Edward Jones in Overland Park, KS, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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

Series 66

Kansas City, MO

Edward Jones

Olivia Cross is a Series 66–licensed financial advisor with four years of industry experience. She currently works at Edward Jones in Kansas City, MO, and previously held positions at Copper Financial Network and North American Savings Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive LGBTQIA Newlywed/Engaged
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Janice B

Series 63, Series 65

Kansas City, MO

OSAIC

Janice Brandt is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America Inc for nearly a decade each. She is also Vice President and Chief Compliance Officer of Sunset Financial Services, Inc., where she oversees compliance requirements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment solutions and utilizes various tools and third-party platforms to construct and manage portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tyler B

Series 66

Kansas City, MO

UBS Financial Services

Tyler Bret is a financial advisor at UBS Financial Services in Kansas City, MO, holding a Series 66 designation with approximately two years of industry experience. Prior to his current role, he worked in the Office of Investments at the University of Missouri and has diverse experience including roles at Kendra Scott and The Missouri Bank. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services through a broad platform that includes brokerage, advisory, underwriting, and custody functions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Mark M

Series 63, Series 65

Westwood, KS

OSAIC

Mark Morash is a financial advisor with OSAIC, holding the Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Signator Investors, Inc. from 2016 to 2018 and has been with OSAIC since 2018. Outside of his advisory role, he is involved as an agent selling fixed insurance through a separate licensed business. OSAIC serves a diverse client base including retail, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of asset types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew J

Series 66

Shawnee, KS

J.P. Morgan Securities

Matthew Jorgenson is a financial advisor at J.P. Morgan Securities in Shawnee, KS, holding a Series 66 designation. He has 1 year of experience in the industry, with prior roles at Bank of America/Merrill Lynch, Bank of West, Nationwide Insurance, and Verizon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Gage K

Series 66

Kansas City, MO

UBS Financial Services

Gage Krieger is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following nine years at Waddell & Reed Financial. Outside of his advisory role, he is involved in two partnerships: Krieger Investments LLC, focused on real estate financial decision-making, and Advantage Billboards LLC, which owns and operates advertising billboard structures. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and market-making services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Andrew J

CFP®, Series 66

Prairie Village, KS

Edward Jones

Andrew Janssen is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience and previously served 24 years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

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

Series 66

Kansas City, MO

LPL Financial

Daniel Contreras is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and 25 years of industry experience. His prior firms include Grove Point Investments, LLC, CUSO Financial Services, LP, Ivy Distributors, Inc., and Waddell & Reed, Inc. He has also participated in community activities such as serving on the Shawnee Mission North High School 30 Year Reunion Committee. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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John D

Series 63, Series 65

Kansas City, MO

Mass Mutual Investors Services

John Degen is a financial advisor with Mass Mutual Investors Services in Kansas City, MO, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Mass Mutual Investors Services since 1989 and with MassMutual Life Insurance Co since 1987. Outside of his advisory role, he owns Visioneers, LLC, a consulting business focused on educating business owners about succession and transition opportunities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kyle W

Series 66

Liberty, MO

LPL Enterprise

Kyle Winters is a financial advisor with LPL Enterprise holding a Series 66 credential and beginning his advisory career in 2024. He has prior experience at Mid American Wealth Advisory Group and Winters & Associates, where he has been involved in tax preparation and accounting services. Winters also has a background that includes work in the funeral home industry and security services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party portfolio strategists.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Candace M

Series 63, Series 65

Kansas City, MO

OSAIC

Candace Mills is a financial advisor with OSAIC in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. She previously worked at SagePoint Financial from 2011 to 2023. In addition to her advisory role, Mills operates a sole proprietorship managing inherited residential rental properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning, retirement consulting, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John B

Series 63, Series 66

Kansas City, MO

Edward Jones

John Bellau is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a warden for the Knights of Columbus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Doctor or Medical Professional
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Brent G

Series 63, Series 65

Kansas City, MO

OSAIC

Brent Grauberger is a financial advisor with OSAIC based in Kansas City, MO, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked for Securities America Advisors, Inc. for 20 years and has been involved with PGN Financial Services, LLC since 2003, where he conducts insurance sales. Additionally, he provides investment capital and consulting services to a family-owned investment LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to various investment platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing in portfolio management and supports multiple advisory programs and legacy platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James D

Series 63, Series 65

Kansas City, MO

UBS Financial Services

James Degoler is a financial advisor with UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience, all with UBS since 1986. Outside of his advisory role, he is a one-quarter owner of a limited liability company involved in ownership and maintenance of hunting and fishing property. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brad W

Series 66

Kansas City, MO

Morgan Stanley

Brad Welch is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including a decade at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm leverages structured planning tools and market modeling techniques and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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